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    Home Madrid IT Service Management IT Service Management Coaching Coaching reference

    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

    Surveys

    • Coaching field descriptions

      Coaching form related lists, field descriptions, and actions.

    • Coaching troubleshooting

      Troubleshooting actions can help resolve common issues when setting up or running Coaching.

    Tags:

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    Release version
    Choose your release version

      Coaching reference

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      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

      Surveys

      • Coaching field descriptions

        Coaching form related lists, field descriptions, and actions.

      • Coaching troubleshooting

        Troubleshooting actions can help resolve common issues when setting up or running Coaching.

      Tags:

      Feedback

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