How to Bulk Reassign Coaching in RedSeed

If a coach or manager leaves the business, and they have marking or coaching assigned to them, you'll need to reassign this to another coach within the business.

NOTE: If you're attempting to archive a coach who has current marking or coaching assignments you will be prompted automatically to reassign these prior to being able to archive the coach. You will be directed immediately to step 4 below.

To reassign a coach

  1. From the coach's user details screen (on the dashboard) click the VIEW COACHING REPORT button in the Coaching panel.

  2. This will provide a full list of all the enrolments assigned to this coach.

  3. Then click the REASSIGN ACTIVE ENROLLMENTS button.

  4. You can now select a new coach to take over all these marking and coaching assignments, or you can select a new coach for each individual enrolment.

  5. Click the SAVE CHANGES button.
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