Coaching reference

Coaching reference content includes business rules and field descriptions.

Coaching on a non-task table

To provide coaching on a table source that does not extend the Task table, you must create a business rule to initiate the coaching process.

The business rule Evaluate coaching opportunity on tasks initiates coaching for tables that extend Task. You can copy this business rule and modify it for tables that do not extend the Task table.

Figure 1. Evaluate coaching opportunity on a non-task table

Coaching assessment flow states

Figure 2. Coaching Assessment Flow

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
Training History	sn_coaching.admin: view sn_coaching.coach: view sn_coaching.trainee: none
Assigned Training	sn_coaching.admin: create, write, delete sn_coaching.coach: create, write and delete own training action sn_coaching.trainee: view
Training	sn_coaching.admin: create, write, delete sn_coaching.coach: create, write and delete own training 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

Coaching Properties

Table 1. Properties

Property	Description
glide.ui.sn_coaching_assessment_activity.fields	Edit coaching assessment activities. Type: string Default value: assigned_to,cmdb_ci,state,impact,priority,opened_by,work_notes,comments,*Attachments*,assessment_of
sn_coaching.recommended_learning_deprecated	Coaching Recommended Trainings is being deprecated and replaced with the Learning Tasks and course items from Coaching with Learning. Type: string Default value: true
sn_coach.lrn.exclude_weekends_on_learning_task_due_date	Enable property to exclude weekends while setting the due date for learning tasks. Type: true|false Default value: true
sn_coach_lrn.learning_list_menu_props	Data array properties for the now-list-menu component on the Learning Tasks tab, coaching module. Type: string Default value: script for data array

• Coaching roles
  Assign Coaching roles to specify what different users can see and do.
• Coaching properties
  Set the duration to read knowledge articles and whether to exclude weekends for trainees to complete training using Coaching properties.
• Coaching field descriptions
  Coaching field descriptions also include form related lists and actions.
• Integrating Coaching with other applications
  Bring in data from other ServiceNow applications to enhance the training of your agents.
• Resolve Coaching issues
  Resolve common issues when setting up or running Coaching.
• Domain separation and Coaching
  Domain separation is supported in Coaching. Domain separation enables you to separate data, processes, and administrative tasks into logical groupings called domains. You can control several aspects of this separation, including which users can see and access data.
• Quick start tests for Coaching
  Validate that Coaching still works after you make any configuration change such as apply an upgrade or develop an application. Copy and customize these quick start tests to pass when using your instance-specific data.