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  1. Aptem Help Centre
  2. Work Coaches

Work Coaches

Dashboards

  • Performance Dashboard - Requires Attention drilldowns
  • Performance Dashboard
  • Participant Dashboard - Overview

Participant Management

  • Overview (Participant Management)
  • Using quick filters
  • Using advanced filters

Action Plan

  • Overview (Action Plan)
  • Add activities to an action plan
  • Editing an activity
  • Action plan synchronisation
  • Submitting evidence
  • Marking evidence
See all 19 articles

Reporting

  • Employ dashboard

Messages

  • Overview - Messages

Tasks

  • Connect your third-party calendar with Aptem
  • Overview (Work Coach Tasks)
  • Add a task
  • Editing a task

Reviews

  • Overview - Reviews
  • Create a review
  • Editing and deleting a review
  • Starting and completing a review
  • Scheduling assistant

Documents

  • Overview - Documents

Skills Radar

  • Overview - Skills Radar
  • Completing a Skills Radar assessment

Notes

  • Overview (Notes)
  • Add a note
  • Editing and deleting a note

Trackers

  • Trackers - Overview
  • Mandation Monitoring
  • Create a Job outcome tracker
  • Updating a job outcome tracker with an end date
  • Create a self-employed job outcome tracker
  • Updating a self-employment job outcome tracker

Signatures

  • Overview - Signatures
  • Signing Reviews

Participant Profile

  • Participant Profile - Overview
  • Edit participant details
  • Edit participant's name
  • Edit the details section
  • Edit contact information
  • Edit Employer details
See all 11 articles

PRaP

  • PRaP import process

CVs

  • CVs - Overview

Job Finder

  • Job Finder - Overview

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