How do I view my team members previous coaching sessions and forms?

This article shows you where you can find all the previous coaching sessions and forms that have been conducted on your team members.

Every coaching session and document completed for a member is saved in their 'Coaching & Forms History'. This history is saved to the coachee's profile and will remain on their profile regardless of any team movements or role changes. 

There are 2 ways in which you can view your team members coaching, either via "Members" from the Main Menu or "Team Members" widget on your Team Dashboard.

View your team members coaching from the Main Menu - "Members" option.

• Click on the "Members" option from the Main Menu on the left.
• Search for the team member whose coaching history you would like to view. 
• Click on the drop down arrow against the name
• Click on "Coaching & Forms" tab as highlighted below
  
• Click on the "Coaching & Forms History" at the top right of the tile.
• You will be taken to your members Coaching & Forms history page directly as shown below.
  

View your team members coaching from the "Team Members" widget on your dashboard.

• On your "Team Dashboard", navigate to the "Team members" widget. 
• Click the ellipses ".." next to the team member's name whose coaching history you would like to view. 
• Select "Coaching/Form History" from the drop down menu as shown below.
  
• You will be taken to your members Coaching & Forms history page directly as shown below.
  

What information is on the coaching/forms history page?

• At the top of the page, activities are categorised in tabs at the top, and then each activity can be found under the respective buttons. 

• To view one your your previous sessions, simply click on the document you want to view.

• The coaching history page provides you visibility of:
  • 'UID' - The unique identifier of that particular form
  • 'Coach' - Who the coach was for the form
  • 'Coachee' - Who the coachee of the activity was - this should remain consistent from both view
  • 'Date complete' - Is the date and time the coaching session was run - not when it was added into the system.
• It also shows for each activity:

  • If the session contributed towards Yaktivity. 

  • If a goal was attributed to the session, including the status of the goal

  • Option to download the document to a pdf