Coaching field descriptions

  • Release version: Australia
  • Updated March 12, 2026
  • 5 minutes to read
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    Summary of Coaching field descriptions

    This documentation provides detailed descriptions of fields and functionalities related to the Coaching module in ServiceNow, specifically for the Australia release version updated in March 2026. It covers various forms such as Coaching Opportunity, Coaching Assessment, Virtual Coaching, and Training, explaining how to configure and use each to manage coaching processes effectively.

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    Coaching Opportunity form

    • Identification fields: Includes unique number and name to identify each coaching opportunity.
    • Table and trainee selection: Specifies which table and trainee field the coaching applies to; allows limiting trainees by groups.
    • Coach assignment: Enables selecting a coach and coach group responsible for assessment and feedback.
    • Activation and triggering: Option to activate/deactivate coaching opportunities and define triggering events (e.g., incident reassignment).

    Frequency tab

    • Random sampling: Controls the percentage of assessments created to manage volume.
    • Exempt users: Certain users (e.g., new hires) always receive coaching regardless of sampling.
    • Assessment duration and duplicates: Sets how long assessments remain open and prevents duplicate assessments within a time period.

    Surveys tab

    • Allows associating surveys for both trainees and coaches to collect additional feedback during the coaching process.

    Related KPIs tab

    • Defines key performance indicators and strategic objectives to measure coaching success and align with business goals.

    Snapshot Settings tab

    • Configures fields displayed in coaching assessments at the time of opportunity triggering.
    • Supports advanced scripting for customized evaluation processes and data capture.

    Coaching Assessment form

    • Tracking fields: Includes unique assessment number, trainee, related record, linked coaching opportunity, and assessment state.
    • Status states: Ranges from Open, Work in Progress, Resolved, to Closed Complete or Closed Incomplete depending on progress and due dates.
    • Coach assignment and deadlines: Coach and coach group fields define responsibility; due date manages assessment closure timing.

    Notes, Snapshot, and Feedback tabs

    • Notes: Enables documenting assessment descriptions and ongoing work notes to support dialogue between coach and trainee.
    • Snapshot: Captures task or behavior data at coaching trigger time for evaluation reference.
    • Feedback: Records performance ratings and follow-up actions such as need for recognition, additional coaching, outside training, or managerial referral.

    Coaching Assessment actions

    • Actions include completing the assessment, reopening it for further work, submitting feedback from surveys, and deleting assessments as needed.
    • Both coaches and trainees can reopen assessments to continue engagement.

    Virtual Coaching form

    • Defines virtual coaching records with descriptions, related table sources, and linked training content.
    • Can be activated or deactivated and supports advanced scripting to automate triggering based on specific events.
    • Fields can be autofilled under defined conditions to streamline processes.

    Training form

    • Stores unique training records with titles, categories, and content types relevant for coaching (e.g., Best Practice, Soft Skills, Product Support).
    • Learning content is previewed in context for trainees to enhance coaching outcomes.

    Practical Benefits for ServiceNow Customers

    • Enables structured and measurable coaching workflows integrated with ServiceNow records.
    • Allows targeted coaching by sampling, user groups, and event triggers to optimize resource use.
    • Supports performance tracking through KPIs, surveys, and feedback mechanisms.
    • Facilitates continuous coaching engagement with notes, snapshots, and flexible assessment states.
    • Virtual Coaching automates personalized learning opportunities linked to system events.

    Coaching field descriptions also include form related lists and actions.

    Coaching Opportunity form

    Field Description
    Number Unique (COP) number for the coaching opportunity.
    Name Unique name for the coaching opportunity.
    Description Description of the coaching opportunity.
    Table Table to use for the coaching opportunity.
    Trainee Field from the selected table that identifies the trainee.
    Trainee group Limit the trainees identified in the Trainee field to a group or groups of users.
    Specify coach user Check box to enable the Coach field.
    Coach Field from the selected table that identifies the coach.
    Coach group Group of coaches that assess and provide feedback to trainees.
    Active Check box to activate the coaching opportunity. Clear the check box to disable.
    Trigger Event that triggers a coaching opportunity for the selected table.

    Conditions for opportunities are generally unique events, such as when an incident is reassigned.
    Table 1. Frequency tab
    Field Description
    Random sample (%) Percentage of the total assessments that get created. Use a random sample percentage to reduce the number of assessments that are created if too many events that meet the criteria for creating a coaching assessment occur.
    Users who should be coached on every opportunity Users that always get coached, regardless of random sample percentage.

    Because the specified users are exempted from the random sample percentage, a coaching assessment is always created when the assessment is triggered.

    Selected users might be new hires, for example, or others who require additional coaching.

    Note:
    Only shown if the Random sample (%) is less than 100.
    Assessment duration Amount of time before the assessment is set to Closed Complete state.
    Prevent duplicate assessment Check box to prevent an assessment from being created within a specified time period if one exists for that user for the same opportunity.
    Within time period Time period within which duplicate assessments are not created.
    Note:
    This field appears only when Prevent duplicate assessment check box is selected.
    Table 2. Surveys tab
    Field Description
    Survey taken by trainee Survey selected for the trainee to provide additional feedback.
    Survey taken by coach Survey selected for the coach to provide additional feedback.
    Table 3. Related KPIs tab
    Field Description
    Improvement KPI Primary KPI used to measure the success of the coaching opportunity.
    Strategic objective Strategic objective affected by the coaching opportunity.
    Table 4. Snapshot Settings tab
    Field Description
    Snapshot fields Field values to show in the coaching assessment unless an advanced script is used.
    Advanced Check box to use a script to determine the content for the snapshot.
    Snapshot script Script that defines the evaluation process applied to the selected table. Select the fields from the table for which you want to capture the values.

    For example, when analyzing the Incident table, use #{number} to display the record number (such as INC0010002) for the incident record that triggered the coaching opportunity.

    Note:
    This field appears only if the Advanced check box is selected.

    Coaching Assessment form
    Number Unique (CAS) number for the coaching assessment.
    Trainee Trainee user that triggered the assessment in the coaching opportunity.
    Record Record associated with the assessment triggered in coaching opportunity.
    Opportunity Coaching opportunity number associated with the coaching assessment.
    State
    State of the assessment.
    • Open: New coaching opportunity.
    • Work in Progress: Trainee is being coached.
    • Resolved: All coaching and learnings have been provided to the trainee.
      Note:
      Learnings may not have been completed by the trainee.
    • 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.
    Coach group Group of coaches to which the assessment is assigned.

    Default value is populated from the coaching opportunity form.
    Coach Coach user performing the assessment.

    This field is typically set by the coach before performing the assessment, but can also be set by a member of the coach group or by the coaching admin.
    Due date Date the assessment is due. After this time, the assessment is set to Closed Incomplete state.
    Table 5. Notes tab
    Field Description
    Description Description of the assessment.
    Work notes Notes about the assessment (journal field).

    Additional notes can be added as the coach and trainee engage in further dialogue.
    Table 6. Snapshot tab
    Field Description
    Snapshot Field contents of the task, action, or behavior captured at the time the coaching opportunity was triggered.
    Table 7. Feedback tab
    Field Description
    Assessment rating Value of the performance of the trainee for reporting and trend-tracking purposes.
    • Excellent
    • Good
    • Average
    • Poor
    • Unacceptable
    Follow up Needed Further action required, if any, to improve the performance of the trainee.
    • Recognize: Trainee needs recognition for good performance.
    • Needs Additional Coaching: Trainee needs additional feedback from the coach.
    • Needs Outside Training: Trainee needs additional training outside the scope of the coaching assessment.
    • Referral to Manager: Indicates a major issue with the trainee performance.
    • Create Virtual Coach
    • No Follow Up
    Summary Summary of the coaching assessment.

    Coaching Assessment actions

    Button Description
    Complete Assessment Set the coaching assessment to Closed Complete state.
    Reopen Assessment Change the coaching assessment state from Resolved or Closed Complete back to Work In Progress for additional action.

    Either the coach or the trainee can reopen the coaching assessment.
    Submit feedback Feedback submitted by either a trainee or a coach from the survey form.
    Delete Deletes the coaching assessment from the Assessment Created by Opportunity list.

    Virtual Coaching form

    Field Description
    Short Description Description of the virtual coaching (CVC) record.
    Table Table source of coaching opportunity events.
    Training Record that contains related training content.
    Active Check box to activate the virtual coaching. Clear the check box to disable.
    Advanced Check box to use a script to determine when the automation triggers.
    Conditions Event that triggers a virtual coaching for the selected table.

    Conditions for virtual coachings are generally unique events.
    Script Script that defines the evaluation process applied to the selected table. Select the fields from the table to capture the values for.
    Note:
    Only shown if Advanced check box is selected.
    Autofill fields Fields to autofill under certain conditions.

    Training form

    Field Description
    Number Unique (CMC) number of the training.
    Title A short description for the training.
    Category Category of learning content, which is used for reporting.
    • Customer experience
    • Best Practice Series
    • Soft-Skill Communication
    • Behavioral Coaching
    • Product Support
    Content Content for assigned users to learn.

    The Preview Message related list shows the learning content in the context of the trainee.