Assign a coach checklist to a learner
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You need to add the coach checklist to a pathway for it to be assigned to a learner.
Step 1: Click on Coach Checklists in the side menu
Step 2: Click on Manage
Step 3: Search and select the coach checklist you want to assign
Step 4: Click Add to Pathway
The checklist must be published for this button to be enabled
Step 5: Click Create New
The coaching step will be automatically added to a new pathway, with the coach set to one of your Admin groups by default.
In this example it has added Store Manager as the default group.
Step 6: Change the coach if you want.
The coach group is the one that will oversee and perform the coaching on the learner
- Click on the coach step
- Click on the vertical 3 dots
- Click on Edit
- Click on Coach
- Search and select the group you want as the coach
- Click Save
Step 7: Name this pathway
Step 8: Add a description for this pathway (optional)
Step 9: Click Assign
Step 10: Click Choose Learners
Step 11: Search and select for the learner(s) you want to assign the coaching to.
The learner is the one that is being assessed
Step 12: Click OK to assign to the learner(s).
You can view a list of people you have assigned the pathway to if you click History.