Coaching and Forms
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      3. Coaching and Forms

      How do I create a coaching session for myself?

      This article provides you information on how to create a new coaching session from you 'Me' dashboard

      There are 2 ways to create your own coaching sessions

      a. From the Me Dashboard

      b. From the Main Menu

      How to create a coaching session from your Me Dashboard.

      • Locate the 'Coaching & Forms' widget on your 'Me' dashboard.
        coaching and forms widget
      • Find the coaching session or activity you would like to create and click "Add".
      • The relevant coaching/activity template will appear.new coaching
      • Enter details and click "Save".

      Please note all the coachings and documents once saved, will sit within the "Coaching & Forms History". 

      Any document that are "Saved as draft", will only be visible to the creator. 

      How to create a coaching session from the Main Menu

      • On the Main menu, click on "Coaching & Forms" History
      • You will be taken to the page as shown below

      Coaching history

      • Click on "Create Session" on the top right hand corner.

      The list of activities/coaching template are customisable and will depend on your role within the organisation.

      • Select the coaching form, you would like to create by clicking "+" icon. 

      • The relevant coaching/activity template will appear
      • Enter details and click "Save".

      If you are required to set a goal at the bottom of the form, make sure you save the goal before submitting the form. This will ensure your goal has been attributed to the form prior to being saved.