Work with your coach

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

    • 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.

    Antes de Iniciar

    Role required: sn_coaching.trainee

    Por Que e Quando Desempenhar Esta Tarefa

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

    Procedimento

    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, click Start Survey.
      The Provide Training Feedback form appears.
    7. Complete the feedback and click 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

    Tabela 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