Coaching reference

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • 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
    CoachingNonTaskTable

    Coaching assessment flow states

    Figure 2. Coaching Assessment Flow
    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
    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