A coach might be inactivated for various reasons, such as taking a temporary leave due to personal or health issues, seasonal work schedules, maternity or paternity leave, or professional development. These scenarios preserve the coach's history and data, allowing seamless reactivation when ready to resume coaching.
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Inactivating Vs. Deleting a Coach
Inactivating a coach rather than deleting them offers several benefits. It preserves all historical data related to their engagements, ensures ongoing engagements or offers are completed before inactivation, and clearly marks the coach as "inactive" on the platform. Admins can filter and manage inactive coaches easily, and the coach can be reactivated at any time without losing any previous data. Scenarios for inactivation include temporary leave for personal or health reasons, seasonal work, maternity or paternity leave, professional development, performance reviews, lack of current client needs, administrative restructuring, part-time schedules, or geographic relocation. This approach maintains the coach's history and data, allowing for a smooth transition back to active status when needed.
Step-by-Step Instructions
1- Navigate to the Users tab
Click on Users (1)
Navigate to the Coaches User List (2)
2- Navigate to the Edit Roles Page
Find the coach you wish to inactivate. You can use the SEARCH BY NAME filter option to locate them quickly. (1)
Click on the three dots (...) by the coach name (2)
Click on EDIT ROLES (3)
3- Inactivate the coach
Uncheck the COACH box. (1)
Provide a Reason for the change (Required) (2)
Click on "Save Edits" (3)
Ensure the coach does not have any current engagements or offers. If they do, wait until these are completed or mark the engagement as having ended early or completed before inactivating a coach.
Filtering Inactive Coaches
Click on "Users" (1) and then COACHES (2)
Check the SHOW INACTIVATED COACHES box (3)
Reactivating a Coach
1- Locate the inactive coach
Click on "Users" (1) and then COACHES (2)
2- Edit Roles
Find the coach you wish to re-activate. You can use the SEARCH BY NAME filter option to locate them quickly. (1)
Click on the three dots (...) by the coach name (2)
Click on EDIT ROLES (3)
3- Save Changes
Check the Coach box (1)
Provide a REASON FOR CHANGE (2)
Click Save Edits (3)
FAQs
Q: Why am I unable to inactivate a coach?
A: You might not have the proper credentials to do this. Only platform provider admins can manage users on the platform.
Q: Can I inactivate a coach who is currently engaged with clients?
A: No, a coach cannot be inactivated if they have ongoing engagements or are currently offered to a client. You must wait until these engagements are completed or the engagement ends early.
Q: What happens to the data of an inactivated coach?
A: All historical engagement data for an inactivated coach is preserved. This data remains accessible for reference and reporting purposes.
Q: How can I identify inactive coaches on the platform?
A: Inactive coaches are clearly marked as “inactive” on the platform. Admins can also use filters in the Coaches user list to view inactive coaches.
Q: Will an inactivated coach have access to the provider’s platform?
A: No, inactivated coaches will not have access to the provider’s platform and cannot be selected for new engagements.
Q: Is there a need to recreate coach-related data upon reactivation?
A: No, there is no need to recreate data. All profile information and historical data are retained and will be accessible upon reactivation.
Q: What should I do if I need to inactivate a coach who is currently offered to a client?
A: You need to rescind the offer before you can inactivate the coach. Ensure that there are no pending engagements or offers to clients before proceeding with inactivation.
Q: How does the system handle the data of a coach who has been reactivated?
A: Upon reactivation, the coach’s data, including their profile and historical engagement data, will be restored and accessible, allowing them to resume their activities seamlessly.
Need Further Assistance?
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