- 1 Minute to read
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General Tab
- 1 Minute to read
- Print
- DarkLight
In this section, learn how to record a new quality coaching event in the Quality Module.
Top Buttons
Actions
-> Print Report: Select to print a copy of the Coaching Event Report
-> Delete:Delete the current coaching event
-> Cancel: Go back to the Coaching Home Screen without saving any changes
Done
Save changes and return to the Coaching Home Screen
General Area
Facility
The facility is automatically filled in based on the location you are currently located at. This is based on the location listed under your name in the top navigation bar.
Type
This entry is automatically filled in because there is only one type of coaching event.
Person
Select the person you would like to coach.
Events Since Last Coaching
Once a user's name is selected, Sonar will automatically fill the Events Since Last Coaching table. All events or failed audits that this person was accountable for since the last recorded coaching event will be included.
Coaching Details
The discussion during the coaching event can be noted here.
Status
The status of the audit is used for managing the audit as it is recorded and processed. It can be used as a communication tool to make sure everyone stays on the same page.
Status
- Complete - The coaching event has occurred and the status has been set to Complete. Note that this is the default
- Incomplete - The coaching event has not been completed yet