Navigate to <https://coaching.soundingboardinc.com> and log in as an Admin or a coach.

Engagements automatically transition to 'completed' status at 12:00 AM on their end date, likely in either the coach's or coachee's time zone. This can cause issues when participants try to schedule a session on the final day, as the engagement may complete before they can hold their last session.

Admins have the ability to complete both mentoring and 1:1 coaching engagements within the software. In some cases, if specific settings are enabled, coaches may also be allowed to complete their own 1:1 coaching engagements. While Admins can manage and complete all engagements under their purview, coaches can only complete their individual 1:1 coaching engagements.

When an engagement is marked as completed, its status changes to "Completed," preventing any further scheduling or logging of sessions. This action also frees up the coach's or mentor's capacity for new engagements.

*Note: Mentoring engagements do not have end dates, so admins must complete them manually.*

Navigate to the “**Engagements**” section on the left-hand navigation panel.

*Note: If you are a coach, navigate to your "**My Coachees**" section.*

**Locate Engagement**

Locate the Engagement that you wish to completed, and then scroll all the way to the right.

Angela Gregg

Active

Ad Hoc Coaching Program

4 of 13 Complete

2 months left
03/27/2024
10/07/2024
Amy Johnston
Show Surveys
Level 1
Daniel Mace
Show Surveys
Anthony Walker

Active

Ad Hoc Coaching Program

2 of 12 Complete

2 months left
03/27/2024
09/27/2024
JP
John Pulley
Show Surveys
Level 2
Daniel Mace
Show Surveys
BW
Beatriz Weber

Active

Ad Hoc Coaching Program

No Sessions Completed

2 months left
04/03/2024
10/03/2024
BB
Bobby Barriga
Show Surveys
Level 1
BM
Brandon Mills
Show Surveys
Beth Georges

Active

Ad Hoc Coaching Program

2 of 12 Complete

13 days left
02/06/2024
08/05/2024
Amy Johnston
Show Surveys
Level 1
Daniel Mace
Show Surveys
CG
Charles Guerra

Active

Ad Hoc Coaching Program

No Sessions Completed

2 months left
04/03/2024
10/03/2024
JP
John Pulley
Show Surveys
Level 1
Assign Manager
-
CZ
Christopher Zink

Active

Ad Hoc Coaching Program

No Sessions Completed

2 months left
04/03/2024
10/03/2024
KM
Kate Murdock
Show Surveys
Level 1
Assign Manager
-
Daniel Mace

Active

Ad Hoc Coaching Program

No Sessions Completed

2 months left
04/03/2024
10/03/2024
Jack Sparrow
Show Surveys
Level 3
Assign Manager
-
DP
Daniel Parks

Active

Ad Hoc Coaching Program

No Sessions Completed

2 months left
04/03/2024
10/03/2024
JE
Jarrett Elm
Show Surveys
Level 3
Assign Manager
-
Lori Wyatt

Active

VP and C-Suite Coaching Program

No Sessions Completed

5 months left
07/11/2024
01/11/2025
BB
Bobby Barriga
Show Surveys
Level 2
Daniel Mace
Show Surveys
SB
Samantha Biggers

Active

Ad Hoc Coaching Program

No Sessions Completed

3 months left
04/03/2024
10/28/2024
KM
Kate Murdock
Show Surveys
Level 3
Assign Manager
-

**Complete Engagement**

Once you have located the engagement -

- Click the **action menu** (**⋮** icon)
- Click "**Complete Engagement**"

**Complete Engagement**

Once you have located the engagement - 

- Click the **action menu** (**⋮** icon)
- Click "**Complete Engagement**"

**Complete Engagement**

Before the engagement is completed, confirm you would like to proceed -

- Click "**Confirm**"

*Note: Completing engagements cannot be undone, so proceed with caution.*

**Complete Engagement**

If there are sessions scheduled for the engagement (pending to be logged or utilized), you will be notified and have the opportunity to review the upcoming sessions. If you proceed with completing the engagement, the remaining sessions will be forfeited, and any scheduled sessions will be cancelled. To confirm -

- Click "**Confirm**"

*Note: Completing engagements cannot be undone, so proceed with caution.*

**View Completed Engagements**

To view completed engagements, go to the **Status** filter -

- Click the ▼ **down menu option**
- Click "**Completed**"

**View Completed Engagements**

To view completed engagements, go to the **Status** filter -

- Click the ▼ **down menu option**

**View Completed Engagements**

You will see all completed engagements here, and have the ability to filter further if desired.

If, as an admin, you would like your coaches to have the ability to complete their engagements, please reach out to [support@soundingboardinc.com](mailto:support@soundingboardinc.com) for assistance. If you are a coach interested in this functionality, please reach out to your admin directly.

If you would like to be able to complete your engagements as a coach, please reach out to your program admin to discuss.

Soundingboardinc

This guide provides step-by-step instructions on how to complete engagements in the Sounding Board software. It explains how admins and coaches can mark engagements as completed, what happens when an engagement is completed, and how to view completed engagements. The guide also provides information on how coaches can be granted the ability to complete their own engagements.