Contents IT Service Management Previous Topic Next Topic Coaching reference Subscribe Log in to subscribe to topics and get notified when content changes. ... SAVE AS PDF Selected Topic Topic & Subtopics All Topics in Contents Share Coaching reference Coaching reference content including business rules and field descriptions. Coaching on a non-task table To provide coaching on a table that does not extend the Task table, you must create a business rule to initiate the coaching process. The business rule Coaching Opportunity creator for Task initiates coaching for tables that extend Task. You can copy this business rule and modify it for tables that do not extend Task. Coaching assessment flow states State Description Open New coaching opportunity. Work in Progress Trainee is being coached. Resolved All learnings and coaching in the assessment have been completed successfully. Closed Complete Assessment has been resolved and closed. Closed Incomplete Assessment has been closed but was not completed, typically because the coaching assessment Due date has expired. Form and list permissions Element Permissions Coaching Opportunity sn_coaching.admin: create, write, delete sn_coaching.coach: read sn_coaching.trainee: none Coaching Assessment sn_coaching.admin: create, write, delete sn_coaching.coach: create, write own or group assessment sn_coaching.trainee: read own assessment, write own assessment work notes Recommendation History sn_coaching.admin: view sn_coaching.coach: view sn_coaching.trainee: none Recommended Learnings sn_coaching.admin: create, write, delete sn_coaching.coach: create, write and delete own recommended action sn_coaching.trainee: view Recommendation sn_coaching.admin: create, write, delete sn_coaching.coach: create, write and delete own recommendation sn_coaching.trainee: view Virtual Coachings sn_coaching.admin: create, write, delete sn_coaching.coach: read, and associate existing virtual coach to a coaching opportunity sn_coaching.trainee: none Virtual Coach sn_coaching.admin: create, write, delete sn_coaching.coach: create, write and delete own virtual coaching sn_coaching.trainee: none Surveys Coaching field descriptionsCoaching form related lists, field descriptions, and actions.Coaching troubleshootingTroubleshooting actions can help resolve common issues when setting up or running Coaching. On this page Send Feedback Previous Topic Next Topic
Coaching reference Coaching reference content including business rules and field descriptions. Coaching on a non-task table To provide coaching on a table that does not extend the Task table, you must create a business rule to initiate the coaching process. The business rule Coaching Opportunity creator for Task initiates coaching for tables that extend Task. You can copy this business rule and modify it for tables that do not extend Task. Coaching assessment flow states State Description Open New coaching opportunity. Work in Progress Trainee is being coached. Resolved All learnings and coaching in the assessment have been completed successfully. Closed Complete Assessment has been resolved and closed. Closed Incomplete Assessment has been closed but was not completed, typically because the coaching assessment Due date has expired. Form and list permissions Element Permissions Coaching Opportunity sn_coaching.admin: create, write, delete sn_coaching.coach: read sn_coaching.trainee: none Coaching Assessment sn_coaching.admin: create, write, delete sn_coaching.coach: create, write own or group assessment sn_coaching.trainee: read own assessment, write own assessment work notes Recommendation History sn_coaching.admin: view sn_coaching.coach: view sn_coaching.trainee: none Recommended Learnings sn_coaching.admin: create, write, delete sn_coaching.coach: create, write and delete own recommended action sn_coaching.trainee: view Recommendation sn_coaching.admin: create, write, delete sn_coaching.coach: create, write and delete own recommendation sn_coaching.trainee: view Virtual Coachings sn_coaching.admin: create, write, delete sn_coaching.coach: read, and associate existing virtual coach to a coaching opportunity sn_coaching.trainee: none Virtual Coach sn_coaching.admin: create, write, delete sn_coaching.coach: create, write and delete own virtual coaching sn_coaching.trainee: none Surveys Coaching field descriptionsCoaching form related lists, field descriptions, and actions.Coaching troubleshootingTroubleshooting actions can help resolve common issues when setting up or running Coaching.
Coaching reference Coaching reference content including business rules and field descriptions. Coaching on a non-task table To provide coaching on a table that does not extend the Task table, you must create a business rule to initiate the coaching process. The business rule Coaching Opportunity creator for Task initiates coaching for tables that extend Task. You can copy this business rule and modify it for tables that do not extend Task. Coaching assessment flow states State Description Open New coaching opportunity. Work in Progress Trainee is being coached. Resolved All learnings and coaching in the assessment have been completed successfully. Closed Complete Assessment has been resolved and closed. Closed Incomplete Assessment has been closed but was not completed, typically because the coaching assessment Due date has expired. Form and list permissions Element Permissions Coaching Opportunity sn_coaching.admin: create, write, delete sn_coaching.coach: read sn_coaching.trainee: none Coaching Assessment sn_coaching.admin: create, write, delete sn_coaching.coach: create, write own or group assessment sn_coaching.trainee: read own assessment, write own assessment work notes Recommendation History sn_coaching.admin: view sn_coaching.coach: view sn_coaching.trainee: none Recommended Learnings sn_coaching.admin: create, write, delete sn_coaching.coach: create, write and delete own recommended action sn_coaching.trainee: view Recommendation sn_coaching.admin: create, write, delete sn_coaching.coach: create, write and delete own recommendation sn_coaching.trainee: view Virtual Coachings sn_coaching.admin: create, write, delete sn_coaching.coach: read, and associate existing virtual coach to a coaching opportunity sn_coaching.trainee: none Virtual Coach sn_coaching.admin: create, write, delete sn_coaching.coach: create, write and delete own virtual coaching sn_coaching.trainee: none Surveys Coaching field descriptionsCoaching form related lists, field descriptions, and actions.Coaching troubleshootingTroubleshooting actions can help resolve common issues when setting up or running Coaching.
