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How do I manage and track students as a Coach?

← Coach Sherpa

👩‍🎓 Students List View – Coach Dashboard

The Students List view is one of the most powerful tools available to Coaches in the Fidelis platform. It provides a detailed, real-time dashboard to manage and monitor all student interactions, progress, and outreach.

🧭 Navigation & Views

🟣 Reactive / Proactive Tabs

  • Reactive: Focus on students needing immediate attention.

  • Proactive: Focus on engagement and long-term student goals.

📁 Default & Custom Saved Searches

  • Apply filters to quickly access segmented groups of students.

🖼️ Saved Searches:

🔍 Search & Filters

  • Count of Total Students: Displayed at the top.

  • Search Options:

🖼️ Advanced Search:

  • Simple Search: By student name

  • Advanced Search: Use custom filters and conditions

⚙️ Bulk Actions Available

✅ Select any number of students via checkboxes to perform the following actions:

  • 📨 Bulk Message

  • 🧾 Download User Reports

  • 💡 Bulk Recommendations

  • 📱 Bulk SMS

📋 Sortable & Scrollable Table

  • Infinite Scroll: Loads more students as you scroll

  • Column Sorting: Click on any column name (e.g., Log, Start Date, CGPA %) to sort the data

📇 Student Nametile

Each student tile includes:

  • 👤 Student Name & Avatar (if available)

  • 🎓 Program Name

  • 📄 Enrollment Status

  • 👨‍🏫 Coach Name

Clicking on the nametile opens the student’s full profile view.

📌 Key Table Columns & Interactions

  • 🧾 Log, Chk, Sess: Student activity metrics (Logins, Check-ins, Sessions)

  • 🏁 Flags (Gr, Rd, Tl, Pr): Color-coded, clickable to open Flag tab in student detail view

  • 📨 Msg: Shows unread message count. Opens the student’s Message tab

  • 📱 SMS: Shows unread SMS count. Opens the SMS tab

  • 📅 Start Date: Student’s enrollment start date

  • 📊 SR % / CGPA %: Success Rate and GPA values

  • 📆 LD: Last Date of activity

  • 🎯 Purpose (Proactive tab only): Opens the Purpose tab of the student’s profile

💡 Best Practices

  • Use Reactive to triage students who need immediate help

  • Use Proactive to stay ahead on student progress and well-being

  • Utilize bulk actions to save time when working with groups of students


Feedback and Knowledge Base

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