How to create/build coaching forms?
Roles, that can do this: Unit supervisor, Management and Admin -users
If given rights from Company settings: Team supervisors and Coaches
On the left navigation bar go to: Coaching forms and + New coaching form.
First, give a name to the evaluation form.
Write a description of the form freely. You can also leave this empty.
Define Companies (Compliance feature) and Units, where the form can be used. If it can be used in all the units, don't select any units.
Allow attachments = users can attach JPG, XLSX, CSV, DOCX, PDF, JPEG and PNG files to the form. Maximum size is 30 mb/form.
Define roles, whose the form can be filled.
Add dimensions to the form. If there is none build, you can check the instructions from here: How to create dimension?
Select if the dimensions are Required when filling the form. This is recommended if you want to use dimensions in sorting reports
(Continues after the image)
First, enter the title of the Section heading, for example, "Opening a contact", "Mapping", "Solution".
Under the section you can write the Question.
In the Description field below the question, you can enter additional information about the question.
Next select the Response options to the question or select just to have a Text field under the question.
Unlike in Evaluation form, in Coaching, you don't need to select bypass -options as nothing is required to fill before saving (Excluding the person for who the form is being filled and possible required dimensions.).
Add new Sections, Questions and Answers using the buttons provided.
Each coaching form will have the Follow-up target automatically when the form is build. This you don't need to add manually in building stage.
When the form is complete, click Save at the end of the form. Please notice that the form will not be saved automatically!
Activate the form from the top of the form by turning on the Active switch. You can also activate the form from the Actions button on the Assessment Forms page.
(Activation image after this one)
You can activate the form in the Coaching forms page and clicking the Actions button..
You can also activate the form inside the form itself.
If given rights from Company settings: Team supervisors and Coaches
On the left navigation bar go to: Coaching forms and + New coaching form.
Fill the basic information for form:
First, give a name to the evaluation form.
Write a description of the form freely. You can also leave this empty.
Define Companies (Compliance feature) and Units, where the form can be used. If it can be used in all the units, don't select any units.
Allow attachments = users can attach JPG, XLSX, CSV, DOCX, PDF, JPEG and PNG files to the form. Maximum size is 30 mb/form.
Define roles, whose the form can be filled.
Add dimensions to the form. If there is none build, you can check the instructions from here: How to create dimension?
Select if the dimensions are Required when filling the form. This is recommended if you want to use dimensions in sorting reports
(Continues after the image)
Building the Sections and questions:
First, enter the title of the Section heading, for example, "Opening a contact", "Mapping", "Solution".
Under the section you can write the Question.
In the Description field below the question, you can enter additional information about the question.
Next select the Response options to the question or select just to have a Text field under the question.
Unlike in Evaluation form, in Coaching, you don't need to select bypass -options as nothing is required to fill before saving (Excluding the person for who the form is being filled and possible required dimensions.).
Add new Sections, Questions and Answers using the buttons provided.
Each coaching form will have the Follow-up target automatically when the form is build. This you don't need to add manually in building stage.
When the form is complete, click Save at the end of the form. Please notice that the form will not be saved automatically!
Activate the form from the top of the form by turning on the Active switch. You can also activate the form from the Actions button on the Assessment Forms page.
(Activation image after this one)
You can activate the form in the Coaching forms page and clicking the Actions button..
You can also activate the form inside the form itself.
Updated on: 24/02/2025
Thank you!