Home

Quick-start User Manual

1. Professional v 1 2 55 Personal CPD This report lists the training and other development you have undertaken grouped by training provider and then by date Ca gt Gl Sessions Training and CPD Training gt Personal CPD ICF H db Personal CPD Cost Name and Address Invoices P Poteet Training Org 1 Options Pe Training Org Tell Training Org Add Peay Training Org Telz Training Org Town Training Org Fax Training Org City Tail Training Org E maill E GERMANY Training Org web Details and Qualifications Training and Development EndDate ofHre ofDaps Crec In Report ee eee E E a 145 0772005 4o CC CC C ae lt provides details of the number of hours or days of each course workshop or teleclass etc the totals by training provider and what qualifications were granted Professional v 1 2 56 Personal Continual Professional Development Report Les Posner MA Pure Coaching Case Postale 1025 St Sulpice SWITZERLAND Programme Name by Training Provider StartEnd Dates ol Hours of Days Qualification Training Org Training Course AS20005 O02 0005 3 0 Certificate Training Course 2 O2062005 05 06 2005 Certificate Total Days Training Org 2 Workshop 23072005 23072005 Total Davs Grand Totals l 6 0 Current Page No 1 Total Page Mo 1 Zoom Factor Page Width Professional v 1 2 57 Personal CP
2. Current Page Mo 1 Professional v 1 2 li ie Total Page Mo 1 Zoom Factor Page Width 89 Address on Report Client Ref only Confidentiality Excepting Client and Company reports selecting the option Client Ref only replaces the name and address in the address section with the Client reference you entered in the People panel for confidentiality on printed reports rel Coaching Log Professional Bex Sessions Training Main eport ILF Invoices Coachee Sessions Report ri Options Title on Report ddress on Report ia Feader zip before City H Detail Country on Report d Client Ref only N My name an Report ERLEEN Date Type Rate Duration min 208 2000S Telephone Paid 45 L02005 Telephone Paid 26 08 2005 Telephone Paid Da0 2005 Telephone Paid DVU ONS Telephone Paid 1 6 0R 20S Telephone Pard Wt Current Page Mo 1 Total Page No 1 oom Factor Page Width In the case of Client and Company reports selecting the option Client Ref only replaces the name in the detail section with the Client reference you entered in the People panel for confidentiality on printed reports The address in the address section remains the full address of the Client or Company lf there is no reference associated with the person featured in the details of the report the Name Ref field will be blank Professional v 1 2 90 44 rrnhx haza amp Main eport Invoice Les Po
3. Pag Width Whole Page 400 300 Coachee Sessions Repor 200 Les Posner MA Pure Coaching 150 Mi Case Postale 100s 1025 St Sulpice Tovo SWITZERLAND So euo Customize Mr CoacheeFirstName CoacheeLastName Coachee Address Coachee Address Coachee Town CoacheeCity CoacheezTP CoacheeState SWITZERLAND Date Type Duration min Current Page No 1 Professional v 1 2 2082005 LOO 20005 20082005 DaT 2005 UU US Telephone Telephone Telephone Telephone Telephone Total Page No 2 Zoom Factor Page Width 84 Search Text This feature as the name suggests allows you to search the report for specific text Search Text Coachee Sessions Report Les Posner MA Pure Coaching Case Postale 1025 St Sulpice SWITZERLAND Mr CoachecFirstName CoacheeLastName CoacheeAddressl CoachecAddress2 CoacheeTown CoacheeCity CoacheezTP CoacheeState SWITZERLAND Date Type c Duration min 12 08 2005 Telephone 45 1 08 20005 Telephone I 45 20082005 Telephone 45 Da0 2005 Telephone Cry 2005 Telephone Current Page Mo 1 Total Fage Mo 2 Zoom Factor Page Width Professional v 1 2 85 Clicking the Search Text button displays the Search Text dialog box Enter the text you wish to search for and click Find Next lf the text you specified is found in the report it is highlighted with a red box Clicking Find Next again will find the next occurr
4. h x amp Export Report Coachee Sessions Report Mr Coachee FirstName CoacheeLastWName Coachee Address CoacheeAddress2 Coachee Town CoacheeCity Coaches TP CoacheeState SWITZERLAND Current Page No 1 Professional v 1 2 Date Type 208 200 Telephone 10082005 Telephone J6 082005 Telephone On 0 2005 Telephone DY RS Telephone Total Page No 2 Les Posner MA Pure Coaching Case Postale 1025 St Sulpice SWITZERLAND Duration minm Zoom Factor Page width aax 81 You will then see this dialog box ee Ea ee es Export Report b h Save jni E Reports EE Manh eport s a ae My Recent Documents Co Desktop My Documents Mir PE Coa H ag Coa My Computer Coa Comal To Con e J SSS Ee SWI r Places caer i Save as Ippe Cancel 2 08 2005 3 BERIDA LIS J6 082005 Telephone Paid 45 O200 20005 Telephone Paid 43 DOR ZOS Telephone Patd 0 i gt Current Page Mo 1 Total Page Mo 2 Zoom Factor Page Width 1 Navigate to the folder to which you wish to export the report via the Save In window 2 Enter the name you wish to give the report in the File Name window 3 Select the type of file you wish the report to be exported as from the drop down list in the Save as type window Adobe Acrobat pdf is the default selection and click Save When the export has been completed you will see this dialog box Export Repo
5. Mentee or Supervisee themselves Reports can be generated By Company or for All Companies In the case the report is generated By Company the Company the report will be generated for is the Company currently selected in the Companies panel Coaching Log Professional File Edit Database Help Sessions Coachee Sessions anoi ICF Name Invoices Mr CoacheeFirstNames CoacheeLast ames Options Coachee Coach Telephone Fax and e mail Mentee Tel Coachee T ell Le Fas CoacheezF ax D E mail CoacheezEmaill Mentor Supervise Supervisor Sessions and Inyorces Client ezaon Hote Invoice Invoice Hote i Session Motes WOICES wace Notes a Summary ByCompany Company sent All Companies aS Coachee Sessions Date omin Type Rate Invoice to Invoice No Jg lotes Project Po 22 07 2005 45 Telephone Paid Company COA syns a8 Tene Paid Compary tain 05 08 2005 _45 Telephone Paid Company COA 12 08 2005 45 Telephone Paid Company COA When generating a summary of the invoices you have raised either By Company or All Companies in the above example By Company you will see a dialog box similar to this asking you if you wish to select a date range By Company Invoice Summary Report ES LY Do you want to select a date range Professional v 1 2 Clicking Yes will display a panel with two cale
6. 1025 St Sulpice SWITZERLAND Client Name Start End Date Hours Pro Bono Contact Information Phone email Hrs blr Couches Last ame VOR F005 ADDAMS Emi i CoacheeTell Conc heeE rma Nir C CoucheeLastNames 22 00 2005 1208 2005 3 0 00 Coachee Tell Conchee2 Email his C CoacheeLastNames O800 2005 OSM 20MS 2 0 00 Coachees Tel Couchee3 Email Total Hours Submitted 0 00 i E Current Page Mo 1 Total Fage Mo 1 Zoom Factor Page Width Professional v 1 2 61 Letters of Reference This report lists the names contact information Phone email and start and end dates of the sessions for the Coachees you selected These details are sorted by date ascending 44 gt bw Gb x amp 2 Be MamnAeport ICF Client Letters Of Reference Report Les Posner MA Pure Coaching Case Postale 1025 St Sulpice SWITZERLAND Client Name Contact Phone Email Address Dates Coached Mr CoscheeLast Name Coaches Pel Couchee Email POR 2005 09 2005 Ms C CoacheeLastName3 Coacheed Tel Coachee 3Email OS07 2005 o5407 2005 Current Page Mao 1 Total Fage Mo 1 Zoom Factor Page Width Professional v 1 2 62 Invoices You can generate Single invoices to send to your Coachees Mentees and Supervisees or you can generate Summary reports of the invoices you have raised By Coachee for All Coachees By Mentee for All Mentees and By Supervisee or for All Supervisees You can also generate reports of the invoi
7. Desktop Documents My Documents a My Computer Se BOOT C ge DATA D Ga Documents and Settings Desktop gt Les G My Databases My Documents E MemoryStick E L DVD RW Drive F 43 G Shared Documents ni 9 My Documents My Computer ad My Network Places My Network File name CoachingLogPro mdb hal Places nave as type Database radb Cancel Navigate to the location in which the backup copy you wish to restore is stored via the Save in window Note This is correct Although you are restoring Saving the database to the current working database location the process uses a dialog box where we don t have control over the labels CoachingLodPro mdb is already entered in the File name window Professional v 1 2 22 lf you have saved different versions of the database with different file names as suggested previously click on the file you wish to restore and the file name will be plugged into the File name window Note Although you may select a file name to be restored that is other than CoachingLogPro mdb the name given to the database restored to the working database location will be CoachingLogPro mdb as this is the only one recognised by the application When you are happy with the settings click Save You will then see this dialog box Restore Database A You are about to replace your working database with a backup copy Are you sure you want to proceed lf yo
8. E mail CoacheeEmaill z Bi Supervisor F Sessions and Invoices Client d Compan es S10 he 5 BIE i OF i ote Coachee Invoices Ret WM Te CUMENGE AOE aR Pak IC em JEt Eo neceved gt 01 08 2005 10 08 2005 ao et de Ped 297087200 le J lt lt lt 1of 3 a ee S Professional v 1 2 64 When generating a single Coachee invoice you will be requested to select the invoice date via this panel This date is the date corresponding to the date you entered in the Sent cell on the Coachee Sessions and Invoices panel Coachee Invoices data grid In this example 1 8 2005 corresponding to the Sent date for CE1InvO1 as shown above nal Coaching Log Professional Jog Mon Tue wed Thu Frio Sat Sun M 2 3 4 5 6 7 9 10 11 12 13 14 tS 16 Tf 18 19 20 H 22 23 24 25 26 2f 20 293 30 3l Jo lt gt Today 18 09 2005 foe You set the date in the calendar by clicking on it and can scroll through the months by clicking the arrow buttons at the left and right sides of the calendar header You can scroll quickly through years by clicking the buttons that appear when clicking on the year in the calendar header a oval EJ When you have selected the date click OK The invoice is generated Professional v 1 2 65 The layout of the names and addresses in both the header and detail sections of the report are customisable via Report Options This will be covered separately later as
9. left and right sides of the calendar header You can scroll quickly through that appear when clicking on the year in the calendar header Professional v 1 2 52 When you have selected the dates click OK The report is generated The layout of the names and addresses in both the header and detail sections of the report are customisable via Report Options This will be covered separately later as will Page Navigation Print Refresh Export Toggle Group Tree Zoom and Search Text rel Coat hing Log Professional gog File 3 Database Help 6S TE dirhAxg hetra A Main eport Coachee Sessions Report Les Posner MA Pure Coaching Case Postale 1025 St Sulpice SWITZERLAND Mr CoachecFirstName CoacheeLastName CoacheeAddressl Coachee Address Coachee Town CoacheeCity Coachee TP CoacheeState SWITZERLAND Date Type Duration min D208 2000S Telephone 45 10082005 Telephone il 45 Total hrs 1 50 Crand Total hrs Current Page No 1 Total Page Mo 1 Zoom Factor Page Width Professional v 1 2 53 No Date Range On selecting the report type you will see a dialog box similar to this asking you if you wish to select a date range By Coachee Sessions Report P Do you want bo select a date range Clicking No will generate the report directly The layout of the names and addresses in both the header and detail sections of the report are customisable via Report Options This w
10. left of the report panel val Coaching Log Professional max Coachee Sessions Report Les Posner MA Pure Coaching Case Postale 1025 St Sulpice SWITZERLAND Mr CoacheeFirstNane CoacheeLastName Coachee Address Coachee Address Coachee Town CoacheeCity CoacheezTP CoacheeState SWITZERLAND Date Type Duration min 208 200 Telephone LO O08 2005 Telephone 26 08 2005 Telephone O20 200S Telephone DU RS Telephone Current Page No 1 Total Page No 1 Zoom Factor Page Width Clicking the Goto Page button opens this dialog box Goto Page Please specify the page number oo Cancel Enter the number of the page you want to navigate to and click OK Professional v 1 2 78 Print You can print your report simply by clicking the Print button The report will be printed to the printer that is set as the default printer 44 gt AX CE EEEL Manheport Coachee Sessions Report Les Posner MA Pure Coaching Case Postale 1025 St Sulpice SWITZERLAND Mr CoachecFirstName CoacheeLastName Coachee Address Coachee Address CoacheeTown CoacheeCity CoacheeZ IP CoacheeState SWITZERLAND Date Type Duration min 12 08 2005 Telephone 45 19 08 20005 Telephone iT 45 20082005 Telephone i 45 02 00 2005 Telephone ai 45 Cy 2005 Telephone Current Page Mao 1 Total Fage Mo 2 Zoom Factor Page Width 19 Professional v 1 2 Refresh All reports are generated dynamically
11. report being set to Payment received with thanks Professional v 1 2 76 ral Coaching Log Professional Jon File i Database Help TE MainReport Les Posner MA Pure Coaching Case Postale 1025 St Sulpice SWITZERLAND Tax Registration No 228 667 Registered No 3521 Company Invoice No PCOSOSU03 Company Addi Date 19 09 2005 Company Town Company City Company ZIP FRANCE e e e a e e p e e Cimi LIAA 20S Mr C CoacheeLastName 4 Tekphone UR IRU Total Fees Total Tar Invoice Total TRAM pte DA Current Page Mo 1 Total Page No 1 oom Factor Page Width Clicking Cancel or closing the Reports Dialog box will cause the report to be generated with no invoice number and Payment Terms set to Net Date of invoice If you have already entered data into the Reports Dialog box and generated a report this data will be retained to save you having to re enter the same data each time you generate the invoice To change this data simply enter new data as required The Reports dialog box will appear empty the first time after starting the application Generating a report for All Clients will produce a Summary report without invoice number date or payment terms This report can be limited by setting a date range Professional v 1 2 T1 Report Panel Buttons Page Navigation In the case you generated a report with several pages you can navigate through the pages by clicking the buttons at the top
12. the right of the Web field will launch your default web browser and take you to the URL entered in the Web field Professional v 1 2 21 My Details This is where you enter all information regarding yourself The information in the lower Company section of the panel is plugged in when you select your company name from the drop down list and save the record Note Before you can select a company name from the drop down list you must first enter the information via the Companies panel and save the record You can enter as many of these records as you desire for example if you have different companies or one company with a number of office locations The information you enter here will appear on report headers dependant upon your selection of the various report options Fag Coaching Log Professional File Edit Database Help My Details Personal Tithe Mar r First Hame Les Last Mame Posner Suffe MA Address Address 1 Rue du Certe 24 0 Tel 1 4447974145655 Address 2 on Tal amp 41 21 691 2676 Town Fax City st Sulpice E mail 1 lles posner bluewin ch IP f 025 E mail 2 State web 7 Country SWITZERLAND Web z Name Pure Coaching 7 Reg No 3521 Tax No 228 667 Telephone Fax e mail and web Address 1 Case Postale Tel 1 44 7974 145656 Address 2 Tel Town Fax City St Sulpice E malli infotPure Coaching com ZF 1025 E mail 2 State web
13. the white cross at the top right of the main frame On exiting the application you will see this dialog box Ja Coaching Log Professional Close application Clicking No will return you to the application Hitting Enter is the same as clicking No Clicking Yes will close the application lf there are any unsaved changes you will see a dialog box similar to this Coaching Log Professional Ld e You have unsaved changes to Training details Do you wank to save them now No Click Yes to save the changes and exit Hitting Enter is the same as clicking Yes Click no to discard the changes and exit Professional v 1 2 18 Edit Undo Unsaved Changes Insert New Record and Delete Current Record Undo Unsaved Changes cancels all changes that have not yet been saved to the database al Coac hing Log Professional Fie Edit Database Help K Undo Unsawed Changes poe Insert Delete d Insert New Record creates a new record in the People Companies Projects or Countries panels maura Edit Database Help Delete Delete Current Record deletes the current record from the People Companies Projects or Countries panels l Coaching Log Professional File Edit Database Help 6 Undo Unsaved Changes Chrl 2 Insert W arotar S Note If you create or delete a record in error you can roll back by clicking Undo Unsaved Changes as long as the changes h
14. wew Pure Coaching com Country SWITZERLAND web z ki 1 of 1 gt ot Professional v 1 2 28 Prospects This is where you can record your activities with any prospects prior to them signing up as a Coachee Client etc or in the case you are selecting a Coach prior to you signing up with them The information in the top section of the panel is display only and comes from the information you entered in the People panel where you set the relation as Prospect In this example there is only one record but where there are several records Prospects you select the record Prospect you wish to enter information for by using the navigation buttons at the bottom of the panel kiel to2 gt gt gt otf Once you have navigated to the record for which you want to enter activity details this information is entered directly into the data grid in the lower half of the panel and is covered in the Data Grids section Name Mr ProspectFirstN ame ProspectLasth ame Telephone Fax and e mail Other Information Tel PraspectT el Company Fax ProspectF ax Department E mail ProspectE mail 3 Relation Frospect Activibes Prospect Activites 02208 7200 Initial call Send welcome pack 03208 2005 10 08 2005 Telephone 12 08 2005 act Date Contact Type Detail Nest Action Action Date Notes Professional v 1 2 29 Sessions and Invoices Sessions As Coach Mentor Supervisor This is where you can record
15. will Page Navigation Print Refresh Export Toggle Group Tree Zoom and Search Text val Coaching Log Professional oles File 23t Database Help MainF eport Les Posner MA Pure Coaching Case Postale 1025 St Sulpice SWITZERLAND Tax Registration No 228 667 Registered No 3521 Mir CoacheeFirstName CoacheeLastName Coachee Address Coachee Address Coachee Down CoacheeCity Coaches IP Coachee State SWITZERLAND CEI Tni 0108 2005 4 Telephone 0 00 0 00 280 00 Current Page Mo 1 Total Page Mo 1 Zoom Factor Page Width Professional v 1 2 66 Summary In this example we will look at generating a Summary invoice for a Coachee though the operation is identical for Mentees Supervisees Coaches Mentors and Supervisors Client and Company invoices will be treated separately below When generating a summary of the invoices you have raised either By Coachee or for All Coachees By Mentee or for All Mentees or By Supervisee or for All Supervisees in this example By Coachee you will see a dialog box similar to this asking you if you wish to select a date range By Coachee Invoice Summary Report EJ h Do you want to select a date range Clicking Yes will display a panel with two calendars from which you select the start and end dates for the report in this example 1 8 2005 to 29 8 2005 ral Coaching Log Professional Jo Mon Tue Wed Thu Fr Sat Sun set oun Mo
16. with thanks Professional v 1 2 12 vel Coaching Log Professional Jon File i Database Help MainReport Invoice Les Posner MA Pure Coaching Case Postale 1025 St Sulpice SWITZERLAND Tax Registration No 228 ff Registered No 3521 Nits C ClientLastName BA Invoice No PCOSOS00 ChentAddress ChentAddress2 pale ane ChentTown ChentCity Chent lP Chentstate HONG KONG CE lini ASRS SOS Mre C CoscheeLasiname Telephone IBF R500 CE llayvils PSA 200S Mis C CoacheeLasthame Telephone HEI 1 The 17 Current Fage Mo 1 Total Page Mo 1 oom Factor Page Width Clicking Cancel or closing the Reports Dialog box will cause the report to be generated with no invoice number and Payment Terms set to Net Date of invoice If you have already entered data into the Reports Dialog box and generated a report this data will be retained to save you having to re enter the same data each time you generate the invoice To change this data simply enter new data as required The Reports dialog box will appear empty the first time after starting the application Generating a report for All Clients will produce a Summary report without invoice number date or payment terms This report can be limited by setting a date range Professional v 1 2 13 Companies This section enables you to generate reports of invoices you have raised for sessions where a Company is paying your fee rather than the Coachee
17. you will see this dialog box with the progress bar indicating the progress of the various stages Coaching Log Professional InstallShield Wizard x Setup Status Coaching Log Professional i configuring your new software installation Searching for installed applications Cance POOP k Professional v 1 2 8 When the installation is complete if it is the first time you have installed Coaching Log or Coaching Log Professional on your machine you will see this dialog box Coaching Log InstallShield Wizard InstallShield Wizard Complete The InstallShield Wizard has successtully installed Coaching Log Before you can use the program you must restart your computer e es want to restart ri computer Pic No l will restart m y computer later Remove any disks from their dives and then click Finish to complete setup Back i Finish Cancel Select when you wish to restart your computer and click Finish Professional v 1 2 If you have previously installed Coaching Log or Coaching Log Professional on your machine you will see this dialog box Coaching Log InstallShield Wizard InstallShield Wizard Complete Setup has fintthed installing Coaching Log on your computer Cancel Click Finish Professional v 1 2 10 De installing and Upgrading De installation To remove the current version go to Control Panel Add or Remove Programs Once the list is populat
18. you wish to enter invoice data for by using the navigation buttons at the bottom of the panel k lt lt lt iof2 gt gt gt al The minimum amount of data you must enter is Ref No Type Currency and the Sent date The Ref No cell is a text cell where you can enter information directly and the invoice reference number is any number you wish to assign to your invoice according your internal administration procedures Type and Currency values are selected from drop down lists and the Sent date is selected from a pop up calendar as described earlier of sessions Amount Tax and Terms are text cells where you can enter information directly Coachee Sessions and Invoices Mr CoacheeFirstN ame CoacheeLasth ame Telephone Fax and e mail Other Information Tel CoacheeT ell Company Fam CoacheeF ax Department E mail CoacheeE maill Birthday Sessions and Invoices Sessions Session Motes jee Invoice Notes Coaches Invoices Ret Na Gly Ty li CE Inv Eoo Professional v 1 2 45 Tying the Invoice to Sessions Once you have entered your invoice data and in order the invoice data will appear in the invoice report it is necessary to tie the invoice to at least one session for this Coachee Here we have created an invoice reference CE1Inv0O1 for payment in advance for a series of 4 telephone sessions Payment has not yet been received Coachee Sessions and Invoices Mr CoacheeFirstW ame Coachee
19. 2005 Telephone 45 Cy 2005 Telephone Current Page Ma 1 Total Fage Mo 1 Zoom Factor Page Width Professional v 1 2 94
20. 9 50 51 51 52 54 Training Personal CPD Personal CPD Cost ICF Credentialing Reports Client Hours Letters of Reference Invoices Coachee Coach Mentee Mentor and Supervisee Supervisor Single Summary No Date Range Clients and Companies Clients Companies Report Panel Buttons Page Navigation Print Refresh Export Toggle Group Tree Zoom search Text Report Options Title on Report Address on Report Address on Report Client Ref only Confidentiality Zip before City Country on Report My Name on Report Professional v 1 2 55 56 58 60 61 62 63 64 64 67 69 70 70 74 78 78 79 80 81 83 84 85 87 87 88 90 92 93 94 Installation Locate the folder in which you saved the downloaded setup executable Note If you are installing from CD locate setup exe on the CD All other instructions are the same a Coaching Log Pro Sex r Fie Edit wiew Favorites Tools Help sex gt Bi pa Search Ep Fakers x Mame Size Type a E setup exe 60 866 KE Application rr rrr cd G My Documents be A My Music tE My Pictures O My Received Files H4 My Computer i A 345 Floppy 43 S Local Disk C14 O Documents and Settings 9 All Users gt Default User Les Application Data I Cookies O Desktop 4 ue Favorites Local Settings My Documents 9 My Downloads 3 Pure Coaching Tar Coaching Log Pro Fe My Recent Documents pi O Met
21. Coaching Log Professional v 1 2 arised Client Management Professional v 1 2 The information in this document is subject to change without notice and does not represent a commitment on behalf of Leslie Posner or Pure Coaching Leslie Posner 2004 2006 All rights reserved No part of this document may be reproduced stored or transmitted by any means without written permission from the author All trademarks and trade names are the properties of their respective owners Document version 1 0 August 2006 DISCLAIMER This document is intended as an aid to assist you in your actions with regard to the set up and use of the Coaching Log Professional database version 1 2 We have made every effort to ensure the accuracy of the information contained within this document however no liability is accepted by Leslie Posner or Pure Coaching for any real or consequential damage or loss of data or information as a result of any actions taken in conjunction with the information contained within this document Professional v 1 2 About this document Objective The objective of document is to provide assistance to users regarding the installation and use of the Coaching Log Professional database To this end graphical representations of all steps are presented with Supporting textual instructions Layout The information in this document includes links giving the reader the possibility to go directly to ar
22. D Cost This report lists the dates and costs of the training and other development you have undertaken grouped by training provider and then by date aE Sessions Fb Training and CPD anng P Persona ICF J rsonal CPD Cost h Name and Address Invoices P Cna a E i web Training Org 1 Options Pe Training Org Tell Training Org Add Peay Training Org Telz Training Org Town Training Org Fax Training Org City mall Training Org Email GERMANY Training Org web Details and Qualifications Training and Development o EndDate ofHrs HofDays Credits Qualification In Report gt 05 06 03 2005 S lt TR aa Ff CaN mos 1570772005 aoo OO O o i o S i It provides details of the cost of each course workshop or teleclass etc currency and totals by training provider Professional v 1 2 58 Coaching Log Professional Wok File Edt Database Help hes 4 4 gt FP x MainReport Personal CPD Cost Report Les Posner MA Pure Coaching Case Postale 1025 St Sulpice SWITZERLAND Programme Same bv Training Provider StartEnd Dales Training Ore Training Course IMS 2005 0605 2005 SER Training Course 2 O30 2005 ASi 200s L SCC CM 3 A Training Org 2 Workshop 2072005 ZA 2008 Current Page Mo 1 Total Page Mo 1 Zoom Factor Page Width Professional v 1 2 59 ICF Credentialing Reports You can simply and easily generate reports detailing the sessions you have h
23. Dept Additional Informaton Relation Client B day Hotes Contidentiaky Reference ICF Reports Chent Hours Fa Letters Of Reference ES kllk 1of 17 gt gt gt Professional v 1 2 25 You can enter as much information as you want but the minimum information you must enter is Title Country and Relationship There are certain fields with and arrow to the right Clicking in the field or this arrow will present you with a drop down list from which you can choose the value you want to enter in the field Note In the case you cannot find a suitable entry in the list you can add your own entries to the drop down list There are no default selections for Title and Relation so you must choose these from the drop down lists displayed when you click in the field or on the arrow For the country unless you choose otherwise the first country on the list AFGHANISTAN will be entered by default Note Where you wish to enter the name of the company a person works for the company information must first be entered via the Companies panel and the record saved before you can make a selection from the drop down list The E mail and Web fields have buttons to their right Clicking the button to the right of the E mail field will launch your default e mail client and plug the address from the E mail field into the To field of the new e mail Clicking the button to the right of the Web field wil
24. Hood IM fa Double click the icon adjacent to the filename This will launch the InstallShield wizard that will guide you through the installation InstallShield Wizard Coaching Log Setup tt preparing the InstallShield Wizard which will er guide you through the program setup process Please wait Configuring Windows Installer Cancel Professional v 1 2 NET Framework Coaching Log Professional requires Microsoft NET 1 1 Framework lf this is not already installed on your machine you will see this dialog box InstallShield PS u A Coaching Log Professional optionally uses the Microsoft R1 MET 1 1 Framework Would you like to install it now Click Yes When you see this dialog box 15 Microsoft NET Framework 1 1 Setup r E License Agreement Microsoft 4 copy of thus leense is available for printing at http go microsoft comfelnkyLinkld 12285 4 ad SUPPLEMENTAL END USER LICENSE AGREEMENT FOR T MTOR ASAET SORT RE hawe read understood and agree to the terms of the End User License Agreement and so signify by clicking agree and proceeding to use this product agree do not agree pooo click agree and then click Install Once NET installation is complete you will see this dialog box 15 Microsoft NET Framework 1 1 Setup Installation of Microsoft NET Framework 1 1 i complete Click OK Professional v 1 2 Coaching Log This takes
25. Lasth ame Telephone Fax and e mail Other Information Tet CoacheeTell Company Fam CoacheeF ax Department E mail CoacheeE mail Birthday Sessions and Invoices Session Notes e Invoice Notes SUSIE WEL 7 CEtnw i EARNE Te HEA el Professional v 1 2 46 To tie this invoice to a session for this Coachee go to the Coachee Sessions data grid by clicking the Sessions button at the top left of the Coachee Invoices data grid File Edit Database Help jo Ss amp le Coachee Sessions and Invoices Name Mr CoacheeFirstN ame CoacheeLasth ame Telephone Fax and e mail Other Information Tet CoacheeTell Company Fam CoacheeF ax Department E mail CoacheeE maill Birthday Sessions and Invoices Invoices Invoice Notes Be Session h Coachee Sessions n Type Rate Invoice to Invoice No Notes 12708 2005 45 Telephone Paid CoacheeLastName CE 1Ir01 19 08 2005 45 Telephone Paid CoacheeLastName CE Unit 26 08 2005 45 Telephone Paid CoacheeLastName CE nvit oacheeLasth ame 02 09 2005 45 Telephone As this invoice is for sessions yet to be delivered it is necessary to enter data for a new session to tie the invoice to The minimum amount of data you must enter is Date and Rate Rate must be Paid lf the date for the first session of this series of 4 has not yet been fixed simply enter today s date as this can be altered later Professional v 1 2 47 Once you hav
26. Name CEll0i so R feher _Faid_Coasheeteeame Ett _ To delete the selected row simply hit the Delete key on your keyboard and the row will be deleted Note The row will only be permanently deleted after you save the record File Save If you delete a row by mistake you can restore it simply by clicking Edit Undo Unsaved Changes from the main menu as long as the record has not already been saved Professional v 1 2 50 Reports Sessions You can generate session reports By or for All Coachee s Coach es Mentee s Mentor s Supervisee s or Supervisor s The By Coachee By Mentee and By Supervisee reports can be generated with or without session notes All reports can be limited to a date range or left open reporting all session information Note In the example of the By Coachee Mentee or Supervisee report the Coachee Mentee or Supervisee for whom the report will be generated is the one currently selected in the relevant sessions panel Here we will generate a Sessions report By Coachee All other Sessions reports operate in the same way E Coaching Log Professional File Edit Database Help HA i Sessions By Coachee With Notes Coachee Sessions anc All Coaches Without Notes ICF By Coach All Coaches Name Invoices Mrs CoacheeFirstName CoacheeLast ame By Mentee Ee Options All Mentees Telephone Fax and e mail Tel CoacheeTell Fax CoacheeF ax E mait CoacheeEmaill i By
27. Professional Max File E23 Database Help Sessions Training i ICF F Invoices i Options j Title on Report lS k Header Address on Report Address zip before City r Detail Country on Report My name on Report 228 667 Mits C ClientLastWName BA Invoice No PCIMA0O ChentAddress on Client Address Date 19 09 2005 ChentTown ChentCity Chent ZIP ChentState HONG KONG a OS e e p e e Te a 2920S Mre C ConcbeeLasiNume Tekphone RS aua ERU CEI intl PAAA T00 Mrs C ConcheeLasiName Tekphont me 500 1 Tiri Current Fage Mo 1 Total Fage Ma 1 Zoom Factor Page Width Address on Report Whether the address appears in the header or detail section of the report is controlled in the same way as is the title In this example it appears in both 88 Professional v 1 2 Coachee Sessions Report Sessions Training ICF Invoices Tithe on Report Address on Report nt Header zip before City j Detail Country on Report Client Ref only My name on Report Mrs Coachee FirstName CoacheeLastNane CoacheeAddress CoacheeAddress2 Coachee Tow CoacheeCity Coacheez1P CoacheeState SWITZERLAND Date 12 08 2003 L02005 20 002005 GAOS 2005 OOO 2005 16 2005 Telephone Paid 45 Telephone Paid 45 Telephone Paid 45 Telephone Paid 45 Telephone Paid 45 Telephone Paid 45
28. Supervisee F All Supervisees By Mentor All Mentors Sessions and Invoices By Supervisor Session Notes Invoices Invoice N ntes All Supervisors Coachee Sessions Date min Type Rate Invoice to Invoice No gt 12708 2005 _45 Telephone Paid CoachesLastName CE1rw01 O RERE lt 6 teekene _1Paid_ Fonchee tame L Ea _ CE InvO C Paid A 02703 2005 45 Telephone Paid CoacheeLasiName CEllwDI 09709 2005 Pe or Notes Project Telephone ClentLasth ame CET nvol 16 09 2005 45 Telephone ClientLast ame CE1Invil3 Professional v 1 2 51 Date Range On selecting the report type you will see a dialog box similar to this asking you if you wish to select a date range Clicking Yes will display a panel with two calendars from which you select the start and end dates for the report in this example 12 8 2005 to 19 8 2005 ef Coac hing Log Professional cogn Database Help f HAE Mon Tue Wed Thu Fri Sat sun Tug Wied Thu Fri Sat aun Mon Tue Wed Thu Fri Sat Sun Tug wed Thu Fa Sal an 1 2 3 4 5 7 7 2 E 8 9 10 11 13 14 F ac OW 15 16 Tf 18 19 20 AI S SEE JF 22 23 24 25 26 af 2o 22 23 24 ao 26 ef eu aa OT ot l j 29 30 3 lt gt Today 18 09 2005 lt gt Today 1 8709 2005 Hae You set the date in each calendar by clicking on it and can scroll through the months by clicking the arrow buttons at the
29. ad with your Coachees and the letters of reference you have received from them in the format required by ICF for their credentialing process You control the content of the reports by selecting which Coachee s details you wish to appear by checking or un checking the relevant checkboxes at the bottom of the People panel File Edit Database Help Sessions Training Client Hours gt ie Letters of reference Title Mr kai First Name CoacheeFirstNarn Mame CoacheeLastName Sufix Address ieiephone Fax e mail and web Address 1 CoacheeAddress1 Tel 1 CoacheeT el Address 2 CoacheeAddress2 Tel 2 CoacheeT elz Town CoacheeT Own Fax CoacheeF ax City CoacheeCity E mail 1 CoacheeE mail ZIF CoacheezIF E mail 2 CoachesE mail State CoacheeState Web 1 CoacheeWebt Country SWITZERLAND l web z Coachesweb2 Name Dept Additional Informaton Relation Coachee B day Contidentialty Reference ICF Reports Client Hours a Letters OF Reference m lt 3017 fel 2 Professional v 1 2 60 Client Hours This report lists the names start and end dates of the sessions the number of hours of Coaching both paid and pro bono and contact information Phone email for the Coachees you selected These details are sorted by date ascending 44r rH xX BE Ate MamnAeport ICF Client Coaching Hours Report Les Posner MA Pure Coaching Case Postale
30. any Far CoachFas Department E mail CoachE maill Birthday Sessions and Invoices Session Notes Coach uae Professional v 1 2 33 Training CPD This is where you can record the details of all the training and CPD you undertake The information in the top section of the panel is display only and comes from the information you entered in the Companies panel where you checked the Training Provider checkbox To select the record Training Provider you wish to enter information for use the navigation buttons at the bottom of the panel k lt lt lt iof2 gt gt gt al Once you have selected the record for which you want to enter session details this information is entered directly into the data grid in the lower half of the panel and is covered in the Data Grids section File Edit Database Help Training and CPD Name and Address Telephone Fax e mail and web Training Org 1 Tel 1 Training Org Tell Training Org Add Tel 2 Training Org Tel2 Training Org Town Fax Training Org Fasl Training Org City E mail Training Org Email GERMANY web Training Org web ah Details and Qualificatons Training and Development Name Tye SiatDate EndDate ofHis HofDays Credits Quali 06 03 2005 300 Certificat O Training Cowse2 Full Time 03 06 2005 05 06 2005 300 Certificat Professional v 1 2 34 Projects This is where you can record the details of any specific projects you may wish t
31. ase Help DropDown Lists Edit Session Types Relationshp Pro Bono o CE Complimentary MMentee web Erquiry Client Training T ypes Accrediting Organisahons Currencies Suffix Conference Key Note Speech Plena Session Teleclass Professional v 1 2 36 Data Grids On the Prospects Sessions And Invoices and Training and CPD panels in order to display the details regarding activities with a prospect sessions and invoices for a Coachee Mentee Supervisee or Coach Mentor Supervisor and training CPD with a training provider in an at a glance format data grids have been used and appear in the lower half of the various panels The layout of the data grids is similar to that of a soreadsheet as it is comprised of columns and rows with each row corresponding to a record in the database Entering Data In order to maintain database integrity a number of the cells in the data grids present the user with calendars or drop down lists from which to select the desired value similarly to that described previously With all data grids you can modify the data already entered by clicking on a cell in an existing row and either select a new value from the calendar or drop down list or enter the new value directly where the cell allows it e g session duration invoice reference number Ref No fee and tax amounts invoice terms notes etc or you can create a new record by clicking in a cell in the blank ro
32. ave not been saved Professional v 1 2 19 Database Backup and Restore cell Coaching Log Professional olga File Edit pee Ni GS Backup pr Es Restore Backup makes a backup copy of the current working database to the location you select via this dialog box On clicking Database Backup you will see a dialog box similar to this Database Backup Save in i Backup oy My Recent Documents Desktop My Documents a My Computer eee BOOT C a g DATA D l Ga Documents and Settings Desktop Ga Les gt My Databases My Recent Documents My Documents g MemoryStick E 4 DVD RW Drive F Bl leg Shared Documents Wa i G My Documents My Computer Muy Network Places oo My Network File name CoachingLogPro mdb Y Places nave as type Database mdb Cancel You navigate to the location in which you wish to save the backup copy via the Save in window It is recommended that you store the backup copy of your working database in a folder that is NOT a sub folder of the folders created by the application during installation as these folders will be removed during de installation or re installation hence you will lose your database backup The File name is already set to CoachingLogPro mdb You can alter the file name if you wish so you can save different versions of the database say by date or if you are working with different databases for different activities The Fi
33. ces you raise for Clients or Companies where your fees are being paid by them rather than the Coachee Mentee or Supervisee directly These reports are generated as a Summary but a report for a single session can be generated by limiting the date range Additionally you can also generate Summary reports of the invoices you receive from your Coaches Mentors or Supervisors and Companies where the fee is invoiced by a company rather than the Coach Mentor or Supervisor directly Note In the example of the Single invoice and Summary By Coachee By Mentee and By Supervisee the Coachee Mentee or Supervisee for whom the invoice report will be generated is the one currently selected in the relevant Sessions and Invoices panel In the case of the Summary reports both reports can be limited to a date range or left open reporting all raised invoices Professional v 1 2 63 Coachee Coach Mentee Mentor and Supervisee Supervisor Single In this example we will look at generating a single invoice for a Coachee though the operation is identical for Mentees and Supervisees al Coaching Log Professional Log File Edit Database Help lt fa g HE ELE o tn fz 7 E T Sessions f eor CE Ee Tanino Name Mr CoacheeFirst ame CoacheeLasth ame Coach Summary By Coachee Mentee All Coachees Telephone Fax and e mail Tel CoacheeTel Cr Mentor Fax CoacheeF ax Di Supervisee F
34. e entered your session information click in the Invoice No cell and select the reference number for the invoice you just created from the drop down list Now save the record This invoice will now appear in the invoice reports for this Coachee To generate an invoice report see Reports Invoices Ae ab ae Coachee Sessions and Invoices Mr CoacheeFirst ame CoacheeLasth ame Telephone Fax and e mail Other Information Tel CoacheeT ell Company Far CoacheeF ax Department E mail CoacheeE maill Birthday Sessions and Invoices Session Motes Invoices Invoice Notes Coachee Sessions Date min T L qaos 45 Telephone pe Rate Invoice to Invoice No Notes CoacheeLast ame CE Unyv01 CoacheeLastW ame CE nv CoacheeLasth ame CE Uno 5 19 08 2005 45 Telephone 2608 200 elephone T Paid 2 02709 7200 Telephone Paid CoacheeLastName CE 1in0 Ea T Paid 09 09 2005 Telephone L a Ts A CE 3in0 n COeInvol Professional v 1 2 48 Notes There are several data grids where you will find Notes cells These cells display the first couple of words of any notes you make in that record so you can see at a glance where you have made notes The notes themselves are entered in a large text field on a separate panel that is accessed either by clicking in the Notes cell in the data grid or by clicking the Notes button above the data grid to the left Either of these will open a notes field like thi
35. eLasth ame Telephone Fax and e mail Other Information Tel CoacheeT ell Company Far CoacheeF ax Department E mail CoacheeE maill Birthday Sessions and Invoices Session Notes Invoices Invoice Notes Coachee Sessions Date min Type Rate Invoice to 12 08 2005 oacheeLastN ame Telephone i i Invoice No Professional v 1 2 40 Invoice To and Invoiced By Cells These cells appear in all the Sessions and Invoices Invoices data grids and operate similarly to the drop down list cells described earlier in as much as you are required to select the information to be plugged into the cell rather than entering it manually The difference with these cells is that they first ask whether you are invoicing or being invoiced by a company and as a result of your response require you to select the company or person you are invoicing or being invoiced by from the presented people or company records Here we will look at the operation of the Invoice To cell in the Coachee Sessions and Invoices data grid Clicking in this cell presents you with this dialog box Invoice To 1 Invoice Company Yes Cancel Professional v 1 2 41 Clicking No takes you to the People panel File Edit Database Help hee mee Be _ peel t FAS os Be 2b ae Tithe Mr a First Name ClientFirstN ame Last Name ClientLastName Sufis Address Telephone Fax e mail and web Address 1 C
36. eas of interest Getting the most from this document To get the most from this document it is suggested you read through it first and get acquainted with the layout and behaviour of the links This will assist you to easily manage the installation and launch and to find your way round more easily regarding data entry Table Of Contents Installation NET Framework Coaching Log De installing and Upgrading De installation Upgrading Launching the Application Start Screen Finding Your Way Round Main Toolbar Main Menu File save Exit Edit Undo Unsaved Changes Insert New Record Delete Current Record Database Backup Restore Help Contents and Index and About Contents and Index About Greyed out menu items Professional v 1 2 11 11 14 15 16 17 17 18 18 18 18 19 19 19 19 20 20 22 24 24 24 24 Entering Data People Companies My Details Prospects sessions and Invoices Sessions As Coach Mentor Supervisor Coachee Mentee Supervisee Invoices sessions As Coachee Mentee Supervisee Coach Mentor Supervisor Invoices Training CPD Projects Drop Down Lists Data Grids Entering Data Date Cells Drop Down List Cells Invoice To and Invoiced By Cells Invoice No Cells Entering Invoice Data Tying the Invoice to Sessions Notes Deleting Rows Reports sessions Date Range No Date Range Professional v 1 2 25 25 27 28 29 30 30 31 32 33 34 35 36 37 37 38 39 41 44 44 46 4
37. ed locate Coaching Log Coaching Log Professional in the list highlight it by clicking on the name or icon and click the Change Remove button l 1 ei Change or Remove Programs P Add Hew Frograms Add Remove Windows Components Set Program Access and Defaults Professional v 1 2 1 Add or Remove Programs Currently installed programs Show updates E ATKO100 ACPI UTILITY E sutocap 2004 B Autodesk Express Viewer ee Business Contact Manager For Outlook 2003 Camtasia Studia 2 A Click to DVD 2 0 01 Menu Data Sy Click to DVD 2 1 10 nl Coaching Log Professional Click here For support information To change this program or remove it From your computer click Change Remove ie ColorImpact version 2 5 2 W Corel Graphics Suite 11 F CorelDRAW Graphics Suite 12 DYgate Plus i l eCover Engineer v3 02 ie EPSOM Printer Software ty GoldMine Business Contact Manager Sort by Marne Size Size Size Size Size SIZE Size 253 00MB 5 95MB 167 00MB _ 37 44MB 138 00MB 138 00MB 10 46ME Used occasionally Last Used On 19 09 7005 i ChangejRemos Size Size Size Size Size Size 3 45MB 2o20 00MB 320 00MB 29 42MB Foe PG 85 59MB 11 You will then see this dialog box Click the Remove radio button and click Next Coaching Log Professional InstallShield Wizard Welcome Remove the
38. ence of the specified text in the report PEE PASSAA A Main eport Coachee Sessions Report Les Posner MA Pure Coaching Case Postale 1025 St Sulpice SWITZERLAND Search Text Find what Mr CoacheeFirstName Ci Teiechone CoacheeAddressl CoacheeAddress paa Coachee Tow CoacheeCity CoagheeATP CoacheeState SWITZERLAND Date Type Rate Duration mim 208 2005 Faid 45 Lo 08 2000S Telephone Paid 45 20 OH UMS Telephone Paid 45 OOS Telephone Paid 45 DURE CRS Telephone Patd 0 atil iiij p Current Fage Mo 1 Total Fage Mo 1 Zoom Factor Page Width Professional v 1 2 86 Report Options The format of the names and addresses in both the report header and detail sections can be customised via the report options These options are set or un set by checking and un checking the relevant checkboxes Note When you change an option setting it will take effect the next time you generate a report All option settings are saved so once set they stay set until you change them Each option is described individually below Title on Report This option controls whether the title appears before the name either in the header address sections or in the case of By Client and By Company Summary reports in the detail section of the report In this example the title appears in the address and detail sections but not the header Professional v 1 2 8 val Coaching Log
39. enerated By Client or for All Clients In the case the report is generated By Client the Client the report will be generated for is the Client currently selected in the People panel File Edit Database Help F a i k me i Sessions Coachee Sessions ancat ICF Name F Coaches Mrs CoacheeFirstName CoacheeLast ame Coach Options Telephone Fax and e mail Mentee Tel CoacheeT ell Mentor Fax CoacheeF ay i SUpervisee E mail CoacheeE mail Supervisor Sessions and Invoices Client Summary it Session N otes Invoices i Invoice N otes Company Coachee Sessions Date min Type Rate Invoice to Invoice No Notes gt 12 08 2005 45 Telephone Paid CoacheeLastName 1908 2005 45 Telephone Paid CoacheeLastName CET nv 2608 2005 45 Telephone Paid CoachesLastName CET nv 02 09 2005 45 Telephone Paid CoacheeLastName CE nv _osvog 2005 _ 45 Telephone Paid ClientLastName CE TInvO2 Paid i 16 09 2005 45 Telephone lientLastN ame CE1Inv3 Pene T eas BSS SSS Sj Professional v 1 2 70 When generating a summary of the invoices you have raised either By Client or All Clients in the above example By Client you will see a dialog box similar to this asking you if you wish to select a date range By Chent Invoice Summary Report E3 2 Do you want to select a date range Clicking Yes will display a panel with two calendars from which you select the start and end dates for the r
40. eport in this example 29 8 2005 to 5 9 2005 Clicking No will take you straight to the Reports Dialog box to enter your invoice number and payment terms ral Coaching Log Professional MA Fie Database Help Mon Tue Wed Thu Fri Sat Sun Tug wed Thu Fii eal Sun Mon Tue Wed Thu Fri Sat Sun ee wed Thu Fri Sat Sun fof QO 1 2 34 4 7 a a E amp E F oe 5 amp 6 3 HE H 8 9 10 WW 12 13 14 12 13 14 15 16 17 18 15 16 17 18 19 20 2 TD 20 21 22 23 24 25 2229 24 25 26 27 28 26 27 28 29 30 m2 7 1 2 3 4 g Z Today 19 09 2005 gt Today 19 09 2005 seer Professional v 1 2 71 When generating a report By Client you will see this dialog box allowing you to enter you invoice number and payment terms This allows you to use the reference numbers in the Sessions and Invoices invoice data grids to identify individual invoices for sessions whilst giving the overall invoice a unique number ell Reports Dialog Please enter your invoice number and payment terms Invoice Number Optional PCOS09001 Payment terms of days Enter 1 for Fapment recernved 4 with thanks OF X Cancel Enter your data and click OK The report will be generated with the invoice number and payment terms set according to the data entered in the above dialog box and the date set according to the system date Entering 1 in the Payment terms field will result in the Payment Terms on the report being set to Payment received
41. er half of the panel and is covered in the Data Grids section Ble Edt Database He pee i ge p HH E5 ta R Coach Sessions and Invoices Mr CoachFirstN ame CoachLast ame Telephone Fax e mail and web Other Information Tel CoachTell Company Far CoachFas Department E mail CoachE maili Birthday Sessions and Invoices Session Notes Invoices Invoice Notes Coach Sessions 16 09 2005 45 Telephone Paid CoachLastName 09082005 45 Telephone Paid CoachLastName COMO __02 09 2005 45 Telephone Paid CoachLastName 7 cachLastName as E Professional v 1 2 32 Coach Mentor Supervisor Invoices This is where you can record the details of the invoices you receive for the sessions you have with your Coaches Mentors and Supervisors The information in the top section of the panel is display only and comes from the information you entered in the People panel where you set the relation as Coach To select the record Coach you wish to enter information for use the navigation buttons at the bottom of the panel klel tof 2 gt gt gt Once you have selected the record for which you want to enter invoice details this information is entered directly into the data grid in the lower half of the panel and is covered in the Data Grids section Fmi Coach Sessions and Invoices Mr CoachFirstH ame CoachLastH ame Telephone Fax e mail and web Other Information Tel CoachTell Comp
42. f the panel is display only and comes from the information you entered in the People panel where you set the relation as Coachee To select the record Coachee you wish to enter information for use the navigation buttons at the bottom of the panel klel tof 2 gt gt gt Once you have selected the record for which you want to enter invoice details this information is entered directly into the data grid in the lower half of the panel and is covered in the Data Grids section Fmi Coachee Sessions and Invoices Mr CoacheeFirstH ame CoacheeLast ame Telephone Fax and e mail Tel CoacheeTell Fax CoacheeF ax E mail CoacheeEmaill Sessions and Invoices Cession Notes ICE Invoice Notes Coachee Invoices Ref No Oty Type Professional v 1 2 Other Information Company Department Birthday 31 Sessions As Coachee Mentee Supervisee This is where you can record the details of all the sessions you have with your Coaches Mentors and Supervisors The information in the top section of the panel is display only and comes from the information you entered in the People panel where you set the relation as Coach To select the record Coach you wish to enter information for use the navigation buttons at the bottom of the panel klel 12 Ess gt Once you have selected the record for which you want to enter session details this information is entered directly into the data grid in the low
43. from data saved in the database lf the data in a report is not what you require you can simply return to the relevant section alter the data save the record and regenerate the report Refresh is intended to be used to regenerate the report by refreshing it to reflect the new information in the database However as the reports in Coaching Log Pro rely on various parameters for generation refresh will ask the user to supply these parameters As these parameters are not something the user has knowledge of it is recommended you do not use Refresh but regenerate the report from the reports menu In the case you do click the Refresh button you will see a dialog box similar to this Enter Parameter Values OU can provide a single value for this parameter Enter the value vou want to include STD Discrete values a ZE es If you see this dialog box click Cancel You will return to the report panel but the report will now be blank Regenerate the report from the Reports menu Professional v 1 2 80 Export Reports can be exported as documents of various formats in order they can be utilised by other applications for example incorporating into a larger Word Adobe Acrobat pdf Microsoft Excel xls Microsoft Word doc Rich Text Format rtf document or e mailing as an attachment To export a report click the Export Report button ve Coaching Log Professional Database Help ce gt
44. ge No 1 Zoom Factor Page Width Professional v 1 2 68 No Date Range When generating a summary of the invoices you have raised either By Coachee or for All Coachees By Mentee or for All Mentees or By Supervisee or for All Supervisees in this example By Coachee you will see a dialog box similar to this asking you if you wish to select a date range By Coachee Invoice Summary Report ey YD Do you want to select a date range Clicking No will generate the report directly val Coaching Log Professional Jot Ax Shae a Main eport Invoice Summary Les Posner MA Pure Coaching Case Postale 1025 St Sulpice SWITZERLAND Tax Registration No 228 667 Registered No 3521 Mr CoacheeFirstName CoacheeLastName Coachee Address Coachee Address2 Coachee Town CoacheeCity CoacheezIP CoacheeState SWITZERLAND CEMnv O1 08 2005 4 Telephone 280 00 0 00 280 00 CE Linv 2908 2003 4 Telephone 280 00 0 0 280 00 moie Fees moise Tar moie Toa m ww Current Fage Mo 1 Total Page Mo 1 oom Factor Page Width Professional v 1 2 69 Clients and Companies These reports are generated as Summary reports but a report for a single session can be generated by limiting the date range Clients This section enables you to generate reports of invoices you have raised for sessions where a Client is paying your fee rather than the Coachee Mentee or Supervisee themselves Reports can be g
45. ill be covered separately later as will Page Navigation Print Refresh Export Toggle Group Tree Zoom and Search Text nel Coaching Log Professional ogg Fie E3 Database Help H x amp amp Ta Main eport F Coachee Sessions Report Les Posner MA Pure Coaching Case Postale L025 St Sulpice SWITZERLAND Mr CoacheeFirstName CoachecLastName Coachee Address Coachee Address Coachee Tow CoacheeCity CoacheezTP Coachee State SWITZERLAND Date Type Duration min 208 2000S Telephone LR RS Telephone J6 Ua 2005 Telephone O20 205 Telephone Total hrs Current Page Mo 1 Total Page Nao 1 Zoom Factor Page width Professional v 1 2 54 Training You can generate reports detailing the training and other development you have undertaken and the cost involved You control the content of the reports by selecting which details you wish to appear by checking or un checking the In Report checkbox in the Training and CPD panel data grid 2 Training and CPD Name and Address Telephone Fax e mail and web Training Org 1 Tel 1 Training Org Tell Training Org Add Tel 2 Training Org Tel2 Training Org Town Fam Training Org Fax Training Org City E mail Training Org Email GERMANY web Training Org web ah Details and Qualificatons Training and DESENDE EndDate ofhrs of Days Credits Qualification sd by In Repot ee ee E a e o E aco
46. l launch your default web browser and take you to the URL entered in the Web field Professional v 1 2 26 Companies This is where you enter all information regarding any companies your Coachees Coaches Clients Associates etc work for your own company details and also the details of any training providers you wish to record details of your training with fall Coaching Log Professional File Edit Database Help Companies Companies Name and Address Telephone Fax e mail and web Name Pure Coaching 00 Tell 44 7974145656 Address 1 Case Postale Tel ji Address z Fax 1 l T owr i Fax A T Se Supee a oaeoi a ZIP Ros 6000 E mail 2 LEP States f Web1 lwww Pure Coachingcom County SWITZERLAND web Additional Informabon Reg Ho 352 Tas Mo 228 BEY Training Provider J Notes The minimum information you must enter is Country and unless you choose otherwise the first country on the list AFGHANISTAN will be entered by default The Country field has an arrow to the right Clicking in the field or this arrow will present you with a drop down list from which you can choose the country name you want to enter in the field The E mail and Web fields have buttons to their right Clicking the button to the right of the E mail field will launch your default e mail Client and plug the address from the E mail field into the To field of the new e mail Clicking the button to
47. le type is set to Database mdb and should not be altered When you are happy with the settings click Save Professional v 1 2 20 lf the file name you have set for the backup does not exist in the location you have specified then the backup will be saved and you will see this dialog box Backup Database E Database backup complete lf the file name you have set for the backup already exists in the location you have specified then you will see a dialog box similar to this Backup Database X A D 1Documents and SettingsiLesiMy DatabasesiPure CoachingiBackupicoachingLogPro mdb exists Are you sure you want to overwrite it lf you a sure that you want to overwrite the existing file click Yes Otherwise click No and go back to repeat the process Clicking Yes will replace the existing file with a copy of the current working database When the backup is complete you will see this dialog box Backup Database Cai n 1 Database backup complete Click OK Professional v 1 2 21 Restore restores a previously made backup copy of the database to the location of the current working database You may wish to restore the database if for example you have inadvertently deleted a record and want to roll back or if you are working with different databases for different activities On clicking Database Restore you will see a dialog box similar to this Database Restore CE 3 2 3 My Recent Documents My Recent
48. lienthddress Tell ClientTelD Address 2 ClientAddess 0 Seek orean and Tel 2 CientTe2 Tacs ClentTown Click OF ae ClentFax City ClientCity E mail CientEmalt ZIF Bien EJ E mail CientEmal2 State ClientState web1 ClentWebt County HONGKONG amp webz ClentWeb2 2 Company Mame l Additional Informaton Relation Client B day Contidentiaky Reference ICF Reports Client Hours Fa Letters Of Reference 5j Navigate to the record for the person you are raising the invoice for via the navigation buttons at the bottom of the panel and then click OK You will be returned to the Coachee Sessions and Invoices panel and the person s last name as entered in the Last Name field on the People panel will be plugged into the Invoice To cell Professional v 1 2 42 Clicking Yes on this dialog box Invoice To b h he 1 Invoice Company e me coe takes you to the Companies panel al Coaching Log Professional Jae File Edit Database Help Companies Name and Address Telephone Fax e mail and web Name Fure Coaching 000 Tell 447974145656 Address 1 Case Postale Tel 2 Address 2 Select Company and Fax 1 _ J Click DK Fay 3 City St Sulpice E mail1 finfo Pure Coachingcom ZIP M025 0 E E mail 2 State Poo wWeb1 www PureCoachingcom Country SWITZERLAND Web 2 Additional Informabon Reg Ho 3521 Tax Ho 228 BE Trai
49. ls are those where you enter repetitive data e g session Type fee Rate Currency etc or where you are required to select from a drop down list of previously entered data e g Invoice No Clicking in any of these cells for the first time will display an empty drop down list box with an arrow button to its right as shown below lf the drop down list has been displayed previously the drop down list box will display the first value in the drop down list Coachee Sessions and Invoices Mr CoacheeFirst ame CoacheeLasth ame Telephone Fax and e mail Other Information Tel CoacheeT ell Company Far CoacheeF ax Department E mail CoacheeErmail Birthday Sessions and Invoices Session Notes Invoices Coachee Sessions Date min Type Rate Invoice to Invoice No Notes 1208 2005 45 Telephone CE Univ 4970872005 45 Telephone CoacheeLast ame CEJ 26 08 2005 Telephone oacheeLastN ame T E 02 09 2005 elephone oacheeLasth ame Professional v 1 2 39 To select the value to be plugged into the cell click the arrow button to display the drop down list box and click on the value in the list you want plugged into the cell The drop down list will disappear leaving the drop down list box with the selected value displayed The drop down list box will disappear and the selected value will be plugged into the cell when you move to the next cell Coachee Sessions and Invoices Name Mr CoacheeFirstW ame Coache
50. m left to right these are SCS Sessions raining People Prospects Companies Projects Lists My Details Reports Help SCS gt gt SS SS SCS 2S SCS There are three icons with a downward pointing arrow to their right Sessions People and Reports In the example of the People icon the main icon and downward pointing arrow have separate functions with the main icon taking you to the People panel and the downward pointing arrow taking you to the Prospects data grid kE i Prospects K In the example of the other two icons Sessions and Reports the main icon has no function and the downward pointing arrow opens a drop down menu from which you can select your choice fs Sessions P Coaching b 45 Coach Training Supervision 45 Coachee ICF i Mentoring m Options Note The Sessions menu and Reports menu options regarding Supervision and Mentoring and Reports menu options regarding Company Client and Contact invoices and are not implemented in this version Professional v 1 2 17 Main Menu The main menu is where you find the following File Save and Exit val Coaching Log Professional Jog File Edit Database Help Exit g Save saves any changes made to existing records in panels or data grids and any new records created via Edit Insert New Record Exit exits the application as does clicking the red button with
51. ms may be greyed out indicating they are not available from that area Professional v 1 2 24 Entering Data Coaching Log Professional comes with several dummy records already entered into the database so you can see what is entered where and generate examples of reports as you find your way round immediately after installation When you are ready to enter your own information you can either change the information already entered in the dummy records or delete them and enter your own from scratch Here we will walk you through the key areas for data entry People All personal information regarding the people with whom you work be they Coachees coaches clients prospects associates referral partners etc is entered via the People panel as are any confidentiality references and the selection of which of the ICF credentialing reports Client Hours and Letters of Reference if any in which you want this person s details to appear Coaching Log Professional File Edit Database Help Title Mar r First Mame ClentFirstName Last Mame ClientLastName Sulfite x Address Address 1 Clientddress Tel CientTelD Address 2 Clentaddress Tel 2 CientTel2 T owr ClentTown Fax ClentFax City CientCity Emailt CientEmall ZIF lientZIP E mail CientEmal2 5 State ClientState 0 web1 ClentWebt County HONGKONG webz ClentWeb2 2 Company Mame
52. n Tue Wed Thu Fri Sat Sun ed Thu Sal oun mee a i BF Ta ey E 7 B oo TO A l3 14 o 9 10 H 1a 14 13 16 z 18 20 2 tS ST 147 T8 20 2 22 23 24 25 af 2o 22 23 24 ao ef 20 29 30 J 3 om 30 3 lt gt Today 1 8 09 2005 lt gt Today 1 8709 2005 EN Professional v 1 2 67 You set the date in each calendar by clicking on it and can scroll through the months by clicking the arrow buttons at the left and right sides of the calendar header You can scroll quickly through years by clicking the buttons that appear when clicking on the year in the calendar header 4 oval When you have selected the dates click OK The summary invoice report is generated The layout of the names and addresses in both the header and detail sections of the report are customisable via Report Options This will be covered separately later as will Page Navigation Print Refresh Export Toggle Group Tree Zoom and Search Text ral Coaching Log Professional Az File i Database Help Main eport Invoice Summary Les Posner MA Pure Coaching Case Postale 1025 St Sulpice SWITZERLAND Tax Registration No 228 G67 Registered No 3521 Mr CoacheeFirstName CoacheeLastName Coachee Address Coachee Address Coachee Town CoacheeCity Coacheez IP CoacheeState SWITZERLAND CE Mn 01 08 2005 4 Telephone 280 00 0 00 280 00 CEIinv z 29 08 2005 4 Telephone Z8U 00 0 00 20 00 560 00 O w 560 00 Current Page No 1 Total Pa
53. nation folder displayed initially depends on the configuration of your system and may be different from the example below If you are happy with the current destination folder click Next otherwise click Browse to select the folder in which you wish to install Coaching Log Professional Once you have selected a folder this will be displayed in the Destination Folder window Coaching Log Professional InstallShield Wizard Choose Destination Location Select folder where setup will install files Setup will install Coaching Log Professional in the following folder To install to this folder click Next To install to a different folder click Browse and select another folder Destination Folder crea Files Pure Coaching Back Mest gt Cancel Professional v 1 2 6 This dialog box allows you to review the details you entered previously If you are happy with these details click Next otherwise click Back and correct as required Start Copying Files Review settings before copying files Setup has enough information to start copying the program files IF you want to review or change any settings click Back Frou are satished with the settings click Next to begin copying files Current Settings User Informations Leslie Posner Pure Coaching Setup Type Typical Destination Director C Program Files Pure Coaching Installshield Professional v 1 2 7 Installation starts and
54. ndars from which you select the start and end dates for the report in this example 8 8 2005 to 12 8 2005 Clicking No will take you straight to the Reports Dialog box to enter your invoice number and payment terms l Coac hing Log Professional m x Mon Tue Wed Thu Fri sat Sun Tue Wed Thy Sat oun Mon Tae red Thies Fi abun Jue Wed Thu Fri Sal ani 30 i 5 3 F 5 E gt T 3 E A 3 M 9 10 11 12 13 14 8 9 10 11 13 14 15 16 17 18 19 20 24 15 16 17 18 19 20 21 fe 23 2d ao 2b af oo 22 2a 24 23 26 ef an 29 30 J 4 29 30 3 lt gt Today 1 9 09 2005 lt gt Today 1 9709 2005 oN Professional v 1 2 19 When generating a report By Company you will see this dialog box allowing you to enter you invoice number and payment terms This allows you to use the reference numbers in the Sessions and Invoices invoice data grids to identify individual invoices for sessions whilst giving the overall invoice a unique number ell Reports Dialog Please enter your invoice number and payment terms Invoice Number Optional PCOS09003 Payment terms of days Enter 1 for Fapment recernved 14 with thanks OF Cancel Enter your data and click OK The report will be generated with the invoice number and payment terms set according to the data entered in the above dialog box and the date set according to the system date Entering 1 in the Payment terms field will result in the Payment Terms on the
55. ng the Application After installation Coaching Log Professional can be launched via Start All Programs b Internet ff My Documents Internet Explorer i E mail ye My Pictures Outlook Express Windows Catalog 9 MSN Explorer Accessories P Windows Media Play Games ae Ea Pure Coaching b F D Windows Movie Make Snaglt32 Hl Tour Windows P amp Windows Update lt 3 Coaching Log Professional 1 0 i TA User Manual im Startup F 2 Internet Explorer Files and Settings Tra 3 MSN Explorer g Wizard ka Outlook Express 7 Snaglt32 4 3 Remote Assistance The first thing the application does as it starts is to fill the datasets from the database During this time you will see this dialog box Loading datasets please wait Training4ndProvider Professional v 1 2 Start Screen Once the datasets have been filled the application is ready for use and you will see this panel al Coaching Log Professional File Edt Database Help BRINGING POTENTIAL TO LIFE Professional v 1 2 16 Finding Your Way Round Main Toolbar All areas of the application are accessed via the mail toolbar icons al Coaching Log Professional Jog File Edit Database Help Moving your mouse over the icons will open a tool tip showing the name of the panel that will be opened when clicking the icon Fro
56. ning Provider Notes Navigate to the record for the company you are raising the invoice for via the navigation buttons at the bottom of the panel and then click OK You will be returned to the Coachee Sessions and Invoices panel and the company s name as entered in the Name field on the Company panel will be plugged into the Invoice To cell Professional v 1 2 43 Invoice No Cells These cells appear in all the Sessions and Invoices Sessions data grids and operate similarly to the drop down list cells described earlier in as much as you are required to select the information to be plugged into the cell rather than entering it manually The operation of these cells is treated separately here as the values appearing in the drop down list are the invoice reference numbers you allocate when entering your invoice data described below Entering Invoice Data Invoice data is entered via the Sessions and Invoices Invoices data grids according whether it is an invoice you are raising for sessions you have had with your Coachee Mentee or Supervisee or an invoice you have received from your Coach Mentor or Supervisor for sessions you have had with them The process is identical except for the name of the invoice date cell that is called Sent for invoices you raise and Received for those you receive The process for raising an invoice for a Coachee is described below Professional v 1 2 44 Firstly select the Coachee
57. o Associate any sessions with in order to add more detail to your records should you wish The project names entered here can be selected from the drop down list that appears when you click in the Project cell in the Sessions As Coach Mentor Supervisor and Sessions As Coachee Mentee Supervisee data grids You select the record Project you wish to enter information for by using the navigation buttons at the bottom of the panel klel 102 gt gt gt e oac i ng og Draf ea artes File Edit Database Help p Se gt fe Hi aag y H f _ gt Gl y i Project Details Project Additional information Project 1 notes Professional v 1 2 35 Drop Down Lists This is where you can enter any details you wish to see in the drop down lists that appear when you Click the 7 buttons on the various panels Note To ensure database integrity it is only possible to add new entries to the lists It is not possible to alter or delete any entry so if you make an error it is not possible to correct it after it has been saved In view of this it is recommended that you make a backup copy of your database before adding any entries to these lists In the event you make a mistake you can roll back simply by restoring the database To enter data you simply click in the cell in the list in which you want the new data to appear enter the data and save the record A Coaching Log Professional File Edit Datab
58. program Welcome to the Coaching Log Professional Setup Maintenance program This program lets pou remove the current installation Click the Remove button below Remove all installed features lt Back N Cancel You will then see this dialog box lf you are sure you want to completely remove Coaching Log Coaching Log Professional click OK Confirm Uninstall Do you want to completely remove the selected application and all of its Features Cancel Professional v 1 2 12 You will then see this dialog box as the various parts of the application are removed Coaching Log Professional InstallShield Wizard Setup Status Coaching Log Protessional i configuring your new software installation C Program Files Pure CoachingsHeports ReportbyloachSessions pt ees ere baste Shield Professional v 1 2 13 When complete you will see this dialog box Click Finish to complete the de installation Coaching Log Professional InstallShield Wizard Maintenance Complete InstallShield Wizard has fintthed performing maintenance operations on Coaching Log Professional Cancel Upgrading When upgrading the application it is necessary to completely remove the existing version before beginning the installation of the upgrade See De installation Once the existing version has been completely de installed you are ready to install the new version See Installation Professional v 1 2 14 Launchi
59. receding License Agreement IF you select No the setup will close To install Coaching Log Professional pou must accept this agreement fasta tid ves Having read the license agreement thoroughly and only if you accept click Yes Professional v 1 2 4 The next dialog box is for you to enter your personal details Note In order the Next button is activated directly upon entry of the User Name a dash has been entered by default in the Company Name field This can be overwritten if you wish to enter your company name You can install Coaching Log Professional for use by all users or only yourself Note Any user wishing to use Coaching Log Professional must have a user account type of Computer administrator This application will not function with Limited user account types lf in doubt check your account type via Control Panel User Accounts Coaching Log Professional InstallShield Wizard Customer Information Please enter your information User Name Leslie Posner Company Mame Pure Coaching Install this application for Anyone who uses this computer all users Only for me basta Shei lt Back i Next gt Cancel When you have entered your details and selected the user click Next Professional v 1 2 5 This dialog box shows you the destination folder in which the application will be installed and allows you to choose another folder if you so wish Note The desti
60. rt i l Export completed Click OK Professional v 1 2 82 Toggle Group Tree When working with reports that have multiple pages clicking this button opens a panel to the left of the main panel that contains a tree structure of all the report group headers You can navigate through the report by clicking on the various group headers in this panel in the same way as you would navigate through a PDF document via the bookmarks When clicking a header in the group tree panel the relevant page is displayed in the main panel and the selected group header is highlighted with a red box val Coaching Log Professional Hog CoacheeLast ames Coachee Sessions Report Les Posner MA Pure Coaching Cane Powalkt 1W25 St Sulpproe SWITZERLAND ir CoachesFirathame ConcheeLastName2 Coaches Add Coaches Towne Coaches City Coaches 2ip FRANCE Doralnen miimi Dekephome O07 HMS Telephone HADR HH Telephone 1208 SS Pehkephorbe Total irs Current Fage Mo 2 7 Total Page Mo 2 Zoom Factor Page Width Professional v 1 2 83 Zoom The default zoom of the reports is Page Width Other zoom settings can be selected from the drop down list displayed when clicking the down arrow to the right of the main Zoom button The zoom setting will return to default on regeneration of the report or generation of a different report nel Coaching Log Professional max cb MBX amp i te ajA MainRepott
61. s Fahne Lae Peewee File Edit Database Help Coachee Sessions and Invoices Mr CoacheeFirst ame CoacheeLasth ame Telephone Fax and e mail Other Information Tel CoacheeTel Company Far CoacheeF ax Department E mail CoacheeE maill 2 Birthday Sessions and Invoices Sessions SE Invoices Invoice Notes Session Date 09 09 2005 In the above example notes for sessions with your Coachees the session date is displayed so you can be sure you are entering notes for the correct session There is a button to the right of the session date that when clicked copies the contents of the notes field to the clipboard launches your default e mail Client and creates a new mail addressed to your Coachee into which you can simply paste the notes and click send Professional v 1 2 49 Deleting Rows To delete a row record from the data grid simply click in the blue oblong to the left of the row you wish to delete The row is then highlighted as shown below Coachee Sessions and Invoices Mr CoacheeFirstN ame CoacheeLasth ame Telephone Fax and e mail Other Information Tel CoacheeT ell Company Far CoacheeF ax Department E mail CoacheeEmail Birthday Sessions and Invoices Session Notes Invoices Invoice Notes Coachee Sessions Date min Type Rate Invoice to Notes Projest Ee dee e E 1908 2005 45 Telephone Paid CoacheeLastName CEt 2608 2005 45 Telephone Paid CoacheeLast
62. sner MA Pure Coaching Case Postale 1025 St Sulpice SWITZERLAND Tax Registration No 228 667 Registered No 3521 Mrs C ClientLastName BA Invoice No PCHO9001 ClientAddress i ChentAddress Date 19 09 2005 Chent Town Chent lity Chent IP ChentState HONG KONG CE imalt 292005 OK Tekphone RS ES CE llavit SMV IONS oaii Telephone HS S10 TTi Current Page Mo 1 Total Page Mo 1 Zoom Factor Page Width Professional v 1 2 91 Zip before City This controls whether the postal ZIP code appears before or after the city in the addresses either in the header or detail sections This allows you to correctly display print addresses where the postal ZIP code appears after the city e g UK or before the city e g Switzerland nel Coaching Log Professional gt WH F lt amp a Main eport Coachee Sessions Report Coachee Address Coachee Address Coachee Town CoacheeCity CoacheezTP CoacheeState SWITZERLAND Dale 1208 2005 LDR 2005 2608 2005 DAD 20S DAUR RUS E Options P Title on Report Mr CoacheeFirstName CoacheeLastName Type Telephone Telephone Telephone Telephone Telephone Sessions Training ICF Se a Invoices Address on Report d i zip before City k Header Country on Report H Detail My name an Report T Duration min Current Fage Ma 1 Professional v 1 2 Total Page Mo 1 Zoom Fac
63. the details of all the sessions you have with your Coachees Mentees and Supervisees The information in the top section of the panel is display only and comes from the information you entered in the People panel where you set the relation as Coachee To select the record Coachee you wish to enter information for use the navigation buttons at the bottom of the panel kjel to 2 gt gt gt ot Once you have selected the record for which you want to enter session details this information is entered directly into the data grid in the lower half of the panel and is covered in the Data Grids section Coachee Sessions and Invoices Mr CoacheeFirst ame CoacheeLasth ame Telephone Fax and e mail Other Information Tel CoacheeT ell Company Far CoacheeF ax Department E mail CoacheeE maill Birthday Sessions and Invoices Session Notes Invoices Invoice Notes Coachee Sessions Date mh Type 12 08 200 Bate Invoie te Invoice No Notes 5 45 Telephone Paid CoachesLastName CETInw01 1908 2005 45 Telephone Paid CoacheeLastName CET nv 26 08 2005 45 Telephone Paid CoacheeLastName CE TInw01 02 09 2005 45 Telephone Paid CoacheeLastName a a en Professional v 1 2 30 Coachee Mentee Supervisee Invoices This is where you can record the details of the invoices you raise for the sessions you have with your Coachees Mentees and Supervisees The information in the top section o
64. tor Page Width 92 Country on Report This option controls whether the country appears in the addresses in either the header or detail section of the report In this example it appears in both 44 gt x amp Ts fh Sessions Pe ee Training MainFRepart Invoices Coachee Sessions Report Title on Report ddress on Report zip before City F ip Country on Report p P Header My name on Report Detail Mr CoacheeFirstNane CoacheeLastName Coachee Address Coachee Address CoacheeTown CoacheeCity CoacheeZIP CoacheeState SWITZERLAND Date Type Duration min 12 08 2005 Telephone 45 19 08 2005 Telephone i 45 2608 2005 Telephone ii 45 On 0h 2005 Telephone Cy 2005 Telephone Current Page Ma 1 Total Page Mo 1 Zoom Factor Page Width Professional v 1 2 93 My Name on Report This controls whether your name appears above your address in the header section of the report In this example it does File Edit Database Help Foy reese E id 4b H y amp ae dh Sessions ooo Training MainReport ICF Invoices Coachee Sessions Report Title on Report Address on Report zip before City Country on Report My name on Report Ss Mr CoacheeFirstNane CoachecLastName Coachee Address Coachee Address CoacheeTown CoacheeCity CoacheeZ TP CoacheeState SWITZERLAND Date Type 4 Duration min 12 08 2005 Telephone 45 1908 2005 Telephone i 45 2608 2005 Telephone ii 45 O20
65. u are sure you wish to proceed click Yes otherwise click No If you click Yes you will see this dialog box Restore Database A C Documents and Settings 4ll Users4pplication DatatPure Coaching Database CoachingLogPro mdb exists Are you sure you want to overwrite it lf you are sure you want to replace the current database click Yes otherwise click no If you click Yes the current working database will be replaced by the database you selected and you will see this dialog box as the datasets are filled Restoring Database Loading datasets please wait Report ptions Once the datasets are filled you will see the start screen and the application is ready for use Professional v 1 2 23 Help Contents and Index and About l Coaching Log Professional Pex File Edit Database Helpis HIE Eo Contents and Index Fi eee About Contents and Index launches Help and displays the Contents and Index tabs About displays this dialog box giving information about the application nel About Coaching Log Professional Coaching Log Professional Build 1 2 2410 18717 Copyright 2004 2006 Leshe Posner All rights reserved Pure Coaching Coaching Log Professional Version 1 2 He C Program FilesPure Coaching CoachingLogPro exe Click OK or click the red square with the white cross in the top right corner to close Greyed out menu items Depending upon where you are in the application certain menu ite
66. w at the bottom of the data grid Professional v 1 2 37 Date Cells Clicking in any date cell will open a pop up calendar You select the date in the calendar by clicking on it and can scroll through the months by clicking the arrow buttons at the left and right sides of the calendar header You can scroll quickly through years by clicking the buttons that appear when clicking on the year in the calendar header a oval ic Once you click on the date in the calendar the calendar will disappear and the date will be plugged into the cell you clicked on that opened the calendar Note There are some date cells that stay blank once the calendar disappears The date selected is actually plugged into the cell and will be displayed when you move to the next cell Coachee Sessions and Invoices Mr CoacheeFirst ame CoacheeLasth ame Telephone Fax and e mail Other Information Tel CoacheeT ell Company Far CoacheeF ax Department E mail CoacheeE rail Birthday Sessions and Invoices Session Notes Coachee Sessions Date min Type Lis Mon Tue wed Thu Fi Set Sar lee Project GM 127082005 ssl Telephone Pic See et hs EE Sat Sn Cetin 19 08 2005 45 Telephone Pac 5 e 7 8 9 11 Celmi O 26 08 2005 __45 Telephone Paic 12 13 14 15 16 Bis Cell o Telephone Pac 19 20 21 22 23 24 235 Celio ooo o e a tok E amp 7 a B lt gt Today 17 09 2005 Professional v 1 2 38 Drop Down List Cells These cel
67. you to the second part of the installation the installation of the Coaching Log Professional application itself The next dialog bow you will see is this one Coaching Log Professional InstallShield Wizard Welcome to the InstallShield Wizard for Coaching Log Professional The InstallShield Wizard will install Coaching Log Professional on your computer To continue click Next Cancel Click Next Professional v 1 2 3 The next dialog box is the License Agreement Please read this carefully and only proceed if you accept License Agreement Please read the following license agreement carefully Press the PAGE DOWN kep to see the rest of the agreement Coaching Log Professional Database V1 0 September 2005 Copyright C 2004 2005 Leslie Posner All Rights Reserved END USER LICENSE AGREEMENT EULA IMPORTANT PLEASE READ ALL THE AGREEMENT CAREFULLY THIS EULA IS A LEGAL AGREEMENT BETWEEN OU VOU OR LICENSEE AND LESLIE POSNER FOR THE SOFTWARE PRODUCT IDENTIFIED ABOVE WHICH INCLUDES COMPUTER SOFTWARE AND ASSOCIATED MEDIA AND DOCUMENTATION COLLECTIVELY LICENSED SOFTWARE BY OPENING THE SOFTWARE PACKAGING OF INSTALLING ACCESSING OR UTILIZING THE LICENSED SOFTWARE YOU AGREE TO BE BOUND BY THE TERMS OF THIS EULA IF YOU DO NOT AGREE WITH THE TERMS OF THIS EULA PROMPTLY RETURN THE UNUSED LICENSED SOFTWARE TO THE PLACE FROM WHICH YOU OBTAINED IT FOR A REFUND Do you accept all the terms of the p

Quick-start User Manual

Contents

Download Pdf Manuals

Related Search

Related Contents