Matchforce is Big Brothers Big Sisters' match management system. 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. When dashboards are opened, data may need to be refreshed. By clicking onat the bottom of each component, you will be directed to the report. Big Brothers Big Sisters is building a Matchforce based digital platform to facilitate safe and secure online communications between Bigs and Littles! Most importantly, these surveys provide program staff with valuable information on their Littles and the impact of their matches. Data reveals whether or not a QA review was completed on that match. 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. 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. Usernames are in the form of firstname.lastname (as shown in AMS) and passwords are standard BBBS passwords. When opening reports, it may not always be clear how data is filtered. Private records are used to hide contact information in Matchforce about high-profile individuals. Matchforce will no longer assign a due date to baseline YOS and COS surveys, nor will baseline surveys expire in the system. Statuses and dates of service should be reviewed for accuracy. If you didnt, return to Step 1 and try to enroll again. Non 1:1 Program ParticipationThis report provides summary level information about non-1:1 mentoring programs. You will see a prompt on your device that Extra verification is required for your account. 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. Owner with Completion StatusDetailed content related to MSCs completed grouped by match owner is available within this report. 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. These permissions are as follows: Follow these steps to set individual permissions for a user: The final step of Matchforce user provisioning is adding users to the appropriate Agency Matchforce Groups. 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. This dashboard contains specific data points that staff may utilize to monitor and review match support processes. Please copy/paste it below. Your MFA settings can be changed at a later time. Simply remove any additional Program Preference Type and youll be able to move forward. Before you access Matchforce for the first time, download and install WalkMe on your computer within Google Chrome. This significantly impacts what data will be pulled into the report. Note this is filtered by my contacts. Matchforce Users can be assigned to one of the following two Agency Matchforce Groups: Follow these steps to add users to Agency Matchforce Groups: If you have your username and password, lets log into Matchforce: Usernames are in the form of firstname.lastname (as shown in AMS) and passwords are standard BBBS passwords. 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. Agencies will likely use this report to help determine which matches to review. You can search in all tabs or in specified fields simply by changing the search dropdown. The sections that follow explain how to complete each of the three steps. You will be prompted for multifactor authentication (MFA) to access any Matchforce environment. We strongly recommend against using email authentication. Search and Navigation Bar Matchforce has an excellent search engine. Youll find active match numbers here broken down in several categories. But to be honest, not much is really going to feel different on go-live day. Every Matchforce user must be assigned a Matchforce Profile Type in AMS. 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. Big Brothers Big Sisters is building a Matchforce based digital platform to facilitate safe and secure online communications between Bigs and Littles! 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. So long as the YOS was not completed more than 30 days ago, the match will be able to be made active in Matchforce. This icon appears on every page in the upper left-hand corner. Using your browser, navigate to the BBBS Okta portal Fill in your BBBS credentials and click Sign In. You may want to use this data to: Scenario:Your agency wants to see what data is tied to all active matches. If you get prompted for MFA and successfully get into the Matchforce Training sandbox as shown below, you are all set! Yes. While content from TheApp will be extremely helpful to staff as they prepare for match support and may help alleviate redundant conversations, it will not replace match support contacts., Traction on Demand builds TheApp while keeping the BBBS national office and affiliate team up to speed with regular system demos, A group of 15 BBBS affiliates go-live on TheApp and make sure the system and associated processes work as expected prior to release to the full network, BBBSA collaborates with Traction on Demand and 15 BBBS affiliates to determine and document the requirements and user stories that will guide development of TheApp, Traction on Demand trains a core set of affiliate and national office staff who the develop training processes and materials for all affiliates, BBBS national office and affiliate staff put TheApp through its paces in order to ensure it will meet the needs of all BBBS affiliates, TheApp and all required supporting and training materials are released to the full BBBS network. Assignment of Agency Matchforce Groups controls which private records Matchforce users can view. The two reports listed below contain data tied to all RTBM participants in your agency at the current time. All contact records that come into Matchforce via online inquiries will be assigned the owner BBBS Forms User. Doing so will ensure the most accurate measurement of baseline conditions, which in turn ensures the continued accurate measurement of BBBS outcomes. Big Brothers Big Sisters Customer Secure Login Page. Automated emails are sent out of Matchforce when specific trigger events occur. 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. Attention if You Use Office 365 at Your Local Agency A Little has been on the waitlist for a Big for 100 days and has completed a YOS every 30 days while waiting. This will allow you to keep your reports and dashboards private from other BBBS agencies. 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 National Grant Reports folder to see several specific report types tied to BBBSA Grants. Users can be added individually or in bulk. This dashboard contains specific data points that staff may utilize to monitor and review match closure data. Note: You can only register Okta Verify on one device at a time. 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. The four reports below provide agencies with data connected to affiliate grants. You may access these reports through that link or directly from this folder. There are currently no plans to create interfaces between Matchforce and any other e-mentoring or digital communication platforms. Accessing the Basic BBBSA Dashboards To better understand what is captured within these components: Navigate to the Dashboards tab. 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. BBBS staff will be able to quickly access this information in Matchforce to get a window into how matches are feeling in real time. The tabs are customizable to meet your daily needs, please see below: 2021 Big Brothers Big Sisters of America. All three steps must be completed for each Matchforce user. The redesigned YOS and COS go live on August 31, 2020. To create an agency-specific dashboard with this data, click Save As and save the dashboard to a folder connected to your agency. Average Match Length (AML) Metrics across the Network are displayed in the components; however, when view reports is selected, your agency data is displayed. Examples include one-time codes sent via SMS or email; push notifications via mobile apps like Okta Verify; and physical security keys. Not everything that can be counted counts, and not everything that counts can be counted.. Look at your Match Support Dashboards. 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. There are no current prohibitions in either document surrounding mentors and mentees having phone or electronic communications when not on site. SMS Authentication uses the text messaging service on your cell phone to send you a one-time login code. Stay up to date on important news related to Fund Development, Agency Support, Leadership, and more! 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. Several reports with Activity data are provided within Matchforce allowing you to review process steps being completed. Matchforce has an excellent search engine. Please let your agency superusers know about any changes or improvements you would like to see in Matchforce. This dashboards components are as follows: Specific demographic data for all contact types is displayed within this dashboard. Want to know your children served for 2019 or how many matches youve made? Authenticating on a second device cancels authorization for the first one. Scenario: Your agency wants to identify which individuals are currently tied to grants you are tracking or could potentially be added to grants. All Bigs and Littles currently Active (Enrollment Stage = Ready to be Matched, Pending Match, Matched) with mailing addresses are included in this report. Our Case Managers work closely with Littles' families and partners in the community to make referrals for additional services as needed. Bigs and Littles will be able to easily record how they are feeling about their match whenever they are in the system. 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. 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. We will get back in touch with you as soon as possible. Components are listed below. 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. SMS is the second most secure option. TheApp will be made available for all BBBS agencies to use on 1 July 2020. (The list below contains each current BBBSA created dashboard - "Created by" for these dashboards equals 'Traction Admin.') Go to your app dashboard in Okta and launch the application Matchforce Training. These changes went live in the system on December 31, 2020. Please keep in mind that options listed below are a small sample of the reports that you have access to in Matchforce. Click here to sign out of all other accounts. There are no current prohibitions in either document surrounding mentors and mentees having phone or electronic communications when not on site. Removal of Baseline Survey Due and Expiration Dates. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings, View Video Overview: Set up Okta Verify with Push for MFA, View Video Overview: Set up Okta Verify, OTP for MFA, Using your computers browser, navigate to the. This dashboard contains specific data points that staff may utilize to monitor and review match processes. If you havent already done so, review the resources listed above and in the WalkMe app related to Reports & Dashboards. View Video Overview: Set up Okta Verify, OTP for MFA. This pilot will run through the end of June 2020. We would like to show you a description here but the site won't allow us. It is the primary system in which Big Brothers Big Sisters agencies document information about Bigs, Littles, and matches. If not, their account will not be created in The Learning Exchange. BBBSA currently has grants valued at $20.5 million from the Office of Juvenile Justice and Delinquency Prevention. 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. We want to hear from you. 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. Stay up to date on important news related to Fund Development, Agency Support, Leadership, and more! TheApp is live and is currently being piloted by 14 BBBS agencies. 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. Work is currently underway and the system will be available for use by all BBBS affiliates by mid-June, 2020. ), 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. 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. We will get back to you as soon as possible. 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 . How can I request changes or improvements to Matchforce? This happens when youve entered anything other than just High School Big in the Program Preference Type field on the enrollment. Work is currently underway and the system will be available for use by all BBBS affiliates by mid-June, 2020. The effects of the go-live of the new YOS and COS will be slowly felt over a couple of months. 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 Click on the Program Dashboards folder. Only staff with Quality Assurance permissions can create or view QA records. Click Send code. You can either manually close these enrollments, or we will do a mass update to these records in the next few days. Scenario: Your agency wants to review specific activities and tasks that your staff has completed. You cannot enter this code by approving a push notification as you can in Okta Verify. For overall numbers, examine these two dashboards combined. This experience is an insecure method of additional verification because: If you successfully enroll a new MFA factor in Okta, you will receive an email from Okta confirming: If you dont receive this email, please return to Step 1 and try to enroll again. Once signed in, you will see a dashboard containing the different Matchforce environments to which you have access. The new YOS and COS are live!
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