Quick-start User Manual
Contents
1. Note Although you may select a file name to be restored that is other than CoachingLog mdb the name given to the database restored to the working database location will be CoachingLog mdb as this is the only one recognised by the application When you are happy with the settings click Save You will then see this dialog box Restore Database A You are about to replace your working database with a backup copy Are you sure you want to proceed lf you are sure you wish to proceed click Yes otherwise click No If you click Yes you will see this dialog box Restore Database lf you are sure you want to replace the current database click Yes otherwise click no If you click Yes the current working database will be replaced by the database you selected and you will see this dialog box as the datasets are filled Restoring Database lz Loading datasets please wait El Report ptions Once the datasets are filled you will see the start screen and the application is ready for use 19 Help Contents and Index and About a Coaching Log co File Edit Database Help EAN E E About Contents and Index launches Help and displays the Contents and Index tabs About displays this dialog box giving information about the application nel About Coaching Log Coaching Log Database Build 1 4 24170 24683 Copyright 2004 2006 Lezlie Posner All rights reserved Pure Coaching Coaching Log2. Zoom The default zoom of the reports is Page Width Other zoom settings can be selected from the drop down list displayed when clicking the down arrow to the right of the main Zoom button The zoom setting will return to default on regeneration of the report or generation of a different report a Coaching Log oles Database Help gt x amp 2 amp ts Page Width whole Page 400 S00 Coachee Sessions Repor 200 Les Posner MA 150 Pure Coaching LIK PO Box 344 LOU Bury BLY 8WU To UNITED KINGDOM ra 2o Customize Ms FirstName4 LastName Adress Town City SWITZERLAND Date Type Duration min EERIE NALIS Telephone L108 20h Telephone Bee Telephone 25 08 20h Telephone Total hrs Current Page Mo 2 Total Page Mo 2 oom Factor Page Width 71 Search Text This feature as the name suggests allows you to search the report for specific text 4ada rnhx amp Sen eee eee co MainReport SEINE ne l Search Text Coachee Sessions Report Les Posner MA Pure Coaching UK PO Box 349 Bury BLY 8WU UNITED KINGDOM Ms FirstName4 LastName4 Adress Town City SWITZERLAND Date Type Duration min eC 20 Telephone i 45 11 08 2004 Telephone iT 45 1808 2 Telephone 45 25 08 20h Telephone i 45 Total hrs Current Page Mo 2 Total Page Mo 2 Zoom Factor Page Width 72 Clicking the Search Text button displays the Search Text dialog b
3. Backup Database a Database backup complete Click OK 17 Restore restores a previously made backup copy of the database to the location of the current working database You may wish to restore the database if for example you have inadvertently deleted a record and want to roll back or if you are working with different databases for different activities On clicking Database Restore you will see a dialog box similar to this Database Restore Save ini A My Recent Documents Desktop My Documents My Computer s BOOT C a DATA D O Documents and Settings 3 Les O My Databases i bio A ecent Documents My Documents E MemoryStick E 2a DYD RW Drive F FE Ga Shared Documents 3 DB Mu Documents My Computer My Network Places My Network File name Coachinglag mdb Z Places Save ag type Database radb Cancel Navigate to the location in which the backup copy you wish to restore is stored via the Save in window Note This is correct Although you are restoring Saving the database to the current working database location the process uses a dialog box where we don t have control over the labels CoachingLod mdb is already entered in the File name window 18 lf you have saved different versions of the database with different file names as suggested previously click on the file you wish to restore and the file name will be plugged into the File name window
4. Zoom Factor Page Width 1 Navigate to the folder to which you wish to export the report via the Save In window 2 Enter the name you wish to give the report in the File Name window 3 Select the type of file you wish the report to be exported as from the drop down list in the Save as type window Adobe Acrobat pdf is the default selection and click Save When the export has been completed you will see this dialog box Export Report Eg 5 i Export completed Click OK 69 Toggle Group Tree When working with reports that have multiple pages clicking this button opens a panel to the left of the main panel that contains a tree structure of all the report group headers You can navigate through the report by clicking on the various group headers in this panel in the same way as you would navigate through a PDF document via the bookmarks When clicking a header in the group tree panel the relevant page is displayed in the main panel and the selected group header is highlighted with a red box el Coaching Log Coachee Sessions Report hie Pirst amed LastName4 Adress Down City SW TT ARR LAS DO A TEA 1 08 HEH LEDR Peet 250K HWA Current Fage Mo 2 7 Total Page No 2 Pehkephonme Telephone Tekphone Pehyphorbe Les Posner MA Pure Coaching IUR PO Hor iqu Bury HLY SWI UNITED KIX GLIM Deratnen min Total hrs Grand Total ihr Zoom Factor Page Width Jon 70
5. min P20 TA a Telephone Complimentary 30 19 04 d Telephone Paid 45 Current Page Mo 1 PIS DALTE 03 05 2004 TU OS HAM OF 07 2004 Telephone Telephone Telephone Telephone Paid Paid Paid Paid Total Page Mo 1 Zoom Factor Page Width 45 45 45 G 66 Refresh All reports are generated dynamically from data saved in the database lf the data in a report is not what you require you can simply return to the relevant section alter the data save the record and regenerate the report Refresh is intended to be used to regenerate the report by refreshing it to reflect the new information in the database However as the reports in Coaching Log rely on various parameters for generation refresh will ask the user to supply these parameters As these parameters are not something the user has knowledge of it is recommended you do not use Refresh but regenerate the report from the reports menu In the case you do click the Refresh button you will see a dialog box similar to this Enter Parameter Values OU can provide a single value for this parameter Enter the value vou want to include STD Discrete values a ZE es If you see this dialog box click Cancel You will return to the report panel but the report will now be blank Regenerate the report from the Reports menu 67 Export Reports can be exported as documents of various formats Adobe Acrobat pdf Microsoft Excel
6. xls Microsoft Word doc Rich Text Format rtf in order they can be utilised by other applications for example incorporating into a larger Word document or e mailing as an attachment To export a report click the Export Report button A Coaching Log ole Database Help gt WB MainFA eport E port Report Coachee Sessions Report Les Posner MA Pure Coaching LUK PO Box 349 Bury BLY SWU UNITED KINGDOM Mr FirstName LastName Address Town City UNITED KINGDOM Date Type Rate Duration min PATALI Telephone Complimentary EUI 2 he Telephone Paid 2604 2004 Telephone Paid 505 20 Telephone Paid LDS S Telephone Patd OO es Telephone Paid Ht Current Page Mo 1 Total Page No 1 Zoom Factor Page Width 68 You will then see this dialog box Coaching Lox Jo fis Lge h SEI Eh A e Export Report ars Savein Repote e A ee Eee MainFieport af My Recent Co Documents Desktop May Documents g hy Camputer E My Network File name iM y Report Places Save as type Adobe Acrobat pdf Cancel 10 04 00 Teleph Microsoft Word doc o Rich Test Format rtt 200V 24 Telephone Paid 45 030520 Telephone Paid 45 105 20 Telephone Paid 45 OV 07204 Telephone Paid HU Pm Current Page Mo 1 Total Page Mo 1
7. you will see this dialog box Coaching Log InstallShield Wizard InstallShield Wizard Complete The InstallShield Wizard has successtully installed Coaching Log Before you can use the program you must restart your computer e es want to restart ri computer Pic No l will restart m y computer later Remove any disks from their dives and then click Finish to complete setup Back i Finish Cancel Select when you wish to restart your computer and click Finish If you have previously installed Coaching Log on your machine you will see this dialog box Coaching Log InstallShield Wizard InstallShield Wizard Complete Setup has finished metalling Coaching Log on your computer insiti Snie Cancel Click Finish 10 Launching the Application After installation Coaching Log can be launched via Start All Programs Internet in My Documents Internet Explorer LO My Pictures E windows Catalog E mail Gutlook Express windows Update MSN Explorer je Accessories a os Coaching Log 1 1 Ea Pure Coaching Snaglt3z ai ifm Startup d amp Internet Explorer User Manual Ww MSN Explorer a Outlook Express Files and Settings Trd oe Wizard TE pe Remote Assistance windows Media Player so 4 A windows Messenger The first thing the application does
8. Page Navigation Print Refresh Export Toggle Group Tree Zoom Search Text Report Options Title on Report Address on Report Address on Report Client Ref only Confidentiality Zip before City Country on Report My Name on Report 34 34 35 36 38 41 41 43 46 47 48 48 49 51 52 53 54 55 56 o 08 59 60 62 64 65 65 66 67 68 70 71 72 74 74 79 76 11 18 79 1V Installation Locate the folder in which you save the downloaded setup executable Note If you are installing from CD locate setup exe on the CD All other instructions are the same CI D Documents and Settings Les My Downloads Pure Coaching Fie Edit View Favorites Tools Help Qa O B LP seach ene ly xy XK I Folders d Size Type E 5B visual Studio Projects 60 139 KB Application F My Computer See BOOT iC O Documentation Documents and Settings C lotus C NYP Frogram Files D RECYCLER 9 System Volume Information 3 Utils G WINDOWS a DATA D Documents and Settings i Les My Databases 3 My Documents My Download Files E My Downloads e mail attachments amp NET files CO Pure Coaching My InstallShield DevStudio Projects i oO ee Double click the icon adjacent to the filename This will launch the InstallShield wizard that will guide you through the installation InstallShield Wizard Coaching Log Setup tt p
9. Paid Pard Paid Paid Paid i d d a d d Address on Report d d zip before City d Country on Report d My name on Report Duration min 30 Title on Report E Header Detail mmx 11 Country on Report This option controls whether the country appears in the addresses in either the header or detail section of the report In this example it appears in both File Edit Database Help d ib H y e Sessions Training MainReport ILF E Invoices Coachee Sessions Report Title on Report Address on Report zip before City Country on Report k Header My name on Report Detail Mr FirstName LastNamel Address Town City UNITED KINGDOM Date Type Rate Duration min Current Page Mo 1 VUI EATA DIS Pi TALIE 03 05 2104 TOS HAM 0707 2004 Telephone Telephone Telephone Telephone Telephone Telephone Complimentary Paid Paid Paid Paid Paid 30 45 45 45 45 6 Total Page Mo 1 Zoom Factor Page Width 78 My Name on Report This controls whether your name appears above your address in the header section of the report In this example it does I ai R H Fom aes Lh amp e 44 WH EG amp Ee amp ts amp dh Sessions F Training ILF MainAepart Invoices Coachee Sessions Report A options Title on Report Address on Report zip before City Country on Report Lv My name on Report Mr FirstN
10. and Invoices Mrs First amez Last amez Telephone Fax e mail and web Other Information Tel Company Far Department E mail Birthday Sessions and Invoices Session Notes ay Glee k Invoice Notes Coach hn Jef No of Sessions Type e rency ount EE Taxincl Receiver e Iae eee ee E merase eae SS st a a ee 29 Training CPD This is where you can record the details of all the training and CPD you undertake The information in the top section of the panel is display only and comes from the information you entered in the Companies panel where you checked the Training Provider checkbox To select the record Training Provider you wish to enter information for use the navigation buttons at the bottom of the panel k lt lt lt iof2 gt gt gt al Once you have selected the record for which you want to enter session details this information is entered directly into the data grid in the lower half of the panel and is covered in the Data Grids section l Coaching Log File Edit Database Help Training and CPD Name and Address Telephone Fax e mail and web Training Provider 1 Tel 1 Address Tel 2 Fax City E mail UNITED KINGDOM Web Details and Qualifications Training and Development Name o Type StatDate EndDate F Course 04704 2004 mee a O A oe Ny AA ae ates i Fe i Ee Tea ot 30 Projects This is where you can record the details of any spe
11. coachee into which you can simply paste the notes and click send 46 Deleting Rows To delete a row record from the data grid simply click in the blue oblong to the left of the row you wish to delete The row is then highlighted as shown below Coachee Sessions and Invoices Mr FirstName Last ame Telephone Fax and e mail Other Information Tel Telephone Company Far Department E mail Email ddress Birthday Sessions and Invoices Session Notes Invoices Invoice Notes Coachee Sessions Dae min Type Rate Invoice To Invoice No Notes Project 12 04 2004 30 Telephone Complimentary 1904200445 Telephone Paid LastName J It ooo 2604 200445 Telephone Paid LastNamet J It o OOo o305 2004 45 Telephone Paid LastNamet It To delete the selected row simply hit the Delete key on your keyboard and the row will be deleted Note The row will only be permanently deleted after you save the record File Save If you delete a row by mistake you can restore it simply by clicking Edit Undo Unsaved Changes from the main menu as long as the record has not already been saved 47 Reports Sessions By Coachee and All Coachees You can generate session reports By Coachee with or without session notes or for All Coachees Both reports can be limited to a date range or left open reporting all session information Note In the examp
12. of the User Name a dash has been entered by default in the Company Name field This can be overwritten if you wish to enter your company name You can install Coaching Log for use by all users or only yourself Note Any user wishing to use Coaching Log must have a user account type of Computer administrator This application will not function with Limited user account types If in doubt check your account type via Control Panel User Accounts Coaching Log InstallShield Wizard Customer Information Please enter your information User Name Leslie Posner Company Mame Pure Coaching Install this application for Anyone who uses this computer all users Only for me ky Next gt Cancel When you have entered your details and selected the user click Next This dialog box shows you the destination folder in which the application will be installed and allows you to choose another folder if you so wish Note The destination folder displayed initially depends on the configuration of your system and may be different from the example below If you are happy with the current destination folder click Next otherwise click Browse to select the folder in which you wish to install Coaching Log Once you have selected a folder this will be displayed in the Destination Folder window Coaching Log InstallShield Wizard Choose Destination Location Select folder where setup wil
13. this example 19 4 2004 to 10 5 2004 a Coaching Log Database Help ole esi Tue Wed Ph EA Set Sun Tue wed Thu Fri Sun Mon Tae AE The P sat Sub Tue wee Thu i Sat Sun i 1 y 4 ea EH 2 q B Y n 9 11 3 4 5 B A A 12 13 14 TE 16 18 i 11 12 13 14 15 1 He 20 231 22 23 z5 iz Te TS AE 2E a 4 eh 2 f 20 29 30 ef 25 6 af 26 ai 30 F G j 31 G 2 Today 22 10 2004 F Today 2271072004 N You set the date in each calendar by clicking on it and can scroll through the months by clicking the arrow buttons at the left and right sides of the calendar header You can scroll quickly through years by clicking the buttons that appear when clicking on the year in the calendar header ame a 49 When you have selected the dates click OK The report is generated The layout of the names and addresses in both the header and detail sections of the report are customisable via Report Options This will be covered separately later as will Page Navigation Print Refresh Export Toggle Group Tre l Coaching Log File Edt Database Help if ae nann EE 44 gt bh EF x amp iar Main eport gt LD Q v ih Coachee Sessions Report Mr FirstName LastName Address Town City UNITED KINGDOM Current Page No 1 Date IVOR 2H fy U 20H 0305 2004 103 200 4 Type Telephone Telephone Telephone Telephone Total Pa
14. 00 Current Page Mao 1 Total Fage Mo 1 Zoom Factor Page Width 55 ICF Credentialing Reports You can simply and easily generate reports detailing the sessions you have had with your coachees and the letters of reference you have received from them in the format required by ICF for their credentialing process You control the content of the reports by selecting which coachee s details you wish to appear by checking or un checking the relevant checkboxes at the bottom of the People panel re oachi ng E og s File Edit Database Help Sessions F Training S Client Hours Invoices Letters of reference Title Mar T First Name FirstName1 Options LastName Suffix l Address Telephone Fax e mail and web Address 1 Address 0 Tell Telephone Addess2 00 ie Town Tom Far ooo City lip E mail Emalddress 0 IP E mail 2 Sd State web 1 Country UNITED KINGDOM a web z Mame OO O ae Dept A Relation Coachee l B day ooo Reference 040015 Client Hours ri Letters OF Reference lw 56 Client Hours This report lists the names start and end dates of the sessions the number of hours of coaching both paid and pro bono and contact information Phone email for the coachees you selected These details are sorted by date ascending Cac ing L o g File Edt Database Help r x E E amp MamnAeport ICF Client Coaching Hours Report Les
15. 06 05 2004 06709 2004 as oa 53 Personal CPD This report lists the training you have taken grouped by training provider and then by date lt provides details of the number of hours or days of each course workshop or teleclass etc the totals by training provider and what qualifications were granted 44 gt Ww Bx MamnAeport Personal Continual Professional Development Report Les Posner MA Pure Coaching UK PO Box 349 Bury BLY BW UNITED KINGDOM Programme Name by Training Provider Start End Dates of Hours of Days Qualification Training Provider Course O04 2004 METRAN A Certificate Course 2 DH W2004 Di AH Total Days Training Provider 2 Course OST 2004 OO 102004 Total Davs Grand Totals T gt Current Page Mo 1 Total Fage Mo 1 Zoom Factor Page Width 54 Personal CPD Cost This report lists the training you have taken grouped by training provider and then by date It provides details of the cost of each course workshop or teleclass etc currency and totals by training provider 44d rnhx ebatk MamnAeport Personal CPD Cost Report Les Posner MA Pure Coaching LIK PO Box 349 Bury BLY WU UNITED KINGDOM Programme Name by Training Provider Start End Dates Currency Amount Training Provider 1 Course O04 2004 O44 S004 i RSL Course 2 Mowoni QE I0 p 73 00 925 00 Training Provider 2 Course O07 2004 09 10 2004 USD 2 200 00 Total 2 4
16. Client Training T ypes Accrediting Organisahons Currencies Suffix Correspondence Conference Kkepnote Speech Plenary Session Teleclass 32 Countries This panel is primarily for reference and covers amongst others the ISO currency codes and international dialing codes lf you wish to add to or alter any of the records you can simply by entering the new information and saving the record You select the record Country you wish to view information for by using the navigation buttons at the bottom of the panel k J c lt lt tof 2s gt f gt ll Coaching Log File Edit Database Help a cs E ug Countries Country AFGHANISTAN 1S0 Country Codes 2 Character 150 code aF ISO Currency Code AFN 3 Character ISO code AFG ISO Currency Mo 97 ISO Count Murmber a Currency Afghani Web Intemational Dialing Code 3 ANA County Level Domain le Jeet e tof 20 gt gt gt gt 33 Data Grids On the Prospects Coachee Sessions And Invoices Coach Sessions And Invoices and Training and CPD panels in order to display the details regarding activities with a prospect sessions and invoices for a coachee or coach and training CPD with a training provider in an at a glance format data grids have been used and appear in the lower half of the various panels The layout of the data grid is similar to that of a soreadsheet as it is com
17. Coaching Log Computerised Client Management System For Coaches The information in this document is subject to change without notice and does not represent a commitment on behalf of Leslie Posner or Pure Coaching Leslie Posner 2004 2006 All rights reserved No part of this document may be reproduced stored or transmitted by any means without written permission from the author All trademarks and trade names are the properties of their respective owners Document version 1 0 August 2006 DISCLAIMER This document is intended as an aid to assist you in your actions with regard to the set up and use of the Coaching Log database version 1 4 We have made every effort to ensure the accuracy of the information contained within this document however no liability is accepted by Leslie Posner or Pure Coaching for any real or consequential damage or loss of data or information as a result of any actions taken in conjunction with the information contained within this document About this document Objective The objective of document is to provide assistance to users regarding the installation and use of the Coaching Log database To this end graphical representations of all steps are presented with supporting textual instructions Layout The information in this document includes links giving the reader the possibility to go directly to areas of interest Getting the most from this document To g
18. KINGDOM 4052004 4 Telephone et 56 00 376 00 09 07 2004 l Telephone Di 7 50 7 5 i 100 00 8 08 2004 Telephone a 7 5 r 100 00 lt Current Page Mo 1 Total Page Mo 1 Zoom Factor Page Width 64 Report Panel Buttons Page Navigation In the case you generated a report with several pages you can navigate through the pages by clicking the buttons at the top left of the report panel el Coaching Log mex Coachee Sessions Report Mr FirstName LastName l Address Town City UNITED KINGDOM Date 12 04 2004 19 2M ty D4 Md 03 05 2004 LOS A 07072004 Goto Page Please specify the page number Cancel Type Telephone Telephone Telephone Telephone Telephone Telephone Total Page No 2 Rate Complimentary Paid Pard Paid Patd Pard Wt Les Posner MA Pure Coaching LK PO Box 344 Bury BLY SWU UNITED KINGDOM Duration min Zoom Factor Page width Enter the number of the page you want to navigate to and click OK 65 Print You can print your report simply by clicking the Print button The report will be printed to the printer that is set as the default printer 4a rome x amp amp T Aeh A MainReport Coachee Sessions Report Les Posner MA Pure Coaching LIK PO Box 349 Bury BLY 8WU UNITED KINGDOM Mr FirstName LastName Address Town City UNITED KINGDOM Date Type Rate Duration
19. P E mail 2 nn State Web 1 p County UNITED KINGDOM o l web2 oT Company Mame kd Dept Additional Informaton Relation Coachee B day Hotes Contidentiaky Reference 04001 z ICF Reports Client Hours wr Letters OF Reference md k lt lt lt Tot 4 gt gt gt gt 21 You can enter as much information as you want but the minimum information you must enter is Title Country and Relationship There are certain fields with and arrow to the right Clicking in the field or this arrow will present you with a drop down list from which you can choose the value you want to enter in the field Note In the case you cannot find a suitable entry in the list you can add your own entries to the drop down list There are no default selections for Title and Relation so you must choose these from the drop down lists displayed when you click in the field or on the arrow For the country unless you choose otherwise the first country on the list AFGHANISTAN will be entered by default Note Where you wish to enter the name of the company a person works for the company information must first be entered via the Companies panel and the record saved before you can make a selection from the drop down list The E mail and Web fields have buttons to their right Clicking the button to the right of the E mail field will launch your default e mail client and plug the address fr
20. Posner MA Pure Coaching UK PO Box 349 Bury BLY BW UNITED KINGDOM Clicnt Name s Start End Date Contact Information Phone email Mir F LastName POO OO 2004 NL Telephone Email Address Ms F LastNume4 LORT 25 08 2004 1 Telephone EmailAddress Total Hours Submitted i E Current Page Mo 1 Total Fage Mo 1 Zoom Factor Page Width 57 Letters of Reference This report lists the names contact information Phone email and start and end dates of the sessions for the coachees you selected These details are sorted by date ascending 44rnw x SEA amp MamnAeport ICF Client Letters Of Reference Report Les Posner MA Pure Coaching UK PO Box 349 Bury BLY WU UNITED KINGDOM Client Name s Contact Phone Email Address Dates Coached Mr F LastName Telephone Email Address e204 MOTAN Ms F LastNumme4t Telephone Ematl Address DADR 25082004 Current Page Mao 1 Total Fage Mo 1 Zoom Factor Page Width 58 Invoices You can generate Single invoices to send to your coachee s or you can generate Summary reports of the invoices you have raised By Coachee or for All Coachees Note In the example of the Single invoice and Summary By Coachee the coachee for whom the invoice report will be generated is the coachee currently selected in the Coachee Sessions and Invoices panel In the example of the Summary reports both reports can be limited to a date range or left open reporting all raised invo
21. Telephone Paid LastName a ae e ss eee Se Rol ea e shots gt or gt l 26 Coachee Invoices This is where you can record the details of the invoices you raise for the sessions you have with your coachees The information in the top section of the panel is display only and comes from the information you entered in the People panel where you set the relation as Coachee To select the record Coachee you wish to enter information for use the navigation buttons at the bottom of the panel _k lt 1x2 gt gt Once you have selected the record for which you want to enter invoice details this information is entered directly into the data grid in the lower half of the panel and is covered in the Data Grids section Coachee Sessions and Invoices Mr First amel Last ame Telephone Fax and e mail Other Information Tel Telephone Company Far Department E mait Email amp ddress Birthday Sessions and Invoices Session Notes TW Ole Invoice Notes R Coachee Invowes btn Telephone GBP aa inva Telephone GBP _ 100 00 1750 MY 10 09 07 2004 eee ey ee mes es 27 Sessions As Coachee This is where you can record the details of all the sessions you have with your coaches The information in the top section of the panel is display only and comes from the information you entered in the People panel where you set the relation as Coach To select the record Coach you wish to enter inf
22. Version 1 4 the C Program Files Pure Coaching Coachinglog exe Click OK or click the red square with the white cross in the top right corner to close Greyed out menu items Depending upon where you are in the application certain menu items may be greyed out indicating they are not available from that area 20 Entering Data Coaching Log ships with several dummy records already entered into the database so you can see what is entered where and generate examples of reports as you find your way round immediately after installation When you are ready to enter your own information you can either change the information already entered in the dummy records or delete them and enter your own from scratch Here we will walk you through the key areas for data entry People All personal information regarding the people with whom you work be they coachees coaches clients prospects associates referral partners etc is entered via the People panel as are any confidentiality references and the selection of which of the ICF credentialing reports Client Hours and Letters of Reference if any in which you want this person s details to appear al Coaching Log File Edit Database Help Tithe Mar r First Mame FirstName Last Mame LastName Sulfite Address Address 1 jaddress Tel 1 Telephone 0 Address 2 o Tel 2 A T owr Tom Fax Ea City iy E mail Emalddress 0 ZI
23. address in the detail section with the client reference you entered in the People panel for confidentiality on printed reports a Coaching Log MEX Database Help P hl x ey Ta Sessions Training Main eport i ICF 2 Invoices F Options Title on Report Ejo E Address on Report p gt Header zip before City d Detail Coachee Sessions Report Country on Report Client Ref only My name on Report EEIE Date Type Rate Duration min PAI TALIS Telephone Complimentary EAE TALIS Telephone Paid 26 DA UW Telephone Pad S05 20h Telephone Paid LDS 20h 4 Telephone Patd O07 204 Telephone Fard Current Page Mo 1 Total Page Mo 1 oom Factor Page Width 76 Zip before City This controls whether the postal ZIP code appears before or after the city in the addresses either in the header or detail sections This allows you to correctly display print addresses where the postal ZIP code appears after the city e g UK or before the city e g Switzerland el Coaching Log Database Help Fl x amp M ts Main eport Coachee Sessions Report Mr FirstName LastName Address Town City UNITED KINGDOM Date POULI 10 4 ty A I0 03 03 2004 LUS JOM 07 07 2004 Current Page No 1 Type Telephone Telephone Telephone Telephone Telephone Telephone Total Page No 1 sessions Training IF Invoices Options Rate Complimentary
24. addresses in both the header and detail sections of the report are customisable via Report Options This will be covered separately later as will Page Navigation Print Refresh Export Toggle Group Tree Zoom and Search Text raf Coaching Log Jeg Database Help x amp fy Ts MainFR eport Invoice Les Posner MA Pure Coaching LK PO Box 344 Bury BLY SWU UNITED KINGDOM Mir FirstName LastName Address Town Cily UNITED KINGDOM moo saw sem Current Fage Mo 1 Total Fage Mo Zoom Factor Page Width 6l Summary By Coachee And All Coachees When generating a summary of the invoices you have raised either By Coachee or All Coachees in this example By Coachee you will see this dialog box s m By Coachee Invoice Summary Report X j Do you want bo select 4 date range Yes L No Clicking Yes will display a panel with two calendars from which you select the start and end dates for the report in this example 1 5 2004 to 31 7 2004 ral Coaching Log Database Help Mon Tue Wed Thu Fri Sat sun me Wied Thu Fn Sat Sun Mon Tue Wed Thu Fri Sat Sun Tue wed Thu Fro Sat Sun 26 237 28 29 30 S 2 ee a r a a e 4 5 Boom E 8 bo ob sf S sa W A Tt 1s Ta J fat JG 12 13 14 15 16 17 1s Te Ts iak Zi 220 2 te a 2E sae ae Sa 5 24 23 26 ef an 30 26 27 20 29 30 gt 3 i E Z to B B 7 E Today 22 1 072004 lt Toda
25. ame LastName Address Town City UNITED KINGDOM Date Type Rate Duration min P20 TAa Telephone Complimentary AQ IVORI Telephone Paid 45 yA 2h Telephone Paid 45 S05 20h Telephone Paid 45 1005 2004 Telephone Paid 45 07072004 Telephone Paid H Current Page Mao 1 Total Fage Mo 1 Zoom Factor Page Width 79
26. as it starts is to fill the datasets from the database During this time you will see this dialog box Starting up Loading datasets please wait Currency Start Screen Once the datasets have been filled the application is ready for use and you will see this panel Ss ee ets 2 ner a vd Trail ily We one i Coaching and Training Log a EE E 1 File Edt Database Help BRINGING POTENTIAL TO LIFE 12 Finding Your Way Round Main Toolbar All areas of the application are accessed via the mail toolbar icons Fd Coaching Log Lee File Edit Database Help Moving your mouse over the icons will open a tool tip showing the name of the panel that will be opened when clicking the icon From left to right these are e sessions Training People Prospects Companies Projects Lists My Details Countries Reports Help e hS e hS e hS e e e e e There are three icons with a downward pointing arrow to their right Sessions People and Reports In the example of the People icon the main icon and downward pointing arrow have separate functions with the main icon taking you to the People panel and the downward pointing arrow taking you to the Prospects data grid m Prospects h In the example of the other two icons Sessions and Reports the main icon has no function and the downward pointing arrow opens a drop
27. ate min Type Fate Invoice Ta Invoice No Notes 30 19704 200445 Telephone Paid 26704 200445 _ Telephone Paid O 0805 200445 Telephone Paid 1005 200445 Telephone Paid Paid o o Paid O O sth amel atN amel sth ame qe st amel sth ame ast ame gu Hii 3 ES S ze ilzlzlel el Fe p a 07707 200460 Telephone 12708 200460 Telephone cu FA To select the value to be plugged into the cell click the arrow button to display the drop down list box and click on the value in the list you want plugged into the cell The drop down list will disappear leaving the drop down list box with the selected value displayed The drop down list box will disappear and the selected value will be plugged into the cell when you move to the next cell El Coaching Log le Edit Database Help Mir First amel Last amel Telephone Fax and e mail Other Information Telephone Company Department E mat Epmailddress Birthday Sessions and Invoices session Notes Invoices Invoice Notes Coachee Sessions 1904 2004 45 2604 2004 45 10 06 2004 45 Telephone O OPAO 60 Telephone ___12 08 2004 60 Teleshone ee es a oavosv20n4 45 Telephone Paid 37 Invoice To and Invoiced By Cells These cells appear in the Coachee Sessions and Invoices and Coach Sessions and Invoices data grids and operate similarly to the drop down list cells described earl
28. changes that have not yet been saved to the database File Edit Database Help re K Undo Unsaved Changes ete t f Insert ES ei Coaching Log z Edit Database Help PEA e3 Undo Unsaved Changes SLi Insert Delete Delete Current Record deletes the current record from the People Companies Projects or Countries panels d Coaching Log File Edit Database Help e Ke Undo Unsawed Changes Ctrlt z i es Insert Lae Note If you create or delete a record in error you can roll back by clicking Undo Unsaved Changes as long as the changes have not been saved 15 Database Backup and Restore val Coaching Log ole File Edit Maal Ee Backup nae ES Restore Backup makes a backup copy of the current working database to the location you select via this dialog box On clicking Database Backup you will see a dialog box similar to this Database Backup Save ini N 3 My Recent Documents Desktop My Documents ng My Computer Se BOOT C E a DATA D 9 Documents and Settings Desktop a Les O My Databases Mi A ecent Documents My Documents MemoryStick E M 1 DVD RW Drive F qi Shared Documents E My Documents My Computer Mu Network Places z My Network File name Coachinglog mdb hl Places Save ag type Database mdb Cancel You navigate to the location in which you wish to save the backup copy via the Save
29. cific projects you may wish to associate any sessions with in order to add more detail to your records should you wish The project names entered here can be selected from the drop down list that appears when you click in the Project cell in the Sessions As Coach and Sessions As Coachee data grids You select the record Project you wish to enter information for by using the navigation buttons at the bottom of the panel J lt e lt 1of1 gt o gt ol Per W en E Coaching Log Fie Edit Database Help Project Details Project Additional informaton Project 1 infa 31 Drop Down Lists This is where you can enter any details you wish to see in the drop down lists that appear when you Click the 7 buttons on the various panels Note To ensure database integrity it is only possible to add new entries to the lists It is not possible to alter or delete any entry so if you make an error it is not possible to correct it after it has been saved In view of this it is recommended that you make a backup copy of your database before adding any entries to these lists In the event you make a mistake you can roll back simply by restoring the database To enter data you simply click in the cell in the list in which you want the new data to appear enter the data and save the record nell Coac hing Log File Edit Database Help Relationshp Pro Bono o CE Complimentary MMentee
30. ddress from the E mail field into the To field of the new e mail Clicking the button to the right of the Web field will launch your default web browser and take you to the URL entered in the Web field 23 My Details This is where you enter all information regarding yourself The information in the lower Company section of the panel is plugged in when you select your company name from the drop down list and save the record Note Before you can select a company name from the drop down list you must first enter the information via the Companies panel and save the record You can enter as many of these records as you desire for example if you have different companies or one company with a number of office locations The information you enter here will appear on report headers dependant upon your selection of the various report options l Coaching Log File Edit Database Help My Details Personal Tithe har sa First Hame Les Address Address 1 SEES Address 2 a Tower rs City e ZIP Stabe eT County UNITED KINGDOM l My Details Telephone Fax e mail and web Last Mame Posner Sutt IMA Tell 44 7974145656 ic Fam ay E mail1 les posner dslpipencom Emal 00 wWeb1 wwwilesposnercom 00 Ce p Company Name Pure Coaching LIE Address Address 1 PO Box 349 Address Z Town City Bury IF BLS SU Sta
31. down menu from which you can select your choice N A ce Sessions F Coaching pF As Coach Training Supervision 3 45 Coaches ICF Mentoring P l Invoices Options Note The Sessions menu and Reports menu options regarding Supervision and Mentoring and Reports menu options regarding Company Client and Contact invoices and are not implemented in this version 13 Main Menu The main menu is where you find the following File Save and Exit Coaching Log k Database Help J Save Chris Exit Save saves any changes made to existing records in panels or data grids and any new records created via Edit Insert New Record Exit exits the application as does clicking the red button with the white cross at the top right of the main frame On exiting the application you will see this dialog box Coaching Log h P j Close application e Clicking No will return you to the application Hitting Enter is the same as clicking No Clicking Yes will close the application lf there are any unsaved changes you will see a dialog box similar to this Coaching Log E I You have unsaved changes to Coachee sessions Do you want bo save them now Yes ho Click Yes to save the changes and exit Hitting Enter is the same as clicking Yes Click no to discard the changes and exit 14 Edit Undo Unsaved Changes Insert New Record and Delete Current Record Undo Unsaved Changes cancels all
32. ed to a date range or left open reporting all session information Note In the example of the By Coach report the coach for whom the report will be generated is the coach currently selected in the Coach Sessions and Invoices panel Selecting a Date Range or No Date Range for the report is the same as described in Sessions By Coachee and All Coachees Coach Sessions and Invo Name Sessions Training ILF Invoices By Coachee All Coachees By Coach All Coaches Mrs FirstName LastName EP By Supervisee All Supervisees Telephone Fax e mail and web Uther Ink E By Supervisor Company E Departme All Supervisors ila Birthday By Mentee AET z All Mentees Sessions and Invoices eae By Mentor session Notes Invoices Invoice Notes All Mentors Coach Sessions a Sa es ne Rate i Te wo Invoice No u Project eo 2 a an eas e an T SSS _ a SSS Sa 52 Training You can generate reports detailing the training you have taken and the cost of that training You control the content of the reports by selecting which details you wish to appear by checking or un checking the In Report checkbox in the Training and CPD panel data grid TRE ir Coae ch a Personal CPD Ab Personal CPD Cost Name and Address Invoices 2 Fax e mail and web Training Provider 1 Options Address City UNITED KINGDOM Details and Qualifications Hotes T raining and D C UEan E nw gt 104
33. el will be plugged into the Invoice To cell 39 Clicking Yes on this dialog box Invoice To b h he 1 Invoice Company ee co takes you to this panel gl Coaching Log File Edit Database Help p iy C H Companies Name and Address Mame Fure Coaching UK Address 1 Po Bos 349 Address 2 Select Company and Town i Click OK City Bury EHE ELS aw L State Country UNITED KINGDOM Additional Informabon Reg Ho i oOo Hotes Telephone Fax e mail and web Tel 1 44 fof4 145656 Tel 2 Fax 1 Fax 2 E mail finfo Pure Coachingcom E mail 2 Web 1 vw Pure Coaching com Web z Training Provider Navigate to the record for the company you are raising the invoice for via the navigation buttons at the bottom of the panel and then click OK You will be returned to the Coachee Sessions and Invoices panel and the company s name as entered in the Name field on the Company panel will be plugged into the Invoice To cell 40 Invoice No Cells These cells appear in the Coachee Sessions and Invoices and Coach Sessions and Invoices data grids and operate similarly to the drop down list cells described earlier in as much as you are required to select the information to be plugged into the cell rather than entering it manually The operation of these cells is treated separately here as the values appearing in the drop down list are the invoice
34. ell el Coaching Log File Edit Database Help Mir FirstWamel LastName Telephone Fax and e mail Other Information Telephone Company Department E mail EmailAddress Birthday Sessions and Invoices Session Motes Invoices Invoice Motes Coachee Sessions pate min Type cn Tue wed Tha Fi Sat Sur Ce B eooo Telephone Con StS og a i aa Sn E OO 1904 2004 45 Telephone Paic 4 ES S a w OO O 2604 200445 Telephone Paic 11 14 15 16 1 a 03705 200445 Telephone Paic 18 21 22 24 Invi Paic 25 28 29 30 J Inv o7 07 2004 60 Telephone Paice 4 F 2 8 y Inv2 O 12708 200460 Telephone Paic lt gt Today 23 10 2004 Invd SS a a EL_ 35 Drop Down List Cells These cells are those where you enter repetitive data e g session Type fee Rate Currency etc or where you are required to select from a drop down list of previously entered data e g Invoice No Clicking in any of these cells for the first time will display an empty drop down list box with an arrow button to its right as shown below lf the drop down list has been displayed previously the drop down list box will display the first value in the drop down list Coachee Sessions and Invoices Mr First ame Last ame Telephone Fax and e mail Other Information Tel Telephone Company Far Department E mait Emailaddress Birthdaw Sessions and Invoices Session Notes Invoices Invoice Notes Coachee Session D
35. es Coachee Sessions Date min Type Rate Invoice To Invoice No Notes 12704 200430 Telephone Complimentary lt 19047200445 Telephone Paid LastName Iv 26704 200445 _ Telephone Paid LastName O Iv oo 0305 200445 Telephone Paid LastName Iny 4 Paid Paid SE ea ree 1 O l 100520045 Telephone In 07207 200460 Telephone Inve SS i As this invoice is for sessions yet to be delivered it is necessary to enter data for a new session to tie the invoice to The minimum amount of data you must enter is Date and Rate Rate must be Paid lf the date for the first session of this series of 4 has not yet been fixed simply enter today s date as this can be altered later 44 Once you have entered your session information click in the Invoice No cell and select the reference number for the invoice you just created from the drop down list Now save the record This invoice will now appear in the invoice reports for this coachee To generate an invoice report see Reports Invoices Coachee Sessions and Invoices Mir FirstWamel Last anne Telephone Fax and e mail Other Information Tel Telephone Company Far Department E mail Email ddress Z Birthday Sessions and Invoices Session Motes Invoices lnvoIce Notes 3 Coachee Sessions Dae Jmn Type Rate Invoice To Invoice No zs 3 i l iky Siy ry aa eee 1 a _ 19704 200445 Teleph
36. et the most from this document it is suggested you read through it first and get acquainted with the layout and behaviour of the links This will assist you to easily manage the installation and launch and to find your way round more easily regarding data entry il Table Of Contents Installation NET Framework Coaching Log Launching the Application Start Screen Finding Your Way Round Main Toolbar Main Menu File Save Exit Edit Undo Unsaved Changes Insert New Record Delete Current Record Database Backup Restore Contents and Index About Greyed out menu items Entering Data People Companies My Details Prospects Coachee Sessions And Invoices Sessions As Coach Coachee Invoices Sessions As Coachee Coach Invoices Training CPD Projects Drop Down Lists Countries 11 12 13 13 14 14 14 14 15 15 15 15 16 16 18 20 20 20 21 21 23 24 25 26 26 2 28 29 30 31 32 33 il Data Grids Entering Data Date Cells Drop Down List Cells Invoice To and Invoiced By Cells Invoice No Cells Entering Invoice Data Tying The Invoice To Sessions Notes Deleting Rows Reports Sessions By Coachee and All Coachees Date Range No Date Range Sessions By Coach and All Coaches Training Personal CPD Personal CPD Cost ICF Credentialing Reports Client Hours Letters of Reference Invoices Single Summary By Coachee And All Coachees No Date Range Report Panel Buttons
37. ge Mo 1 i Total hrs e Zoom and Search Text Les Posner MA Pure Coaching LK PO Box 349 Bury BLY SWU UNITED KINGDOM Duration min 45 45 45 45 Joes Zoom Factor Page Width 50 No Date Range On selecting the report type By Coachee or All Coachees you will see a dialog box asking you if you wish to select a date range By Coachee Sessions Report ey J Do you want to select a date range Clicking No will generate the report directly The layout of the names and addresses in both the header and detail sections of the report are customisable via Report Options This will be covered separately later as will Page Navigation Print Refresh Export Toggle Group Tree Zoom and Search Text l Coac hing Log Jog File Database Help MainFR eport Coachee Sessions Report Les Posner MA Pure Coaching LIK PO Box 349 Bury BLY SW UNITED KINGDOM Mr FirstName LastName Address Town City UNITED KINGDOM Date Type Rate Duration min Pet el Telephone Complimentary 30 EAI TALIS Telephone Paid JoU I Telephone Paid 3 05 20 e Telephone Paid 1005 2004 Telephone Paid OOF 2a Telephone Paid Total hrs Current Page Mo 1 Total Page Mlo 1 i Zoom Factor Page Width 51 Sessions By Coach and All Coaches You can generate session reports By Coach or for All Coaches Similar to the Coachee reports both reports can be limit
38. hield wizard will install Coaching Log on your computer To continue click Next Cancel Click Next The next dialog box is the License Agreement Please read this carefully and only proceed if you accept License Agreement Flease read the following license agreement carefully Press the FAGE DOWN key to see the rest of the agreement Coaching Log Database 1 1 December 2004 Copyright C 2004 Leslie Posner All Rights Reserved END USER LICENSE AGREEMENT EULA IMPORTANT PLEASE READ ALL THE AGREEMENT CAREFULLY THIS EULA IS A LEGAL AGREEMENT BETWEEN OU VOU OR LICENSEE AND LESLIE POSNER FOR THE SOFTWARE PRODUCT IDENTIFIED ABOVE WHICH INCLUDES COMPUTER SOFTWARE AND ASSOCIATED MEDIA AND DOCUMENTATION COLLECTIVELY LICENSED SOFTWARE BY OPENING THE SOFTWARE PACKAGING OF INSTALLING ACCESSING OR UTILIZING THE LICENSED SOFTWARE YOU AGREE TO BE BOUND BY THE TERMS OF THIS EULA IF YOU DO NOT AGREE WITH THE TERMS OF THIS EULA PROMPTLY RETURN THE UNUSED LICENSED SOFTWARE TO THE PLACE FROM WHICH YOU OBTAINED IT FOR A REFUND Do you accept all the terms of the preceding License Agreement Ifyou select No the setup will close To install Coaching Log you must accept this agreement instal Stil ESSN Having read the license agreement thoroughly and only if you accept click Yes The next dialog box is for you to enter your personal details Note In order the Next button is activated directly upon entry
39. ices File Edit Database Help me Tp Ge Sessions Coachee Sessions and Inti Name Mr FirstName Last ame Company Summary pd By Coachee Client All Coachees Other Int Telephone Fax and e mail Tel Telephone Company Contact Far Department E mal Email ddress J Birthday Sessions and Invoices Session Notes Coachee Invores le BEEM qof 2 gt gt gt ol 59 Single When generating a single coachee invoice you will be requested to select the invoice date via this panel This date is the date corresponding to the date you entered in the Sent cell on the Coachee Sessions and Invoices panel Coachee Invoices data grid In this example 14 5 2004 corresponding to the Sent date for Invi as shown above all hing Log Max Database Help Lj naan 5 fe E a Mon Tue Wed Thu Frio Sat Sun 7 J op 3L 2 4 4 a B T E J 10 11 12 13 gt 15 16 TE TE JS 220 Shi HA2 Za AE SAC 2B oer ao Geo ay lt Today 22 10 2004 oN You set the date in the calendar by clicking on it and can scroll through the months by clicking the arrow buttons at the left and right sides of the calendar header You can scroll quickly through years by clicking the buttons that appear when clicking on the year in the calendar header Es ova Ss 60 When you have selected the date click OK The invoice is generated The layout of the names and
40. ier in as much as you are required to select the information to be plugged into the cell rather than entering it manually The difference with these cells is that they first ask whether you are invoicing or being invoiced by a company and as a result of your response require you to select the company or person you are invoicing or being invoiced by from the presented company or people records Here we will look at the operation of the Invoice To cell in the Coachee Sessions and Invoices data grid Clicking in this cell presents you with this dialog box Invoice To 1 Invoice Company Yes Cancel 38 Clicking No takes you to this panel ALTDO br First Hame FirstName Last Mame LastName Sulfite Address Address 1 jAddress Tel 1 Telephone 0 Address 2 Select Ferson and Tel 2 Tore Town Click OF ay _ ey City lip E mail Emalddess o ZIF DO O E E mail 2 State Web 1 Country UNITED KINGDOM web 2 Company Mame l Additional Informaton Relation Coachee B day Contidentiaky Reference 04001 z ICF Reports Chent Hours Iw Letters Of Reference m Navigate to the record for the person you are raising the invoice for via the navigation buttons at the bottom of the panel and then click OK You will be returned to the Coachee Sessions and Invoices panel and the person s last name as entered in the Last Name field on the People pan
41. in window It is recommended that you store the backup copy of your working database in a folder that is not a sub folder of the folders created by the application during installation as these folders will be removed during de installation or re installation hence you will lose your database backup The File name is already set to CoachingLog mdb You can alter the file name if you wish so you can save different versions of the database say by date or if you are working with different databases for different activities The File type is set to Database mdb and should not be altered When you are happy with the settings click Save 16 lf the file name you have set for the backup does not exist in the location you have specified then the backup will be saved and you will see this dialog box Backup Database E Database backup complete lf the file name you have set for the backup already exists in the location you have specified then you will see a dialog box similar to this Backup Database x A CHyDocuments and SettingsiLesiMy DocumentsiMy Databases 2002 Coachinglog Backup CoachingLog mdb exists Are vou sure You wank to overyrite ik lf you a Sure that you want to overwrite the existing file click Yes Otherwise click No and go back to repeat the process Clicking Yes will replace the existing file with a copy of the current working database When the backup is complete you will see this dialog box
42. l ddress Birthday Sessions and Invoices Session Motes Vace N Invoice Notes Coachee Invoices RefNo Hof Sessions Type Cureney Amount Tax Taxinel Tems Sent Received T Telephone GBP SiS al E Seas atizssss 42 Tying The Invoice To Sessions Once you have entered your invoice data and in order the invoice data will appear in the invoice report it is necessary to tie the invoice to at least one session for this coachee Here we have created an invoice reference Inv4 for payment in advance for a series of 4 telephone sessions Payment has not yet been received Coachee Sessions and Invoices Mr First amel Last ame Telephone Fax and e mail Other Information Tel Telephone Company Far Department E mat Emmailddress Birthday Sessions and Invoices Session Motes Invoice Notes Coachee Invowes Wre meme e d Received Ee tae ee ee ee te Telephone GBP 100 00 1750 M 10 09707 2004 doo m Telephone GBP 3200 1750 M 5 05 11 2004 E E E S ae 43 To tie this invoice to a session for this coachee go to the Coachee Sessions data grid by clicking the Sessions button at the top left of the Coachee Invoices data grid Coachee Sessions and Invoices Mr FirstName Last ame Telephone Fax and e mail Other Information Tel Telephone Compar Far Department E mail Email ddress Birthday Sessions and Invoices k Session Notes Invoices Trvoice Not
43. l install files Setup will install Coaching Log in the following folder To install to this folder click Next To install to a different folder click Browse and select another folder p Vestination Folder cree Files Pure Coaching install Shieit lt Back i Cancel This dialog box allows you to review the details you entered previously If you are happy with these details click Next otherwise click Back and correct as required PEE a rl HAF ee A ee ae ee ee ee e i a a aL re eles pee aes Ws gg sd ae e chine Loe Installs hielt IZAI T fa Ei 5 m d Fia os n Start Copping Files Review settings before copying tiles Setup has enough information to start copying the program files IF you want to review or change any settings click Back Fyon are satished with the settings click Next to begin copying files Current Settings User Informations Leslie Posner Pure Coaching Setup Type Typical Destination Director C Program Files Pure Coaching Installshield Installation starts and you will see this dialog box with the progress bar indicating the progress of the various stages Coaching Log InstallShield Wizard Setup Status Coaching Log is configuring your new software installation Searching for installed applications Cance POOP k When the installation is complete if it is the first time you have installed Coaching Log on your machine
44. le of the By Coachee report the coachee for whom the report will be generated is the coachee currently selected in the Coachee Sessions panel E i oai T Database Help Sessions Training ICF Invoices Options Uther int Coachee Sessions and In Name Mrs CoacheeFistName CoacheeLastN ame Telephone Fax and e mail Coacheel ef CoacheeF ax Company Departme Birthday E mail CoacheeEmaill Sessions and Invoices Coachee Sessions Date min Telephone 19708 2005 45 Telephone 267087200 Rate Invoice To CoacheeLast ame CoacheeLasth ame CoacheeLasth ame 09 09 2005 45 Telephone 16709 2005 45 Telephone CoacheeLastW ame Ponur By Coachee d With Motes All Coachees without Nokes By Coach All Coaches By SUpervisee All Supervisees By Supervisor All Supervisors By Menteg All Mentees By Mentor All Mentors Invoice Na ay eee oc ee ip tat Soe ee Noles Project oe ae fies 4 lls ack om area fot ene CE tInvO1 Test note 1 CE WUnv01 Test note 2 Pad oO CoacheeLastN ame CE rv 02209 200545 Telephone Paid CoacheeLastName T Paid o CE Uno CEWMnvo2 CE 1WnvO3 48 Date Range On selecting the report type By Coachee or All Coachees you will see this dialog box By Coachee Sessions Report Do you want bo select a date range E Clicking Yes will display a panel with two calendars from which you select the start and end dates for the report in
45. om the E mail field into the To field of the new e mail Clicking the button to the right of the Web field will launch your default web browser and take you to the URL entered in the Web field 22 Companies This is where you enter all information regarding any companies your coachees coaches clients associates etc work for your own company details and also the details of any training providers you wish to record details of your training with l Coaching Log File Edit Database Help i Companies Name and Address Telephone Fax e mail and web Name Pure Coaching CH SS Tell 444 7974145656 Address 1 Case Postale Tel ji Address z Fax 1 l T owr i Fax A T Se Supee a oaeoi a ZIP Ros 6000 E mail 2 LEP States f Web1 lwww Pure Coachingcom County SWITZERLAND web Additional Informabon Reg Ho 3521 CH Tas Mo 228 BEY Training Provider J Notes The minimum information you must enter is Country and unless you choose otherwise the first country on the list AFGHANISTAN will be entered by default The Country field has an arrow to the right Clicking in the field or this arrow will present you with a drop down list from which you can choose the country name you want to enter in the field The E mail and Web fields have buttons to their right Clicking the button to the right of the E mail field will launch your default e mail client and plug the a
46. one Paid LastNamet T I i A es S lt 26 04 2004 45 03 05 2004 45 Telephone Paid 10705 2004 45 Telephone Paid LastName O7 07 2004 60 Telephone Paid LastNamel Poo 057172004 Telephone Paid EE eee oO tO E Py 45 Notes There are several data grids where you will find Notes cells These cells display the first couple of words of any notes you make in that record so you can see at a glance where you have made notes The notes themselves are entered in a large text field on a separate panel that is accessed either by clicking in the Notes cell in the data grid or by clicking the Notes button above the data grid to the left Either of these will open a notes field like this A Coaching Log File Edit Database Help Coachee Sessions and Invoices Mr First amel Last ame Telephone Fax and e mail Other Information Tel Telephone Company Far Department E mail Email ddress 2 Birthday Sessions and Invoices Sessions Jesson Hote Invoices Invoice Motes Session Date 1270872004 In the above example notes for sessions with your coachees the session date is displayed so you can be sure you are entering notes for the correct session There is a button to the right of the session date that when clicked copies the contents of the notes field to the clipboard launches your default e mail client and creates a new mail addressed to your
47. ormation for use the navigation buttons at the bottom of the panel k lt lt lt 1of 1 gt o gt Lol Once you have selected the record for which you want to enter session details this information is entered directly into the data grid in the lower half of the panel and is covered in the Data Grids section File Edit Database Help Coach Sessions and Invoices Mrs First ames Last ames Telephone Fax e mail and web Other Information Tel Compariy Far Department E mail Birthday Sessions and Invoices Se Session Notes Invoices Invoice Notes Coach Sessions Dae T wee Ani Rate Miesa by Invoice No T te Project 2 a Me to face er ae _ SS Se es eee kils 1of 1 gt gt 28 Coach Invoices This is where you can record the details of the invoices you receive for the sessions you have with your coaches The information in the top section of the panel is display only and comes from the information you entered in the People panel where you set the relation as Coach To select the record Coach you wish to enter information for use the navigation buttons at the bottom of the panel k amp lt lt lt 1of 1 s afo Once you have selected the record for which you want to enter invoice details this information is entered directly into the data grid in the lower half of the panel and is covered in the Data Grids section Coach Sessions
48. ox Enter the text you wish to search for and click Find Next lf the text you specified is found in the report it is highlighted with a red box Clicking Find Next again will find the next occurrence of the specified text in the report 44 amp x amp 2 aga amp MainReport Coachee Sessions Report Les Posner MA Pure Coaching UK PO Box 349 Bury BLO 8WU UNITED KINGDOM Search Text Find what Ms FirstName4 LastNam Telephone Find Next Adress K Town i Cancel SWITZERLAND Date Type Rate Duration min 408 200 Paid 45 08 20 Telephone Paid 45 L808 20 Telephone Paid 45 25 08 20a Telephone Paid 45 Total hrs 3 00 m lt il IEA Current Page No 2 Total Page Mo 2 Zoom Factor Page Width 73 Report Options The format of the names and addresses in both the report header and detail sections can be customised via the report options These options are set or un set by checking and un checking the relevant checkboxes Note When you change an option setting it will take effect the next time you generate a report All option settings are saved so once set they stay set until you change them Each option is described individually below Title on Report This option controls whether the title appears before the name either in the header or in the detail section In this example the title appears in the detail section but not the header El Coac hing Log Ma
49. ponse 09 04 2004 O a eee a Date Notes t Action A 25 Sessions And Invoices Sessions As Coach This is where you can record the details of all the sessions you have with your coachees The information in the top section of the panel is display only and comes from the information you entered in the People panel where you set the relation as Coachee To select the record Coachee you wish to enter information for use the navigation buttons at the bottom of the panel _k lt 1x2 gt gt a Once you have selected the record for which you want to enter session details this information is entered directly into the data grid in the lower half of the panel and is covered in the Data Grids section a Coaching Log File Edit Database Help A E D E o Coachee Sessions and Invoices Mr First amel Last ame Telephone Fax and e mail Other Information Tel Telephone Company Far Department E malli Emailddress Birthday Sessions and Invoices Session N oles Invoices nvoice N otes Coachee Sessions Dae min Type Rate Invoice To Irwoice Nos Notes Project POO 12047200430 Telephone Complimentary EE 19 04 2004 45 Telephone Paid LastName It 2604 200445 Telephone Paid LastNamel Inv 0305 200445 Telephone Paid LastName Invi o O 1005 200445 Telephone Paid LastNamet w oo 07207 200460
50. prised of columns and rows with each row corresponding to a record in the database Entering Data In order to maintain database integrity a number of the cells in the data grids present the user with calendars or drop down lists from which to select the desired value similarly to that described previously With all data grids you can modify the data already entered by clicking on a cell in an existing row and either select a new value from the calendar or drop down list or enter the new value directly where the cell allows it e g session duration invoice reference number Ref No fee and tax amounts invoice terms notes etc or you can create a new record by clicking in a cell in the blank row at the bottom of the data grid 34 Date Cells Clicking in any date cell will open a pop up calendar You select the date in the calendar by clicking on it and can scroll through the months by clicking the arrow buttons at the left and right sides of the calendar header You can scroll quickly through years by clicking the buttons that appear when clicking on the year in the calendar header a oval ic Once you click on the date in the calendar the calendar will disappear and the date will be plugged into the cell you clicked on that opened the calendar Note There are some date cells that stay blank once the calendar disappears The date selected is actually plugged into the cell and will be displayed when you move to the next c
51. reference numbers you allocate when entering your invoice data described below Entering Invoice Data Invoice data is entered via the Coachee Invoices or Coach Invoices data grids according whether it is an invoice you are raising for sessions you have had with your coachee or an invoice you have received from your coach for sessions you have had with them The process is identical except for the name of the invoice date cell that is called Sent for invoices you raise and Received for those you receive The process for raising an invoice for a coachee is described below 41 Firstly select the coachee you wish to enter invoice data for by using the navigation buttons at the bottom of the panel _k lt lt lt ito 2 gt gt gt 21 The minimum amount of data you must enter is Ref No Type Currency and the Sent date The Ref No cell is a text cell where you can enter information directly and the invoice reference number is any number you wish to assign to your invoice according your internal administration procedures Type and Currency values are selected from drop down lists and the Sent date is selected from a pop up calendar as described earlier of sessions Amount Tax and Terms are text cells where you can enter information directly a Coaching Log File Edit Database Help F i F wee Mr FirstWamel Last ame Telephone Fax and e mail Other Information Telephone Company Department E mail Emai
52. reparing the InstallShield Wizard which will guide you through the program setup process Please wait am Configuring Windows Installer Cancel NET Framework Coaching Log requires Microsoft NET 1 1 Framework lf this is not already installed on your machine you will see this dialog box InstallShield P J Coaching Log optionally uses the Microsoft R NET 1 1 Framework Would you like to install it now in Click Yes When you see this dialog box 15 Microsoft NET Framework 1 1 Setup r E License Agreement Microsoft 4 copy of thus leense is available for printing at http go microsoft comfelnkyLinkld 12285 4 ad SUPPLEMENTAL END USER LICENSE AGREEMENT FOR T MTOR ASAET SORT RE hawe read understood and agree to the terms of the End User License Agreement and so signify by clicking agree and proceeding to use this product agree do not agree click agree and then click Install Once NET installation is complete you will see this dialog box 15 Microsoft NET Framework 1 1 Setup Installation of Microsoft NET Framework 1 1 i complete Click OK Coaching Log This takes you to the second part of the installation the installation of the Coaching Log application itself The next dialog bow you will see is this one Coaching Log InstallShield Wizard Welcome to the InstallShield Wizard for Coaching Log The InstallS
53. te Country UNITED KINGDOM Reg Ho Tas No Telephone Fax e mail and web Tel 1 44 7974 145656 Tel 2 Fax E malli infotPure Coaching com E mail 2 Web 1 Www Pure Loaching cor Web 2 eile ore ea 24 Prospects This is where you can record your activities with any prospects prior to them signing up as a coachee client etc or in the case you are selecting a coach prior to you signing up with them The information in the top section of the panel is display only and comes from the information you entered in the People panel where you set the relation as Prospect In this example there is only one record but where there are several records Prospects you select the record Prospect you wish to enter information for by using the navigation buttons at the bottom of the panel _k lt lt lt 1o01 gt gt gt gt i Once you have navigated to the record for which you want to enter activity details this information is entered directly into the data grid in the lower half of the panel and is covered in the Data Grids section Ms Firsth anes Last ames Telephone Fax and e mail Other Information Tel Company Far Department E mail Relation Prospect Activibes ProspectAc Contact Date Contact Ty Detail Next Action Action PO 02 04 2004 E mail Web enguir for free session _ Suggestdates 20 2004 05 04 2004 Telephone Free session Sendoffer 06 04 2004 Await res
54. x sessions Training ILF b Invoice Sum mary D Les Posner MA E Invoices Pure Coaching UR _P Rew 340 Options Title on Report d Header Address on Report k Detail zip before City d Country on Report My name on Report Mir FirstName LastName Address Town Cily UNITED KINGDOM 4 05 2004 4 Telephone 420 00 56 00 476 00 UAT 20 l Telephone LURERE 17 30 Lih Un SSF Telephone LOO 0 17 50 F EUERE Current Fage Mo 1 Total Page Mo 1 oom Factor Page Width 74 Address on Report Whether the address appears in the header or detail section of the report is controlled in the same way as Is the title In this example it appears in both all Coaching Log Invoice Summary Mir FirstNamel LastName Address Town City UNITED KINGDOM 405 200 4 Telephone TENTER l Telephone IRORI Telephone Current Page No 1 Total Page Mo 1 Jes Sessions Training ILF Les Posner MA Invoices Pure Coaching UR nooi Prt Rov Sel ir F Options P Title on Report EJ o ooo Address on Report p gt Header zip before City k Detail Country on Report d Client Ref only My name on Report Garren re Tmt Tax twat Toa 4270 00 l 5 476 00 Oi a j AHERE LOO Pa 100 00 Invoice Fees Invoice Total i Zoom Factor Page Width 75 Address on Report Client Ref only Confidentiality selecting the option Client Ref only replaces the name and
55. y 22 10 2004 y 62 You set the date in each calendar by clicking on it and can scroll through the months by clicking the arrow buttons at the left and right sides of the calendar header You can scroll quickly through years by clicking the buttons that appear when clicking on the year in the calendar header EE oval When you have selected the dates click OK The summary invoice report is generated The layout of the names and addresses in both the header and detail sections of the report are customisable via Report Options This will be covered separately later as will Page Navigation Print Refresh Export Toggle Group Tree Zoom and Search Text ef Coac hing Log oles File Database Help Main eport Invoice Summary Les Posner MA Pure Coaching LIK PO Box 349 Bury BLY SWU UNITED KINGDOM Nir FirstName LastName Address Town Cily UNITED KINGDOM 405004 4 Telephone GBP 320 00 Te 26 00 N 376 00 OUO7 2004 Telephone GBP LO0 00 7450 7 5 i LOU On Current Page Mo 1 Total Page Mo 1 i oom Factor Page Width 63 No Date Range When generating a summary of the invoices you have raised for a coachee you will see this dialog box Clicking No will generate the report directly rl Coac hing Log Ja Main eport Invoice Summary Les Posner MA Pure Coaching LIKI PO Box 344 Bury BL SWL UNITED KINGDOM Mir FirstNamel LastNamel Address Town Cily UNITED
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