3.1 LMS Portal

WHY: This section assists the mentors and coaches to view the employees assigned to them, add new comments, setup the coaching plans and do a coaching assessment. The employees can view their comments and coaching plans.
WHERE: On the LMS Portal, click Mentors and Coaches
3.2 Mentor/Coach View
On the LMS Portal, the Mentors & Coaches will be available only for the employee that is setup to be a Mentor or Coach.
When clicking on the comments or goals links, either the comments or the goals pages will open - depending on the link you choose.
A new comment can be added or an existing comment viewed when selecting the comments link. 
3.3 Adding or Viewing Comments
To add a new comment, click on the Comments icon.
When adding a comment, the following screen opens:
All the general comments added will be available for viewing under the Comments link (from here you can also add new comments).
3.4 Coaching Plans
When opening the coaching plans screen Goals -  the mentor/coach will be able to view all plans the employee has completed, those that he/she is still busy with, as well as the general comments loaded.
New development plans can also be loaded from this screen.
The date the last change was made to any of the goals is also available on this screen.
To add a new goal the following fields are available for completion:
Goal
Priority
Actions necessary to achieve goal
Support / resources needed
Obstacles / Concerns
Target date
New comments
Comments History
New Private Comments
Private Comments History
Completed
Completed Date
When viewing the goals more information can be viewed by clicking on the Info Tab .
When viewing the ‘Goals in Progress’ the mentor/coach can edit the plan to either add comments or mark it as completed. (Where after it will move to the ‘Completed Plans’ section).
3.5 Coaching Assessments
When clicking on the assessments icon, a screen opens enabling the mentor/coach to start a new assessment or to continue with a previous assessment.
When clicking on new assessment, choose the date of the assessment and then the assessment. (Only assessments that was created as Coaching Assessments will be listed on the screen.
The assessment is then completed and closed
To view the score, select the previous coaching assessment
On this screen the Assessment with the final score can be viewed
3.6 Act on behalf of a mentor/coach
When going back to the LMS you also have the option to act on behalf of a mentor or coach
A mentor/coach can be chosen from the list
All employees will be seen that is linked to the mentor/coach
3.7 Employee View
From the Mentor & Coach Plans screen the employee can view their mentoring and coaching plans.
Nothing can be edited from this screen.
Clicking on the goals link will open up the coaching plans screen.