---
sourceDocument: Australia IT Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/it-service-management

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia IT Service Management

ft:clusterId :

    - itsm

bundleId :

    - itsm

workflow :

    - Technology


---

# Setting up

# Setting up Coaching and
surveys {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

To take full advantage of Coaching, configure the Coaching application and
set up surveys.

## Setting up Coaching {#setting-up-coaching__section_jkf_vgd_gfb}

Configure Coaching to start assessing and coaching trainees.

1. Set up Coaching [roles](https://servicenow-prod.fluidtopics.net/fWUn6c0b17my0GsGAU8oYg "Assign Coaching roles to specify what different users can see and do.") and groups to identify Coaching users, coaches, and admins.
2. Define an assessment trigger on the Coaching Opportunity form.
3. Identify training content that is provided as part of a training or virtual coaching.
4. Configure virtual coaches to add to a coaching opportunity.
5. Set up surveys to provide feedback on the coaching experience so you can make improvements.
{#setting-up-coaching__ul_sgw_nbd_gfb}

## Setting up surveys {#setting-up-coaching__section_psl_vgd_gfb}

You can obtain feedback for both the coach and the trainee by creating surveys that are accessed from a Coaching Assessment form that has been resolved or closed.

* Survey taken by trainee to provide feedback on the coach
* Survey taken by coach to provide feedback on the trainee
{#setting-up-coaching__ul_ard_fkg_gfb}

Access the [Survey designer](https://www.servicenow.com/docs/access?context=c_SurveyDesigner&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US) for Coaching by navigating to SurveySurvey Designer.

Access the Coaching
[Survey definitions](https://www.servicenow.com/docs/access?context=c_SurveyDefinitions&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US) by navigating to CoachingCoaching Surveys.

## Coaching Properties {#setting-up-coaching__section_rdb_dzr_3nb}

{#setting-up-coaching__table_u2w_jh5_fnb__entry__2}

| Property | Description |
|-|-|
| sn_coaching.kb_article_duration | Number of days to read the knowledge article. The admin (sn_wfo.admin) sets the number of days for the trainee to complete reading the article. The number of days is converted to the due date for the trainee to complete the training. It is calculated from the current date taking the trainee's time zone into consideration. * Type:Integer * Default value:5 {#setting-up-coaching__ul_v2w_jh5_fnb} |
| sn_coaching.exclude_weekends_on_training_due_date | Excludes weekends when the due date is set for trainees to complete training. * Type:true \| false * Default value:true {#setting-up-coaching__ul_w2w_jh5_fnb} |
[Tabelle : 1. Properties]

{#setting-up-coaching__table_u2w_jh5_fnb}
* **[Define trigger conditions for a coaching opportunity](https://servicenow-prod.fluidtopics.net/sLfkEJYvlhVO2_tfq0jmCg)**   
  Use the Coaching Opportunity form to define a critical moment in a process on which a user can be coached. A coaching opportunity consists of the relationship between a process that can be improved, and coaches and trainees.
* **[Identify and add course items for a virtual coach](https://servicenow-prod.fluidtopics.net/OU29FPgQAV_0uoI7unjMng)**   
  Define filters and add course items for automated virtual coaching. When a coaching assessment is triggered, the course items are automatically attached to the assessment.
* **[Create a survey and associate with a Coaching opportunity](https://servicenow-prod.fluidtopics.net/nYuI7DXsolb4DMFzzIKQPw)**   
  Create a survey for coaches or trainees to assess the training quality. Add a question bank to the survey. Associate the survey with a coaching opportunity to provide feedback when the coach completes the coaching assessment.