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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. 

coaching history short

  • Click on the session, this will open the form
  • 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.

 If you are creating a new goal while editing the form, make sure you click "Save" to save the goal first. Then, click "Save" again at the bottom of the form to submit the coaching form.