1. All About Your @scorevolunteer.org Email Account
Michael Gilman
Senior Business Systems Analyst

2. Housekeeping Will be taking questions after each topic
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3. scorevolunteer.org (SVO) Accounts
Benefits
Protect Personal & Privacy of Volunteer
Improve Communication
Align SCORE’s Overall Brand
Critical for CORE Replacement Project
Access to Multiple Google Apps
Send & Record as Session in CORE

4. scorevolunteer.org (SVO) Accounts
Required for New Volunteers
Request SVO Form for Chapter Admins
Available to All Volunteers
Training Resources Available: help.score.org

5. New Volunteer Onboarding Process
Application submission/receipt by chapter
Chapter review and determination
Request SVO address
Chapter enters new volunteer into CORE as Provisional
Welcome letter sent
New volunteer logs in to Volunteer Center/CORE
The document outlining the process I mentioned on the previous slide is lengthy (but it is important that you do read through it and understand it), however it basically breaks down to the 6 steps here.
Applications received are forwarded to chapter from Raubia (Monday and Friday). Go to address that your chapter has in “New Volunteer Notify” field in the Chapter Info page in CORE. Chapter Admins get copy? Ask Amanda
3. This is the point in the process where you would use the link to request new I mentioned on the previous slide (show you what it looks like next).
4. Enter the new member in to CORE address as their primary – this is the account where the SCORE Welcome letter is sent.
5. ***NOTE: No longer sending physical mailings for new volunteers. All onboarding items are now sent virtually and are outlined in the initial they get. This includes their log-in credentials for the Volunteer Center/Training and CORE.*** (Will show you example of that later in the presentation).
As of May 2017 ALL NEW VOLUNTEERS MUST have a scorevolunteer.org account!
You Must request the scorevolunteer.org account BEFORE entering the new volunteer into CORE
When you do get the notice back from the help desk that the account has been set up you will want to IMMEDIATELY
Enter the new volunteer into CORE using the new scorevolunteer.org account as the address.

6. Request SCORE Email Account
Must be logged in as the admin

7. Request SVO Form

8. Chapter and Other Additional Contacts

9. Next Steps
An is sent to all parties identified alerting that the account was set up.
Volunteer must go to gmail.com and log into the account using their scorevolunteer.org address and temporary password provided.
For training, please see articles located on help.score.org
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10. SVO Training at help.score.org

11. Choose Appropriate Article
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12. Benefits of Connecting Your Account in CORE
Ability to send an to a client and save your response as a session automatically.
One place to log in to see:
your new mentoring requests
All other s (any new correspondence from either Headquarters, your chapter, fellow mentors, and your clients)

13. Connect to CORE
Step 1

14. Connect to CORE
Step 2
Scroll down and make sure IMAP is enabled.. If not click to enable it then click save at the bottom of the page. Now providing your chapter has added your information into CORE you should check your s now… there should be a welcome letter waiting for you from our CEO Ken Yancey. It contains you CORE log in credentials. If that is not there.. STOP and reach out to your chapter leadership!

15. Connect to CORE
Step 3
Once you are on this Account tab.. Please take a moment to update your password. It is ok to use the same one you set your svo account password to. Then click Save.. Now come back to this page…and click the Account Settings Tab

16. Connect to CORE
Step 4
Once done updating please be sure to click Save or Submit at the bottom of the page.

17. Connect to CORE
Step 5
Now you can go to CORE Please log out and relog in using the new password you just changed it to. Then click Go To CORE. Once in CORE click the s Button to access the account.
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18. Save Email as a Session Note
MRE Must be assigned to you!
Click the Mentoring Request Button
Click the link

19. Compose Email Window Opens

20. Details of Automatically Created Session

21. Important Notes
MRE must be assigned to you for the system to automatically enter a session for you
Only your typed response is added as the session notes
attachments can be saved with your session
Flexibility – Add a new case, follow-on or non-session note directly from the
MRE assignment: We are looking into removing this limitation in the future
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22. Access to Google Tools

23. Google Calendar

24. Set Up Your Calendar
General Settings (Mobile-Friendly, Sharing, Views, etc)
Learn More links available on pages
Set up chapter-specific calendar
From here you can set up all the general settings such as mobile friendly, sharing, colors, type of view etc You can even make an appointment with a client and create a video share link right from here. With this platform being from Google there are Learn More links on almost every page clicking it takes you to plenty of clearly written information by Google.
///From here you can set up all the general settings such as mobile friendly, sharing, colors, type of view etc. Google offers tons of help almost every page has a Learn More link to access their help screens. I strongly suggest that the chapter set this up under one of the chapter’s scorevolunteer.org accounts. (you can always request a special one such as

25. Google Drive So simple to use Just drag and drop Has version control
Can share and collaborate
Each account has 30 gig of storage free
So simple to use
Just drag and drop
Has version control
Can share
Each account has 30 gig free

26. Google Drive

27. Google Drive

28. Google Hangouts

29. Easily Conduct Video Conference Calls
via Google Video Chat (Hangouts)

30. Google Voice https://voice.google.com/u/0/signu
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31. Groups (Distribution Lists)
Easy to set up
Same list works across all the platforms
sending s, calendar appointments, setting up sharing for Calendars and for sharing files in Drive
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32. Available Resources and Support
SCORE Help Site: help.score.org
Recent Tech Webinars
CORE Training Resources
Chapter Website Guides
@scorevolunteer.org Accounts
Help Desk: us at .
Submit Bug/Enhancement
Suggest topics for webinars and How To Guides