New Features
Surveys
Survey Management
There is a new user experience for managing survey settings. A survey settings dialog can be opened from the settings (gear) icon for each survey:
Survey Trigger
A new trigger type is available: Sessions Before Max. This trigger type will trigger the survey when the specified number of sessions before the engagement maximum sessions are reached. For example, if the the engagement has a maximum of 12 sessions, and the Sessions Before Max trigger type has a value of 2, the survey will be sent out after the tenth session.
Coach Experience Enhancements
The My Coachees Panel now only displays active coachees.
User pictures navigate to user profiles.
The Notes page Company filter now only lists companies the coach has an active coachee engagement in.
Company Profile
The Company Sponsor notes section of the company profile form has a new field: Additional Information. The profile now includes all of the Legacy application migrated data.
Notifications
For performance reasons, the Notification Page is now filtered by Email type by default. All notification history can now be viewed.
Group Coaching
Notifications
Group coaching Compass Check survey notifications are now being sent.
Stakeholders
Stakeholder users can now be assigned to group coaching engagements.
Scheduling
Sessions can now be scheduled in the application even if synchronization to the user's external calendar fails. The application will continue to attempt to add the session to the external calendar until it succeeds.
Bug Fixes
- Surveys list: Admins are blocked from viewing surveys of any user from engagements lists
- Coaches able to see who coachees were previously matched with
- Not all Sounding Board Leadership Capabilities are Showing for Programs
- Cancel session - coachee initiated] Notification to charge for a canceled session appears again after coach has clicked not to charge the session
- Manager surveys were not visible to the correct users
Hidden Features
These features were deployed to production, but are currently hidden. These are documented here to maintain a record of what was deployed to production.
Coachee-Driven Coach Matching
This feature is currently hidden. It is expected to be enabled for one or more customers in the future.
Feature Overview
When this optional feature is enabled, there is a new Coach Matching option to specify on 1:1 programs.
When Coachee Drive Coach Matching is selected, coachees will have the ability to select their own coach. When coachee logs in, they will see panel listing potential coaches and they can choose a coach to be matched with.