Engage Enhancements & Training Updates – Support Center

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

To view a list of system enhancements and updates requested by users click here: https://app.smartsheet.com/b/publish?EQBCT=6be0bfb8eb364c229c231106b8349a7d

Email engage@score.org to submit an enhancement request

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. https://help.score.org/hc/en-us/articles/360041149734-How-To-Manage-Mentoring-Requests#h_f048f2df-3434-440a-9401-618a078050e5	Client Mentoring	3/27/20
2	How to: Login to Engage article created. https://help.score.org/hc/en-us/articles/360045176974-How-To-Login-to-Engage	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. https://help.score.org/hc/en-us/articles/360045238314-How-To-Create-a-Client-Contact-Record	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 https://help.score.org/hc/en-us/articles/360047404433-Engage-Training-Plan-Best-Practices	Engage Training	4/27/20
6	Engage Chapter Training Toolkit article created https://help.score.org/hc/en-us/articles/360047492213-SCORE-Engage-Chapter-Training-Toolkit	Engage Training	4/27/20
7	Engage Glossary of Terms article created https://help.score.org/hc/en-us/articles/360047599813-SCORE-Engage-Glossary-of-Terms	Engage Training	4/29/20
8	How to: Migrate your Constant Contact Events article created https://help.score.org/hc/en-us/articles/360047499934-How-to-Migrate-Your-Constant-Contact-Events	Event Journey	5/13/20
9	How To: Create an Event During COVID-19 (for virtual event set-up) https://help.score.org/hc/en-us/articles/360047507414-How-To-Create-an-Event-During-COVID-19	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: https://help.score.org/hc/en-us/articles/360050828353-Engage-Positions-and-Permissions	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. https://help.score.org/hc/en-us/articles/360047599813-SCORE-Engage-Glossary-of-Terms	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/360050449894-How-To-View-the-Engage-Calendar https://help.score.org/hc/en-us/articles/360050500934-How-To-Set-and-Manage-Availability-in-the-Engage-Calendar 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

Phone:	1-800-634-0245
Technical Support:	help@score.org

System Updates

Training Updates

Related articles