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:

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You can create a new coaching process for a client or search for an existing one.
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You can check that you want to see all the procedures that have been completed in addition to those “in progress”.
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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:

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The title
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The number of objectives associated with its development plan
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Client’s name
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The number of actions taken by the client.
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The number of messages waiting to be read in Discussions
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The date of your next meeting
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The progress of the coaching process (the number of meetings held versus the number of meetings planned).
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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.