Assess the quality of completed tasks

  • Release version: Australia
  • Updated March 12, 2026
  • 3 minutes to read

    • Assess the ability of your agents to resolve tasks or the quality of their completed tasks.

    Before you begin

    Role required: sn_coaching.coach

    About this task

    You can create an assessment from an interaction or any task type.

    When you manually create an assessment, you can add a survey to it. Coaching assessments also get created and assigned to the coach based on the trigger conditions that are defined in coaching opportunities.

    If the coaching opportunity includes a survey, you can opt to take the survey and the assessment. When you use a survey to assess a trainee, the score for the survey is automatically calculated when you complete the survey. The assessment rating is then updated based on that score.

    The Coaching Overview screen displays the average quality of the tasks that were completed in the past 30 days for your assignment groups.
    • The donut chart displays the number of assessments in various states of completion. You can point to one of the states and click to open all assessments in that state.
    • The bar chart displays assessments created by coaching opportunities. You can click on any of the data in the graph to access the assessments.
    • You can click on the graph that displays the indicator data and access detailed information on the indicator.

    Procedure

    1. Navigate to Workspaces > Manager Workspace.
    2. Click the Coaching (Coaching icon.) icon.
    3. Perform assessments.
      ToDo this
      Perform adhoc assessments
      1. Click the Lists icon (Lists icon.).
      2. Select any record, such as a work order task, for which you want to create an assessment.

      3. Select the Assessments icon (Coaching Assessment icon.).

        The assessment screen appears in the right panel.

      4. Click the plus (+) icon.
      Use assessments triggered by coaching opportunities
      1. Click the Coaching icon (Coaching icon.).
      2. Select any record for which you want to create an assessment.
        Note:
        Click the Active Assessments tab to view assessments of all teams for which you are a manager or an additional manager.
      3. Select a task to assess.
    4. On the form, fill in the fields to assess the agent.
      Table 1. Assessment form
      Field Description
      Opportunity Coaching opportunity associated with the coaching assessment.
      State State of the assessment.
      • Open: New coaching opportunity
      • Work in progress: Trainee is being coached
      • Resolved: Trainee is assigned coaching programs and training modules.
      • Closed Complete: Assessment has been resolved and closed.
      • Closed Incomplete: Assessment that has been closed but not completed, typically because the coaching assessment due date has expired.
      Assessment Rating How well the agent resolved the incident. The Coaching application automatically populates this field when a coach completes a survey for the trainee.
      Follow up Whether the coach must take further action to improve the trainee performance.
      Comments Optional notes to add about the assessment.
      Survey taken by coach Survey for the trainee taken by the coach.

      You can add a survey for an assessment when you create the assessment manually or when the coaching opportunity triggers an assessment that does not have a survey.

      When a coaching opportunity triggers an assessment and contains a survey, the survey is automatically added to the assessment and cannot be changed by the coach.
      Survey taken by trainee Survey for the coach taken by the trainee.
      Add skills Skills to add to the trainee profile when the assessment is complete. Selecting this field displays all the skills and the skill levels that are not in the trainee's profile.
      Add training Training to assign to the trainee.

      You can also assign learning tasks from course items.
    5. Save the assessment.
      • To complete the ad hoc assessment, click Save.
      • To complete assessments creating using coaching opportunities, click Complete assessment.