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Editor's Notes

• #5: Please visit http://www.volunteercenter.score.org/website_info.html for more information on the new systems.
• #6: To enter mentoring session information, visit score.org or your chapter website and enter your login credentials.
• #7: To enter mentoring session information, visit score.org (or your chapter website) and enter your login credentials.
• #8: There are 2 ways that you can enter mentoring sessions. The first is by managing your mentoring requests. The second way is by managing your clients. We’ll begin with updating your mentoring requests. Click on “Manage Your Appointments” from the green Quick Links box.  
• #9: You will then be taken to the “My Mentoring Requests” page on the CRM. This page shows all your open mentoring requests. You can then click on the mentoring request number (under the “Name” heading) for the request of your choice and view all the information that was provided by the client. Make sure you click on the request number and not the client name as clicking on the client name will take you the client profile page and not their mentoring request detail.
• #10: Once you are on the mentoring request detail page, you can add the information from your mentoring session. Please note that once you click “edit” only the fields that you can change will be visible. Fields that are automatically populated such as Mentor, SCORE Details, Client Feedback, etc. will disappear in the edit view.
• #11: In the information box, you’ll log the names of the co-mentor(s) and update the status of the mentoring request (change to completed once the sessions complete). You’ll also add/ update the following information: Mentoring Type- Choose from Face-to-face, Online, and Telephonic Online Type – if online mentoring, select the type of online mentoring. Choose from Email, Skype, and Chat. What Business Questions Need Answering – Outlines the main reasons for the client’s visit. This could include topics like business plan assistance, needs help finding funding sources, etc. This is not limited to one question, so please list all main mentoring session Nature of Counseling Provided- Choose from a list of common business topics including but not limited to business plan, managing a business, marketing, and other Mentoring Date – Date that the mentoring session occurred Other Counseling Provided – space to list an additional “Nature of Counseling Provided” topic Other Mentoring Location – Place where the other mentoring session occurred
• #12: In the “Mentoring Fulfillment Details”, you can update the following fields: Prep Hours – the amount of time taken to prepare Travel Hours – the amount of time taken to travel to the mentoring location Mentor Hours – the amount of time spent in the mentoring session Co-Mentor Hours – the amount of time the co-mentor(s) spent in the mentoring session Meeting Start & End Date & Time – the date and time that the session started and ended Language Used/ Other Language Used – the language(s) spoken during the mentoring session Fulfillment Completed – Indicates that the mentoring session has been completed.
• #13: The “Notes” and “Attachments” areas allow you to add additional information about your mentoring session. To add this information, click “New Note” or “New Attachment”. This should be labeled: Mentoring Notes, similar to the WebIt Counseling Notes. In NOTES, you provide an outline of your discussion, recommendations for future mentoring sessions, information about homework that was suggested, and other pertinent details that you or another mentor may find useful. Please note that any information written here will be visible by other SCORE volunteers and staff. The Attachments area is where you can attach files to a mentoring record. Examples of files that you may wish to attach include business plan drafts, worksheets, and financial statements. Once notes or attachments are added, they can be retrieved or deleted – they cannot be edited. However you may add multiple files and notes to the mentoring request detail.
• #14: Once all of those areas are completed, click “Save” to save your changes.
• #15: The second way to add a mentoring session is by managing your clients. From the volunteer center, click on “Manage Your Clients” from the green Quick Links box.  Or if you’re already in the CRM, you can click on the “My Clients” tab.
• #16: Click on the name of the client with whom you met for mentoring.
• #17: Scroll to the bottom of the profile view, and click on the appropriate mentoring request ID.
• #18: Once you are on the mentoring request detail page, you can follow the steps outlined in the first method.
• #19: If you’d like to view information from mentoring sessions that have already occurred, return to the “My Mentoring Requests” tab, and open the drop menu. Select “Completed” to view the list of all completed mentoring requests.
• #20: If you have any questions about this process or the new systems, please use the methods outlined above to get assistance. Thank you for your time and for all that you do.