Assign an exercise and read the result

Goal#

Send a client a Tool to complete in their portal, follow it from Assigned to Completed, and read their result. Three Tools are available: Values Discovery (the client finds their core values, grades them, picks icons and rates their alignment 1 to 10; the result includes the values wheel), Wheel of Life (the client scores eight areas of their life 1 to 10 and reflects on the two lowest) and the Intake questionnaire (one question: what brings the client to coaching). The Intake can also be assigned for you; see Assign the Intake automatically.

Prerequisites#

• A live client (Active or Paused) with an email address if they should be told by mail (see Create a client). You must be the client's Coach or an Admin.

The catalogue#

The Assign dialog lists the Tools, each with its name, description and number of steps.

Tools available#

Tool	Steps	The result holds
Values Discovery	24: a 14-question quiz, then relevance, orientation, importance, benefit, core selection, icons, wheel, alignment, focus and review	the core values with grades, icon and alignment 1 to 10, the focus value, the other relevant values
Wheel of Life	3: scores (each of eight life areas 1 to 10), reflection (an optional note on each of the two lowest areas, up to 600 characters), wheel	every area with its score, the two lowest areas, the reflections and the average score
Intake	1: goals (what brings the client to coaching, a required text up to 1500 characters)	the client's answer

The eight life areas, in order: 1 Health, 2 Career, 3 Finances, 4 Relationships, 5 Family, 6 Growth, 7 Leisure, 8 Environment. When two areas share a score, the one earlier in this list counts as lower. Changing the scores so that the two lowest areas change clears the reflections, and the client writes them again.

1. Assign it#

In the app: open the client, Exercises, Assign. Pick the Tool and, optionally, a due date and time. The exercise starts as Assigned, with its progress (steps done of the total), and a client with an email address gets a mail with a portal link straight away.

A client has at most one open exercise per Tool; re-running a Tool later is a new exercise.

2. Follow its status#

Status	Meaning
Assigned	not started
InProgress	at least one step answered
Completed	every step done; the result exists
Cancelled	you withdrew it

The client's Exercises tab lists every exercise of the client, newest first, with its status; open one to see every step and its answer. The client card also shows an attention alert when a completed or edited exercise is unseen, or one is overdue.

3. Read the result#

The result is available once the exercise is Completed; until then there is nothing to open.

Values Discovery shows:

• the client's core values, each with its grades, icon, alignment (1 to 10) and whether it is the focus value;
• the other values they marked relevant;
• the value they want to work on.

Grade	Possible values, lowest to highest
Orientation	Obligation, Fixed result, Continuous commitment
Importance	Negligible, Important, Crucial
Benefit	Hindering, Insignificant, Enhancing

Wheel of Life shows all eight areas with their scores, the two lowest-scored areas (lowest first), the client's note for each of those two (an area they left blank has none) and the average score to one decimal.

Intake shows the question and the client's answer.

A client may reopen a completed exercise and change answers; the exercise records when they last edited it, and the client card flags it. Once you have looked, mark it seen and the flag clears.

To withdraw an open exercise, cancel it from the client's Exercises tab; it becomes Cancelled.

Assign the Intake automatically#

Two settings in the app, both off until you turn them on and Save: On a new client is one setting on your public profile (Booking, Public profile); On a first booking is set on each of your booking pages (Booking, Booking pages, Intake questionnaire).

Setting	When the Intake is assigned
On a new client	you, or an Admin for you, create a client assigned to you
On a first booking	a client books on a booking page with this setting on and it is their first session with you (a new client, or one without any earlier session); a request that waits for your approval counts

It is assigned as you, exactly as if you had assigned it by hand: the client gets the portal link mail and the audit log records it. Nothing is assigned when the client already has an Intake that is not Cancelled, when the client is Ended, or for a booking made from the client's portal. A client who creates themselves through one of your booking pages follows that page's booking setting.

Assign to a CoachingGroup#

A CoachingGroup (a couple, an Organization or a custom set) receives an exercise as one per member. Create the group with a name, a type (Couple, Organization or Custom) and its members, then assign a Tool to the group; each member gets their own exercise, with an optional due date.

The app reports one result per member: assigned, already open (that member has one open already) or not live (that member is Ended). The group's page shows the values two or more members share once they have results.

Verify it worked#

Open the client, Exercises. The new exercise shows as Assigned right after assigning, with 0 of 24 steps for Values Discovery, 0 of 3 for Wheel of Life or 0 of 1 for the Intake. Once the client finishes it, it shows as Completed and its result opens from there.

Failure cases#

• The client already has an open exercise of this Tool.
• The client is Ended.
• Only an open exercise can be cancelled; a completed or cancelled one cannot.
• A result cannot be opened until the exercise is Completed.
• Only the client's Coach or an Admin can assign (for a group: its creator or an Admin).
• An exercise, client or group of another practice is not found.