how to log a mentoring session
DESCRIPTION
Simple instructions to log a mentoring session within the new systemTRANSCRIPT
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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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