Reports will not look or act exactly like AIM reports. 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. Bigs will be able to log the activities they do with their Littles and let BBBS staff know how their interactions with their Littles are going. For example, if Matches with YODPs is selected only matches that have YODP records attached willbe pulled into the report. Matchforce will no longer allow multiple baseline surveys to be completed for the same Little. Look at your Match Support Dashboards. Scenario: Your agency wants to identify which individuals are currently tied to grants you are tracking or could potentially be added to grants. The Matchforce sandbox/training environment will be available for the life of Matchforce. 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 . The following components make up this dashboard: This dashboard provides agencies with data related to Quality Assurance (QA) reviews (spot-check or scored) that have been completed over the course of the year. As of right now, only the RPI survey can be sent in Spanish. Individual components are listed below. Users can be added individually or in bulk. Youre not limited! It can be found in the Matchforce Fundamentals section of WalkMe. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. You may want to use this data to: Looking for a report similar to the Support Contact Summary reports from AIM? You can create a list view to show you just these records. However, the surveys have proved to be lengthy and difficult to administer. 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. Owner with Completion StatusDetailed content related to MSCs completed grouped by match owner is available within this report. Sorry about this one. Remember: You can add, remove, or rearrange columns in any report based on what you need. Attention if You Use Office 365 at Your Local Agency All Bigs and Littles currently Active (Enrollment Stage = Ready to be Matched, Pending Match, Matched) with mailing addresses are included in this report. This will allow you to keep your reports and dashboards private from other BBBS agencies. The National IT team will be providing instructions for how to do this by March 8, 2019. Click here to access BBBS Connect Attention if You Use Office 365 at Your Local Agency Scenario: Your agency wants to see content connected to Quality Assurance (QA) reviews. For overall numbers, examine these two dashboards combined. 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. Work is currently underway and the system will be available for use by all BBBS affiliates by mid-June, 2020. 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. Built to support Big Brothers Big Sisters, Matchforce provides the intelligence and data to continually improve our services to children. Failure to complete any of the following steps may result in improper provisioning and restricted Matchforce access for users. You will see a prompt on your device that Extra verification is required for your account. The effects of the go-live of the new YOS and COS will be slowly felt over a couple of months. The dashboard also contains components connected to Match Owner and reports may be edited to meet your specific needs. In the following video, Julie Redcay, BBBSA Director of Federal Grants, explains the role the YOS and COS play in securing federal funds. Users can be added individually or in bulk. 2021 Big Brothers Big Sisters of America. 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. 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 is displayed. This dashboard contains specific data points that staff may utilize to monitor and review match support processes. 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. Agencies will likely use this report to help determine which matches to review. Warning: mssql_connect() [function.mssql-connect]: Unable to connect to server: 216.117.181.74 in /usr/local/apache2/htdocs/adodb/drivers/adodb-mssql.inc.php on line 452 Need to see your demographic data about Bigs and Littles or a report that tells you about the matches youve served this year? Matchforce has an excellent search engine. The redesigned YOS and COS go live on August 31, 2020. The System Automation section of the Matchforce User Guide explains the exact events that trigger each automated email. Open the Quality Management Dashboard to see more data. (See the WalkMe menu for a walkthrough displaying how to create those folders.). Infographic Replacement Project Post Archive. TheApp will allow Bigs and Littles to communicate directly with each other and BBBS staff via threaded messaging similar to that used on common internet blogs or Facebook. In fact, BBBSAs Enhanced SBM best practice model from 2012 demonstrated that facilitating electronic or phone communications over the summer months between Bigs and Littles resulted in longer, stronger matches that were more likely to continue into the next school year. Navigate to your Contacts & Demographics Report Folder to see Contact data or to the National Match Reports folder to see Matches Served Current Year. 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. Aim.bbbs.org is a web project, safe and generally suitable for all ages. Email often travels in plain text using insecure protocols. Safe, secure, and modern communications to help our matches today and strengthen our mission tomorrow. Match Closure Date. Please let your agency superusers know about any changes or improvements you would like to see in Matchforce. Instead, you must type it in by hand. Click Send code. You can create an account in The Learning Exchange for your volunteers and parents/guardians from the new Training Tab in Matchforce. 2021 Big Brothers Big Sisters of America. Salesforce has multiple resources to help you better understand how to utilize Reports & Dashboards. 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. Most recently, Kevin led the project and change management effort associated with the Matchforce implementation project. A private record is a contact record in Matchforce that has been marked as private. If you forget your username, please ask your agencys AMS Administrator. 2021 Big Brothers Big Sisters of America. The Youth Outcomes Survey (YOS) and Child Outcomes Survey (COS) are the primary tools for measuring the outcomes of Big Brothers Big Sisters mentoring programs. Enrollments Made RTBM Any enrollment made RTBM within the last 30 days is included here and reveals whether or not a QA review was completed on that enrollment. This dashboard contains specific data points that staff may utilize to monitor and review match processes. The redesign project team will create first drafts of the new YOS and COS in February and March of 2020. 2021 Big Brothers Big Sisters of America. Components are listed below. 2021 Big Brothers Big Sisters of America. 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. Open the report connected to the component to see why those matches closed early. You can create a list view to show you just these records. Before creating any new reports or dashboards, you should create a new folder to store them in. The more columns and data points exist in the report the dashboard is connected to, the longer the refresh period will be. One tells you how the team did on their completed MSCs and the other tells you how many matches still have overdue contacts within them. Alternatively, Okta Verify can generate a six-digit code that you enter into your Okta login screen to access your required app. Several reports with Activity data are provided within Matchforce allowing you to review process steps being completed. Fill in your company-issued credentials and click. As you begin working with Reports & Dashboards, here are a few helpful hints. All contact records that come into Matchforce via online inquiries will be assigned the owner BBBS Forms User. Accessing the Basic BBBSA Dashboards To better understand what is captured within these components: Navigate to the Dashboards tab. We want to hear from you. To create an agency-specific dashboard with this data, clickSave As and save the dashboard to a folder connected to your agency. Simply remove any additional Program Preference Type and youll be able to move forward. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. 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. It can be downloaded here. Please ensure that you are looking for your data on a list view other than Recently Viewed. The new YOS and COS are live! The Matchforce system is composed of the following separate applications: By clicking , you will open the Matchforce App Launcher which allows you to switch between apps. Login - MatchForce No. Review the Match Management Dashboards. Contacts will be re-housed into combined household accounts by the end of go-live week. 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. Detailed demographic data is included within this report. Big Brothers Big Sisters is building a Matchforce based digital platform to facilitate safe and secure online communications between Bigs and Littles! Although contacts cant be closed, their Enrollment Stage on the contact record may be utilized to help you understand the current process step theyre application is in. Please be honest and answer each question and circle only one response. It is important to note that while Matchforce will no longer require baseline surveys to be completed within 60 days of match activation or allow secondary baseline surveys to be administered, it is still considered best practice for baseline surveys to be administered as closely to match activation as possible. Every agency has two account records. Before beginning to pull and save reports or dashboards, be sure your Agency Administrator has shared agency-specific folders with you so that you are able to save your Reports & Dashboards to those specific folders and not public folders. BBBSA currently has grants valued at $20.5 million from the Office of Juvenile Justice and Delinquency Prevention. To create an agency-specific dashboard with this data, click save as and save the dashboard to a folder connected to your agency. The survey redesign project officially kicked off in early December 2019. This icon appears on every page in the upper left-hand corner. Matchforce Safe, secure, and modern communications to help our matches today and strengthen our mission tomorrow The Project Big Brothers Big Sisters is building a Matchforce based digital platform to facilitate safe and secure online communications between Bigs and Littles! Please keep in mind that options listed below are a small sample of the reports that you have access to in Matchforce. But to be honest, not much is really going to feel different on go-live day. At the top of the AMS window, click on Matchforce Groups. This dashboards components are as follows: Specific demographic data for all contact types is displayed within this dashboard. The sections that follow explain how to complete each of the three steps. You may filter this report by SoR type as well as program type. Simply put, in situations in which multiple baseline surveys have been completed for a Little, Matchforce has historically struggled to determine exactly which survey should be used as the baseline for reporting purposes. Before you access Matchforce for the first time, download and install WalkMe on your computer within Google Chrome. In November 2019, True Owl gathered information from over 1,300 BBBS agency staff members on sentiments regarding the current YOS and COS surveys. For example, the Enrollments with Stage dashboard componentwas created from the Contacts with Enrollments report type and named Open Enrollments by Stage in the reports folder. Private records are used to hide contact information in Matchforce about high-profile individuals. This happens when youve entered anything other than just High School Big in the Program Preference Type field on the enrollment. 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. We found that English is the preferred language on Aim Bbbs pages. 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. The expectation is that these componentsreflect a 0 value, which indicates the fields were not saved as blank or empty across records. You may want to use this data to: Scenario:Your agency wants to see what data is tied to all active matches. 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. Click login. TheApp is consistent with the 2018 Standards and BBBSAs service delivery model. Login to your Big Brothers Big Sisters Customer Account. Add columns. Please note that autoregistration has been retired effective February 14, 2023. TheApp will be made available for all BBBS agencies to use on 1 July 2020. Only a member of the National Child Safety team can unmark a record marked as a child safety risk. 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. Each report provides a more detailed look into matches and information related to those matches. b3lineicon|b3icon-files-empty||fFiles Empty, b3lineicon|b3icon-users-group||Users Group, b3lineicon|b3icon-pen-fountain||Pen Fountain, b3lineicon|b3icon-file-image||File Image, b3lineicon|b3icon-conference||Konference, Infographic Replacement Project Post Archive. Filters are available by Contact Record Type and Enrollment Stage. You will be prompted for multifactor authentication (MFA) to access any Matchforce environment. BBBS Connect is a secure place where you can find BBBS resources and network information. Child Safety Concern Contact records flagged as child safety are contained within this report. Set each of the six dropdown boxes to the desired setting. Warning: mssql_connect() [function.mssql-connect]: Unable to connect to server: 216.117.181.74 in /usr/local/apache2/htdocs/adodb/drivers/adodb-mssql.inc.php on line 452 However, by clicking you have the freedom to create other reports you may need. Note this is filtered by my contacts. Once signed in, you will see a dashboard containing the different Matchforce environments to which you have access. Most importantly, these surveys provide program staff with valuable information on their Littles and the impact of their matches. The dashboard may be filtered by Contact Record Type as well as Gender. 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. Components and reports tied to on-time percentages as well as matches with overdue MSC due dates will help extract this data. However, TheApp is not intended to be merely a solution for match communications during the current COVID situation. 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. Assignment of Agency Matchforce Groups controls which private records Matchforce users can view. TheApp is planned to be the only digital communication platform to link to Matchforce. View Video Overview: Set up Okta Verify, OTP for MFA. The other YOS surveys that were completed by the Little while waiting for a Big will remain in Matchforce but will not be used to calculate the outcomes reported on the new YOS/COS outcomes report. These changes went live in the system on December 31, 2020. The tabs are customizable to meet your daily needs, please see below: 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. Click here to learn more about Matchforce permission sets. Once the App Launcher is open, you can switch between Matchforce applications by clicking on the application you would like to open. Be aware, however, that best practice is still to administer the baseline survey to within 60 days of first match activation. Note that this dashboard may be filtered by Stage as well as Enrollment Record Type. 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. Kevin has close to 20 years experience leading change initiatives across a wide spectrum of industries, including nonprofit, healthcare, manufacturing, and transportation. 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. In hopes of clarifying this definition, please consider the following example. There are three steps to adding users to Matchforce in AMS. Individual components are listed below. 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. When opening reports, it may not always be clear how data is filtered. BBBSA and the Network will continue to have conversations about what metrics are most significant to track within Matchforce. 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. Add filters. The following questions will help us get to know your child so that we may best serve them. 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. So long as a baseline survey has been completed and regardless of when it was completed Matchforce will now allow matches to be moved from pending to active status. 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. View Video Overview: Set up Okta Verify with Push for MFA Scenario: Your agency wants to review specific activities and tasks that your staff has completed. If you have your username and password, let's log into Matchforce: Visit BBBSA.okta.com. Matchforce Profile Type controls whether or not a user can access Matchforces Agency Management application. 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. In support of the modified definition of a baseline survey presented above, the following changes have been made in Matchforce. 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. All communications will automatically be stored in Matchforce. Okta Verify is the most secure option. Make sure you are signed out of any Office 365 accounts before attempting to access BBBS Connect. Big Brothers Big Sisters Customer Secure Login Page. 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. completed that Matchforce requires for enrollments to be RTBM. Your MFA settings can be changed at a later time. You can reset your password without contacting an AMS Administrator: How to reset your password via Okta. Below are some of the most common questions we receive about Matchforce. 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 . Our Case Managers work closely with Littles' families and partners in the community to make referrals for additional services as needed. The data collected by the YOS and COS is instrumental in securing government grants like these. All Matchforce users have access to dashboards and the accompanying reports. You can view examples of the Matchforce inquiry forms here. Completed MSCs On-Time Rate YTD (On-Time % should be high), Matches Overdue for Match Support (This number should be low), Identify the number of participants in stages, Better understand the make-up of your volunteers and/or children, See contact information for participants across all stages, Review time taken to complete process steps, See matches and sites associated with them, See demographic data tied to all Bigs & Littles (email, address, age, gender, race/ethnicity, etc. Every Matchforce user must be assigned a Matchforce Profile Type in AMS. Group data in a waythat is most helpful to you. Its possible that you havent identified that site-based program as a high-school bigs program within Matchforce in the program set-up. You will see a prompt on your device that "Extra verification is required for your account" Click Setup or Configure Factor. At the top of each dashboard, youll see the last time the data was refreshed. 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. TheApp will automatically scan communications for specified keywords and phrases and flag communications if any potentially concerning language is detected. You can learn your options for doing this here. What this means in practice is that the Matchforce 60-day rule is no longer in place. Want to get a quick snapshot of your early closures? : 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. This task force should be in place by early January 2020. Make sure the volunteer contact has a valid email address entered. 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).
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