Navigating the User Workspace ("My Workspace")
Home Page Layout
Upon the initial login, select which workspace you want to work from. The layout of this page may differ based on how the user is set up in the system, but the workspaces button is always in the navigation menu on the left of the screen.
My Workspace
From the workspace tab, select which workspace you would like to use.
From the Coach Workspace you can work with and manage other users. From My Workspace you can view and manage your own activities and data. To learn more about the Coach Workspace, follow this link: Navigating the Coach Workspace
- Dashboard tab - Allows users to easily access resources with minimal navigation
- Assessments tab - View results of past assessments or complete a new one
- Opportunities tab - View or select recommended development plans based on results from past assessments
- Meetings tab - Meeting Notes and Agendas can be recorded here. Goals can also be linked within meetings
- Goals tab - View or create development plans (e.g., Business Plans)
- Metrics tab - Create, update, or view business planning data templates
- Reports tab - View available reports including the Business Plan, Summary Report, Goal Reports, Assessment Reports, Notes, and the Notes and Roadmaps Report
- Notes tab - View the notes associated with the user
- Recent Activity tab - All recent activities completed by the user can be viewed in this tab
- Teams tab - Navigate to teams a user is a part of and view team Meetings, Roadmaps, Metrics, etc.
- Quick Advisor Actions - Ability to create new Roadmaps, Assessments, Metrics templates, Opportunities, Notes/Meetings, Generate Reports, or Generate Links from any screen in the system
