What's New
Stakeholder Views
Dashboard
Stakeholder users now have their own unique dashboard displaying analytics about the 1:1 and group engagements they are assigned to.
- Coachee Breakdown panel
- All Programs panel
- Platform Stakeholder Dashboard
The coachees panel and programs panels include information about 1:1 and group engagements. The Platform Stakeholder Dashboard panel currently includes 1:1 coaching analytics.
Program and Engagements Pages
Stakeholder can now view these pages. Programs page lists all the programs a stakeholder is assigned to at least one engagement in. Engagements page lists all the engagements a stakeholder is assigned to.
Known issues: The link in the survey’s column of the engagements page currently does not display surveys and displays an error message. This behavior will be improved in future releases.
Coach Dashboard
Dashboard Components
Dashboard has been updated to include only the most important elements: Sessions, My Coachees and Surveys panels. The Programs and Resources panels have been removed.
Sessions Panel
- Sessions are now divided by status and displayed on two tabs: Upcoming and Canceled.
- Completed sessions are no longer displayed.
Sessions Calendar View
- All session statuses are now displayed in this view: upcoming, canceled and completed. Session statuses are differentiated by color.
Coach My Coachees Page
Table is now filtered by default to display Active status coachees. Filter can still be changed to display other statuses.
Scheduling
If only one user is available to schedule sessions with, that user will automatically be selected in the scheduling dialog and the field will be disabled.
Manage Sessions from Coachee Profile
Sessions can now be managed by coaches from the coachee’s profile page on a new Sessions tab.
If a user is both a coach and an admin - coaching sessions will be managed from the Coaching Sessions tab, and other sessions will be managed from the Sessions tab.
Surveys
- Survey titles now include the coachee’s name.
- Dashboard Surveys panel now only displays surveys that need to be completed.
Group Coaching
Coach's group coaching capacity can now be entered on the coach profile form.
Admin Features
- Assigning manager, coach, and delegate user’s to other users from the People table now has a consistent user experience.
- People table can now be filtered by users who have not been assigned to a program yet
Legacy Application
The legacy Sounding Board application is no longer available. When attempting to visit the application, a page will be displayed with options to login to the new platform or reset password.