1. Optimizing the Use of Your SCORE Volunteer Email Account
Optimizing the Use of Your SCORE Volunteer Account
Michael Gilman
SCORE Sr. Business Systems Analyst
Housekeeping: All of you will be muted throughout the presentation. Enter any questions in the “Questions” area of the webinar controls on the right side of your screen. They will either be answered at that time, or read aloud and answered during the Q&A portion of the webinar (last few mins). If we run out of time, I will reach out to anyone who’s questions we don’t get to, and get them answered for you.
Poll Questions: Your answers will help me, not only in steering the conversation today

2. Today’s Agenda We will be covering how to obtain and access:
scorevolunteer.org account
Calendar
Google Drive
Hangouts
Google Voice
Groups (Distribution List)

3. Why Use @scorevolunteer.org Email?
Continued improvement and integration of technology to deliver SCORE services
Helps protect the personal addresses and privacy of our volunteers
Improve communication
Will help to improve and align SCORE’s overall brand, client awareness, and services
Critical to the CORE replacement project

4. Just a gentle reminder
As of May 01, 2017 ALL NEW VOLUNTEERS MUST have a scorevolunteer.org account!
You Must request the scorevolunteer.org account BEFORE entering the new volunteer into CORE!
Once 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 volunteer’s address.
Mention that the faster the account is set up in CORE the better.. Since the new volunteer will have received the notice of the new scorevolunteer.org account and it would be very beneficial if the first time they logged in the Welcome letter would be there waiting for them!

5. Requesting a scorevolunteer.org email Must be logged in as the admin

6. Request SCORE Email Web Form

7. Chapter and Other Additional Contacts

8. Next Steps
An is sent to all parties identified on the form, alerting that the account was created.
Volunteer must go to gmail.com and log into the account using their scorevolunteer.org address and temporary password we provided.
From there please see articles located on help.score.org

9. Volunteers can request an account as well without the admin!
If an existing volunteer wishes to request an scorevolunteer.org account…
You can simply send a request to the help desk
and request one!

10. Choose Appropriate Article

11. Connect to CORE
Step 1

12. Connect to CORE
Step 2

13. Connect to CORE
Step 3

14. Connect to CORE
Step 4

15. Change your username!
Step 4 continued

16. Connect to CORE
Step 5
Ever get the alert contact administrator? Make sure your password for the account matches your google

17. Benefits of Connecting Your Account to CORE
Ability to send an to a client and have your response become automatically your session notes.
One place to log in to see your new requests
One place to log in to see any new correspondence from either Headquarters, your chapter, fellow mentors, and your clients.

18. 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
Can easily add documentation to your sessions
Flexibility, you can add a new case or follow on or non-session note directly from the .

19. Save Email as a Session Note
MRE Must be assigned to you!
Click the Mentoring Request Button
Click the link

20. Compose Email Window Opens

21. Details of Automatically Created Session

22. Google Calendar

23. Set Up Your Calendar
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. When someone has an event such as a chapter meeting you just create the appointment and send it to everyone in your chapter.. When you click on the link it will show up in their calendar. You would do this at an individual level so the chair or admin personally would send this via their scorevolunteer.org account.

24. Google Drive

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

26. Google Hangouts

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

28. Google Voice

29. 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

30. Available Resources and Support
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

31. Questions?