Creating a Rematch for a Mentor or Mentee
-
After you have closed the match, go to the record for the mentor or mentee who you are going to rematch.
-
In the Case Records tab or Volunteer Records tab on the bottom portion of the screen, click on the Add New button.
3.Select the appropriate Program, Initial Status, and Status Date.
Make sure to select “Registering” if you have required process steps in your database.
Note: If the mentor or mentee is going to be matched again in the same program, you will receive a prompt asking if you would like to copy the process steps to the new mentoring record. Click Yes.
-
Double click on the new Case or Volunteer Record
-
You will then need to click the “Change Status” button to get this mentor to a “Waiting” status again.
-
On the new volunteer/case record, click on the Make A Match button (available as long as the mentor is set to the status of Waiting) and select the appropriate mentee. Finish the process by selecting a match date and saving it.
-
If the mentor/mentee has any other matches, start a new volunteer record for each match.