Good morning
–delegates in progress
–need your attention ·
–prompt response rate, last 3 sessions
–next session
Needs your attention
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All sessions
Past and upcoming · scrollCohorts
Programme & cohort set-up arrives in Stage B · SCA Cohort 1 is pre-configured| Cohort | Programme | Dates | Delegates | Status |
|---|
Delegates
| Name | Cohort | Status | Last entry | |
|---|---|---|---|---|
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Add & invite
Add one delegate
They sign in with this email at the portal address; their magic link is their invitation. Stage B adds the branded invitation email.
Import delegates with history
Charlie's three files, validated here first, then written to the database in order. Columns per the import format doc.
delegates.csv
Not loaded
self-assessments.csv
Not loaded
assessment-results.csv
Not loaded
Delegate record
Open a delegate from the Delegates list.
Self-scores 0–10, first to latest assessment point.
Log a coaching session
Attention rules
What reaches your dashboard, and whenSaved to the database; the dashboard and delegate list recompute immediately.