How do I close an MYL, TEG, or M2T Group Match?

To close a group match, you will need to visit the Mentee or Mentor Record pages of each individual involved in the group match.

1.In your left-hand side navigation, click on Mentee (or Mentor).

2.Begin to type in the first name, last name, or database ID number of a mentee (or mentor) involved in the group match. Click on the correct mentee or (mentor)’s name.

3.Under Case Records (mentee) or Volunteer Records (mentor) at the bottom of the screen, click on the Close Record button.

4.Enter a Closed Date and a Closed Reason. Click Save.

5.If the mentee or mentor is exiting your MYL or TEG program entirely, then complete the following steps:

Mentee

• Under the Mentee Profile, complete the MYL: Program Exit Date and MYL: Successful Completion profile fields(regardless of whether the mentee is participating in the MYL or TEG program). Completing these fields is important for your MYL and/or TEG reporting.

Mentor

• Under the Mentor Profile, complete the MYL: Program Exit Date profile field (regardless of whether the mentor is participating in the MYL or TEG program). Completing this field is important for your MYL and/or TEG Reporting.

6.Repeat these steps for each Mentee and Mentor involved in this Group Match.