1. SCORE Tailored Seminars & Workshops: An Overview
SCORE IT Systems Information V

2. Our local Web Site - manasota.score.org
Explore the options on the horizontal menu to see the resources that are available to both your clients and yourself.
Mentoring – click to schedule a meting with a mentor
Workshops – titles, dates, and on-line registrations
Online workshops – and webinars
Templates and tools – includes a checklist for starting a business Plus A collection of useful resources we have compiled over the years.
Local information – Manasota SCORE can help your business. (Description)
Our workshops – detailed descriptions
Volunteer – describes what you can do and the benefits of doing it

3. CORE – Our administrative system
Go to the SCORE web site OR Manasota SCORE web site and select Log in
Note: When you login on EITHER “home page,” the system knows to take you to the Volunteer Center
Then enter your volunteer
ID and Password
To see your list of clients

4. Member / Chapter specific web pages
Go to our local chapter Members Only webpage for our local chapter information
To go to the CORE systems for documenting client sessions and other member of client related data, click Go To CORE

5. Members Only
The Members Only system provides a lot of resource materials as well as a place to record days where you’ll be unavailable for counseling.
login ID is manasota and password is score116
Reserve space – conference or front office
Web IT Counseling report

6. Unavailable for Counseling
Important! On the Members Only system. This lets the Case Assigners know when you will NOT be available!
Lets people know when you’ll be away.

7. Edit Your Profile

8. Edit Your Profile

9. Create a Mentoring Session Record
You will receive an message that you have a new client
telling you have a new client.
Please contact within 48 hours

10. Create a Mentoring Session Record
telling you have a new client.
Please contact within 48 hours

11. Create a Mentoring Session Record
telling you have a new client.
Please contact within 48 hours

12. View Clients Not Yet Counseled

13. Clients Contacted but Not Counseled

14. Remove a Client from the Active List

15. Reserve a Room at the Office
Go to the SCORE web site OR Manasota SCORE web site and select Log in
Note: When you login on EITHER “home page,” the system knows to take you to the Volunteer Center
Then enter your volunteer
ID and Password 15 15

16. Reserve a Room at the Office

17. Reserve a Room at the Office
If the time slot IS NOT taken, enter the Start Date & Time and End Date & Time. Do NOT enter the client name.
We have two “clients” in the system that we will use for identifying the room you want to use – if you forget to add the “Client” you MAY not get to use the room because someone else who wants the time slot doesn’t know what you want and they will pick the room they want!
The Client Names we are using, are ConferenceRoom, The or FrontOffice, The. This will appear on your “reservation” as shown in Step 7 below so others will know which room you have reserved.

18. Reserve a Room at the Office

19. Reserve a Room at the Office

20. Reserve a Room at the Office

21. Reserve a Room at the Office

22. SCORE National Web Site – score.org
A useful source of information for you and our clients Mentoring – for clients to put themselves in the queue for counseling Workshops and Events – general information and national seminars – also leads prospective clients to our chapter. Templates and Tools – collection of business tools to assist prospective clients. Also leads to our chapter. Topics – a site map that leads to a variety of additional information and services Volunteer Center – lots of SCORE info for you to help your mentoring PLUS what we have already covered!

23. SCORE Volunteer Center - National
Explore the rest of the website at your leisure – a lot of good SCORE info for members
Look at this periodically

24. Questions?
Thank you for attending!
Welcome to Manasota SCORE