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Assigning & reviewing content

Audience: coaches & operators. How content reaches coachees and how you review it.

Assign

  • Exercises: browse and assign on one page. In Exercises, pick an exercise: the assignment form opens beside its details (a client or a group, dates, the PD-hours switch, and a warning if they already have it). The address keeps what you were looking at, so Back, reload and shared links land on the same exercise and filters.
  • Assign Imagery / Assign Affirmation (sidebar) → pick the item, choose an individual coachee or a whole group, set an optional schedule + due date. The affirmation picker can be narrowed to Mental Toughness or Mental Wellness.
  • Scheduled items stay hidden from the coachee until their date — so you can set up a whole sequence in advance.
  • Assigning to a group creates one assignment per member.

Track & review

  • Manage Assignments lists everything with its status: Pending → In progress → Submitted → Completed. Click a column heading to sort by it. A group's exercises are listed in the order they're scheduled (earliest first), and follow the Scheduled For, Due Date and Exercise headings too.
  • Search finds an assignment by its exercise (or imagery / affirmation), its client, or the Programme Pack it came from: type part of the pack's name to see everything that pack gave out.
  • A pack's check-ins and profiles appear in the same list, in date order with its exercises: given ones show how many have completed them, upcoming ones the date they'll be given.
  • The Review Submissions tab badges how many are waiting for your feedback.
  • Open a submission → read the answers, leave feedback, and lock it when you're done (locking stops further edits).
  • For a whole group on the same exercise, use Group Review — open it from the group's card on Manage Assignments to see everyone side by side with a live "X / Y submitted" count, read each answer, and give per-person feedback. The count updates when you reload the page (it isn't auto-live).
  • Watching another coach's group: admins and superadmins can open any coach's Group Review — switch to the Coach view (the Viewing as pill at the top of the sidebar), open Assignments, and use that group's Group Review.

Live workshops (real-time sessions)

A Live Workshop is a different delivery mode from assignments — everyone answers the same exercise together, live in the room.

  • The organiser creates the workshop (Live Workshops → New workshop) and shares the join code; participants enter it on their Join Workshop screen.
  • The organiser broadcasts an exercise and watches responses arrive live ("3 of 7 responded", refreshing every few seconds).
  • Lead coaches + facilitators: a co-facilitator gets the same live console and can broadcast and watch responses alongside the organiser. The join code alone only makes someone a participant; to co-facilitate, the organiser invites them from the Co-facilitators panel under the join code, or they ask (Join a workshop → Ask to co-facilitate) and the organiser approves. See Live workshops → Co-facilitating. Only the organiser can end the session.
  • Live-only: workshop responses are shown in real time but are not stored as reviewable submissions. For anything you need to grade or revisit later, assign the exercise instead (see Track & review above).

Imagery & affirmations

Same pattern. Exercise, Imagery, and Affirmation assignments now live under tabs on the one Manage Assignments screen (plus a Review tab) — no separate pages to hunt for. Imagery can include audio (TTS or uploaded); affirmations are short, repeatable prompts.

Completion feedback. After (or while) doing an imagery or affirmation exercise, a coachee can optionally rate it (1–5), reflect on how it went, and leave feedback for you — all optional and editable any time. You see their rating + written feedback per item on the coachee's Assignments tab (open a coachee → Assignments). Imagery also shows "Opened N×" — how many times they've opened it — as a usage/engagement signal.