CoachingReports
Captures coaching feedback and assessments provided by managers to field representatives, including competencies evaluated, performance scores, and coaching notes aligned to compliance standards.
Columns
| Name | Type | ReadOnly | Description |
| ID [KEY] | String | True |
Unique identifier for the coaching report record within the system. |
| Global ID | String | True |
System-generated global identifier that ensures uniqueness across Vault environments. |
| Link | String | False |
Direct system URL link to access the coaching report document within Veeva Vault. |
| Coaching Report Name | String | True |
The name or title assigned to the coaching report, typically used to identify the report in user interfaces and search results. |
| Status | String | False |
The current workflow state of the coaching report, such as Draft, In Review, or Approved. |
| Created By | String | True |
The username or user ID of the individual who initially created the coaching report. |
| Created Date | Datetime | True |
Timestamp indicating when the coaching report was first created in the system. |
| Last Modified By | String | True |
The username or user ID of the individual who last modified the coaching report. |
| Last Modified Date | Datetime | True |
Timestamp of the most recent update made to the coaching report. |
| Business Account Planning | String | False |
Qualitative or quantitative assessment of the employee's effectiveness in planning for business accounts. |
| Call Productivity | String | False |
Evaluation metric reflecting the employee's efficiency and output during customer calls or visits. |
| Comments | String | False |
Optional text field for additional feedback, notes, or qualitative observations provided by the coach or manager. |
| Customer Focus | String | False |
Score or narrative indicating how well the employee demonstrates attentiveness to customer needs and relationship building. |
| Knowledge Expertise | String | False |
Assessment of the employee's depth of product, therapeutic, or operational knowledge relevant to their role. |
| Mobile ID | String | False |
Unique mobile-specific identifier associated with the coaching report, typically used in offline scenarios or mobile sync operations. |
| Review Date | Date | False |
The date on which the coaching review session took place or was recorded. |
| Review Period | String | False |
The reporting period that the coaching session covers, such as Q1 2025 or January 2025. |
| Coaching Report Status | String | False |
Custom-defined status field to indicate progression or outcomes beyond standard workflow statuses. |
| Strategic Planning | String | False |
Evaluation of the employee's ability to think strategically, prioritize objectives, and align efforts with business goals. |
| Employee | String | False |
Reference to the employee being evaluated, typically a foreign key linking to the employee record. |
| Manager | String | False |
Reference to the manager or supervisor conducting the coaching review, typically a foreign key linking to the manager's record. |
| Owner | String | False |
User ID or system reference indicating ownership of the record for workflow and visibility purposes. |
| Overall Rating | Double | True |
Final numeric rating summarizing the employee's overall performance based on coaching evaluation criteria. |
| Legacy CRM Id | String | False |
Identifier carried over from a previous Customer Relationship Management (CRM) system, used for historical mapping or migration purposes. |