Resolve Coaching issues

Resolve common issues when setting up or running Coaching.

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Issue

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Resolution

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Error after creating a coaching opportunity:You must create a business rule for a non-task type source table to trigger a coaching assessment. For more information, refer to http://servicenow.com/docs/?context=CSHelp:Coaching-Non-Task-Table.

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Create a business rule to initiate the coaching process for a non-task type table. Copy the Coaching Opportunity creator for Task business rule and modify it for tables that do not extend Task.

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A coaching assessment is not automatically closed after the due date has passed.

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Deactivate the Close assessments after expiration scheduled job in System Definition > Scheduled Jobs.

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Coaching assessment is not created.

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These resolutions are applicable to a coaching assessment not being created:- Add the trainee as a member of the trainee group. - Clear the Prevent duplicate assessment check box if the trainee already has a coaching assessment for the same coaching opportunity. - Include the trainee in the Users who should be coached on every opportunity list when the Random sample (%) is less than 100.

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You want to override ACLs and trainings for the Assigned Training related list on the Coaching Opportunity and Coaching Assessment forms.

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Implement Coaching extension points:- CoachingExtensionPoint - CoachingACLExtensionPoint

</td></tr></tbody> </table>Parent Topic:Coaching reference

Related topics

Using extension points to extend application functionality

Using scripted extension points in server-side scripts

Using UI extension points in server-side UI macros

Using client extension points in client-side UI scripting