This coaching invoice survey needs to be completed at the end of each coaching day and needs to reflect the work you did within that day. You can use your individual invoice survey link or the general invoice survey link. If you use the general one you will have to answer more questions. You should have received your individual invoice survey link from someone from our evaluation team, if you have misplaced this link you may fill out a ticket in the Academy Ticket system and your will be will be resent to you.

The general invoice survey link is as follows: https://sdsumbrs.az1.qualtrics.com/jfe/form/SV_6J7Ron58twxqBGR?doc=1

Step 1: Sign into the survey on your computer, tablet or phone. The date will be populated for todays date so if you are not filling out this form on the day you are coaching then make sure you change the date to reflect the date you coached. Then pick your name from the list. If you use your personal link then it will only ask you to verify the date and then it will go straight to region.

 Step 2: Pick the region within that county that you coached in. If you went to several different regions within the county in “one coaching day” please fill out separate invoice surveys for each location. This helps keep our data clean.

Step 3: Then fill out the buckets to reflect how you spent your day.

Step 4: The number of direct participants will be calculated automatically by Qualtrics as it will count the number of people you had sign in. If you had any participants that in the categories of In the Moment Coaching, Meetings/Committees Attended, Delivery of Regional Training, Trained to SWIT Staff, Helped Delivery ADV Sims and you did not have them fill out a coaching sign in sheet this is when we need you to tell us how many people fell into that category so we are accurately counting the number of learners served.

Step 5: The last step is to enter some narration that details how you spent your day. An example would be: Was available at the office from 8-11 and 12-5. I walked around the office and checked in with people whom I had done past coaching sessions with and scheduled a few sessions for today. Spent some time in case consultation and then did a couple mappings with individual workers.

Step 6: When you click the red arrow button the message below pops up asking if you want to do another invoice survey for this day.

Step 8: You will receive a verification email to let you know that you have completed everything. It is a good idea to quickly review the information to ensure it reflects your day. (Another good check and balance) For this survey if you have entered any information incorrectly there is a “retake link” included in this email as well as in the Qualtrics dashboard that allows you to correct the information without putting in a ticket.