User Manual

Search Coachee

Search tab is the second tab on Tactical coaching console. It helps the user to search a coachee and to add, update, view or delete a DFM with respect to an individual coachee.. 

To start a search-

Select Coaching Start Date and Coaching End Date from the respective date fields-

 

Enter Coach name in the field

 

Enter Agent name in the field

 

Select Client name from dropdown box

 

Select Program name from dropdown box

Select Sub Program Name from dropdown box

Select Review/Closing status from dropdown field-

Click Search button after making entries. The system will display the result in below grid along with the associated details-

 

To Add a DFM-

  • Click Add link to add a DFM as shown in the below screen-

 

  • The system will redirect to the Direct Model Feedback screen, which includes various fields under categories “Session Information” and “DFM Information” respectively.  This is as shown in the below screen-

  • For a Session Information category, a Coach Name field and Coachee Name field would be prepopulated as shown in the below screen-

  • Enter the values for the rest of the respective fields of the category. 
  • On the same console scroll down to add DFM information.

  • Select strength and strength parameter from their respective dropdown boxes as shown in the below screen-

Note- Drop down value will be displayed from entered Evaluation ID.

  • Click Add button after making the entries

  • Similarly, select opportunity and opportunity parameters from their respective fields. This is as shown below-

  • Click Add button after making the entries

  • Enter an action plan and a desired follow up date in the respective fields as shown highlighted below-

  • A DFM Information category after making all the entries will look in the following format-

  • A user also has the option to add multiple entries for strength and opportunity fields.
  • Click Submit button after making all the entries. The system will display a message on the successful submission of record.

To View a DFM-

  • Click view button on the grid to view a DFM. This is as shown below-

  • The system will display the information through a Window as shown below-

To Update a DFM-

  • Click update button on the grid to update a DFM. This is as shown below-

  • The screen will redirect to the DFM console. Click submit button after making the updates. 

To Edit a DFM-

  • Click Edit button in the grid to edit a DFM for a coachee. This is as shown below-

To Delete a DFM-

  • Click delete icon to delete a DFM for a coachee as shown below-

 

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