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Assigning Coaches to your Learning Journey

Ready to assign Coaches to track Learner progress on OpX? See our how-to guide below:

Once a Learning Journey is ready to be published, or if you already have a cohort in mind, it's time to begin assigning Coaches to your new or existing Learning Journey. To assign Coaches, please see below:

  1. In Admin mode, Navigate to the Learning Journey you would like to assign users to.

  2. Click into the Learning Journey, and select "Add Coaches" from the Options menu towards the top right of the screen.

  3. Select the users you would like to be assigned as a Coach to your Learning Journey from the user table. You can also remove previously assigned Coaches at this stage.

To quickly find a specific user, you can sort names and email addresses alphabetically by selecting the arrows next to the column titles, or you can use the search bar to find specific names/email addresses.

  1. When you have selected all of the users you would like to add as Coaches, click “Submit”.

  2. Review the users you have added or removed, if further changes need to be made, select ‘Back’ to return to the selection table. To abandon the action, select ‘Discard’.

  3. To finish assigning or removing the users, select ‘Confirm’.

  4. You can review the action and it’s progress by visiting the Processes tab that can be found on the top navigation bar.

Make sure to remember to assign Learners to Coaches once complete, you can do this by navigating to the Options menu and selecting "Assign Learners to Coaches"