How To Log A Mentoring Session

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How to Log a Mentoring Session SCORE System Training:

description

Simple instructions to log a mentoring session within the new system

Transcript of How To Log A Mentoring Session

Page 1: How To Log A Mentoring Session

How to Log a Mentoring

Session

SCORESystem Training:

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Objectives of This Training

• Explain the importance of entering mentoring session information in the new system

• Identify where data from the former Form 641, Part III (counselor record) will be entered in the new system

• Identify & explain some of the new terms

• Demonstrate two ways that volunteers can enter mentoring session information

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Why is This Necessary?This is one of the most critical processes

as it is required by the SBA. It is through the information you put in this form that we measure our

impact in communities around the country.

In addition, the new system allows for mentors to build a complete client history so that you can easily keep track of what you’ve worked on to-date. It also allows

other mentors to see the details of previous mentoring sessions so that they may learn about your client

before participating in co-mentoring.

This training will help you understand how to enter the details from your mentoring session.

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New Terms in This Training

• MentoringFormerly referred to as counseling. A change in

terminology was made in response to recent research and new volunteer training programs and processes.

• Open Mentoring RequestA client request for mentoring that has not yet been

fulfilled.

• Completed Mentoring RequestA mentoring request that has been fulfilled.

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Go to score.org or your chapter site

Click “Log In”

Click “Log In”

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Log In to the Volunteer Center

Click “Log In To the

Volunteer Center”. You will be taken to a new page to enter

your usernname and password

Click “Log In To the

Volunteer Center”. You will be taken to a new page to enter

your usernname and password

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See the “Quick Links” Box

Click “Manage Your Appointments”

Click “Manage Your Appointments”

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My Mentoring Requests

Click on the mentoring request ID link located in

the “Name” column.

Click on the mentoring request ID link located in

the “Name” column.

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Mentoring Request Detail

Click“Edit”

to make changes.

Click“Edit”

to make changes.

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Mentoring Request Detail

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Mentoring Request Detail

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Mentoring Request Detail

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Save Your Changes

Click “Save”

to save your changes.

Click “Save”

to save your changes.

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See the “Quick Links” Box

Click “Manage Your Clients”

Click “Manage Your Clients”

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My Clients

Select a client.Select a client.

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Client Profile View

Click the appropriate mentoring request ID.Click the appropriate

mentoring request ID.

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Mentoring Request Detail

Click“Edit”

to make changes.

Click“Edit”

to make changes.

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My Mentoring Requests

Select“Completed”

to view closed requests.

Select“Completed”

to view closed requests.

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Questions?

• 24/7 ticket submission at http://support.score.org

• 9am to 9pm ET ticket submission by phone at 888-855-6703

• Contact your local Chapter Training Coordinator

• Email [email protected]

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