When a mentor leaves SCORE... managing the clients that remain

As a CIC you know that sometimes clients may be assigned to a mentor who unfortunately may leave SCORE. Mentoring Requests (MREs) that are In Progress and need to be either Re-assigned or Closed.

Following are two sets of instructions to obtain the list of clients owned by a mentor. Thanks to Pat Mathias, SCORE St. Louis, for sharing this guide with us! 

Option 1
1. From Homepage, click on “My Primary Chapter” at top right-hand corner
2. Under “Affiliated Contacts”, select “View All”
3. Click on the name of Mentor
4. Under “My Mentoring Requests”, click “View All”

Option 2 - Client Drilldown Report
1. From Homepage, click on BIRT Reports
2. Under “Volunteers”, click on Volunteer Performance Report
3. Select “Okay”, unless you work for more than one chapter, then from dropdown menu, choose the chapter needed
4. Select Fiscal Year need and month. Or, select from YTD Reports. NOTE: If mentor was made inactive, request that they are changed to active in order to select them.
5. Click on the number of clients in the Clients column next to the mentor, which will open to the “Client Drilldown Report”