Add attachments to a coaching topic

You can add attachments to coaching topics. Using coaching topic attachments increases productivity and consistency:

The content is automatically included in any coaching session that uses that particular topic, saving time and effort.
Predefined attachments assure consistency across the enterprise when coaching on a specific topic.

Procedure

Go to Performance Management. Under Administration, select Coaching Application that provides a method of directing, instructing and training a person or group of people, with the aim of achieving a set goal or developing specific skills. Topics.
Click Add.
From the Add Attachment popup, do one of the following:
- If the topic is for an individual coaching session, select any of the attachment types displayed in the popup. All attachment types are supported for individual coaching sessions.
- If the topic is for a group coaching session, select one of the following:
  - File
  - URL
  These types are the only attachment types supported for group coaching sessions. If you attempt to add an unsupported attachment, it is automatically removed and a message is sent to the user about this action.
Optional:
- To open a new window showing the URL attachment content, or to automatically download a file-based attachment to your local Downloads folder, click View.
- To remove an attachment, click Delete.

This table lists attachments types for coaching topics.

Attachment Type	Description
File	Any file. Filenames which contain !:~{ }?@#&<>=+\|'“ are not permitted.
URL	An address of a website.
KPI	The name and periodicity of a KPI from Scorecards Product that assists agents, supervisors and all contact center employees to focus on critical aspects of their performance and identify opportunities for improvement.. Note: You cannot attach KPIs to group coaching sessions.
Lesson Assignment	Assign a lesson to the employee. Note: You cannot attach lesson assignments to group coaching sessions.

Selecting one of the attachment types opens a popup that enables you to specify the required attachment information.

When you add or change a coaching session topic that contains attachments, you have the following options: