Active Client – A client who has had a session within the last 12 months. The session can be email, face-to-face, or attending a workshop.
Inactive Client – A client who requested to be made inactive, the volunteer set the client to inactive, or the client has not had a session entered into the system for more than 12 months.
Deleted Client – No clients are ever deleted from CORE unless a request has been made by the client.
Clients Not Yet Counseled – A list of clients who have not yet had a session note entered into the CORE system. These clients may or may not have been assigned a mentor by the chapter admin.
Clients Not Yet Assigned – A list of clients who have requested mentoring through score.org or a SCORE-branded chapter website but have not yet been assigned a mentor by the chapter admin.
Lead Mentor – The primary mentor mentoring a client.
Co-Mentor – Additional mentors who assisted the lead mentor and were involved with mentoring the client. Up to four co-mentors can be added to a client session.
Mentoring Request – A request for mentoring submitted by the client on score.org or a SCORE-branded chapter website. The request can be an email, phone, or face-to-face request.
Mentoring Session – Notes recorded by a volunteer after they have mentored a client. A session can be held face-to-face, via email or phone and recorded as a new case, follow-on, close out or non-session.
New Case – The first session entered for a client.
Follow-On – Any session following the first session with a client should be recorded as a follow-on.
Close Out – A mentor can record a close out session for a client to indicate they have completed the request or information transfer with the client. The client remains active for marketing and follow-up purposes.
Non-Session – A mentor or chapter admin can record a non-session note for clients they have tried to contact and received no response. A non-session note can also be used to enter general notes about the client.
Reminder – An automatic reminder sent to the lead and/or co-mentors reminding them to follow-up with the client. The automatic reminder can be set to be sent the next day or after 7, 14, 21 or 30 days.
Contact Hours – Actual time spent mentoring the client via a phone, email or face-to-face session.
Prep Hours – The time the mentor spent preparing for the client meeting.
Travel Hours – The time it took the mentor to travel to a client’s place of business.