1.Go to the Mentor Record page and pull up the appropriate Mentor Record. Then, go to the Volunteer Record for the MYL One on One Mentoring or TEG One on One Mentoring** program on the bottom half of the page.
2.Under Registration Process on the lower right hand side of the screen, Click on the Completed box at the end of the Approved row. Enter the date that the mentor was approved for the program. Be sure to use the accurate date.
Please note that this is the only registration process that says “yes” under the required column. Therefore, a date needs to be entered here before the mentor can be advanced to a status of Waiting to be matched. It is important to enter completed dates for your other process steps as well.
3.Once you have clicked outside of the completed box, a window will pop up saying that your required registration processes are complete and asking if you would like to change the status of the mentor to Waiting. Click Yes.
4.Confirm that the Waiting Date shown is correct and click Save.
The Make a Match button is now activated for this mentor under Volunteer Record Information on the lower left hand part of the screen.
If this is the initial MYL or TEG approval for this mentor, it is important to complete the following steps:
- Under Mentor Profile, complete the MYL: Enrollment Date field. Be sure to use the accurate date that the mentor was approved for the MYL or TEG Program. We will use this date to calculate how many active mentors you have during a reporting period.
- Register the Mentor at Mentoring Central using the IMS ID number located next to the mentor’s name at the top of the screen.