User Manual - Coach Circle
Contents
1. Coach Circe 4 Fill in enabled fields for current session Objective Level of objective achievement and progress bar Conclusions Copyright by Rebel Duck Sp z o o Document version 1 05 Effects Tools and techniques Observed changes Notes Circle www coachcircle net Coach 5 To enable the homework section select the Homework checkbox and fill in your comments in the fields that will appear 6 You may save all modification by clicking the Save button saving on a notification bar at the bottom of the window You will be informed about successful Copyright by Rebel Duck Sp z 0 0 Document version 1 05 4 Coach Circle www coachcircle net 7 After saving the session you may generate a report basing on inputted data Click Generate report in bottom section of the window The system will start generating the report When completed a pop up will appear asking you to confirm the location to save the document The system will automatically give it following name FirstName LastName_session date doc To open a document you must first save it Press the Download report and then select desired location Raport z sesji Raport zosta wygenerowany Wolski Mateusz_2014 03 3 15 docx Copyright by Rebel Duck Sp z o o Documen2. be displayed o Conner a tte czai czenia cour am stow June 2013 al s D 2 z 2 Select the Calendar tab A calendar form will be displayed You may switch the month week day view and navigate back and forward by using the buttons in right upper corner of the window Entries in grey are already occupied by your different clients 3 To add a new session click on the chosen day in the month view or on the chosen hour in the week view The schedule session panel appears Set session start time and session duration Confirm by clicking the Save button A new session will be added and color coded in orange Copyright by Rebel Duck Sp z 0 0 Document version 1 05 Copyright by Rebel Duck Sp z o o Coach Circle www coachcircle net Please note that if it was the client s first session then the Session and the Survey tabs appear Coach Circle June 2013 To modify day of the session just drag the entry to another day and drop To modify hour switch to weekly view and drag the session entry to another time or day Coach Circle Jun 24 30 2013 6 To modify session duration switch to weekly view and drag the upper or lower border of the chosen entry 7 All sessions defined in the Calendar tab are counted in the Contract tab as Past Sessions session s planed before current day red Active session n
3. Suey Dt you perfor he recommendatons mom te tast seson Smaechace E SES a FE How go gate adzy wta co EJ ES ax ute aira o you want to moar your abjecbes i yes what do you propose Ta EJ a ow wou you rate ne aavancement atthe canin process Sae EJ Madnumvaue 100 Revenue 201 Copyright by Rebel Duck Sp z 0 0 Document version 1 05 4 Coach Circle www coachcircle net Single choice enter as many possible answer as needed only one may be chosen by the coache Multiple choice enter as many possible answer as needed multiple answers may be chosen by the coache Text coache is asked to enter a text as an answer Scale enter numeric minimum and maximum values and a value of the step Example if you enter minimum 0 maximum 10 step size 5 then only three values will be possible 0 5 10 6 Confirm your survey by clicking the Save button The new survey appears on the survey list 7 To see survey details click Preview to edit click the Edit button You may save the modified survey as a new one without modifying the initial version by clicking Save survey as new Please note If you decide to modify a survey it will change for all the coaches it was assigned to Save as new instead 8 To assign one of the existing surveys to an active coache for which the session is active click the Assign to client
4. button next to the chosen survey You will see a check mark in the Assigned column EJ Coach Circle m EEEE EEE mac E KODEM p EEEE rece cotaney ESSE KS ESSE aro estar EEE oror smoot CJ Please note Only one survey form is available for each session Copyright by Rebel Duck Sp z o o Document version 1 05 Coach Circle www coachcircle net Clients may modify the answers many times before the next session starts Only the last answers are saved Client may have only one survey assigned When switching to another one you won t see the response history of the previous one 9 To see client s responses click the Display results button You will see a history of his answers one survey answer per session Copyright by Rebel Duck Sp z 0 0 Document version 1 05 2 Coach Circle www coachcircle net 10 Settlements 1 Select Settlements from the main menu You will see a list of all your clients sessions organized in an interactive tree graph i Coach Circle 2 All sessions are grouped in the following hierarchies e Independent or sponsored for sponsor clients e Client name e Contract creation date e Single sessions 3 To show or hide filter elements on the graph just click on the tree selected nodes this will cause folding unfolding of the selected groups 4 At the top right corner you will find a date filter on
5. form to change the password EET cane G Zmiana haste 2 Fill in the current password and twice the new one Remember about required form of the new password it should be at least 8 characters long and no more then 16 contain at least one digit one special character e g or or or etc and one capital letter Confirm by clicking Save button 3 System will validate new password and inform you about the result 4 Itis also possible to recover the password For this purpose before logging click the link I forgot my password on the main login page You will be redirected to the recovery form 31 Coach Circle Logowanie 5 Enter the email address used as a login to the system and confirm by pressing Send button Activation message will be re sent to this email box as in the case of creating a new account Copyright by Rebel Duck Sp z 0 0 Document version 1 05
6. Coach Circle step by step manual For coaches use Rebel Duck Sp z o o Coach Circle www coachcircle net 2 Coach Circle www coachcircle net COPYRIGHT 2013 2014 by Rebel Duck Sp z 0 0 All rights reserved This publication is protected by copyright and all rights are reserved by Rebel Duck It may not in whole or part be copied photocopied reproduced translated or reduced to any electronic medium or machine readable form without prior consent in writing from Rebel Duck CJ cien Seterens Logout Coach Circle 84 summary 4 Recent events 3 Upcoming events 16 00 Mateusz Wolski John Snow B oeae omo Mateusz Wosk led homework 2012 06 11 17 82 Mateusz Wolski ama Upcoming session Set session results a 06 14 00 Mateusz Wolski Upcoming session 201302 Answered survey az 4 21 56 Mateusz Wosk Send us your suggestions on contacy coachcircle net Copyright by Rebel Duck Sp z 0 0 Document version 1 05 Coach Circle www coachcircle net Table of Contents Introduction Coach s dashboard and streaming Creating new client Creating and editing client s contract Editing session details and generating report Session details and client s involvement tracking 1 2 3 4 5 Planning sessions calendar 6 7 8 Editing client s session details 9 Managing surveys creatin
7. client entry It is allowed to edit or delete entire client s entry 4 To save your changes confirm by clicking Save Since that time also your client will see the revised text Copyright by Rebel Duck Sp z 0 0 Document version 1 05 4 Coach Circle www coachcircle net 9 Managing surveys creating and editing 1 Select Client from the main menu You will see a list of all your clients To start working with a client click to the selected record to highlight it and confirm with the Choose button Client details will be displayed 2 Inthe Survey tab you will see all surveys that you created Coach Circle m ooo JED tury 3 To create a new survey click the Add new survey button and enter the new survey s name Edit form will be displayed You will see an empty text field representing the first survey question Coach Circle 4 Whenyoustart typing in the first question a new field representing a possible answer will appear bellow When you start typing in the answer field the next empty text field will appear etc Copyright by Rebel Duck Sp z o o Document version 1 05 Coach Circle www coachcircle net Coach Circle m ow aa you ea ay Smecote E 5 You may select one of the following answer types Coach Circle Dosis Contract Calendar Sesson
8. earest planed session green Document version 1 05 Coach Circle www coachcircle net Future sessions next planned session s orange EM Ea Coach Circe 18 8 All sessions defined in the Calendar tab are listed in the Session tab as well and have the same color codes for Past Active and Future sessions You may display details of any session by selecting it from the Session drop down field Coach Cycle Copyright by Rebel Duck Sp z o o Document version 1 05 Coach Circle www coachcircle net 6 Editing session details and generating report 1 Select Client from the main menu You will see a list of all your clients To start working with a client click to highlight the chosen record and confirm with the Choose button Client details will be displayed 2 You may start working with sessions in two ways _ Go to the Calendar tab on the calendar find the session that you are interested in and click it You will be presented with the chosen session details in the Session tab Go to the Session tab click on the Session drop down field and select the one you are interested in The screen will be reloaded with the selected session details Please note Coach may modify every session regardless of its status past active or future 3 To start editing session details click the Edit button
9. g and editing 10 Settlements 11 Change password Copyright by Rebel Duck Sp z 0 0 Document version 1 05 2 Coach Circle www coachcircle net 1 Introduction Dear CoachCircle users it is our pleasure to present you the training materials for CoachCircle online system We hope that you will find the information in your daily work and that it will enable you to use our tool in more efficient way Copyright by Rebel Duck Sp z 0 0 Document version 1 05 4 Coach Circle www coachcircle net 2 Coach s dashboard and streaming 1 After logging into the system Coach dashboard is displayed Ea z CU E Acvtysream Recentevent A Upcoming events Em a E aa 4 oe a b ome a ai s cee This view shows important informatios grouped in three sections e Upcoming events right hand panel list of upcoming sessions within next 7 days e Recent events central panel list of recent clients activities like setting session result answering survey or filling homework e Communication stream left panel on going discussion with coaches 2 Click on client name in recent or upcoming events section to start working with the selected coache One click will redirect you to appropriate client s details EB Ee Activity stream Logout Danie Osman Mateusz Wolski Jobn Snow 20 ing about rescheduling our next meeting t possible 12 20 40 C
10. ient click to highlight it and confirm with the Choose button Client details will be displayed Select the Contract tab Client s contract edit form will be displayed EA Coach Cree Es Click the Edit button to enable edit mode and start creating client s contract Ed Coach Circle i Fill in all required fields and confirm by clicking the Save button After saving additional fields will be displayed Client and Sponsor s if client is set as sponsored objectives You may fill in these fields by clicking the Edit button and the Save once completed Copyright by Rebel Duck Sp z o o Document version 1 05 Coach Circle www coachcircle net EJ goa Coach Circle 6 You may modify entered data by clicking the Edit button at the bottom and repeating manipulation from step 4 and 5 of this scenario Please note that in case of modifying Client and or Sponsor s objectives previous versions may be displayed tracked by selecting modification date from the drop down field Copyright by Rebel Duck Sp z 0 0 Document version 1 05 Coach Circle www coachcircle net 5 Planning sessions calendar 1 Select the Client from the main menu You will see list of all your clients To start working with a chosen client click to highlight the record and confirm with the Choose button Client details will
11. ly sessions from checked periods will be displayed The graph will change dynamically when marking the checkboxes adjusting the list of sessions 5 To create a settlement just mark the required sessions The system will calculate the sum of selected sessions and their total cost based on the values stored in the contract tab Copyright by Rebel Duck Sp z 0 0 Document version 1 05 2 Coach Circle www coachcircle net 6 Click the New settlement button You may modify the calculated total cost and set settlement as bill or clearing and add name number Click Save to confirm or Cancel to stop edition E E Goh 7 Settlements saved as bill are color coded in yellow sessions and settlements and cleared are highlighted in green 8 You may edit the list of sessions assigned to a settlement by clicking on the selected settlement node all active connections are marked in orange Check or uncheck sessions to be assigned or unassigned and confirm by Save 9 To change settlement type just click on it and select the chosen type from the combo box and save 10 All the connections of a given settlement can be view quickly by hovering the mouse cursor over the chosen settlement node Copyright by Rebel Duck Sp z o o Document version 1 05 2 Coach Circle www coachcircle net 41 Change password 1 Select Settings from the main menu You will see a
12. o the leci kaw how to pris my tashe to ish process carter according lo me schhie Home Fung cate 20180627 1408 20206 27 1047 Homework Ta observe more attentively for net 2 Homework week me envionment and to note mit stuatons Comment Comment Iwas ck ard working fram my pace Iwil get backe os as soon as came back to oncs Rebeluck 2019 3 You may start editing your session details by clicking the Edit button at the bottom of the window when having those of your client on the right side 4 To close coache s details click the Client s session button again Copyright by Rebel Duck Sp z 0 0 Document version 1 05 Coach Circle www coachcircle net 8 Editing client s session details 1 Select Client from the main menu You will see a list of all your clients To start working with a client click the selected record to highlight it and confirm with the Choose button Client details will be displayed In the Session tab open the session you want to analyse and edit 2 Tostart editing client s session activate it by clicking the Client s session The system displays the details on the right hand panel 3 Press the Edit button and then select the text field you want to edit To accurately show which text is to be modified point the cursor to the appropriate place and then press the Pencil icon at the bottom of the screen This will set a date stamp and user modifying the
13. omment 3 To start a new conversation in the communication stream start typing the client s name prefixed with a symbol in the edit window 1 System will suggest and display a list of coaches with Copyright by Rebel Duck Sp z 0 0 Document version 1 05 Coach Circle www coachcircle net matching the first or last name 2 To choose a customer click on the selected name or select the given row using up and down arrow keys and press Enter Continue with editing text and click Send when finished Your message will be instantly displayed in the Coache s application 4 To response to one of your client s posts just click Comment next to it type the text and click Send when finished 5 User may delete topics conversations or comments of which he is an author To remove click on the small bin icon on the right hand of the discussion Please remember that it is impossible to retrieve deleted posts topics Copyright by Rebel Duck Sp z 0 0 Document version 1 05 Coach Circle www coachcircle net 3 Creating new client 1 Select the Client from the main menu You will see a list of all your clients e ZEEE 2 Click the New client button Client s details edit form will be displayed 2 3 Click the Edit button to enable edit mode and start entering the client s data in the available fields Ea e m ar 7 7 Coach Ci
14. rcle Copyright by Rebel Duck Sp z o o Document version 1 05 Coach Circle www coachcircle net 4 Fill in all required fields Set if client is the Independent or the Sponsored 5 Checkbox Can login controls client access to the application If you decide not to check it you do not have to fill in the Login e mail and Confirm e mail When you decide to give Cache an access to the system then you must correctly complete the fields of his email activation e mail will be sent to this mailbox If you decide to deprive the client of right to use the systems then simply uncheck the box Can login 6 You can always modify the data entered by clicking the Edit button and repeat step 4 You can also modify client s login information Each time you change Cache s login he will need to activate his account based on new email address 7 Select the Client from the main menu You will see the new client in the list ponerse Coach Circle 8 To start working with a chosen client click to highlight the record and confirm by pressing the Choose button Client details will be displayed Copyright by Rebel Duck Sp z 0 0 Document version 1 05 2 Coach Circle www coachcircle net 4 Creating and editing client s contract 1 2 3 4 5 Select the Client from the main menu You will see a list of all your clients To start working with cl
15. t version 1 05 Coach Circle www coachcircle net 7 Session details and client s involvement tracking 1 Select Client from the main menu You will see a list of all your clients To start working with a client click the selected record to highlight it and confirm with the Choose button Client details will be displayed Open the session you want to analyse in the Session tab You may see additional information Date and time stamp when client filled in and or modified his session details Whether the client edited his her homework Coach Circle m 2 To see coache s session detail click the Client s session button Right hand panel will be replaced with the session details filled by the coache Fields are aligned so you may compare your insights with coache s comments Copyright by Rebel Duck Sp z 0 0 Document version 1 05 Coach Circle www coachcircle net ooo Coach Circle 58 Detal Contact Calendar Session Survey cent o snow uration 180 rites Homework Objectve To estabished fat of main problems to Otjecive To md out what vomer meh the once soren wh business team Levetotebectve Jota sted 3 man stuaton unen teeing Comment 1 Someone i asking me 1000 acnievenent__ uncamfortaoe sometnng wen minme mode army m ox m w Conclusions More oservaton 8 required an isted on Conetaions a aly vasis fects Ghent oss to get more wood int
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