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. Remember: These numbers are consistently changing and are able to be reviewed on a moment-by-moment basis. 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. To create an agency-specific dashboard with this data, clickSave As and save the dashboard to a folder connected to your agency. All three steps must be completed for each Matchforce user. Beginning February 14, 2023, volunteer and parent/guardian can be added to The Learning Exchange using the new Training Tab in Matchforce. As of right now, only the RPI survey can be sent in Spanish. Every Matchforce user must be assigned a Matchforce Profile Type in AMS. 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. Yes. You can still see parent/guardian relationships via Little enrollment records. People often use email for primary credential recovery. Built to support Big Brothers Big Sisters, Matchforce provides the intelligence and data to continually improve our services to children. The sections that follow explain how to complete each of the three steps. Matchforce is Big Brothers Big Sisters match management system. BBBS Connect is a secure place where you can find BBBS resources and network information. Preparation for the YOS and COS Redesign Project began in late September 2019. Open the National-Average Match Length dashboard and look at closures by duration. bbbs matchforce login - loginband.com 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. The dashboard may be filtered by Contact Record Type as well as Gender. You may want to use this data to: Scenario:Your agency wants to see what data is tied to all active matches. Bigs and Littles will be able to easily record how they are feeling about their match whenever they are 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. You may filter this report by SoR type as well as program type. A Little has been on the waitlist for a Big for 100 days and has completed a YOS every 30 days while waiting. Step-by-Step Instructions 1. Login - MatchForce.org 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. Data reveals whether or not a QA review was completed on that match. In hopes of clarifying this definition, please consider the following example. Agencies will likely use this report to help determine which matches to review. Big Brothers Big Sisters is building a Matchforce based digital platform to facilitate safe and secure online communications between Bigs and Littles! BBBSTX - YouTube 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. 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. The System Automation section of the Matchforce User Guide explains the exact events that trigger each automated email. bbbsa.tfaforms.net 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. A private record is a contact record in Matchforce that has been marked as private. You can learn your options for doing this here. Assignment of Agency Matchforce Groups controls which private records Matchforce users can view. Please ensure that you are looking for your data on a list view other than Recently Viewed. Components are listed below. Okta can send you a push notification that you approve using Okta Verify. Click here to sign out of all other accounts. 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 . 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. Enroll in Multifactor Authentication (MFA) - Matchforce Guide This dashboard contains specific data points that staff may utilize to monitor and review match support processes. : 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. BBBSA currently has grants valued at $20.5 million from the Office of Juvenile Justice and Delinquency Prevention. If you get prompted for MFA and successfully get into the Matchforce Training sandbox as shown below, you are all set! Click here to access BBBS Connect Attention if You Use Office 365 at Your Local Agency SMS Authentication uses the text messaging service on your cell phone to send you a one-time login code. TheApp is the result of a joint initiative between BBBSA, a group of 15 BBBS affiliates, Traction on Demand, CM Consulting, and True Owl. The dashboard also contains components connected to Match Owner and reports may be edited to meet your specific needs. Matchforce has an excellent search engine. You will be prompted for multifactor authentication (MFA) to access any Matchforce environment. Note that this dashboard may be filtered by Stage as well as Enrollment Record Type. 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. Want to get a quick snapshot of your early closures? 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. Remember: You can add, remove, or rearrange columns in any report based on what you need. Stay up to date on important news related to Fund Development, Agency Support, Leadership, and more! There are no known instances of agency data not migrating into Matchforce. This article explains the timing around when surveys are created and closed on Matchforce. All Matchforce users have access to dashboards and the accompanying reports. Mandy currently serves as BBBSAs Chief Agency Officer (CAO). Using your browser, navigate to the BBBS Okta portal Fill in your BBBS credentials and click Sign In. Stay up to date on important news related to Fund Development, Agency Support, Leadership, and more! Matchforce will no longer allow multiple baseline surveys to be completed for the same Little. The redesign project team will create first drafts of the new YOS and COS in February and March of 2020. If you forget your username, please ask your agencys AMS Administrator. There are no current prohibitions in either document surrounding mentors and mentees having phone or electronic communications when not on site. Need to know more? BBBS Lone Star Serving North & West Central Texas, and the Greater Houston areas 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. Matchforce has an excellent search engine. Make sure the volunteer contact has a valid email address entered. TheApp is consistent with the 2018 Standards and BBBSAs service delivery model. View Video Overview: Set up Okta Verify, OTP for MFA. Please keep in mind that options listed below are a small sample of the reports that you have access to in Matchforce. In November 2019, True Owl gathered information from over 1,300 BBBS agency staff members on sentiments regarding the current YOS and COS surveys. When dashboards are opened, data may need to be refreshed. This is strongly discouraged. 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. Enrollment CompletionEnrollments with completed QA reviews from the current quarter are listed within this report. Login - MatchForce The more columns and data points exist in the report the dashboard is connected to, the longer the refresh period will be. Just like a Baseline COS / YOS, the RPI is designed to be completed and entered prior to activating a match. Components are listed below. Login | Big Brothers Big Sisters - force.com We will get back in touch with you as soon as possible. Okta Verify is a mobile app that verifies your identity in one of two ways. For example, if Matches with YODPs is selected only matches that have YODP records attached willbe pulled into the report. Search and Navigation Bar Matchforce has an excellent search engine. The members of this group will be instrumental in crafting the new versions of the YOS and COS. Moreover, the customization that is built into the new surveys will allow agencies to control how much their surveys actually change. 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. The two reports listed below contain data tied to all RTBM participants in your agency at the current time. When opening reports, it may not always be clear how data is filtered. 90% of these funds are passed from BBBSA to BBBS agencies. BBBS staff will be able to quickly access this information in Matchforce to get a window into how matches are feeling in real time. Private records are used to hide contact information in Matchforce about high-profile individuals. Clicking allows you to download the image for your own use. The data collected by the YOS and COS is instrumental in securing government grants like these. Matchforce Applications - Matchforce Guide FAQs - Matchforce Guide 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 four reports below will serve as a complement to several dashboards listed above. This icon appears on every page in the upper left-hand corner. This dashboard contains specific data points that staff may utilize to monitor and review match processes. 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. These changes went live in the system on December 31, 2020. MatchForce.org Matchforce uses an application called WalkMe to provide help and training within the system. Open each dashboard and review whats contained within it. Let's take a look around. You cannot enter this code by approving a push notification as you can in Okta Verify. What this means in practice is that the Matchforce 60-day rule is no longer in place. 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. If you havent already done so, review the resources listed above and in the WalkMe app related to Reports & Dashboards. Samples of the automated emails can be found here. Note this is filtered by my contacts. However, TheApp is not intended to be merely a solution for match communications during the current COVID situation. This task force should be in place by early January 2020. We strongly recommend against using email authentication. Most recently, Kevin led the project and change management effort associated with the Matchforce implementation project. You can learn more about Matchforce Groups and general Matchforce rights and permissions here. 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. This pilot will run through the end of June 2020. Development of TheApp has been accelerated to meet the need for monitored digital match communication in the current time of social distancing and stay-at-home orders. BBBS Connect - Big Brothers Big Sisters of America 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. 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. This icon appears on every page in the upper left-hand corner. 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. Each report will likely need to be modified to meet the specific needs of each agency. Six folders are contained within it and contain different types of data that complements the dashboard data listed above. 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. 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. Alternatively, Okta Verify can generate a six-digit code that you enter into your Okta login screen to access your required app. The following questions will help us get to know your child so that we may best serve them. For overall numbers, examine these two dashboards combined. 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. Accessing confidential records in Matchforce is controlled by the Matchforce Group you are assigned. This will likely be utilized to complement the Match and Match Support Dashboards. The project team will spend April and May of 2020 revising and finalizing the new versions of the YOS and COS. Survey Completion data is tracked within this dashboard. Accessing the Basic BBBSA Dashboards To better understand what is captured within these components: Navigate to the Dashboards tab. Match Closure Transfer Form - bbbs.tfaforms.net Once the App Launcher is open, you can switch between Matchforce applications by clicking on the application you would like to open. 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. Make sure you are signed out of any Office 365 accounts before attempting to access BBBS Connect. ), 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. Matchforce is Big Brothers Big Sisters' match management system. YOS and COS Redesign Project 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. 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. Email often travels in plain text using insecure protocols. 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. You may filter this report by SoR type as well as program type. The Learning Exchange - Matchforce Guide Email is the least secure option. All contact records that come into Matchforce via online inquiries will be assigned the owner BBBS Forms User. You may create your own dashboards and save them to agency folders for internal agency use. (See the WalkMe menu for a walkthrough displaying how to create those folders.). Important Changes to Baseline Survey Requirements in Matchforce Navigate to your Contacts & Demographics Report Folder to see Contact data or to the National Match Reports folder to see Matches Served Current Year. Feel free to update the match name with the appropriate last name when a name change takes place on the contact record. You can either manually close these enrollments, or we will do a mass update to these records in the next few days. Authenticating on a second device cancels authorization for the first one. Its possible that you havent identified that site-based program as a high-school bigs program within Matchforce in the program set-up. Not everything that can be counted counts, and not everything that counts can be counted.. No. But to be honest, not much is really going to feel different on go-live day. completed that Matchforce requires for enrollments to be RTBM. Our Impact - Big Brothers Big Sisters of Metro Milwaukee - Youth Mentoring To create an agency-specific dashboard with this data, click save as and save the dashboard to a folder connected to your agency. Add filters. 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. Detailed demographic data is included within this report. 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). The use of MFA makes our accounts safer and secures our constituent data much better than a username and password alone. (The list below contains each current BBBSA created dashboard - "Created by" for these dashboards equals 'Traction Admin.') 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. 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. Okta To create an agency-specific dashboard with this data, clickSave As and save the dashboard to a folder connected to your agency. Failure to complete any of the following steps may result in improper provisioning and restricted Matchforce access for users. You are not limited to the content you see in the basic report template. 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. You can search in all tabs or in specified fields simply by changing the search dropdown. 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. This will allow you to keep your reports and dashboards private from other BBBS agencies. 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. Continuous learning through partnerships. Work is currently underway and the system will be available for use by all BBBS affiliates by mid-June, 2020. On the left-hand side of the page, click all folders. Please reach out to a member of this team to get this done. Review the Match Management Dashboards. We will get back to you as soon as possible. One-to-one communication between Bigs, Littles, and BBBS staff. Go to your app dashboard in Okta and launch the application Matchforce Training. SMS is the second most secure option. Every dashboard is created from data in an existing report. 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. Ask us a question. Click login. Click on the Program Dashboards folder. Below are some of the most common questions we receive about Matchforce. By clicking onat the bottom of each component, you will be directed to the report. TheApp is planned to be the only digital communication platform to link to Matchforce. The dashboard component is simply a visual representation of a specific report data point. Matchforce will no longer assign a due date to baseline YOS and COS surveys, nor will baseline surveys expire in the system. If you choose to use the code, then access the code in Okta Verify and enter it into your browser. Enroll in Multifactor Authentication (MFA), Manage Multifactor Authentication (MFA) Settings. Perfect for announcing events and activities. Several reports with Activity data are provided within Matchforce allowing you to review process steps being completed. In her 15 years of service to BBBS, Mandy has held numerous affiliate program related positions, first at BBBS of the Capital Region and later at BBBS of Tampa Bay. Reports & Dashboards - Matchforce Guide Remember, BBBSA has provided a sample of reports in the National & Local Data and Program Dashboards folders. 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). BBBS staff will be able to easily broadcast announcements to Bigs and Littles in the system. If you have your username and password, let's log into Matchforce: Visit BBBSA.okta.com. Prepping for QA Reviews? 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. Matchforce Match ID. If this is your first time accessing Okta, you will be prompted to enroll in multifactor authentication (MFA). Click here to learn more about Matchforce permission sets. Although we do offer email as a factor for convenience and to help ease into MFA, we do not consider it to be a secure, modern method for secondary authentication. 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. 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. The data and information obtained by these surveys serve many purposes. 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. Enter your username and password. Highlight the staff name to be added to the group and then click the. 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). There are currently no plans to create interfaces between Matchforce and any other e-mentoring or digital communication platforms. BBBS Connect is a secure place where you can find BBBS resources and network information. The current versions of the YOS and COS are well designed to reliably measure the validated metrics required to support the surveys multiple uses. 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 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. You can create a list view to show you just these records. Aim.bbbs.org is a web project, safe and generally suitable for all ages. 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. TheApp is consistent with the 2018 Standards and BBBSAs service delivery model. 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. If you didnt, return to Step 1 and try to enroll again. Match Closure Date. This significantly impacts what data will be pulled into the report. Filters are available by Contact Record Type and Enrollment Stage.
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