As a coach, you can complete an acknowledged event or cancel an event. Finalizing the
evaluation completes the lifecycle, while cancellation preserves a read-only record before the
evaluation lock point.
Required Editions
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life
Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the
Life Sciences Customer Engagement managed package.
User Permissions Needed
To finalize or cancel an event:
Manage Enablement Coaching
Edit access to the assigned event
Finalize an Acknowledged Event
Move an acknowledged Enablement Coaching event to Completed status.
From the App Launcher, find and select Enablement Coachings.
Open an enablement coaching event that’s in Acknowledged status.
Verify whether the coachee has acknowledged the evaluation.
Click Finish.
The event moves to the Completed status and is read-only.
Cancel an Event
Cancel an Enablement Coaching event before its evaluation lock point and preserve it as
a read-only record.
From the App Launcher, find and select Enablement Coachings.
Open an enablement coaching event that’s not in a lock point.
Click Cancel.
The event moves to Cancelled and becomes read-only. It remains available in
applicable list views but doesn’t appear in Calendar.
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