Once you've designed your Reflections in your template content, the
real magic is when that template is ultimately presented to you or your
client.
Let's see how that works in action.
Worksheet Assignments
At
the moment when a Worksheet is assigned to your client, that is when CA
will sweep through the content and insert any Reflections present.
This includes:
- A manually assigned Worksheet that is going out to them immediately
- When a manually scheduled Worksheet's assigning date comes around
- A Worksheet going out as part of a Course
- A Worksheet that is going out as scheduled as either a pre- or post-Appointment Worksheet
Session Notes
When you as coach start composing Session Notes from a Session Notes Template that itself contains Reflections, those Reflections will be immediately inserted.Whiteboards
When
you as coach have a Whiteboard in your home Whiteboards area, you are
able to add Reflections. Since a Whiteboard there has no particular tie
to any client, CA will NOT insert any client responses for those
Reflections, BUT if you were to
clone that Whiteboard into one or more of your clients, then at that time those Reflections will be filled in for each respective client.
Course Content
Course
Page Content in particular will be filled in for the participant client
of that Course at the time they visit (and thus are able to view) that
Page Content. For Group Course participations, the Page Content will be
tailored to the individual client (group member) viewing it.
Other Course Items, such as Worksheets and Whiteboards, will be filled in for the respective client at dispatch time.