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Coachview Knowledge Base

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Setting up the workflow

Defining your workflow in actions: introduction.

Introduction. Why? Define your work proces in actions. Creating and monitoring actions is an important part of Coachview. An action reminds you that an action has to be performed within a certain period of time. An action template is always the basis of an action. Using an action template you ...

Workflow: execution, data group, process, event, timing and condition.

Introductie. Why? Before you start creating an action template, it is important that you know which performances, data groups, processes, events, timing and conditions you can choose from. We have prepared a number of cases for you as an example: Click here for an overview. Watch this slides a...

Workflow: method 1 quickly create an action template using an example.

Introduction. Why? Quickly and easily record your workflow around an application or training. That's how you do it! You can create a new action template via menu 'Template' and menu item 'Action template'. The search screen with an overview of action templates is shown...

Workflow: method 2, build the action template all by yourself.

Introduction. Why? Capture your workflow in actions. Creating and monitoring actions is an important part of Coachview. An action reminds you that an action has to be performed within a certain period of time. If you often make an action of the same kind, you set up an action template.  ...

Work process: add an action template to one or more course definitions

Introduction. Why? An action is only created and executed when it has been added to one or more course definition(s). Note: This is only possible if an event has been added to the action template. Action templates intended for an evaluation must be linked to an evaluation template. Meth...

Workflow: use a wizard to easily convert a manual action into an automatic one.

Introduction. Why? To simplify the transition to automatic actions there is a "wizard" that guides you step-by-step through the necessary actions to convert an existing (manual) action template to an automatic action template. Note:  For this you need a document template where an e-...