Every dashboard is created from data in an existing report. The redesign project team will create first drafts of the new YOS and COS in February and March of 2020. When opening reports, it may not always be clear how data is filtered. Safe, secure, and modern communications to help our matches today and strengthen our mission tomorrow. Every report you pull may be edited and saved to meet your specific needs. This will allow you to keep your reports and dashboards private from other BBBS agencies. At the same time, many agencies will create brand new reports with corresponding dashboards knowing that Matchforce creates a great deal of flexibility within reporting. Instead, you must type it in by hand. This pilot will run through the end of June 2020. 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. Removal of Baseline Survey Due and Expiration Dates. Accessing the Basic BBBSA Dashboards To better understand what is captured within these components: Navigate to the Dashboards tab. Highlight the staff name to be added to the group and then click the. For example, if you entered, Site-Based AND High School Big, Matchforce is still checking to see if youve done everything required for adult site-based volunteers. 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. Six folders are contained within it and contain different types of data that complements the dashboard data listed above. Simply remove any additional Program Preference Type and youll be able to move forward. For example, if Matches with YODPs is selected only matches that have YODP records attached willbe pulled into the report. TheApp is live and is currently being piloted by 14 BBBS agencies. 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. The objective of the YOS and COS Redesign Project is to modify the current versions of the YOS and COS surveys to meet the needs of all BBBS stakeholders especially those who administer the surveys. This article explains the timing around when surveys are created and closed on Matchforce. Make sure the volunteer contact has a valid email address entered. The full and proper functioning of Matchforce requires the use of Google Chrome. Instructions: to get a Match ID from MatchForce click on the URL when on the match's main page. Click Send code. 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. 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. You may filter this report by SoR type as well as program type. This is strongly discouraged. Okta Verify is the most secure option. The Navigation Bar along the top is where you can access tabs to ease your workflow. Want to know your children served for 2019 or how many matches youve made? Infographic Replacement Project Post Archive. Fill in your company-issued credentials and click. Only staff with Quality Assurance permissions can create or view QA records. You may want to use this data to: Scenario:Your agency wants to see what data is tied to all active matches. 2021 Big Brothers Big Sisters of America. 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. ALWAYS SAVE YOUR REPORTS AND DASHBOARDS IN YOUR AGENCYS PRIVATE FOLDERS. No login is required to search for opportunities In order to match opportunities, you must register on MatchForce Search about How does MatchForce work? No. Components and reports tied to on-time percentages as well as matches with overdue MSC due dates will help extract this data. Beginning February 14, 2023, volunteer and parent/guardian can be added to The Learning Exchange using the new Training Tab in Matchforce. Feel free to update the match name with the appropriate last name when a name change takes place on the contact record. 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. Authenticating on a second device cancels authorization for the first one. To create an agency-specific dashboard with this data, clickSave As and save the dashboard to a folder connected to your agency. TheApp is consistent with the 2018 Standards and BBBSAs service delivery model. 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. Moreover, the customization that is built into the new surveys will allow agencies to control how much their surveys actually change. Clicking will open the dashboard to a larger view and will allow you to scroll through all components on the dashboard. 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. At the top of the AMS window, click on Matchforce Groups. Youre not limited! Accessing confidential records in Matchforce is controlled by the Matchforce Group you are assigned. 90% of these funds are passed from BBBSA to BBBS agencies. 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. It is the primary system in which Big Brothers Big Sisters agencies document information about Bigs, Littles, and matches. BBBSA and the Network will continue to have conversations about what metrics are most significant to track within Matchforce. The two reports listed below contain data tied to all RTBM participants in your agency at the current time. 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. Matchforce Profile Type controls whether or not a user can access Matchforces Agency Management application. 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. Please note that autoregistration has been retired effective February 14, 2023. Enrollment CompletionEnrollments with completed QA reviews from the current quarter are listed within this report. For matches made prior to December 31, 2020, Matchforce will now define a Littles baseline survey as the most recent survey completed prior to match activation. You can create a list view to show you just these records. When dashboards are opened, data may need to be refreshed. Note this is filtered by my contacts. 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! Search for match in Matchforce: Confirm the correct match with the key dates below. There are no known instances of agency data not migrating into Matchforce. 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. : 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. Big Brothers Big Sisters Customer Secure Login Page. Superusers can submit these ideas to the Matchforce team via the support ticketing system built into Matchforce. 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. Private records are used to hide contact information in Matchforce about high-profile individuals. You may filter this report by SoR type as well as program type. The project team will spend April and May of 2020 revising and finalizing the new versions of the YOS and COS. People often use email for primary credential recovery. 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. Examples include one-time codes sent via SMS or email; push notifications via mobile apps like Okta Verify; and physical security keys. SMS Authentication uses the text messaging service on your cell phone to send you a one-time login code. There is a Matchforce Fundamentals video about List Views. Mandy currently serves as BBBSAs Chief Agency Officer (CAO). 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. 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. Be aware, however, that best practice is still to administer the baseline survey to within 60 days of first match activation. You can view examples of the Matchforce inquiry forms here. Before you access Matchforce for the first time, download and install WalkMe on your computer within Google Chrome. 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. 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. You may access these reports through that link or directly from this folder. Once the App Launcher is open, you can switch between Matchforce applications by clicking on the application you would like to open. This dashboard contains specific data points that staff may utilize to monitor and review enrollment processes. The final versions of the surveys will be unveiled to the BBBS network at the 2020 National Conference in June. Child Safety Concern Contact records flagged as child safety are contained within this report. 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. Please keep in mind that options listed below are a small sample of the reports that you have access to in Matchforce. Owner with Completion StatusDetailed content related to MSCs completed grouped by match owner is available within this report. Please let your agency superusers know about any changes or improvements you would like to see in Matchforce. Always review Filters when opening reports and remove/modify any that arent helpful. Please reach out to us. This dashboard contains specific data points that staff may utilize to monitor and review match processes. You will be prompted for multifactor authentication (MFA) to access any Matchforce environment. Survey Completion data is tracked within this dashboard. Click here to sign out of all other accounts. You may create your own dashboards and save them to agency folders for internal agency use. Keep this in mind as you create your own dashboards. There was an issue with the data migration that caused some closed enrollments in AIM to come over as open in Matchforce. Relatedly, while Matchforce will continue to require a baseline survey to be completed prior to allowing a match to move from pending to active status, there will no longer be a system-based requirement that baseline surveys be completed within a specified time of match activation. Matchforce will no longer assign a due date to baseline YOS and COS surveys, nor will baseline surveys expire in the system. You may want to use this data to: Looking for more? 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 Ask us a question. We will get back to you as soon as possible. Users can be added individually or in bulk. Preparation for the YOS and COS Redesign Project began in late September 2019. Once one baseline YOS or COS survey has been completed for a Little, Matchforce will prohibit additional baseline surveys from being created by pressing the Baseline YOS/COS button on either the Match or Enrollment records. 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 . Kevin has close to 20 years experience leading change initiatives across a wide spectrum of industries, including nonprofit, healthcare, manufacturing, and transportation. 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. These changes went live in the system on December 31, 2020. Group data in a waythat is most helpful to you. As an agency administrator, create a New Local Program from your agencys affiliate record and then have staff click on Enroll in non 1:1 program to add participants to the program. This dashboard contains specific data points that staff may utilize to monitor and review match closure data. The more columns and data points exist in the report the dashboard is connected to, the longer the refresh period will be. 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. Open the Quality Management Dashboard to see more data. Your MFA settings can be changed at a later time. DataAll Bigs & Littles currently Active (Enrollment Stage = Open, Ready to be Matched, Matched) are included within this report. It is completely up to individual BBBS affiliates to determine if and when they will use TheApp. Once the report is saved to your folder, your newly set filters will be solidified. Set each of the six dropdown boxes to the desired setting. 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. 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. Remember, BBBSA has provided a sample of reports in the National & Local Data and Program Dashboards folders. 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. This happens when youve entered anything other than just High School Big in the Program Preference Type field on the enrollment. You can learn your options for doing this here. 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. However, by clicking you have the freedom to create other reports you may need. Matchforce has an excellent search engine. Individual components are listed below. 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. 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. Aim.bbbs.org is a web project, safe and generally suitable for all ages. There are three steps to adding users to Matchforce in AMS. We would like to show you a description here but the site won't allow us. Scenario: Your agency wants to review specific activities and tasks that your staff has completed. Bigs and Littles will be able to easily record how they are feeling about their match whenever they are in the system. 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. Please be honest and answer each question and circle only one response. The current versions of the YOS and COS are well designed to reliably measure the validated metrics required to support the surveys multiple uses. Drag and drop tabs to change the way they are displayed. Big Brothers Big Sisters is building a Matchforce based digital platform to facilitate safe and secure online communications between Bigs and Littles! Matchforce has an excellent search engine. TheApp will be made available for all BBBS agencies to use on 1 July 2020. 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. Users can be added individually or in bulk. Add filters. This one is on us. In order to be able to merge duplicates, you need to have Contact Merging permissions and be the owner of both records to be merged.