How to edit subjects

How Functional Unit Managers can edit subject categories and sub-categories for either Coaches or Coachees.

FUM Emoji.png If you're in a Functional Unit Manager role, this article is for you.

Subjects, in overall Coaching Sessions, are the main topics that Coachees will have to improve on. On the administrative side, these subjects are housed within each Functional Unit, and listed under its subject categories.

1. Select ‘Subject Management’ from your navigation bar on the left side of your screen. You should be able to see a list consisting of all Functional Units, Departments, and Sub-Functional Units for both Coaches and Coachees.

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2. Go to the subject you want to edit and select the pencil Edit_Gray.png icon to the right of the Status.

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3. Upon clicking in, you will be able to view the full list of categories. These will be divided into two main branches: Performance or Behavior and Conduct.

4. Select the category you want to edit. You should be able to view the sub-categories housed within each category.

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5. Edit the properties within a sub-category or enter a new sub-category by selecting the ‘Add sub-category’ button. 

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6. Once you’re done, select ‘Save changes’ to make sure everything has been successfully updated!

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