CoachShield

Coach documentation, organized before it becomes urgent

CoachShield

Mobile record capture, web-based record review, and documentation packets that help coaches keep a clear timeline of athlete, staff, meal, travel, culture, and support records.

What changes with CoachShield

From scattered proof to one organized record.

Before Evidence is everywhere
  • Notes in a phone
  • Receipts in SAP Concur
  • Trip docs in Teamworks
  • Staff texts and emails
  • Hard to find when it matters
After CoachShield pulls it together
  • One record timeline
  • Attached photos and files
  • Matched meal and travel evidence
  • Witnesses and acknowledgments
  • Export-ready documentation packet
Example packet request “Show every record and source that supports how we handled team meals on the road.”

How it works

One system for quick capture and formal review.

1

Capture the moment

Use the mobile app view to start a student-athlete or support-staff record with the minimum details needed to preserve context.

2

Finish on web

Open mobile drafts in Records Workspace, complete formal notes, attach files, and decide whether an acknowledgment should be sent.

3

Build a packet

Describe the issue or manually choose who, what, and when CoachShield should search, then review matched records and evidence before export.

Plans and pricing

Pick the level that matches how your staff documents.

Basic / Solo

$19/mo

or $180/year
  • Private coach records
  • Manual record context
  • Notes, uploads, witnesses, time and location
  • Timeline builder
  • Single-record PDF exports

Enterprise Plus

$15k-$30k/year

for universities and multi-department operations
* Annual and multi-year institutional contracts available with locked pricing and implementation support.
  • Everything in Team / Pro
  • SAP Concur workflows
  • Teamworks travel and CARA workflows
  • Advanced AI and evidence matching
  • Configurable exports, admin controls, and API access

Built for sensitive records

Private by default, organized when review is needed.

CoachShield is designed around scoped staff access, audit history, draft-to-final record flow, and packet review before anything is sent outside the program.

Head Coach controlled staff access Drafts separated from finalized records Evidence review before packet export Support templates for proactive documentation

Common questions

What coaches and departments usually ask first.

What is the difference between the mobile app and the web workspace?

The mobile app is for quick capture in the moment: notes, media, audio, GPS, witnesses, and meal evidence. The web workspace is where records are finished, reviewed, exported, and pulled into documentation packets.

What does CoachShield actually save?

CoachShield saves structured records with who the record is about, record context, notes, timestamps, witnesses, attached files or media, support staff workflow fields, and evidence-source matches when available.

Can assistant coaches or support staff use it?

Yes. Team / Pro and Enterprise Plus support staff permissions so Head Coaches can control who can view, create, or complete records inside the program workspace.

What types of concerns can CoachShield help document?

CoachShield can help organize support for concerns involving meals, travel, playing time, communication, injury follow-up, staff coordination, culture, academics, parent contact, and policy documentation.

How do Google Drive, SAP Concur, and Teamworks fit in?

Google Drive can act as an indexed evidence source. Team / Pro can use uploaded SAP Concur and Teamworks exports for matching during packet building. Enterprise Plus can add approved live integrations and configurable evidence workflows.

Can documentation packets be customized?

Yes. Coaches can choose the records, date range, evidence sources, attachments, template entries, and saved supporting documents they want included before generating a packet.

CoachShield

Transparency and documentation for athlete-coach interactions.

Demo flow: continue to secure app access.

CoachShield

Transparency and documentation for athlete-coach interactions.

CoachShield Private capture mode

Program accountability snapshot

Dashboard

First-time setup

Get CoachShield ready for your team

Start simple: add your program basics, create one safe test record, then finish it from Records Workspace.

0/6 complete

Current workspace

Head Coach workspace

Full program view: review queue, staff controls, evidence sources, and documentation packet generation.Mobile view: quick capture, draft follow-up, evidence source status, and items that need attention.

Review queue

Items needing attention

No attention needed
No attention needed New drafts, acknowledgments, or evidence items will appear here when they need review.

Select a student-athlete

Athlete Record Overview

No athlete selected

Use All, Documentation Watch, or Needs Ack to open the roster and choose whose records you want to review.

Documentation completeness

Program record health

Records, acknowledgments, documentation packets, and witness records are tracking against current compliance expectations.Records, acknowledgments, evidence sources, and witness notes are tracking against current review needs.

91%
8 athlete files need review

Formal record reviewMobile capture

Records WorkspaceDocument Event

Finish mobile drafts, write formal notes, attach files, and finalize program records.

Start a quick draft in the moment. Finish the formal record later from Web → Records Workspace.

Record Builder Start or continue a record

Start a new record from web or continue a mobile draft that needs formal review.

1. What are you doing?

Mobile home

Start a mobile capture in under 30 seconds

Capture what happened now. CoachShield saves it to Records Workspace so the formal record can be finished later on web.

Basic / Solo One-page record capture

Use this screen to start a private structured record. Open web when you want to finish notes, review past records, or export one record.

2 saved captures 8 private records 1 item to finish

Individual record retrieval

Records Library

Find, review, and export one individual record.

Records Library Find past records

Browse all permitted records, search by keyword, apply filters, and export a single record when needed.

Showing all permitted records, newest first.

Connected evidence sources

Evidence Sources

Manage outside files and approved sources CoachShield can match to records or packet requests.

Background capture No attention needed

CoachShield will surface incomplete or high-risk items here when connected sources need review.

Source health Selected sources ready

No action items yet.

Saved supporting documents

Saved Supporting Documents

Upload handbooks, policy docs, culture calendars, community service trackers, support reference lists, travel docs, or other standing resources CoachShield can pull into future packets.

Packet evidence pull preview

What CoachShield would search during packet generation

Choose the source types to include. CoachShield keeps the details tucked away until you select a source to review.

Available evidence Select a source above

Explanation cards will appear here after you choose what CoachShield should match.

This keeps the Evidence Sources page easier to scan.

Complaint response

Documentation Packet

Build a response packet for a complaint, review, or investigation.

Find Material to Add Search CoachShield records first, then add outside documents only if needed.

Packet Contents on the right only shows what has already been selected.

Narrow CoachShield records

Search by keyword, open filters, or ask CoachShield to create editable criteria.

Review matches

Select the records or outside source items that belong in this packet.

Search results 0 found
Optional: add outside documents

Files already attached to selected CoachShield records come automatically. Use this only for extra SAP Concur or Teamworks exports.

Add outside documents

Select a source below only when outside documents should be searched for this packet.

Packet History Past exported documentation packets

This browser saves packet history for testing. Live accounts will save exported packet history to the secure workspace once packet archiving is connected.

0 saved

Customize report

Review Matched Records

Record review

Select records or source items from Documentation Packet to review matched material.

Support templates

Templates for Proactive Documentation

Templates Choose a reusable tracker
Culture Calendar TemplateSeason-wide culture record

Track events, attendance, photos, staff owner, purpose, and follow-up notes.

Community Service TrackerService and outreach

Log event date, organization, roster attendance, photos, impact notes, and reflection prompts.

Support Reference ListRelevant context contacts

Maintain trusted references who can provide professional context during a review or investigation.

FAQ

CoachShield Help

Getting started Common workflow questions
What is the difference between the app and web version?

The app is for quick capture in the moment: start a draft, add photos, audio, location, witnesses, and basic context. The web version is for finishing formal records, reviewing drafts, attaching larger files, searching records, and generating documentation packets.

What is a record?

A record is a structured documentation entry for something that happened: a meeting, meal, parent call, playing-time discussion, travel issue, concern, witness note, or culture moment.

What are support templates?

Support templates are reusable trackers for proactive documentation, like culture calendars, community service logs, and support reference lists.

Do templates replace records?

No. Templates help organize broader season-long patterns. Records capture specific events. A documentation packet can include both individual records and relevant template entries.

Evidence and packets How CoachShield pulls support material
How do Evidence Sources work?

Evidence Sources are approved places CoachShield can search or reference, such as Google Drive indexed files, uploaded SAP Concur reports, Teamworks exports, policy handbooks, and saved supporting documents.

Will CoachShield pull every SAP Concur expense?

No. It tries to match based on date range, context, merchant, category, and packet request. Coaches can still remove anything that is not relevant before generating the final PDF.

What goes into a documentation packet?

The packet includes selected records, record details, notes/transcripts, timestamps, location notes, witnesses, attachments, matched evidence sources, and relevant standing documents when selected.

Can attached photos and receipts show in the PDF?

Yes. Meal photos, uploaded media, receipt previews, and attached files are shown as evidence attachments inside the packet, with larger digital previews available in the web view.

Privacy and access Permissions and account control
Who can see Head Coach controls?

Only the Head Coach account can access private controls, roster/staff management, staff permissions, and internal staff records. That area is protected by a separate PIN.

Can assistants create accounts?

Assistants can join an existing Head Coach-owned program only after approval. Their view depends on the permissions assigned by the Head Coach.

Does an acknowledgment mean someone agrees with the record?

No. An acknowledgment only confirms receipt of the summary or that the conversation/event was documented. It does not mean the athlete, parent, or witness agrees with the content.

Private head coach view

HC only
Select staff to view
Staff memberAthlete accessStaff accessCreate access