View Coaching

Use the View Coaching Application that provides a method of directing, instructing and training a person or group of people, with the aim of achieving a set goal or developing specific skills. option in the drop-down list associated with the Coaching control in KPI View on the Explore Performance page to view existing coaching sessions.

This feature is only available if you have View Manage Coaching privilege Permissions associated with each role that define the features of the application a user is able to view and the functionality in the application the user can access.. If you have create privileges, you can create and edit coaching sessions. If you have view privileges, you can view existing coaching sessions.

Before you begin 

Procedure 

  1. Click the drop-down list associated with the Coaching Coaching control.

  2. Select View Coaching.

    If there is one existing Coaching Session to view, the Manage Coaching Session pop-up window appears.

    If there is more than one existing Coaching Session to view, the Manage Coaching pop-up window appears. Select an existing Coaching Session and click Edit to view the Manage Coaching Session pop-up window.

  3. If you are simply viewing the coaching session, click Close when you have finished.

    If you are editing the coaching session, make the necessary modifications and click Save.

KPI View controls

Manage Coaching from KPI View

Add Coaching

Click the help button on the Coaching-related pop-up windows or see the Coaching User Guide for additional information about this feature.