{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":31887,"path":"it-service-management/coaching/cf-assess-trainee.md","title":"Assess a trainee","bundle":null,"doc_type":null,"release":"australia","body":"\n# Assess a trainee\n\nUse a coaching assessment to review the work of a trainee and to provide training and feedback.\n\n## Before you begin\n\nRole required: sn\\_coaching.coach\n\n## About this task\n\nA trainee can view any field on the coaching assessment form and add comments to the to the **Work notes** field. A trainee can submit feedback for a coach using a survey when a coaching assessment is in resolved, closed complete, or closed incomplete state.\n\nWhen an assessment is generated, all users in the Coach group receive a notification. Assessments are generated automatically \\(as the result of a coaching opportunity\\) or created manually. You can provide feedback for your trainees using a survey at any time during the coaching assessment.\n\nYou can create a coaching assessment from incidents, problems, change requests, or any other table that extends the [task table](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/c_TaskTable.md). Enable the display of the **Create Coaching Assessment** button and create your assessments using that button.To enable display of the button:\n\n-   Configure the [UI actions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/c_UIActions.md) on the record.\n-   In the sn\\_coaching.CoachingExtensionPoint extension point, make sure the getCreateAssessmentUITables method is implemented to return the name of the tables.\n\n## Procedure\n\n1.  Navigate to **All** &gt; **Coaching** &gt; **Coaching Assessment** and select a coaching assessment in the **Open** state.\n\n    You can take a survey using the **Start Survey** button to provide feedback for the trainee at any point during the assessment. After you complete the survey, the score is calculated using the **Calculate coaching survey score** business rule and is automatically populated in the **Trainee Rating** field. The trainee rating generates an assessment rating that is populated in the **Assessment Rating** field.\n\n    **Note:** Surveys are not available for assessments that are created manually.\n\n2.  Fill in the fields on the Coaching Assessment form.\n\n    1.  Verify the **Coach group**, which is obtained from the coaching opportunity, is accurate.\n\n    2.  Set the coaching assessment **Coach** field to a coach.\n\n    3.  In the **Due Date** field, enter the date when the assessment is due.\n\n    The coaching assessment is set to **Closed Incomplete** state after the due date. Use system properties to set due dates to complete training. For more information, refer to [Coaching reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/coaching/cf-coaching-reference.md). You can disable automatic closure behavior by deactivating the **Close assessments after expiration** scheduled job.\n\n3.  Fill in the fields in the **Notes** tab.\n\n    1.  Add a **Description** to the coaching assessment.\n\n    2.  Add **Work notes** to facilitate a dialog with the trainee.\n\n4.  Review the **Snapshot** content in the **Snapshot** tab and add your feedback in the **Notes** field.\n\n5.  Fill in the fields in the **Feedback** tab.\n\n    1.  Set the **Assessment rating** based on the coaching experience.\n\n        When you submit feedback for a trainee, the score in the **Trainee Rating** field, which is based on a scale of 1-10 is converted to a rating such as good or excellent. This rating displays in the **Assessment rating** field.\n\n    2.  Set the **Follow up** action as part of coaching.\n\n6.  Review the skills applicable to the trainee in the **Trainee Skillset** related list.\n\n    See [Skills Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/skills-management.md) for more information.\n\n7.  Add [assigned training content](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/coaching/cf-identify-learning-content.md) in the **Assigned course items** related list.\n\n8.  Review survey feedback for the trainee in the **Survey Results** related list.\n\n9.  When coaching is finished:\n\n    1.  Add a **Summary** of the coaching experience as an overview of your assessment.\n\n    2.  Set the coaching assessment to **Resolved**.\n\n\n## Coach assesses trainee\n\n|Field|Value|\n|-----|-----|\n|Number|CAS0001004|\n|Trainee|Trainee User 2|\n|Record|Incident: INC0000055|\n|Opportunity|COP0000109|\n|State|Work in Progress|\n|Coach group|Coach Group|\n|Coach|Coach User 1|\n|Due date|2018-10-25 05:18:59|\n\n<table id=\"table_xgc_kb3_4fb\"><thead><tr><th>\n\nField\n\n</th><th>\n\nValue\n\n</th></tr></thead><tbody><tr class=\"sub-head\"><td colspan=\"2\">\n\nInformation for Review\n\n</td></tr><tr><td>\n\nSnapshot\n\n</td><td>\n\n-   Configuration item:\n\nSAP Human Resources\n\n-   Additional comments:\n\n2018-06-23 21:45:04 - ITIL User \\(Additional comments\\)\n\nThe SAP Human Resources application is not accessible.\n\n-   Work notes:\n\n2018-06-23 21:45:04 - ITIL User \\(Work notes\\)\n\nI cannot access this application so we may have an outage.\n\n\n</td></tr><tr><td class=\"sub-head\" colspan=\"2\">\n\nFeedback Rating\n\n</td></tr><tr><td>\n\nAssessment rating\n\n</td><td>\n\nExcellent\n\n</td></tr><tr><td>\n\nFollow up\n\n</td><td>\n\nRecognize\n\n</td></tr><tr><td>\n\nSummary\n\n</td><td>\n\nTrainee showed great interest in learning the trainings and finished them ahead of due date.\n\n</td></tr></tbody>\n</table>-   **[Assign skills after completing an assessment](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/coaching/cf-assign-skills-assessment.md)**  \nAutomatically assign skills to trainees for specific skill levels based on the course items they have completed. For example, if a trainee completes the course items for learning Japanese at an expert level, then the skill level 'expert' can be assigned to the trainee.\n\n**Parent Topic:**[Coaching your trainee](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/coaching/cf-coaching-your-trainee.md)\n\n**Related topics**  \n\n\n[Coaching field descriptions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/coaching/cf-coaching-field-descriptions.md)\n\n"}}