Hi Change Machine Community!

We are so excited to share Change Machine Release 2.4 with you. This release includes updates in every part of Change Machine. The Learn section has been totally redesigned, there is a brand new Toolbox in Coach, and even Share has a fresh look!

It is available to all users as of Monday, October 27th, 2014. For those of you with Learn and Coach access, be sure to watch the training videos below to familiarize yourself with the changes. We look forward to hearing how you like the new release in the Change Machine Community Group.

Release 2.4 Highlights

  • Learn Redesign: The Learn section is totally redesigned. In its cleaner and simpler design, it is easier to find all of the financial security content you already know and love.
  • Coach Toolbox: A new Toolbox in Coach contains the 90+ coaching tipsheets and worksheets that were previously only in Learn. This searchable and filterable toolbox is available to anyone with access to Learn.
  • Taxes in Coach: The Taxes tab in Coach is finally here! All six sections are now complete!
  • Coach Printing: The printable trackers from the Coach tabs that we introduced in the last release have been improved. They now have examples and instructions for customers to follow. In addition to printing the Action Plan, you can also email it to your Customer directly from Change Machine.
  • General Bug Fixes & Enhancements: There are more than a dozen bug fixes and enhancements throughout Change Machine. The biggest difference you will all notice is that we removed the dropdown menus from the Change Machine header. You can now jump from Share to Learn or Coach in a single click. Thanks for all of your feedback! Keep it coming.

Change Machine Release 2.4 Summary

Learn Redesign

  • Milestones Removed: Learn now has a simple structure to make it easier to navigate. There are no more milestones to group the lessons. Lessons are grouped by section (Goals, Assets, Banking, etc.). Complete the core lesson quizzes in a section before moving onto specialty lessons.
  • Learn Overview Page: The overview page makes your progress tracking clearer. Without milestones, the lessons are featured more prominently. Our new Learn tour will help guide you through the changes.
  • Section Pages: The newly designed section pages still contain a section overview and state-specific content. You can drill down to a single page that clearly shows the lessons and actions in the section. To find the tipsheets and worksheets (“tools”), go to the new Coach Toolbox (see below).
  • Lesson Pages: The lesson page now clearly summarizes the related tools and sector-specific path content contained in the lesson. Related tools are now labeled with a language tag. “SP”, if they are available in Spanish.
  • Action Pages: Check out the new related tools and sector-specific path boxes!

Learn Redesign

Coach Toolbox

  • Location: The new Toolbox is available through the Coach homepage. The Toolbox is the one stop shopping for the 90+ tipsheets and worksheets available in Change Machine.
  • Searchable: Use the Search bar to quickly locate all tools that contain a specific word or phrase.
  • Filterable: Use the filters (Section, Type, Path, Languages) to only view tools that meet those criteria. Finding all Credit tipsheets available in Spanish has never been easier!

Coach Toolbox

Taxes in Coach

  • Customer Intake: There’s a new taxes section on the Customer Intake form. Two quick questions will help you track your customer’s tax status from last year.
  • Taxes Worksheet: The new Taxes worksheet on the Taxes tab in Coach will automatically populate with the results of the tax questions during intake. Additional fields are available to track important information about tax records. You can add additional tax records going back 10 years.
  • Taxes Outcome: The Taxes Outcome, saving a portion of the tax refund for a financial goal, can now be tracked and achieved. Use the Taxes worksheet to select a goal and enter the amount saved towards that goal for any tax records prepared after your first meeting date.

Taxes in Coach

Coach Printing

  • Worksheet Trackers: Use the print button at the bottom of each worksheet in Coach to print out a tracker with all of the information on that worksheet. You can also add all trackers to the Action Plan printout by selecting the Add Trackers option on the Action Plan print menu.
  • Instructions & Examples: Each tracker has instructions and examples for the Customer to continue working.
  • New Expenses Tracker: The Expenses Tracker is finally here! You can now print out a record of any information entered on the Expenses worksheet.
  • Email Action Plan: Click the email button next to the Customer Name to email them a copy of the Action Plan directly from Change Machine. You decide what the email subject and message should say.

Coach Printing

Thanks!

That’s all for this release! We are continuously working to make Change Machine the best financial coaching platform that it can be. We couldn’t do it without you! If you run into any issues in the Change Machine Tech Support Group. We are here to support you.

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