Audience: See each section to view Audience
Introduction
This is a comprehensive guide about classifications. It covers the different classifications available in Engage and the various training requirements for each class. How a volunteer selects a classification and how to request to change it. Who in the chapter can approve the request and make the appropriate change.
Table of Contents
- Classification Overview
- How a Volunteer Self-Selects a Classification
- How to Update a Volunteer’s Training Classification - For Coach
- How to Request Classification Update – Active Status
- The Add-on Classification: Workshop Presenter
- Volunteer Intake Coordinator Receives Request
- Role of a Coach in the Change Classification Request
- Homepage Views According to Your Classification
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Classification Overview
As part of SCORE’s new Onboarding Program, SCORE’s Classifications include Mentor, Subject Matter Expert, Workshop Presenter, Volunteer, and Contractor. In Engage, your classification dictates the look of your homepage and your level of access in the system.
Click the link on each classification to see the corresponding onboarding description. The Primary Activity column lists the key tasks performed by each classification.
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Classification |
Description |
Primary Activity in Engage |
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A Mentor is qualified to mentor any client including existing businesses and start-up clients. Mentors are proficient in guiding a client of any industry on starting and growing a business. |
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An SME has knowledge and experience in a specific set of business skills. They assist clients when those skills are needed. SME can be added as a co-mentor on a client’s session but they cannot be a lead mentor, nor can they be assigned a mentoring request directly in Engage. |
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Workshop presenters present workshops. They have access to view events and evaluations but do not have permission to create/clone events. They also do not have access to edit the event, add another workshop presenter, or add registrants to the event record page. |
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Volunteer as a classification is defined as a chapter member who works in support of the SCORE mission and vision by handling the myriad of administrative and support tasks required to operate a chapter. They do not mentor clients. |
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Paid staff, such as clerical administrator, that has similar permissions to a non-client facing volunteer but is not required to complete any training courses to serve different SCORE positions. Signs the contract to comply with the Code of Ethics. Contractors should not be a Volunteer, SMEs, or Mentor. |
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How a Volunteer Self-Selects a Classification- Prospective Status
Audience: Prospective Volunteers, Volunteer Intake Coordinator
All prospective volunteers fill out their applications online at https://www.score.org/volunteer. One of the changes in the Volunteer Journey in Engage is the improvement of the volunteer application. The following options below are now tied to the available classifications in Engage.
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Possible Answers to How would you like to assist SCORE and SCORE clients? |
Self Selected Class based on the Possible Answers |
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Help aspiring entrepreneurs form and improve new business ideas |
Mentor |
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Work as part of a volunteer team to help a business with a specific project or challenge |
Volunteer |
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Teach specific business topics or subject matter to a small group of clients |
Subject Matter Expert |
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Facilitate business discussions among a small group of clients |
Subject Matter Expert |
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Develop and maintain relationships with organizations in your community |
Volunteer |
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Develop strategies to expand SCORE's reach and attract new volunteers |
Volunteer |
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Support outreach programs to attract more business owners to SCORE |
Volunteer |
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Assist with administrative tasks like matching clients with mentors |
Volunteer |
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Other: Opens window to Please Describe Other* |
Volunteer |
The selected classification will show up on the Prospective’s Volunteer Application Details page, under the Self-Identified Classification section.
This section cannot be modified and only serves as a reference to the original classification that the volunteer selected during the prospective phase. This does not affect anything in the volunteer’s profile.
How to Update a Volunteer’s Training Classification
Audience: Coach, Volunteer Intake Coordinator
When a volunteer is accepted as a provisional volunteer, the assigned coach would be able to help the provisional volunteer determine if they want to stay with their original classification or pursue a different path.
If the provisional decides to pursue a different classification they can talk to their Coach to change their training classification.
As a coach, please follow the steps in the guide below to update a volunteer’s training classification.
1) Access the volunteer’s Application record. Click the down arrow and select Update Application.
2) Identify the classification for the provisional by selecting one from the Training Classification drop-down and hit Save.
3) After saving, check the Training Classification field under Application Status Overview. The Volunteer Onboarding Requirements should now show the required training for the classification selected.
How to Request Classification Update – Active Status
Audience: Active Volunteers in Engage
Here are the steps on how to request a classification update.
1) Go to your Profile and click the Request Classification Update button.
2) Select the desired Classification from the drop-down list and click Save. This creates a new case that is sent to the volunteer intake queue. Then, the Volunteer Intake Coordinator will review and assign a coach to your request case.
Note: SCORE training requirements standards for each role have changed as SCORE continues to grow. A classification change for a tenured volunteer may therefore require additional training on current modules or a Chapter Chair/District Director review to ensure the individual is in compliance with current training guidelines and continues to be a successful SCORE volunteer contributor.
- A coach is needed if you are changing a classification to Mentor for the first time.
- Volunteer to Mentor requires the additional training modules, appointment of a Coach, and co-mentoring.
- Mentor to SME may require taking current versions of training modules and a CC/DD assessment of the volunteer's recent and expected contributions.
3) Once the required training modules are completed you will be able to view your updated Classification in your profile under the Volunteer Classification and Status section.
The Add-on Classification: Workshop Presenter
Audience: Volunteer, SME, or Mentor Classification
Aside from the Workshop Presenter as a stand-alone classification, it can also be an add-on classification to a Volunteer, SME, or Mentor classifications. To request for this classification to be added, follow the guide below.
1) Go to your Profile and click the Request Classification Update button.
2) Select Workshop Presenter from the drop-down list and click Save. This creates a new case (application) that is sent to the volunteer intake queue.
3) Review and Sign the Workshop Presenter Guidelines. Then, let your Volunteer Intake Coordinator know in an email or on the phone that you've reviewed and signed the guidelines.
The Volunteer Intake Coordinator Receives All Classification Update Requests
Audience: Volunteer Intake Coordinator
When a new classification request is submitted, the Volunteer Intake Coordinator receives a notification email prompting them to log in to Engage and review the classification update request case.
Note: The VIC will assign a coach if the volunteer is changing a classification e.g. Volunteer to Mentor.
The VIC will not assign a coach if the volunteer is requesting to add a Workshop Presenter to their existing classification or if they are changing their classification from being a Mentor.
1) Select any of the list views from the Engage homepage e.g. Applications by Status.
2) Then, click the drop-down arrow to select another list view. Select the chapter’s Volunteer Intake queue.
3) Click View to open the classification change request case.
4) On the Volunteer Application Details page, scroll down and review the Classification Requirements.
5) Click the Update Application to view additional trianing requirements to complete the update request.
6) On this page, review that the correct Training Classification is selected, change selection if needed. Mark the requirements on this window as Completed or Not Completed. Click Save when done.
7) If a coach is needed then, click Assign Coach to start this process.
Note: A coach is needed if changing a classification e.g. Volunteer to Mentor. A coach is not needed when adding a Workshop Presenter to an existing classification or when changing the classification from being a Mentor (to become an SME, or Workshop Presenter, or Volunteer).
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Select a Coach by clicking the box next to their name then, click Next, and then Finish. The coach will receive a notification email alerting them of this assignment. The volunteer requesting the update will also receive a notification email with their Coach info.
Role of a Coach in a Request Classification Update Case
Audience: Coach
1) When assigned as a coach to a request for classification update, you will receive an email notification prompting you to log in to Engage to view the case. If you're already looking at your Engage homepage, you can also click Coach Applications (under the My Volunteer Onboarding section).
2) Click View on the record link.
3) Click Update Application.
4) Review that the correct Training Classification is selected, change it as needed. Mark the requirements on this window as Completed or Not Completed. Click Save when done.
5) Once all the classification requirements are satisfied, the Complete Classification Training field will show as Complete. This means the process has been completed and the volunteer's classification in their profile should now show the new classification.
Comments
2 comments
This article has been updated to include the change/s in the Onboarding Requirements.
Added note for classification update -
Note: SCORE training requirements standards for each role have changed as SCORE continues to grow. A classification change for a tenured volunteer may therefore require additional training on current modules or a Chapter Chair/District Director review to ensure the individual is in compliance with current training guidelines and continues to be a successful SCORE volunteer contributor.
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