{"revision":"c10276e953456835cdbb1f3a60d58ae1980be353","document":{"id":31899,"path":"it-service-management/coaching/cf-create-coaching-opportunity.md","title":"Define trigger conditions for a coaching opportunity","bundle":null,"doc_type":null,"release":"australia","body":"\n# Define trigger conditions for a coaching opportunity\n\nUse 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.\n\n## Before you begin\n\nRole required: sn\\_coaching.admin\n\n## About this task\n\nWhen the triggered conditions defined in a coaching opportunity are met, an assessment for that trainee is generated. The coaching assessment is then assigned to a coach for training, or is completed using automated virtual learning content.\n\n## Procedure\n\n1. Create a coaching opportunity using the guided setup or by using the application navigator.\n\n\n
\n\nTo create using\n\n\n\nDo this\n\n
\n\n**Guided setup**\n\n\n\n1. Navigate to **Continual Improvement** > **Administration** > **Guided Setup**.\n2. Go to the **Add a Coaching Opportunity** section and select **Configure**.\n\n\n
\n\n**The Application navigator**\n\n\n\nNavigate to **Coaching** > **Coaching Opportunities**.\n\n
2. Select **New**.\n\n3. Fill in the fields on the Coaching Opportunity form.\n\n 1. Select the table that contains the field for coaching in the **Table** field.\n\n 2. Select the **Trainee field** from the source table.\n\n 3. To limit the trainees for which a coaching assessment is generated, select a specific **Trainee group**.\n\n 4. Select a coach or a group of coaches to assess and provide feedback to trainee assessments generated from this coaching opportunity.\n\n - To select a coach group, from the **Coach group** field, select the group of coaches.\n - To select the assignment group manager as the coach for the selected task record, enable the **Specify coach user** check box and select the coach user from the selected table.\n 5. Add the condition for the critical moment in the **Trigger** fields.\n\n See [Common ITSM assessment triggers](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/coaching/cf-coaching-overview.md) for examples.\n\n4. Fill in the fields in the **Snapshot Settings** tab.\n\n 1. Select the **Snapshot fields** that contain the values to capture in the coaching assessment when an assessment is triggered.\n\n 2. To use an advanced script, select the **Advanced** check box and add your script.\n\n See [Scripts](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/api-reference/scripts/c_Script.md) for more information on scripting.\n\n5. Fill in the fields in the **Frequency** tab.\n\n 1. To limit the number of coaching assessments generated, set the **Random sample \\(%\\)** to a percentage of the total number.\n\n If you reduce the random sample size, you can avoid certain trainees from being excluded by specifying **Users who should be coached on every opportunity**. For example, you may want new employees to be coached every time.\n\n 2. Specify the **Assessment duration** after which the coaching assessment is set to **Closed Incomplete** state.\n\n You can disable automatic closure behavior by deactivating the **Close assessments after expiration** scheduled job.\n\n 3. To **Prevent duplicate assessments** from being created for a trainee for the same coaching opportunity within a certain time period, select the check box.\n\n Specify the **Time period** within which duplicate assessments are not created.\n\n6. Fill in the fields in the **Surveys** tab.\n\n 1. To select feedback surveys taken by trainees and coaches when the coaching assessment is in **Resolved** state, select a **Survey taken by Coach** and a **Survey taken by Trainee**.\n\n7. Fill in the fields in the **Related KPIs** tab.\n\n 1. Select the primary KPI improved by the coaching opportunity in the **Improvement KPI** field.\n\n 2. Select the **Strategic objective** affected by the coaching opportunity in the **Strategic objective** field.\n\n **Note:** You can set strategic objectives by navigating to **Continual Improvement** > **Strategy Objectives**.\n\n You can add [assigned trainings and virtual coach](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/coaching/cf-identify-learning-content.md) items to the related lists, if applicable, to complete the coaching opportunity.\n\n\n## Coaching admin defines a trigger condition\n\n|Field|Value|\n|-----|-----|\n|Number|COP0000109|\n|Name|Incident Process: Coaching on Incident Reassignment|\n|Description|Coach a user on the reassignment process of an incident, including adding comments, CI, and category.|\n|Table|Incident \\[incident\\]|\n|Trainee|Assigned to|\n|Trainee group|Trainee group|\n|Coach group|Coach Group|\n|Active|Selected|\n|Trigger|Option: Assigned to|\n|Operator: changes|\n\n|Field|Value|\n|-----|-----|\n|Frequency|\n|Random sample \\(%\\)|100|\n|Assessment duration|5 days|\n|Surveys|\n|Survey taken by Coach|Trainee Assessment Survey \\(provided by coach\\)|\n|Survey taken by Trainee|Coach Effectiveness Survey \\(provided by trainee\\)|\n|Related KPIs|\n|Improvement KPI|Number of reassigned open incidents|\n|Strategic objective|Retrofit Staffing to include more global logistics|\n|Snapshot Settings|\n|Snapshot fields|Resolution code, Resolution notes, Work notes|\n\n**Parent Topic:**[Configuring Coaching](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/coaching/cf-configuring-coaching.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"}}