Menu-Coaching procedures in Cognito Coach

To view all of your coaching procedures or to create a new one:

In the “Coaching process” tab, you have access to the following information:

• The number of ongoing coaching initiatives through your clientele.

• You can create a new coaching process for a client or search for an existing one.

• You can check that you want to see all the procedures that have been completed in addition to those “in progress”.

• The filter to determine the order in which you want your coaching approaches to be presented to you.

For each process, the visual summary offers you different information:

• The title

• The number of objectives associated with its development plan

• Client’s name

• The status of the Customer Area

• The number of actions taken by the client.

• The number of messages waiting to be read in Discussions

• The date of your next meeting

• The progress of the coaching process (the number of meetings held versus the number of meetings planned).

• An icon indicating the “state of health” of the coaching process.

Green: Everything is fine.
Yellow: Something needs to be checked.
Red: You must take an action.