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Coaching Home Screen
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In this section, learn how to navigate and use The Quality Module Coaching Tab home screen.
Top Buttons
Search Bar
Search for a coaching event by any of its attributes. For example: Search Sarah to see coaching events associated with users that have the first name Sarah.
Add Button
Start the process of adding a coaching event. For more information on this, visit Coaching Detail.
Actions
-> Delete: Delete the selected coaching event.
Filters
Facility
The default is to filter to coaching events for the facility you are currently located at. This is based on the location listed under your name in the top navigation bar. Other facilities in your health system can be selected to filter the list.
Status
Select a specific Status to filter the list. Status types are:
Complete - The coaching event has occurred and the status has been set to Complete
Incomplete - The coaching event has not been completed yet
When
Select a timeframe option or choose a specific date to filter the list. Note that Past 7 Days is the default. Options for the When filter are:
All - Every coaching event that has occurred within the selected filter parameters
Today - All coaching events conducted today
Past 7 Days - All coaching events conducted in the past week
Past 30 Days - All coaching events conducted in the past month
Custom - Use the calendar to select or type in the date of a specific day to see all coaching events conducted that day
Accountable
Select a specific person. This will filter the list to all of the coaching events for which they have been marked as Accountable.