Release Date 5 July
This release updates coaching functionality to align with the New Experience.
Key updates include:
- Enhanced Navigation: The navigation will be restructured for a more intuitive flow, making it easier for coaches to access key features.
- Session Preview: Coaches will be able to preview their upcoming sessions with greater ease, streamlining preparation and planning.
- Learner Overview: The updated design will provide coaches with a clearer view of their learners, enabling better learner management.
- Simplified Session Creation: The process for creating new sessions will be more efficient and user-friendly.
New Navigation Options
In the Team Workspace, the coaching section has new menu options — Overview, Learners, and Sessions. This was changed from Overview, Create Sessions, and Manage Sessions.
Overview
In the Overview section, you are able to view the calendar of coaching sessions.
You are able to adjust the time frame as needed — by Day, Week, Month, or Schedule.
Narrow what is shown with filters. Filtering options include Learner, Topics, Locations, Status (Active / Inactive), and State (Incomplete / Draft / Completed).
Selecting a session allows you to quickly view its info, edit the session, delete unneeded sessions, and view the session.
Learners
In the Learner section, you'll find a list of individual learners.
Narrow your search with filtering, searching, and sorting. Filtering options include elements from your academy's organizational structure.
Selecting a learner's name reveals information about them, and allows for easy access to their full profile.
The list shows the previous and next session of each learner. You are also able to review their upcoming sessions or create a new one for the individual.
Selecting their upcoming sessions option provides a list, where you can view individual sessions.
Sessions
The Sessions section is organized into two tabs — Upcoming and Past.
Narrow your search with filtering, searching, and sorting. Filtering options include elements from your academy's organizational structure, Topics, Status, State, Date (timeframe), and Location.
In each session, you can view its details, edit it, delete it, and navigate into the session itself.
Session Details
When you view a session, you are able to view its details, manage it if you have permission, and bring up the form to start the coaching session.
In the Form tab, you can fill out and complete the session.
In the Notes tab, you can take and review the notes associated with the session.
Creating New Sessions
When creating a new session or sessions, you are able to select the date, time and duration, and then determine whether or not it is recurring.
You can then select the learner from the list below.
On the next page, select the topic and form, provide a description, and determine if the session should be rated and reviewed and by whom.
Lastly, type in the address where the session will be held. A map will automatically be displayed.
At the top of the page, save when finished. You can then return to the sessions to set up more, if needed.
Attending Coaching Sessions as a Learner
In the Learner Workspace, under Development and Coaching, learners will find their coaching sessions. Selecting it will take them into the session.
There they will find the session's details, as well as a place to complete the form and sign off.
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