bbbs matchforce login

Please be honest and answer each question and circle only one response. When prompted to enroll in Okta Verify, open the Okta Verify app on your phone and scan the barcode that appears in your computers browser. This level of customization has never been available on previous versions of the YOS and COS, and will allow agencies a wide amount of latitude to determine exactly what information they want to . It is the primary system in which Big Brothers Big Sisters agencies document information about Bigs, Littles, and matches. Only a member of the National Child Safety team can unmark a record marked as a child safety risk. You can still see parent/guardian relationships via Little enrollment records. For example, once the only or last open application connected to a Big or Littles contact record has been closed, the enrollment stage on the Big or Littles contact displays as Closed this allows agencies to create list views and reports that only include currently active individuals. However, the surveys have proved to be lengthy and difficult to administer. This is strongly discouraged. You cannot enter this code by approving a push notification as you can in Okta Verify. Open the National-Average Match Length dashboard and look at closures by duration. Note that the follow-up RPI will be triggered in Matchforce on the match anniversary. Go to your app dashboard in Okta and launch the application Matchforce Training. You will see a prompt on your device that "Extra verification is required for your account" Click Setup or Configure Factor. DataAll Bigs & Littles currently Active (Enrollment Stage = Open, Ready to be Matched, Matched) are included within this report. The next time you log into Okta, it should offer to send you a push notification or ask you for a numeric code. Okta Verify is the most secure option. There are no current prohibitions in either document surrounding mentors and mentees having phone or electronic communications when not on site. The survey redesign project officially kicked off in early December 2019. Using your browser, navigate to the BBBS Okta portal Fill in your BBBS credentials and click Sign In. Activating a TLE User Account in Matchforce Matchforce Training Tab FAQs Update Beginning February 14, 2023, volunteer and parent/guardian can be added to The Learning Exchange using the new Training Tab in Matchforce. Enrollment CompletionEnrollments with completed QA reviews from the current quarter are listed within this report. The use of MFA makes our accounts safer and secures our constituent data much better than a username and password alone. Accessing the Basic BBBSA Reports to better understand what is captured within the basic reports, navigate to the reports tab and click all folders on the left-hand side of the page. Work is currently underway and the system will be available for use by all BBBS affiliates by mid-June, 2020. Superusers can submit these ideas to the Matchforce team via the support ticketing system built into Matchforce. The cost to use TheApp will be contained in the current affiliate technology dues, and there is no plan to increase these dues in association with the introduction of TheApp. Non 1:1 Program ParticipationThis report provides summary level information about non-1:1 mentoring programs. No. Matchforce uses an application called WalkMe to provide help and training within the system. Only staff with Quality Assurance permissions can create or view QA records. All contact records that come into Matchforce via online inquiries will be assigned the owner BBBS Forms User. Keep this in mind as you create your own dashboards. Clicking allows you to download the image for your own use. Okta can send you a push notification that you approve using Okta Verify. This pilot will run through the end of June 2020. To create an agency-specific dashboard with this data, click Save As and save the dashboard to a folder connected to your agency. When dashboards are opened, data may need to be refreshed. You may not see all of the Matchforce applications that are available. Instead, TheApp is intended to be a long-term use tool to kickstart exciting new ways for Bigs, Littles, Parents and agencies to connect utilizing technology.. Individual components are listed below. In mid-December 2019, the co-chairs of the BBBS affinity groups nominated representatives for a task force that would help craft the new versions of the YOS and COS and speak on behalf of their colleagues throughout this process. When saving reports, always save your edited or created reports to a folder that you have created and not the National & Local Data folders in Matchforce so that only your agency sees your list of reports and dashboards. TheApp is consistent with the 2018 Standards and BBBSAs service delivery model. Contacts will be re-housed into combined household accounts by the end of go-live week. There are three steps to adding users to Matchforce in AMS. Report suggestions below will not reference the specific Reports & Dashboards already created by BBBSA / Traction and will only reference the specific report types in the area. Open the report connected to the component to see why those matches closed early. When saving reports and dashboards, always save to a folder that you have created and not to the broader folder in Matchforce, so that only your agency sees your list of reports and dashboards. Do what works best for you. Please ensure that you are looking for your data on a list view other than Recently Viewed. A survey completed any time before a Littles first match activation will now be considered by Matchforce to be the Littles baseline survey, so long as it is the first survey ever completed by the Little. Highlight the staff name to be added to the group and then click the. This level of customization has never been available on previous versions of the YOS and COS, and will allow agencies a wide amount of latitude to determine exactly what information they want to collect from Littles. You can learn more about Matchforce Groups and general Matchforce rights and permissions here. Instead, it will serve as the foundation for expanded digital match programs into the future including a full BBBS e-mentoring service delivery model to be developed in a future project phase. . Prior to her role as CAO, Mandy was the BBBSA Director of Affiliate Support. Open each dashboard and review whats contained within it. One-to-one communication between Bigs, Littles, and BBBS staff. It can be downloaded here. By clicking onat the bottom of each component, you will be directed to the report. Moving forward (for matches made after December 31,2020), a baseline survey is defined as the first YOS or COS completed by a Little regardless of when the survey was completed. Matchforce recognizes and keeps the first completed baseline, even if that survey was administered more than 60 days prior to the Littles first match activation date. Most importantly, these surveys provide program staff with valuable information on their Littles and the impact of their matches. We found that English is the preferred language on Aim Bbbs pages. We want to hear from you. Simply remove any additional Program Preference Type and youll be able to move forward. Individual components are listed below. In order to address this issue and increase the accuracy of the data reported in the soon to be released new YOS/COS outcomes report, the definition of a baseline survey has been clarified and the manner in which Matchforce handles specific aspects of baseline survey administration has been modified. This dashboard contains specific data points that staff may utilize to monitor and review match processes. The full and proper functioning of Matchforce requires the use of Google Chrome. This dashboard contains specific data points that staff may utilize to monitor and review match closure data. This icon appears on every page in the upper left-hand corner. This dashboards components are as follows: Specific demographic data for all contact types is displayed within this dashboard. To create an agency-specific dashboard with this data, clickSave As and save the dashboard to a folder connected to your agency. The more columns and data points exist in the report the dashboard is connected to, the longer the refresh period will be. Do you have questions about the YOS and COS Redesign Project? Examine the filters that have been placed on the reports to better understand what type of data is populated within the report youre viewing. Group data in a waythat is most helpful to you. Next, open the corresponding report to see more detailed data the dashboard is pulled from. In the following video, Julie Redcay, BBBSA Director of Federal Grants, explains the role the YOS and COS play in securing federal funds. At the top of the AMS window, click on Matchforce Groups. Make sure the volunteer contact has a valid email address entered. This dashboard contains specific data points that staff may utilize to monitor and review match support processes. Data Quality Dashboards are provided to allow you to track specific data points that may not be required fields in the system but are critical data points. Aim.bbbs.org is a web project, safe and generally suitable for all ages. Match Activation Date. This one is on us. But to be honest, not much is really going to feel different on go-live day. The expectation is that these components reflect a 0 value, which indicates the fields were not saved as blank or empty across records. The dashboard also contains components connected to Match Owner and reports may be edited to meet your specific needs. 2021 Big Brothers Big Sisters of America. This significantly impacts what data will be pulled into the report. Six folders are contained within it and contain different types of data that complements the dashboard data listed above. Usernames can only be recovered by your AMS Agency Administrators. Scenario:Your agency wants to pull reports that give you specific demographic, enrollment, and contact information. Safe, secure, and modern communications to help our matches today and strengthen our mission tomorrow. If you save reports and dashboards in a public folder, all other BBBS agencies will be able to see them and the data they contain. Data reveals whether or not a QA review was completed on that match. Multifactor authentication is an extra layer of security that goes beyond a username and password (something you know) by requiring an additional kind of authentication (something you have). Whether you open a dashboard component and click onunder the data, or you utilize a report in the National & Local Data folder, every report is created from a report type existing when you click . Attention if You Use Office 365 at Your Local Agency The last YOS that was completed before this Little's match was activated will be considered by Matchforce to be the Little's baseline survey (even though this survey may not show the designation of a baseline survey in Matchforce). What this means in practice is that the Matchforce 60-day rule is no longer in place. Match Closure Date. As you start moving forward and consider data you may want to review regularly, here are a couple of quick ideas. You can learn your options for doing this here. Take a look at your Match Management Dashboard. The four reports below will serve as a complement to several dashboards listed above. After the National Conference, BBBSA and True Owl will build the revised surveys in Matchforce and develop training materials to help staff learn to use the the new tools. Review the Match Management Dashboards. Once the App Launcher is open, you can switch between Matchforce applications by clicking on the application you would like to open. If you get prompted for MFA and successfully get into the Matchforce Training sandbox as shown below, you are all set! Ask us a question. If you didnt, return to Step 1 and try to enroll again. This task force should be in place by early January 2020. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings, enroll in multifactor authentication (MFA), You will be prompted for multifactor authentication (MFA), Access AMS by following the instructions in Section 2.0 of the, Scroll down to find the dropdown box titled, Move a match from the Pending stage to the Active stage, Move a match from the Pending Closure stage to the Closed stage, Change the Status field on a match from Red to Yellow or Green. Big Brothers Big Sisters is building a Matchforce based digital platform to facilitate safe and secure online communications between Bigs and Littles! BBBS Connect is a secure place where you can find BBBS resources and network information. Bigs and Littles will be able to easily record how they are feeling about their match whenever they are in the system. Want to get a quick snapshot of your early closures? In support of the modified definition of a baseline survey presented above, the following changes have been made in Matchforce. Step-by-Step Instructions 1. You may filter this report by SoR type as well as program type. On the left-hand side of the page, click all folders. For Now and the Future. Open your QA Reports folder to see the enrollments and matches that youve already QAed to help you get a sense of where you need to start. The National IT team will be providing instructions for how to do this by March 8, 2019. It is the primary system in which Big Brothers Big Sisters agencies document information about Bigs, Littles, and matches. You can view examples of the Matchforce inquiry forms here. Infographic Replacement Project Post Archive. Click on the Program Dashboards folder. The two reports listed below contain data tied to all RTBM participants in your agency at the current time. Clicking will open the dashboard to a larger view and will allow you to scroll through all components on the dashboard. Matchforce Profile Type can be set to the following values: Follow these steps to set Matchforce Profile Type for a user: There are six individual permissions that can be turned on or off for Matchforce users. ), Identify how many MSCs have been completed late or on-time, Identify demographic information tied to contacts connected to your grants, Track which matches are currently attached to different grants, Assess whether youre reaching goals connected to grants, Identify matches or enrollments that have been or need to be QAed (spot-check or scored), Review results of QA reviews and share feedback with staff, Identify whether QA team members are completing QA reviews as expected. Next, click on the National & Local Data folder. Although development of TheApp is being accelerated so it can be utilized as a solution during times of social distancing and stay-at-home orders, it is not a short-term fix aimed at only addressing the current situation. Individual components are listed below. Matchforce Applications The Matchforce system is composed of the following separate applications: Agency Management Big Brothers Big Sisters By clicking , you will open the Matchforce App Launcher which allows you to switch between apps. Aim.bbbs.org: Login Offline Aim.bbbs.org: visit the most interesting Aim Bbbs pages, well-liked by users from USA, or check the rest of aim.bbbs.org data below. If youve activated a match before generating the RPI, you may scan the RPI into Matchforce and attach it as a file on the contact record. The 18 digit code towards the end is the Match ID. Click here to access BBBS Connect Attention if You Use Office 365 at Your Local Agency You may want to use this data to: Scenario:Your agency wants to see what data is tied to all active matches. All three steps must be completed for each Matchforce user. Samples of the automated emails can be found here. Your MFA settings can be changed at a later time. Accessing confidential records in Matchforce is controlled by the Matchforce Group you are assigned. The data collected by the YOS and COS is instrumental in securing government grants like these. Reach out and tell us what you think. To better understand what is captured within these components: This dashboard allows you to see specific productivity data tied to record types across the system as well as activities in general. TheApp will be made available for all BBBS agencies to use on 1 July 2020. Users with access to this application can complete system configuration, setup, and maintenance tasks such as turning on/off automated emails, increasing the number of required background checks, and creating new grants, referral details, sites, etc. We strongly recommend against using email authentication. Navigate to your Contacts & Demographics Report Folder to see Contact data or to the National Match Reports folder to see Matches Served Current Year. On the Setup: SMS screen, type your phone number. Search for match in Matchforce: Confirm the correct match with the key dates below. Its possible that you havent identified that site-based program as a high-school bigs program within Matchforce in the program set-up. Youre not limited! If you forget your username, please ask your agencys AMS Administrator. Filters for Program Type and Little Gender are available. Be aware, however, that best practice is still to administer the baseline survey to within 60 days of first match activation. You can always enable or disable additional factors at any time. Since Matchforce moves enrollments to RTBM when a pending match is moved to Not Approved, the system is preventing this move until all required items are completed. Removal of Baseline Survey Due and Expiration Dates. Click Send code. The new YOS and COS are live! Components and reports tied to on-time percentages as well as matches with overdue MSC due dates will help extract this data. You may want to use this data to: Scenario: Your agency wants to track match support contacts (MSCs) that have been completed and should be completed. 2021 Big Brothers Big Sisters of America. Each question in the Strength of Relationship (SoR) data for Littles across the network is displayed here with gauges indicating average responses; however, when view reports is selected, your agency data is displayed. Once signed in, you will see a dashboard containing the different Matchforce environments to which you have access. You are not limited to the content you see in the basic report template. All Matchforce users have access to dashboards and the accompanying reports. Accessing the Basic BBBSA Dashboards To better understand what is captured within these components: Navigate to the Dashboards tab. The effects of the go-live of the new YOS and COS will be slowly felt over a couple of months. Not everything that can be counted counts, and not everything that counts can be counted.. Data migration required contacts to migrate in this way. You can create an account in The Learning Exchange for your volunteers and parents/guardians from the new Training Tab in Matchforce. Please reach out to us. Only One Baseline Survey per Little Can be Created. Although some user roles allow individuals to delete contact records, all data tied to that individual (current and past) is also deleted and this is an irreversible process opening the possibility of inadvertently and negatively impacting data within Matchforce. Matchforce will no longer assign a due date to baseline YOS and COS surveys, nor will baseline surveys expire in the system. True Owl will release a survey to the entire BBBS network in January 2020 to gather input on exactly what revisions should be made to the current YOS and COS. All BBBS staff are encouraged to provide feedback. Prepping for QA Reviews? This dashboards components are as follows: Data Quality Dashboards are provided to allow you to track specific data points that may not be required fields in the system but are critical data points. Click here to sign out of all other accounts. o By 2/28/22, all staff and board members are required to be entered into Matchforce as an Affiliated Contact Record. Remember: You can add, remove, or rearrange columns in any report based on what you need. Agencies will likely use this report to help determine which matches to review. In the fall of 2020, BBBSA and its partner organizations will train agency staff on how to administer the new surveys and interpret the resulting data. Once staff have completed this training, the surveys will go-live and the network will begin using them with matches. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. Note that this dashboard may be filtered by Stage as well as Enrollment Record Type. However, TheApp is not intended to be merely a solution for match communications during the current COVID situation. Login - MatchForce Email often travels in plain text using insecure protocols. To create an agency-specific dashboard with this data, clickSave As and save the dashboard to a folder connected to your agency. For overall numbers, examine these two dashboards combined. The current versions of the YOS and COS are well designed to reliably measure the validated metrics required to support the surveys multiple uses. Our Case Managers work closely with Littles' families and partners in the community to make referrals for additional services as needed. Youll find active match numbers here broken down in several categories. The BBBSA Research and Program Support teams strongly recommend agencies continue to strive to get all baseline surveys completed no more than 60 days before match activation. Authenticating on a second device cancels authorization for the first one. If you do not want to sign out from your existing local account, please use a different browser when accessing BBBS Connect to prevent any authentication errors. BBBS staff will be able to easily access and review all communications made in the system. Every agency has two account records. In hopes of clarifying this definition, please consider the following example. If not, their account will not be created in The Learning Exchange. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. The tabs are customizable to meet your daily needs, please see below: 2021 Big Brothers Big Sisters of America. Feel free to update the match name with the appropriate last name when a name change takes place on the contact record. Within Matchforce, youll find that multiple report types and dashboards will often provide data thats tied to similar data points allowing you todetermine which reports are most helpful to you. Please note that autoregistration has been retired effective February 14, 2023. Each report is connected directly to the matching symbol under Littles Ready to Be Matched or Bigs Ready to Be Matched on applications. Components are listed below. Note that this dashboard may be filtered by Stage as well as Enrollment Record Type. Doing so will ensure the most accurate measurement of baseline conditions, which in turn ensures the continued accurate measurement of BBBS outcomes. TheApp is live and is currently being piloted by 14 BBBS agencies. Scenario: Your agency wants to identify which individuals are currently tied to grants you are tracking or could potentially be added to grants. The following questions will help us get to know your child so that we may best serve them. We will get back to you as soon as possible. You may create your own dashboards and save them to agency folders for internal agency use. This dashboard contains specific data points that staff may utilize to monitor and review enrollment processes. You can search in all tabs or in specified fields simply by changing the search dropdown. Each question in the Enrollment Satisfaction Survey (ESS) data from across the network is displayed here with gauges indicating average responses; however, when view reports is selected, your agency data isdisplayed. Clicking allows you to post the visual component in chatter. Get a quick tour of Matchforce's interface. Owner with Completion StatusDetailed content related to MSCs completed grouped by match owner is available within this report. Sorry about this one. View Video Overview: Set up Okta Verify with Push for MFA You will be prompted for multifactor authentication (MFA) to access any Matchforce environment. However, the expectation is that all agencies will edit these reports to meet their own needs as well as create brand new reports to pull more specific types of data. Once the report is saved to your folder, your newly set filters will be solidified. There are currently no plans to create interfaces between Matchforce and any other e-mentoring or digital communication platforms. The desired outcome of this project is a set of surveys that balance the need for reliable, valid, and multi-use data and information with more practical, easier survey administration. To get started using Matchforce, follow these steps: Google Chrome needs to be downloaded and installed on your computer prior to proceeding with the setup and access of Matchforce. When you click onand select a report type, pay attention to the With and With or Without language. (The list below contains each current BBBSA created dashboard - "Created by" for these dashboards equals 'Traction Admin.') Most recently, Kevin led the project and change management effort associated with the Matchforce implementation project. Survey Completion data is tracked within this dashboard. These changes went live in the system on December 31, 2020. Important Changes to Baseline Survey Requirements in Matchforce. 2021 Big Brothers Big Sisters of America. BBBS staff will be able to quickly access this information in Matchforce to get a window into how matches are feeling in real time. Note: You can only register Okta Verify on one device at a time. In addition, TheApp will automatically flag communications containing potentially concerning words and phrases and notify staff to ensure timely review. Child Safety Concern Contact records flagged as child safety are contained within this report. Everyone in Matchforce has access to Reports & Dashboards, which means you have the flexibility to utilize these tools to manage day-to-day processes as well as analyze data. : Users with this Matchforce Profile Type will be able to access Matchforce and complete standard match management activities and will have access to the Agency Management application. Below are a few links that may be helpful as you get started: You may find as you examine reports connected to dashboards that you want to add and edit report fields. One is your Agency account record and one is your Location account record. One of the best features of the redesigned YOS and COS is that BBBS agencies now have the power to turn on or off a number of optional question sets. If you choose to use the code, then access the code in Okta Verify and enter it into your browser. Absolutely! Each question in the Strength of Relationship (SoR) data for Bigs across the network is displayed here with gauges indicating average responses; however, when view reports is selected, your agency data is displayed. You may filter this report by SoR type as well as program type. The four reports below provide agencies with data connected to affiliate grants. 2021 Big Brothers Big Sisters of America. Built to support Big Brothers Big Sisters, Matchforce provides the intelligence and data to continually improve our services to children. Open the Quality Management Dashboard to see more data. The System Automation section of the Matchforce User Guide explains the exact events that trigger each automated email. Every dashboard is created from data in an existing report. completed that Matchforce requires for enrollments to be RTBM. Matches between Bigs and Littles are made based on location, personalities, interests, and goals, and receive ongoing support throughout their duration. You have been provided with basic reports to help you access the basic data that your agency utilizes. So long as the YOS was not completed more than 30 days ago, the match will be able to be made active in Matchforce. Scroll down to find the six dropdown boxes associated with the individual permissions described above. Your CEO/ED/Program Director (with Sponsored Organizations) will use the same login information Want to know your children served for 2019 or how many matches youve made? Want to understand how your staff is doing with Match Support? BBBS staff will be able to easily broadcast announcements to Bigs and Littles in the system. : Users with this Matchforce Profile Type will be able to access Matchforce and complete standard match management activities, but will not have access to the Agency Management application.

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