Engage Cheat Sheet for Administrative Positions (VIC, CIC, Chapter Manager, Event Manager)

How do I find a client in Engage?

1.     Search the client by name or email using the global search bar found at the top of the Engage homepage.

2.     Select the client’s name from the list of results and you will get to their contact record.

How do I add a new client?

How do I add a CORE client to Engage that was not migrated to Engage?

1.       Search the client by name or email using the global search bar found at the top of the Engage homepage.

2.      If no contact record exists, click the link on “To create a new client Contact record, click here.”

3.      Follow the prompts to enter the client’s information.

Note: Only Mentors can create clients in Engage. For all others, use the submit a request form: https://score.tfaforms.net/16/?companyid=XXXX (replace XXXX with your chapter's 4-digit chapter number)

How do I assign or reassign a mentoring request to a mentor?

Only for the Client Intake Coordinator

1.       Select Client Requests – Need Action from the homepage.

2.      Click View to open the MRE record.

3.      Use the Assign/Reassign button.

4.      Search for the mentor in the assignment window and click the box before their name to assign the request.

5.      Follow the prompts until it shows you the Finish button.

Without having to wait 5
days for Engage to reassign the request back to the CiC queue, how do I reassign or stop an assignment to a mentor if they are unavailable?

Only for the Client Intake Coordinator

Part 1 - Change ownership

1. Select Client Requests by Status from the homepage.
2. On the list view page, click the down arrow on the record (the down arrow is located on the far right inline of the record).
3. Select Change Owner.
4. On the change case owner window, click the down arrow on the Search Users field, then select Queues. You should see Search Queues in the top field after changing the option.
5. Type in your chapter’s name and then select [Chapter] Client Intake from the result.
6. Then, click Submit and this will change the Mentoring Case Owner to your chapter’s Client Intake.

Part 2 - Assign to another mentor
7. Open the mentoring case again by clicking View.
8. Use the Assign/Reassign button.
9. Search for the mentor in the assignment window and click the box before their name to assign the request.
7. Follow the prompts until it shows you the Finish button.

How do I add a new volunteer?

Only for Volunteer Intake Coordinator

The prospective volunteer must fill out the application online at https://www.score.org/volunteer.

When a submission goes into your chapter, the Volunteer Intake Coordinator is notified, and they should start with assigning 2 interviewers for that application. Reference: Onboarding a Provisional Volunteer

How do I edit chapter volunteer information/status?

Only for the Chapter Manager

1.      Search the volunteer by name or email using the global search bar found at the top of the Engage homepage.

2.      Select the volunteer’s name from the list of results to get to their profile page.

3.      Use the Edit button to update the volunteer’s profile.

4.      To change the volunteer’s status, click the arrow going down (next to the Request Classification Upgrade button).

5.      Select Update Volunteer Status. Refer to the list of statuses in this guide.

6.      Then select a different status from the drop-down and follow the prompt until the Finish button.

How do I update a Need Action status in an event?

Only for the Event Manager

Need Action in your event means that the system found your registrants’ status not updated to any of the following: Attended, No Show, or Cancelled.

1. To complete an In-Person Event, use the steps in the section below   on how do I update the registrants in bulk.

2. To complete a Zoom Meeting or Zoom Webinar event, click Events - Need Action from the homepage.
3. Select the event name to view the event record page.
4. Click the drop-down arrow and select Update Attendance.

How do I update the registrants in bulk?

Only for the Event Manager

1.      From the homepage, select Update Registrations.

2.      From the list of all event registrants, you can sort by clicking the header columns to sort by Event name.

3.      Click the checkbox of the selected registrants.

4.      Click the pencil icon on the upper right menu of the list.

5.      Select the appropriate status and check the box to update all selected items.

6.      Click Apply.

7.      Then, click Save at the bottom of the page.

How do I access the CORE BIRT Reports?

Access: All chapter members

1.      From the homepage, under Reports, select BIRT Reports.

2.      Select the report you want to access.

3.      If you are not logged in to your SVO, the system will require you to choose your SVO account to proceed to the reports.

4.      Select your chapter from the list and click OK.

How do I access the Engage Reports?

Access: Volunteer Intake Coordinator

Client Intake Coordinator

Event Manager

From the homepage, under Reports, select Engage Reports.

VIC only has access to view and manage reports under the Volunteer Journey Reports.

CiC only has access to view and manage reports under Client Mentoring Reports.

Event Manager only has access to view and manage reports under Event Journey Reports

Chapter Manager – does not have access to any of the reports.

Additional info: How to: Generate Engage Reports