Search tab is the second tab on Tactical coaching console. It helps the user to search a coachee and to add, update, view or delete a DFM with respect to an individual coachee..
To start a search-
- Select client name from dropdown box
- Select program name from dropdown box
- Click Search button after making entries. The system will display the result in below grid along with the associated details as shown highlighted.
To Add a DFM-
- Click Add link to add a DFM as shown in the below screen-
- The system will redirect to the Direct Model Feedback screen, which includes various fields under categories “Session Information” and “DFM Information” respectively. This is as shown in the below screen-
- For a Session Information category, a Coach Name field and Coachee Name field would be prepopulated as shown in the below screen-
- Enter the values for the rest of the respective fields of the category.
- On the same console scroll down to add DFM information.
- Select strength and strength parameter from their respective dropdown boxes as shown in the below screen-
Note- Drop down value will be displayed from entered Evaluation ID.
- Click Add button after making the entries
- Similarly, select opportunity and opportunity parameters from their respective fields. This is as shown below-
- Click Add button after making the entries
- Enter an action plan and a desired follow up date in the respective fields as shown highlighted below-
- A DFM Information category after making all the entries will look in the following format-
- A user also has the option to add multiple entries for strength and opportunity fields.
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Click Submit button after making all the entries. The system will display a message on the successful submission of record.
To View a DFM-
- Click view button on the grid to view a DFM. This is as shown below-
- The system will display the information through a Window as shown below-
To Update a DFM-
- Click update button on the grid to update a DFM. This is as shown below-
- The screen will redirect to the DFM console. Click submit button after making the updates.
To Edit a DFM-
- Click Edit button in the grid to edit a DFM for a coachee. This is as shown below-
To Delete a DFM-
- Click delete icon to delete a DFM for a coachee as shown below-
Video