Objective

Read a shared coaching case, acknowledge the version you received, and update your actions.

Before you begin

Your coach must share the case with you. Manager-only drafts do not appear in the Agent Portal.

Resolution

  1. Open Coaching. Go to My Quality and select a case under Coaching. The list shows its status, open or overdue actions, and whether the current version needs acknowledgment.
  2. Read the plan. On the case page, review Strengths, Improvement areas, What we agreed, and Follow-up assessment when present. Evidence links to the specific published result versions used in the discussion.
  3. Acknowledge the version. Select Acknowledge after reading it. If your coach saves an updated version, select Acknowledge the update after reviewing the change. Acknowledgment confirms receipt and does not mean you agree.
  4. Work through actions. Under Your actions, mark a task done when complete. You can return a done action to open if more work remains while the case permits responses. Check due dates and any overdue indicator.
  5. Discuss progress. Use Comments to reply to your coach while the case is open. History shows how the shared case has changed.

A closed or cancelled case remains readable, but response controls may no longer be available. For the full QA result linked as evidence, open it from the case or from My Quality.