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Coaching reference

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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.

CoachingNonTaskTable

Coaching assessment flow states

CoachingAssessmentFlow
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

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