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Although this should be a rare occurrence, for a variety of reasons you may need to re-open a match that has been closed. The match could have been closed in error, the closure might be no longer be pertinent (perhaps a mentee moved away for a month...
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Follow these steps to ensure proper closure of matches in PSP: 1. Send a message to participants confirming their match has been closed (via email or text) 2. Close the match on the iMentor Platform: For matched pairs, where mentee is...
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If a match has been made in error, there is the option to delete the match instead of closing it. When you delete a match, it will appear as if the match had never existed. The only record of the match will be a line in the Recent Activity Feed of t...
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9 key Platform functions now that you've matched! Congratulations! If you're reading this, you've matched your mentees with some great mentors. You also know your job is not done. Here are a 9 key tools that have opened up to you now that you hav...
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When a pair’s match has come to an end, their match needs to be closed on the platform. When you close a pair's match it preserves the record of their match - including all the participation data and case management notes about their match - and pro...
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One of the principal innovations of the iMentor Platform is the ability to match mentors and mentees based on their shared interests and experiences. All mentors and mentees fill out a "Matching Preference" page on their application to the program. ...
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Make Mentor Sites Lists via the Mentor Application tab on Salesforce There is a public Listview on Salesforce called "MSL Template" that can be edited by a region to create a Match List view to create MSLs. Steps for using that are below: 1....
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SA's (Super Admins) in each region have the ability to edit the mentor/mentee application for their region. To access the application, go to the "Application Templates" page in the hamburger menu. First, select which member site's application you ...
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The PSP Enrollment Tracker allows admins to enroll students and mentors into the Post Secondary Program (PSP). Much like Mentee Enrollment , this is a great tool to keep track of the enrollment status of students and pairs and update them as needed...
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This article walks through how to view all contact info for mentors and mentees, specifically their cell phone numbers. Go to the User Management page and filter for the users you want to view. For a refresher on how to use filters, check out the ...
