This guide provides instructions on how to filter and share curated resources on the Sounding Board platform. It explains how to search for resources, view details, bookmark resources for quick retrieval, filter resources by media type and leadership capabilities, and share resources with coachees/mentees. The guide emphasizes the convenience and efficiency of the platform in centralizing and sharing resources for individual learner development.
Interactive Walkthrough
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Written Walkthrough
1. Navigate to https://coaching.soundingboardinc.com and log in.
The Curated Resource Library centralizes diverse resources for individual learner development.
Coaches and mentors can easily share resources within the platform, enabling seamless access for coachees/mentees.
For more information about administration, see Adding, Publishing, and Editing Resources in the Curated Resource Library.
2. Navigate to the “Resource Library” 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 view further information regarding the resource -
- Click "See Details"
You then have the option to view the resource in another browser tab -
- Click "OPEN" and when you are done reviewing,
- Click "CLOSE"
5. 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.
6. Filtering and Searching Resources
You can easily filter by resources -
-
Media Type
- Image
- Video
- Audio
- Document
-
View By
- Bookmarked
- Private
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.
7. Filtering and Searching Resources
You can filter by as many Leadership Capabilities as you desire. You can think of leadership capabilities as combined sets of skills and mindsets used to impact the daily business of the organization more strategically as a leader. Leadership capabilities are embedded throughout our platform as they provide a frame and focus for leadership development. 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.
8. Share a Resource
Coaches and mentors can share resources that are public, as well as any private resources that they uploaded.
Once you locate the resource you would like to share with your coachee/mentee -
- Click "Share"
9. Share a Resource
Fill in the following details -
- Selected Recipient(s)*
- Note*
Note: Any field with an asterisk is required.
🚨 Alert: A resource can only be shared with a coachee/mentee one time. If a resource has been shared with a coachee/metee already, their name will appear grayed out in the select coachee dropdown.
10. Share a Resource
When you have added all recipients and notes desired -
- Click "SHARE"
- Click "YES"
The coachee/mentee will be notified in-app that they have a new resource to review.