
c) Summary
1.6 Set ‘Mentee per mentor limit’ and ‘Mentor per mentee limit’. Mentor can decrease this limit while signing up.
1.7 Select 'Mentor Approval Method' if required. if ‘Mentor Approval Method is ‘Administrators or owners approve mentors’ admin or owner needs to approve mentors request and mentor needs to upload documents whiles signing up.
1.10 In Signup form section we need to add questions for mentors and mentee. Mentor/Mentee needs to answer these questions while signing up for the programme. Matching will be based on answers. We can configure custom question categories as per our requirement.
1.11 Select ‘Question Category’. We have four options for ‘Matching Based On‘.
b) Not Matched: If we select Matching Type as ‘Not Matched’ then matching will happen only if mentor’s and mentee’s answers are different.
1.15 To add new question click on ‘Add Question’.
1.16 To delete question select the question which needs to be deleted and click on ‘Delete Question’.
1.17 Click on ‘Next’
1.18 Check all the details and make changes if required.
2.1 To sign up as a mentor go to ‘Development’ from Home drop down.
2.2 Click on ‘Mentoring’ tab.
2.3 Click on ‘Open Enrolment’ and ‘Sign Up as Mentor’.
2.4 Click on ‘Join’.
2.5 Mentor can decrease the mentee limit.
2.6 Select answers from drop down.
2.7 Mentor can click on ‘Save for Later’ to save the answers and continue sign up later. Click on ‘Next’.
2.8 Additional step ‘Upload Document’ will be added during sign up process if ‘Mentor Approval Method is ‘Administrators or owners approve mentors’. Click on ‘Upload Document ‘.
2.9 Click on ‘Complete Signup’.
3.1 Click on ‘Review’.
3.2 Click on ‘Approve’ or ‘Decline’ and then click on ‘Save’.
4.1 From home drop down click on ‘Development’.
4.2 Click on ‘Mentoring’ tab.
4.3 Click on ‘Open Enrolment’ and ‘Sign Up As Mentee’.
4.4 Click on ‘Join’.
4.5 Select answer from drop down.
4.6 Click “Show Recommended Mentors”. Mentee can also search for a desired mentor.
4.7 Select mentor and click ‘Complete Signup’.
5.1 To approve mentee’s request. Go to ‘Development’ from Home drop down and click on ‘Mentoring’.
5.2 Programme will be visible under 'My Mentoring Programmes' after signing up. Click ‘View As Mentor’.
5.3 Click on ‘Review Requests’.
5.4 Click on ‘Accept’ or ‘Decline’.
5.5 Mentor can check Accepted Mentee.
5.6 Mentor can set their status (Available/Unavailable). Mentors can select the date till when they are not available. Select unavailable until date and click on 'Save'.
5.7 Admin can also set availability of mentors. To set the availability, admin needs to go to 'Manage Mentoring Programmes' and select programme.
5.8 Click on 'Mentors' tab.
5.9 Change the status and click on ‘Save’.
5.10 Admin/Owner can check the matches in ‘MATCHES’ tab where they can see 'Matched' and 'Not Matched' mentor/mentee. Admin/Owner can edit matches as per requirement.
6.1 To add activity from mentors side. Click on 'More' and ‘View Mentoring Details’.
6.2 Click ‘Add’.
6.3 Enter ‘Name’,’ Description’, select ‘Due Date’ and click on ‘Add’ .
6.4 Activity can be deleted using delete icon. To edit activity, click on that activity.
6.5 Mentor can end the relationship by clicking on ‘End Mentoring’.
6.6 Add comment and click on ‘Confirm’.
6.7 Mentor can again restart the relationship by clicking on ‘Restart Mentoring’.
6.8 Mentee can also add the activities, end the relationship, restart the relationship. Mentee can Invite Other Mentors If 'Mentor per Mentee limit' is not reached. Matched mentors will be displayed as 'My Mentor'.
6.9 Mentee can check activities added by mentor and vice versa. Mentee can’t delete activities added by mentor and vice versa. Mentor/Mentee can delete the activities created by themselves.
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