To view a list of system enhancements and updates requested by users and the status for each click here: https://score.sharefile.com/d-s66d37cc6d7044558
Use the following link to submit an enhancement request: https://app.smartsheet.com/b/form/9bc0f777f71e45438ffdeec1d7913c15
Previous System Updates
| # | Description | Journey | Date |
| 1 |
Provisional volunteer progress report added for Volunteer Intake Coordinators |
Volunteer | 3/30/20 |
| 2 |
Performance Data page added in Engage with survey information |
General | 3/31/20 |
| 3 |
'Add Note' quick action button added to the mentoring request record. This can be used to add more information about the client's request |
Client Mentoring | 4/4/20 |
| 4 |
Video added as a Type of Meeting option on the Interview record for volunteer applicants |
Volunteer | 4/6/20 |
| 5 |
Field added to the Event record to track events related to COVID-19 |
Event | 4/7/20 |
| 6 |
Multiple mentoring request reports added for Client Intake Coordinators |
Client Mentoring | 4/7/20 |
| 7 |
User Profiles updated to allow Engage reports to be exported |
General | 4/9/20 |
| 8 |
Classification upgrade progress report added for Volunteer Intake Coordinators |
Volunteer | 4/9/20 |
| 9 |
Field added to the Session record to track mentoring related to COVID-19 |
Client Mentoring | 4/15/20 |
| 10 |
Event registration report added for Event Managers and Workshop Presenters |
Event | 4/22/20 |
| 11 |
Team Requests list view created with list of requests where user added as team member. Link also added to Engage homepage for Mentor and SMEs. |
Event | 4/30/20 |
| 12 |
Event registration payment report added for Event Managers and Workshop Presenters |
Event | 5/4/20 |
| 13 |
Reminder emails now sent to event registrants 24 hours before an upcoming event |
Event | 6/3/20 |
| 14 |
Client phone number added to Event Registration reports |
Event | 6/3/20 |
| 15 |
Last login date information now available in the Chapter Volunteer Roster Report |
Volunteer | 6/4/20 |
| 16 |
Provisional Volunteer Online Training Course Report added for Volunteer Intake Coordinators |
Volunteer | 6/9/20 |
| 17 |
SCORE HQ Staff List added in Engage |
General | 6/15/20 |
| 18 |
Updated Add/Edit Session flow to allow Active volunteers training to become a Mentor or Subject Matter Expert to be added as a Co Mentor on a session. |
Volunteer | 6/16/20 |
| 19 |
Defaulted Waitlist? and Charging a Fee? fields to No to simplify the process of creating an Event. These values can still be updated when creating or editing an Event |
Event | 6/17/20 |
Training Updates
| # | Description | Journey | Date |
| 1 |
How to: Manage My Mentoring Requests article updated with a section on how to update a client's status. |
Client Mentoring | 3/27/20 |
| 2 |
How to: Login to Engage article created. |
Volunteer Journey | 3/27/20 |
| 3 |
How to: Create a Client Contact Record article created, detailed how to create a client in Engage and edit their information. |
Client Mentoring | 3/27/20 |
| 4 |
How to: Manage the Client Intake Queue (Match a Mentor Request) article updated with instruction to use 'Add Note' quick action button on the mentoring request record. https://help.score.org/hc/en-us/articles/360041668893-How-to-Manage-the-Client-Intake-Queue-Match-a-Mentor-Request-#h_82c1af8d-aef3-484c-82ca-cfd50608dad5 |
Client Mentoring | 4/4/20 |
| 5 |
Engage Training Plan Best Practices - Akron Model article created |
Engage Training | 4/27/20 |
| 6 |
Engage Chapter Training Toolkit article created |
Engage Training | 4/27/20 |
| 7 |
Engage Glossary of Terms article created |
Engage Training | 4/29/20 |
| 8 |
How to: Migrate your Constant Contact Events article created |
Event Journey | 5/13/20 |
| 9 |
How To: Create an Event During COVID-19 (for virtual event set-up) |
Event Journey | 5/13/20 |
| 10 |
Engage Chapter Training Toolkit is now equipped with PPTs that outline key processes (4th row in table): https://help.score.org/hc/en-us/articles/360047492213-SCORE-Engage-Chapter-Training-Toolkit |
Engage Training | 6/17/20 |
| 11 |
Engage Positions and Permissions article created: |
Engage Training | 6/26/20 |
| 12 |
Updated the Engage Glossary to include definitions for mentoring request statuses: complete, in-progress, submitted, unable to contact, and withdrawn. |
Engage Training | 6/26/20 |
| 13 |
Created 5 articles regarding the Engage Calendar, including an article from the client perspective: https://help.score.org/hc/en-us/articles/360050449014-How-To-Book-and-Manage-Appointments https://help.score.org/hc/en-us/articles/360050053094-How-To-Check-In-Appointments-and-Walk-Ins https://help.score.org/hc/en-us/articles/360051194433-How-Clients-Book-Appointments |
Client Mentoring Journey | 7/6/20 |
| 14 |
Engage Calendar (JRNI) Guide created: |
Client Mentoring Journey | 7/16/20 |
| 15 |
How-To: Generate Booking Reports in JRNI article created: |
Client Mentoring Journey | 7/16/20 |
| 16 |
Key Mentor Processes created article (with how-to videos): https://help.score.org/hc/en-us/articles/360052270534-Key-Mentor-Processes |
Client Mentoring Journey | 08/18/20 |
| 17 |
Engage Policy and Business Rules article created: https://help.score.org/hc/en-us/articles/360058333513-Engage-Policy-and-Business-Rules |
Engage Training | 10/28/20 |
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