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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia IT Service Management

ft:clusterId :

    - itsm

bundleId :

    - itsm

workflow :

    - Technology


---

# Setting up

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

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
To take full advantage of Coaching, configure the Coaching application and set up surveys.

## Setting up Coaching {#cf-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/4Ipgd8Oi8ryT8ZYnEMzeOw "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.
{#cf-setting-up-coaching__ul_sgw_nbd_gfb}

## Setting up surveys {#cf-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
{#cf-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.
* **[Create a survey and associate with a Coaching opportunity](https://servicenow-prod.fluidtopics.net/sV7RidvlCgJOt5bbT_F8mQ)**   
  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.

*[\>]: and then