---
title: Setting up Coaching and surveys
description: To take full advantage of Coaching, configure the Coaching application and set up surveys.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/it-service-management/coaching/cf-setting-up-coaching.html
release: australia
product: Coaching
classification: coaching
topic_type: concept
last_updated: "2026-03-12"
reading_time_minutes: 1
breadcrumb: [Configure, Coaching, IT Service Management]
---

# Setting up Coaching and surveys

To take full advantage of Coaching, configure the Coaching application and set up surveys.

## Setting up Coaching

Configure Coaching to start assessing and coaching trainees.

1.  Set up [Coaching roles](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/coaching/cf-coaching-roles.md) 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.

## Setting up surveys

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

Access the [Survey designer](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/c_SurveyDesigner.md) for Coaching by navigating to **Survey** > **Survey Designer**.

Access the Coaching [Survey definitions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/c_SurveyDefinitions.md) by navigating to **Coaching** > **Coaching Surveys**.

-   **[Create a survey and associate with a Coaching opportunity](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/coaching/cf-create-survey-coaching-opportunity.md)**  
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.

**Parent Topic:**[Configuring Coaching](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/it-service-management/coaching/cf-configuring-coaching.md)