Edit Action Item

Action items can be edited by the manager or co-coach involved in the check-in/group check-in, or any user with the "Coaching: All Access" permission. If an action item is created for a manager or co-coach by a user with "Coaching: All Access" permission, the manager or co-coach can edit the action item.

The employee being coached can only edit action items they create.

Edit Action Item

1. Access the action item that needs to be edited. Both open and completed action items can be edited.

Open action items can be viewed:

• within the check-in or group check-in where the action item was created.
• within any check-in, under the "Coaching History" tab.
• a User's Dashboard > Coaching tab under the "Coaching Analytics" section or at the top of the coaching dashboard depending on the size screen where you are viewing Ambition.

Completed action items can be found within the check-in where the action item was created.

If an action item is created within a coaching program check-in, completed action items will also be visible in the next session of the program through the "View Action Items from Previous Program Check-in" option.

2. Click the ellipses icon, ,  on the action item.

3. Click Edit.

4. Update the action item content as needed.

5. Click Save Action Item.