How to create Field Coaching

Only the user with editor role can create a field coaching

Follow the below steps to create your field coaching to the SmartWinnr account.

Step 1: Select the left menu>>Go to Editor>>Field Coaching >>Templates

You need to select the template first so that you can create the field coaching. After selecting the template, you should click on the " Create Coaching " icon in the top right corner.

Fill up the title and description with the details of the coaching and select the time period for which you want to enable the Field Coaching.

After filling up all the required segments, click on the "Save" icon.

Step 2: Fill in the Rating Description.

Now fill in the ratings as per your requirements as shown below.

Evaluate Baseline: This allows the manager to assess the competencies on which the user proceeds with coaching.

Evaluate Strength Weakness: Based on the strengths and weaknesses of the user, the manager can assess them on different competencies.

Click on the "Save" icon after filling up all the required segments.

Step 3: Select the competencies and add them.

In this step, select the competencies, which match with the competition.

Click on the "Save" icon after filling up all the required segments.

Step 4: Fill out the section required for the competition.

In this step, fill in with all the required information and use this image for reference purposes.

Fill in the name and description and the fields with the required display name and mandatory information.

Section visible to: This section selects whom we want to see the section. Example- Coach.

Section Visible in steps: This section also selects the steps that can be visible for the selected category.

Allow Tab Creation: This allows user and manager to add their comments after the coaching is finished.

Tab Create By: This section allows the coach or coaches to add their comments based on the section of the coaching.

Tab create in steps: Here this tab allows us to choose which step we want to make visible.

Field type: This tab allows us to select the type of section where the user or manager can enter their comments.

Display Name: This allows you to enter the name which can be displayed.

Placeholder: This acts as an indicator to show what you need to type in the display name. Example- Enter your name.

Visible to: Here you can select the visibility of the step to coach or coachee

Visible in Steps: Here this tab allows us to choose which step we want to make visible.

Editable by and steps: Here you can choose any user who can edit the steps.

Step 5: Select the users and their coaches to check their performance.

In this final step, we add the users and coaches and by doing this we create a brand new field competition.