Completing Observation Checklists as a User or Manager

Discover how to complete the checklists assigned to you

Last Updated

June 4th, 2019

Reading Time

3 min

User Level

,

Introduction

Observation Checklists are an easy-to-use tool in your learning platform, enabling you as a user to check your own learning progress or monitor compliance requirements while doing a specific task, and allowing managers to observe and document the progress of their team members training and on-the-job activities, or how they perform their activities.

Filling Out Observation Checklists as a User

If your platform administrator has created a checklist for you, you will receive a notification in your platform’s Notifications area. Select the bell icon in the status bar at the top of your platform in order to read it. Open the notification, then click on the Go to My Checklists button to open the My Checklists page, where you’ll complete and manage the checklists assigned to you.

User Checklist

On the My Checklists page, you will see all of the checklists that you have to fill out. Under the checklist title, you can see the checklist’s expiration date, or on which date you completed it. On the right side of each checklist, you can see the status of your checklist (To Do, Expired, Expiring or Completed). The Expiring note warns you to complete the checklist before it expires, while the Expired label means that you didn’t complete the checklist within its expiration date.

In order to complete your checklist, simply select it from the list and respond to the items that you find in your checklist. If configured by your platform administrator, you may find an Acceptance Review section at the end of your checklist. Simply select the thumbs up if you accept the checklist responses, the thumbs down if you don’t accept them. Once finished, press Send Checklist.

Managing and Filling Out Observation Checklists as a Manager

In your platform, your administrator may assign you or your team members checklists to complete. You as their managers may be assigned a checklist to complete for your team members, or your team members may be asked to complete checklists on their own. In this way, you’ll be able to monitor your team members’ compliance requirements, learning progress, or job task progress.

Manager Observation Checklist

If you have a checklist to complete, you will receive a notification in your platform’s Notifications area. Select the bell icon in the status bar at the top of your platform in order to read it. Open the notification, then click on the Go to My Team button to open the Checklists tab of your My Team page, where you can manage the checklists relating to your team members.

This tab is divided into two areas. The Check Your Team area displays a list of checklists that you as a manager need to complete on behalf of your team members. The Checklists for Your Team Members section displays a list of checklists for your team members to complete on their own.

Under the name of a team member in the list, you can see the checklist’s title, and the completion or expiration date. On the right side of each checklist, you can view the status of your checklist (To Do, Expired, Expiring or Completed).

To complete a checklist for your team members, select it from the Check Your Team list and respond to the items that you find in your checklist. If requested by the administrator, you may find an Acceptance Review section at the end of your checklist. Simply select the thumbs up if you accept the checklist responses, the thumbs down if you don’t accept them. Once finished, press Send Checklist.