Reassign as the CHAPTER ADMIN:
Step 1: Log in as Chapter Admin
Step 2: Go to the Mentoring Request tab, then Search for the Client.
Step 3: Once found, click on the blue arrow.
Step 4: (skip to Step 6 if you know intended volunteer) If you’re unsure of who to reassign a Client to (out of state) use the SCORE locations page to reassign the client to the nearest chapter using clients zip code.
SCORE Locations page (https://www.score.org/find-location)
Step 5: Use the Chapter search in CORE (screenshot) and click on the chapter to see the Chapter Admin, then reassign.
Step 6: This will open a window, where you can search all for all Active/Provisional Mentors throughout the system. Use drop-down menu to search by chapter and volunteer name. If you are reassigning within your chapter, click the name of the intended Volunteer. For reassignments outside of your chapter, always reassign to the Chapter Admin of the receiving chapter, as they will know who to assign the client to within their chapter. For reassignments within your chapter, talk to your chapter admin and they will perform the reassignment.
Step 7: Add a note to your reassignment request. The information entered here will be included in the email notification that goes out to the volunteer. This will let the chapter admin or volunteer know why and who is sending this request. Click their name and the Reassignment is completed. The window will close, and the mentoring request will disappear from your chapter's Mentoring Request page.
Reassign as a VOLUNTEER
Step 1: Log in in to CORE.
Step 2: Go to Mentoring Requests page, that will show all your clients requests from most recent to oldest. Scroll until you see the client you want to reassign(or search their name) and click the "reassign" link.
Step 3: It will say "This Mentoring Request will be reassigned. Please add a reason for reassigning this request" Enter a brief message and click submit.
Step 4: Once submitted, it will create a ticket at the Help Desk. We will reassign the client from there.