This guide provides step-by-step instructions on how to access resources in the My Library on the Sounding Board platform. It explains how coachees and mentees access shared resources, as well as filtering resources.
Interactive Walkthrough
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Written Walkthrough
1. Navigate to https://coaching.soundingboardinc.com and log in.
Coachees and mentees benefit from easy access to shared resources within the platform, facilitated by coaches and mentors.
2. Navigate to the “My Resources” on the left-hand navigation panel.
3. Filtering and Searching Resources
You can search by keyword present in the resource name or description -
- Click and type in the "Search by name or description"
4. Filtering and Searching Resources
To conveniently save a resource for quick retrieval and sharing with different users, simply tap the bookmark icon located at the upper right corner of the tile.
Once bookmarked, these resources will be distinguished by a dark blue bookmark icon, allowing for easy identification. Later on, we'll explore how you can efficiently filter bookmarked resources for seamless access.
5. Filtering and Searching Resources
You can easily filter by resources -
-
Media Type
- Image
- Video
- Audio
- Document
-
View By
- Bookmarked
When you tap on an option, it will turn blue, indicating that you are currently filtering by that specific option. Tapping the icon again will revert it back to white, signaling that the filter has been removed. You have the flexibility to filter by multiple selections simultaneously.
6. Filtering and Searching Resources
You can filter by as many Leadership Capabilities as you desire. Leadership capabilities are leveraged as foundational pillars that propel leaders toward honing the essential skills and behaviors necessary for their success. Each resource can be associated with up to three Leadership Capabilities.
- Click the "LEADERSHIP CAPABILITY" dropdown
- Click the appropriate Leadership Capability checkbox(es)
When you are done, you can remove the filter
- Click the X next to the specific Leadership Capability.
7. Accessing Resources
To view further information regarding the resource -
- Click "See Details" or
- Click "Notes"
You then have the option to view the resource in another browser tab -
- Click "OPEN," and when you are done reviewing,
- Click "CLOSE"
8. New Resource Notification
While you can access shared resources via My Resources at any time, you'll also receive notifications whenever a new resource is shared with you, allowing you to conveniently navigate to it directly from the notification. To do so -
- Click the notification bell
- Click "View"