How to complete a Data Form

A Data Form is a form used to capture any strategies, tactics, or coaching-related data within your system. For example, you may describe what happened in a coaching session in a free-flowing question, or you may have a list of questions wherein you “check” what was completed with notes where applicable. Data forms can even be used as rubrics for an observation and/or self assessment! Depending on your need, these forms can be a great space to create a shared agenda or even a note-taking space for coaching sessions. 

With this information, Admins and Coaches can then use the data gathered from completed Data Forms for a variety of quantitative data collection to evaluate the coaching process over time. 

Initiating a Data Form

If your system has Data Forms enabled, there are several ways you can participate in one on the platform:

1. Quick Action Menu

From any page in Talent, you can start a Data Form by hovering over the 'lightning bolt icon' in the top, right-hand corner. Next, click 'New Data Form' to begin.

2. Data Forms Page

Head over to Coaching Corner and click on the ‘Data Forms’ tab. This is where you’ll see any pending Data Forms and those completed by you or others. You can select ‘+New’ over on the left-side panel to get started.

3. Individual User's Gear Icon

On the Users page in Coaching Corner, you can select ‘New Data Form’ from the Actions menu associated with a user on your Recent Interactions or All Users lists. Hover over the 'gear icon' associated with their name and then select 'New Data Form' to get started.

4. Individual User's Page

Select a user from the Users page in Coaching Corner. Once you are on their page, navigate to the 'Data Forms' tab and click ‘New Data Form.’

5. Observation or Self Assessment

Lastly, you can complete a data form as part of an Observation or Self Assessment! If the template is set to be used for Observations, you will find it in your ‘Select a Data Form’ dropdown list within the Data Form tab of your active video or in-person observation/self assessment.

Participating in a Data Form

When you start your Data Form, you can rename it by clicking on the 'pencil icon.' Otherwise, it will name it as 'Data Form - [Current Date].'

If your system has multiple Data Form Templates, you can choose the one you wish to use by clicking the ‘Select a Data Form’ dropdown menu.

In the second dropdown menu, under 'Who are you completing this Data Form for?,' please designate the individual or group you are conducting the form for. You must choose this option in order to be able to Publish your completed form.

If you choose a Group, a new section will display with all members of that group. Feel free to check off any members who do not apply to your Data Form.

Follow the instructions of each section of the Data Form. Some areas may require a text answer, some a numeric answer, while others may have you select multiple choice or a selection from a dropdown. You may even be asked to attach an item from your account or input data into a table or grid.

Once you have filled out your Data Form, click ‘Publish’ to save your changes.

Then, select ‘Publish Data Form.’

When you publish your Data Form, other coaches and admins will be able to see it, depending on your System Settings.

If you would like to share your data form with the user you were conducting the data form for, please review the Share Settings of the published form by clicking 'Share' at the top and adjust them as needed.

Rather watch a video explanation? Feel free to watch a help video here! 

HIPAA Secure users, please watch here!