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Assigning a Mentor
Finding the best match.With the client'sindustryandrequested mentoring areasin mind (Section 2), open theCBM Membersarea to review the available mentors. Look across each mentor's profile for the fit that matters: focus / expertise areas— do they line up with ...
Reassigning Declined and Dormant Engagements
Not every assignment sticks the first time, and that's expected. Two kinds of engagement come back to your queue, and you'll see both in theClient Assignment Teamdashlet alongside the newSubmittedones: Assignment Declined— a mentor reviewed the engagement you ...
Getting Help and Next Steps
Where to get help.For anything aboutaccess— signing in, your password, or not being able to see the dashlet or a record you think you need — contactSharon Rose[contact method to be added]. For judgment calls — a hard-to-place engagement, or which mentor is the...
Getting Started with Mentor Applicant Review
Who this guide is for. This guide is for the CBM Mentor Applicant Review Team, and it assumes you’ve already read the CRM Introduction — so you know what Contacts and Companies are, how to sign in and navigate, and that what you can see is governed by your Use...
Finding Mentor Applications to Review
There are two places to find a list of Pending Mentor Candidates: Reports, or the CBM Membors Panel. The Pending Mentor Candidates Report The Reports page provides a number of reports that may be useful, and they are pre-configured to show all Pending Mentor c...
Reviewing a Candidate Application
Opening the Mentor application. Once you have selected a Mentor to review, open their CBM Member record by clicking on their name. The CBM Member detail form segments the data about the member into tabs across the top of the page. Members of the Mentor Review ...
Moving a Candidate Through the Process
The status progression. Your team moves each candidate through a sequence of statuses as the review advances. The full path from application to approval is: Candidate → Under Review→ Provisional → Approved→Active Each step is a manual status change you make on...
Declining an Application
When to decline. If after a full review your team determines that a candidate is not the right fit for CBM’s mentoring program, you decline the application. A declined record is retained permanently in the system — it isn’t deleted. How to decline. To record a...
After Approval — What Happens Next
Your decision hands off to onboarding. When you set a candidate’s Mentor Status to Approved and save the record, your team’s work on that application is complete. The candidate moves into the CBM mentor onboarding process — a separate workflow handled by the M...
Dormant Mentors
The system defines a Dormant Mentor as a Mentor who has not accepted Client Assignments or has gone unresponsive. There is no automation to determine this status, so it is a Administrator assigned status used to prevent the Client Assignment Team from assignin...
Getting Help and Next Steps
Where to get help. For anything about access — signing in, your password, or not being able to see the dashlet or a record you think you need — contact Sharon Rose [contact method to be added]. For questions about how to do your work — which status to use, how...