Continuous learning through partnerships. There is a Matchforce Fundamentals video about List Views. Please reach out to us. Matchforce will no longer allow multiple baseline surveys to be completed for the same Little. To create an agency-specific dashboard with this data, clickSave As and save the dashboard to a folder connected to your agency. 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. When you click onand select a report type, pay attention to the With and With or Without language. 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. You have been provided with basic reports to help you access the basic data that your agency utilizes. But to be honest, not much is really going to feel different on go-live day. Set each of the six dropdown boxes to the desired setting. This pilot will run through the end of June 2020. You may want to use this data to: Looking for a JJ report? Remember: You can add, remove, or rearrange columns in any report based on what you need. The data and information obtained by these surveys serve many purposes. Always review Filters when opening reports and remove/modify any that arent helpful. Remember: These numbers are consistently changing and are able to be reviewed on a moment-by-moment basis. Accessing the Basic BBBSA Dashboards To better understand what is captured within these components: Navigate to the Dashboards tab. : 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. Highlight the staff name to be added to the group and then click the. Salesforce has multiple resources to help you better understand how to utilize Reports & Dashboards. Every agency has two account records. 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 . 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. Clicking allows you to post the visual component in chatter. Only a member of the National Child Safety team can unmark a record marked as a child safety risk. Open the report connected to the component to see why those matches closed early. This dashboard contains specific data points that staff may utilize to monitor and review match support processes. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings, Activating a TLE User Account in Matchforce. You can either manually close these enrollments, or we will do a mass update to these records in the next few days. Note that this dashboard may be filtered by Stage as well as Enrollment Record Type. Need to see your demographic data about Bigs and Littles or a report that tells you about the matches youve served this year? The new YOS and COS are live! Make sure the volunteer contact has a valid email address entered. 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. Most importantly, these surveys provide program staff with valuable information on their Littles and the impact of their matches. The redesign project team will create first drafts of the new YOS and COS in February and March of 2020. 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. As you begin working with Reports & Dashboards, here are a few helpful hints. (See the WalkMe menu for a walkthrough displaying how to create those folders.). 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. Login | Big Brothers Big Sisters - force.com 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. Individual components are listed below. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. 2021 Big Brothers Big Sisters of America. Click here to access BBBS Connect Attention if You Use Office 365 at Your Local Agency Data reveals whether or not a QA review was completed on that match. As you start moving forward and consider data you may want to review regularly, here are a couple of quick ideas. Individual components are listed below. Matchforce has an excellent search engine. MatchForce.org You can reset your password without contacting an AMS Administrator: How to reset your password via Okta. Note: You can only register Okta Verify on one device at a time. Removal of Baseline Survey Due and Expiration Dates. Login to your Big Brothers Big Sisters Customer Account. Group data in a waythat is most helpful to you. 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. All Bigs and Littles currently Active (Enrollment Stage = Ready to be Matched, Pending Match, Matched) with mailing addresses are included in this report. Scenario: Your agency wants to see content connected to Quality Assurance (QA) reviews. The Matchforce sandbox/training environment will be available for the life of Matchforce. 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. P: (401) 921-2434; Contact Us; 188 Valley Street, Suite 125, Providence, RI 02909 TheApp is live and is currently being piloted by 14 BBBS agencies. 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. Only One Baseline Survey per Little Can be Created. TheApp can be used to facilitate communication between any type of match. As you get more comfortable with these data points, youll become more and more comfortable with these report types. However, by clicking you have the freedom to create other reports you may need. Six folders are contained within it and contain different types of data that complements the dashboard data listed above. It can be downloaded here. All communications made via TheApp will be automatically stored in Matchforce and easily accessible for staff review. This task force should be in place by early January 2020. The last YOS that was completed before this Littles match was activated will be considered by Matchforce to be the Littles baseline survey (even though this survey may not show the designation of a baseline survey in Matchforce). Visit Aim.bbbs.org - Login. 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. BBBSMC Community Based Match Closure Form - bbbs.tfaforms.net 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. Youre not limited! Perfect for announcing events and activities. It is completely up to individual BBBS affiliates to determine if and when they will use TheApp. Each report is connected directly to the matching symbol under Littles Ready to Be Matched or Bigs Ready to Be Matched on applications. Contacts will be re-housed into combined household accounts by the end of go-live week. Components and reports tied to on-time percentages as well as matches with overdue MSC due dates will help extract this data. 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. If you have your username and password, let's log into Matchforce: Visit BBBSA.okta.com. However, the surveys have proved to be lengthy and difficult to administer. If not, their account will not be created in The Learning Exchange. 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 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. You can still see parent/guardian relationships via Little enrollment records. No login is required to search for opportunities In order to match opportunities, you must register on MatchForce Search about How does MatchForce work? We would like to show you a description here but the site won't allow us. Review the Match Management Dashboards. On the Setup: SMS screen, type your phone number. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. Fill in your company-issued credentials and click. Here are the resources you need to make the transition to the new surveys smooth and easy. Matchforce Applications - Matchforce Guide Remember, BBBSA has provided a sample of reports in the National & Local Data and Program Dashboards folders. Let's take a look around. 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. There are no known instances of agency data not migrating into Matchforce. 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. Need to know more? Reports & Dashboards - Matchforce Guide Once the App Launcher is open, you can switch between Matchforce applications by clicking on the application you would like to open. FAQs - Matchforce Guide Examples include one-time codes sent via SMS or email; push notifications via mobile apps like Okta Verify; and physical security keys. 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 . TheApp is planned to be the only digital communication platform to link to Matchforce. You can search in all tabs or in specified fields simply by changing the search dropdown. Please let your agency superusers know about any changes or improvements you would like to see in Matchforce. For example, if Matches with YODPs is selected only matches that have YODP records attached willbe pulled into the report. This will likely be utilized to complement the Match and Match Support Dashboards. Individual components listed below. 90% of these funds are passed from BBBSA to BBBS agencies. Data migration required contacts to migrate in this way. Open the National Grant Reports folder to see several specific report types tied to BBBSA Grants. 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. Clicking will open the dashboard to a larger view and will allow you to scroll through all components on the dashboard. In support of the modified definition of a baseline survey presented above, the following changes have been made in Matchforce. Stay up to date on important news related to Fund Development, Agency Support, Leadership, and more! You can learn your options for doing this here. 2021 Big Brothers Big Sisters of America. Match Closure Transfer Form - bbbs.tfaforms.net 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. Matchforce will no longer assign a due date to baseline YOS and COS surveys, nor will baseline surveys expire in the system. A Little has been on the waitlist for a Big for 100 days and has completed a YOS every 30 days while waiting. The dashboard also contains components connected to Match Owner and reports may be edited to meet your specific needs. At the top of the AMS window, click on Matchforce Groups. Please note that autoregistration has been retired effective February 14, 2023. For Now and the Future. All Matchforce users have access to dashboards and the accompanying reports. Once complete, these draft surveys will be released for comment to the entire BBBS network. Note that the follow-up RPI will be triggered in Matchforce on the match anniversary. 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. 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. 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. This icon appears on every page in the upper left-hand corner. Private records are used to hide contact information in Matchforce about high-profile individuals. The project team is preparing training materials to help your agency introduce TheApp to staff and guide your thoughts around what policies and procedures you may want to put in place before you begin to utilize the platform. Along these lines, now is a great time to start talking with your Board about this opportunity, knowing that you may have policies and procedures you need to update when you choose to use the system. The full and proper functioning of Matchforce requires the use of Google Chrome. How can I request changes or improvements to Matchforce? Take a look at your Match Management Dashboard. For overall numbers, examine these two dashboards combined. A private record is a contact record in Matchforce that has been marked as private. People often use email for primary credential recovery. To create an agency-specific dashboard with this data, click save as and save the dashboard to a folder connected to your agency. Click here to sign out of all other accounts. At the top of each dashboard, youll see the last time the data was refreshed. This dashboards components are as follows: Specific demographic data for all contact types is displayed within this dashboard. Just like a Baseline COS / YOS, the RPI is designed to be completed and entered prior to activating a match. Samples of the automated emails can be found here. Accessing confidential records in Matchforce is controlled by the Matchforce Group you are assigned. Before you access Matchforce for the first time, download and install WalkMe on your computer within Google Chrome. Keep this in mind as you create your own dashboards. Safe, secure, and modern communications to help our matches today and strengthen our mission tomorrow. Big Brothers Big Sisters is building a Matchforce based digital platform to facilitate safe and secure online communications between Bigs and Littles! You may want to use this data to: Scenario:Your agency wants to see what data is tied to all active matches. 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). Match Reviews Any currently active match is included within this report. To create an agency-specific dashboard with this data, clickSave As and save the dashboard to a folder connected to your agency. Work is currently underway and the system will be available for use by all BBBS affiliates by mid-June, 2020. 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. When opening reports, it may not always be clear how data is filtered. Not everything that can be counted counts, and not everything that counts can be counted.. The more columns and data points exist in the report the dashboard is connected to, the longer the refresh period will be. Please review the Okta MFA FAQ for additional info. Before creating any new reports or dashboards, you should create a new folder to store them in. Big Brothers Big Sisters is building a Matchforce based digital platform to facilitate safe and secure online communications between Bigs and Littles! This is strongly discouraged. In hopes of clarifying this definition, please consider the following example. Email is the least secure option. MatchForce matches North Carolina businesses to government contracts, and government purchasers to NC suppliers. Work is currently underway and the system will be available for use by all BBBS affiliates by mid-June, 2020. You may create your own dashboards and save them to agency folders for internal agency use. If the MSC is In-Progress, it will retain the due date it had in AIM. Prepping for QA Reviews? Big Brothers Big Sisters Western MA | CHD 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. Okta Verify is a mobile app that verifies your identity in one of two ways. You can choose from the following options for Okta MFA.
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