Updates in this release include:
Mentoring
Administration
Administrators can now complete mentoring engagements.
Workflow is similar to completing other types of engagements.
For more details see, Completing Engagements.
Notifications
Notifications (email and in-app) when mentee’s requests has expired:
- Mentee - email and in-app notification to mentee when their requests has expired after 14 days.
- Mentor - email when the mentee’s requests to them has expired.
User Experience Enhancements
Mentee user experience improvements for viewing mentor details and requesting a mentor:
- Mentee can now view list of all available mentors on their mentoring dashboard.
- Previously they could not view list of available mentors until they submitted a search.
- Selecting anywhere on the mentor row, the mentor name or mentor bio read more link now opens the mentor bio dialog.
- Mentor bio dialog will now always have the Request Mentor button available.
- Removed the request mentor button from the bottom of the page.
For more details see, Enrolling as a Mentee.
Program Profile
A program profile is now available for 1:1 coaching and group coaching. The program profile page is available on the Program Profile tab within the program details page, pictured below. Admins can manage the program profile, and it will be visible to coaches in those programs.
For further details, see Program Profiles.
Surveys Page
- Page now displays all surveys the user has access to view (the same list that is displayed on the surveys tab of the user’s profile page).
- It previously only displayed surveys the user was assigned to complete.
- Table can now be sorted by recipient column
- The subject column now displays the name of the coachee for Coachee Checkpoint-type surveys.
- Changed title to My Surveys
For further details, see My Surveys.
Notifications
Coach and coachee will now be notified when there are 45 days left in the engagement.
Group Coaching Coach Capacity in Hours
This new optional configuration allows group coaching coach capacity to be tracked in hours. Now both 1:1 and group coaching coach capacity can be optionally tracked in hours.
Admin Notifications Page
Improved search and filtering, and made other improvements to the admin Notifications page:
- Search by subject and recipient (previously could only search by recipient)
- Filter by status
- Filter by date range
- In-app notifications filtered view now lists the recipient
For further details, see Reviewing the Notifications Table.
Bug Fixes
- Fixed issues with Pending status programs.
- When a program is launched before the start date (moves from Draft to Pending status), we no longer create new engagements, chats or send surveys.
- Engagements are created, and engagement launch actions (chat, surveys) are now triggered when the program start date arrives (program moves from Pending to Active status)
- Admin survey list now correctly shows the date created
- Programs created from templates will now have automated coach matching enabled
- Cancelled sessions no longer count toward total session limit in some instances
- Coach capacity in hours can now be updated from coach profile