Using Engage

Signing in

Use the same login and password as your SCORE Gmail account. When you open the link, a box appears saying Sign up with Google. Click it, choose your SCORE account if you have more than one, and you are taken to Engage. That is the single sign-on process — there is no separate Engage password to remember.

Open Engage in a new tab

Accepting a mentoring request

When you are assigned a client you get an email with the basics and a link to your Engage home page. Look for mail from no-reply1@score.org, and respond within two business days — sooner if you can.

1. From your home page, click Client Requests – Need Action on the left.
2. Click View next to the client’s name.
3. Read the client information.
4. Select Accept/Decline Request and follow the directions.

Recording or editing a session

1. From the home page, click My Client Requests under My Client Mentoring.
2. Find the client and click View to open their mentoring request record.
3. Click Add/Edit Session. If there is no session available to edit, Engage takes you straight to a single-screen setup for a new one.
4. Fill in the mentoring details on that screen.

What fills itself in

Chapter location, nature of mentoring and mentoring type all default for you. Mentoring hours are not shown on the page and default to one hour.

“Did the client start a new business?”

Answer yes if the client started their business during the period they were working with SCORE in any capacity — mentoring, workshops, anything. No documentation is needed.

Choosing yes opens fields for the business name and type. They are usually filled in from the mentoring request; if not, enter them yourself.

After the confirmation window

Click X to finish, or Next to keep going and change any of:

• Chapter and branch information — you must tick Edit Location Details
• Mentoring hours, if it was not an hour
• Uploaded files
• A co-mentor and their hours
• Client information and business information

Adding a co-mentor

Co-mentors can be added when you first record a session, or later by editing it.

1. Open the session, either while creating it or by editing an existing one.
2. Select Add A Co-Mentor.
3. Search for them in the list, tick the box, then click Next.
4. A confirmation page appears. Click Next.
5. Add the co-mentor’s hours and click Next.
6. Add more co-mentors or adjust hours from this page, or click Next when you are done.

There is no limit on co-mentors, and bringing one in is normal practice rather than an admission of ignorance.

Updating a client’s request status

You only need to do this if you cannot reach the client, or they no longer need SCORE. Submitted, In Progress and Reassigned usually update themselves.

1. Click any of the My Client Requests links.
2. Find the client and click View.
3. Click the drop-down arrow and select Update Status.
4. Set the status, and tick Mark as Contacted.

Which status to choose

Withdrawn

The client changed their mind about needing SCORE.

No Response from Client

You tried to reach them at least three times.

Incorrect Contact Information

The details you were given do not work.

No Show

A session was scheduled and they did not attend.

Complete

Their questions have been answered and their needs met.

Tick Mark as Contacted for all of these. Unable to Contact, Withdrawn and Complete remove the client from your Not Yet Counseled and Needs Action lists.

When “Access Online Learning” opens a blank page

You click Access Online Learning and get a blank page saying “The Volunteer Training System is open in a new window” — but no window opens.

This is your browser blocking pop-ups. Depending on the browser you can allow pop-ups for this site only, or for all sites. SCORE’s support centre has instructions for each browser.

Open the SCORE Support Center in a new tab