The Coaching Tool within Bit-Lever is used to track Coaching sessions. These forms can be customized to include categories, sub-categories, text boxes, and other types of fields. The customization of this form can be modified in the Entity Builder for the administrators who have the appropriate permissions.
A User can access these forms under the Entities section in the menu on the left side of the screen. This Entity may have a custom name set by the administrator. Each Coaching record should be tied to a User and will be accessible in reports.
Assignments
To learn about Assigning Coaching Sessions and other forms, please see the Assignments article here: