Coaching Sessions

As an extension of the Diver Coaching Dashboard, this feature allows you to build and scale your coaching program. 

Coaching Sessions allow you to target your most at-risk or best performing drivers, schedule customized coaching sessions based on driving trends and alerts, and add notes to keep it all neatly documented within your Linxup account.

You can also keep your drivers informed by sharing the Driver Notes via email.

Building Coaching Sessions

Session Overview

• A driver can only have 1 session in progress at a time. But, the session can contain as many trends and alerts as needed across multiple months.
• Trends and alerts can be added to a session but they cannot be removed once coaching has begun.
• Admin and Limited Admin accounts can edit Coaching Sessions for their company.

Create a New Session

• You can create a new session in two places:
  1. Select the ‘CREATE NEW SESSION' button on the Sessions page (shown below).
  2. Select ‘CREATE NEW’ under the Coaching Sessions column on the Driver Coaching page.

• Trends for previous months show safety scores, alert trends, and progress.
  • Safety Score is shown for the entire month compared to the previous month.
  • Alert trends per 100 miles driven are compared to the previous month.
  • Progress is based on any change since the trend or alert was added to the Coaching Session.
• Trends for the current month show safety scores, alert trends, and progress.
  • Safety Score for the current month up to the previous day is compared to the previous month.
  • Alert trends use the number of alerts per 100 miles driven for the current month up to the previous day compared to the previous month.
  • Progress is based on any change since the trend or alert was added to the Coaching Session.

Edit a Session

• You can edit a session from two places:
  1. Select the ‘edit’ button on an active session on the Sessions grid (shown below).
  2. Select ‘VIEW SESSION’ in the Coaching Sessions column on the Driver Coaching dashboard.

Coach Notes and Driver Notes

• Two types of notes can be added to a session: Driver Notes and Coach Notes.
• Driver Notes are included in any communication sent to the Driver from Sessions (e.g., emails, print summaries).
  • They provide additional information or guidance for the Driver when coaching.
  • Driver Notes are included in the summaries sent to the Driver after a session.
• Coach Notes are only visible to Coaches (administrators) through the Coaching Summary or when editing a session.
  • They are used by the coach to record additional, necessary information during a coaching conversation.

Send a Coaching Summary to a Driver

• A summary can be provided to a Driver from the 'COACHING SUMMARY'' button on an active session via email or printed.
  • Both methods create an option for the Coach and the Driver. The only difference is that the Driver's copy will not include Coach Notes (it only includes Driver Notes).