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Finalize or Cancel an Enablement Coaching Event

Finalize or Cancel an Enablement Coaching Event

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.

  1. From the App Launcher, find and select Enablement Coachings.
  2. Open an enablement coaching event that’s in Acknowledged status.
  3. Verify whether the coachee has acknowledged the evaluation.
  4. 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.

  1. From the App Launcher, find and select Enablement Coachings.
  2. Open an enablement coaching event that’s not in a lock point.
  3. 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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