Matching Center Overview

Bulk Admin Matching Overview 

Matching users no longer has to happen one pair at a time. RQ can suggest pairings for you based on your matching criteria, and you can review, adjust and approve them right from the Matching Center - including approving several at once. 

This article gives a quick overview of how it all fits together. For step-by-step detail on any part of it, use the links below. 

What you can do 

• See system-suggested pairings for your unmatched mentors and mentees, each with a match score
• Approve one match, or several at once with a single click
• Understand why a match was suggested by opening its score breakdown
• Narrow the list down to Unmatched, Open Capacity, or At Capacity participants
• Choose a different candidate than the system's top suggestion, if you know something it doesn't

Where to find it 

Go to Admin Tools > Matching Dashboard. If new suggestions are ready, you'll see a banner at the top of the page prompting you to review them. Click Suggested Matches to get started.

The Basic Flow

1. Open Suggested Matches from the Matching Center
2. Filter the list if needed (by Unmatched, Open Capacity, or At Capacity)
3. Review each suggested pair and its match score 
4. Select the pairs you want to approve. and click Approve Selected - or approve pairs one at a time 
5. If a suggestion isn't right for someone, open the ranked candidate list for that person and create a match with someone else instead 
6. Once everyone's been matched, the list will let you know there's nothing left to review

Learn More 

• Reviewing and Approving Suggested Matches - the full approval flow, including bulk approval
• Understanding Your Match Score - what goes into the match percentage
• Filtering Suggested Matches by Status - narrowing the list by Unmatched, Open Capacity or At Capacity
• Choosing a Different Mentor or Mentee for a Match - picking someone other than the system's top suggestion