Work with your coach

Use your assessments to work with your coach, including assigned training and due dates. You can view your assessments and track your results using the Trainee Dashboard.

Before you begin

Role required: sn_coaching.trainee

About this task

You can provide feedback for your coach when the assessment is in resolved, closed complete, or closed incomplete state.

Procedure

1. Navigate to All > Coaching > Trainee Dashboard.
2. Select an active Coaching Assessment record from the My Assessment Details list to view feedback from your coach.
3. View the Notes from your coach for coaching instructions.
4. Complete any learning content in the Assigned Trainings related list before the Due date.
5. Add any Notes for your coach that are applicable to your progress or learning status.
6. To provide feedback for the coach, select Start Survey.
   The Provide Training Feedback form appears.
7. Complete the feedback and select Submit.
   The score for the survey is added to the Coach rating field.
8. To assess your survey results and other reports, navigate to Coaching > Trainee Dashboard.

Trainee works on a coaching assessment

Table 1. Coaching Assessment form

Field	Value
Number
Trainee	Trainee User 1
Record	Incident: INC000055
Opportunity	COP0000109
State	Resolved
Coach group	Coach Group
Coach	Coach User 1
Due date	2018-10-25 05:18:59
Resolved by Virtual Coach	Selected

Related reference

• Coaching field descriptions