How do I edit my team member's coaching form?

This article shows you how you can make changes to your team members coaching form after it has been submitted.

• On your 'Team Dashboard' navigate to the 'Team Members' widget. 
• Click the ellipses ".." across the team member whose coaching form you would like to edit. 
• Select 'Coaching/Form History' from the drop down menu. 

• Click on the session you would like to edit.
• This will open the submitted form in the same window
• Click the 'Edit' button at the top right corner of the form 

• Update the changes, add notes, add attachment & you can also delete the goal and add another one here. 
• Click 'Save' at the bottom of the form.