Create a Coach Self Service Packet

Overview: This guide will teach you how to create a Coach Self Service Packet in SprySign.

A Self Service Packet is a form that coaches can access and complete at any time. Some examples include an Official Visit Pre-Approval form, Roster Change form, etc.

1. From your Admin Portal, click on the Paperwork dropdown and select "SprySign".
2. From your SprySign dashboard, click the blue "Create" button in the top right corner.
3. Choose which folder you want the Self Service form to be housed in. Tip: you may want to create a new folder specifically for Coach Self Service forms.
4. Next, you will be prompted to create the form in one of three ways: from scratch, by importing a PDF, or from a template. Follow THIS GUIDE to create your form. Tip: we have templates for several different self service scenarios readily available for use! Be sure to check out the "Use this template" option when creating your form to see your options.
5. Once your form is created or selected, proceed to the packet creation window by clicking the blue "Next" button in the top right corner.
6. You will be asked if you would like to add another form to the packet. If "Yes", repeat step #4. If "No", you will be directed to the packet settings page.
   

The key to creating a Coach Self Service form is making sure the following are true:

1. 1. Coaches are selected as the "Sender", AND
   2. The first step in the workflow is for Coaches to "Fill out forms"

*Follow steps #2 and #3 below closely.

1. Add a Packet Name and Packet Description for your Coach Self Service form.
2. Under "Sender", select Coaches as the user role. Click Next.
   • Select which coaches you want to have access to completing this form. Note: If you want all coaches to be able to access it, navigate to the "Add by Team" tab and check the "All teams" checkbox. This will give all coaches across all of your teams the ability to complete this form at anytime. Click "Next".
3. Setup the workflow with Coaches as the first step:
   • Click "Add Step"
   • Enter the step name at the top (i.e. Coach Completes Form)
   • Select Coaches as the user role and specify which coaches should have access to the form. Note: This selection should match the selection you made in step #2.
   • Next to Action, make sure "Fill out forms" is selected.
   • Next, choose which fields you want the Coach to be able to complete within the form or packet:
     • All fields - requires the Coach to complete the entire form or packet
     • Customize fields - allows you to select specific fields within the form or packet for the Coach to complete. They will not be able to make edits to any fields that are not selected in this step.
4. If you have any other steps to add to your workflow (i.e. Compliance Approval, etc.), make sure you add those steps to the workflow before proceeding.
5. Finish editing the packet settings to your needs and click "Save" in the top right hand corner of the screen. 
6. Your coaches will now see this Self Service form as an option to complete in their Coach Portal from their SprySign homepage.