Admins, Supervisors and Evaluators can create a Coaching Session via the Coaching page and via Scorecard.
1. Creating a Coaching Session from the Coaching Tab
Navigate to Coaching > Coaching Sessions and select the yellow button labelled ‘New Session’.
2. Creating a Coaching Session from a Scorecard
Adding Questions to a Coaching Session
Each question in the chosen scorecard has a button labelled ‘+ Coaching’ under the score box. Click this button to add any question that needs discussing to a Coaching Session.
The plus symbol on the button label will update to a green tick symbol to signify that the question has been successfully added to the Coaching Session.
Choosing Coaching Session to Add Questions to
Click the yellow ‘Save Score’ button when the score has been completed.
A pop-up window will appear with the option to ‘Create Coaching Session’.
Once selected, the Coach can choose to add the selected questions to a New Coaching Session or to an existing session that will appear in the dropdown menu.
Click on the yellow ‘Finish Scoring’ button to be brought to the selected Coaching Session.