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 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

How search works:

Topics are ranked in search results by how closely they match your search terms

Coaching reference

Coaching reference

Coaching on a non-task table

Coaching assessment flow states

Form and list permissions

Surveys

On this page

Coaching reference

Coaching reference

Coaching on a non-task table

Coaching assessment flow states

Form and list permissions

Surveys

Log in to personalize your search results and subscribe to topics