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Using Checklists
Using Checklists

Checklists are a great way to track tasks completed by your learners, as well as create a standardized workflow for testing, as shown here.

Catherine Wnuk avatar
Written by Catherine Wnuk
Updated over a week ago

Checklists help you track tasks completed by your learners. With a 1 – 5 scale, custom point values, and yes/no formats available, you can easily record how well a task was performed. Additionally, optional subtasks let you drill down to ensure that the entire process was followed from start to finish.

Creating a Checklist

Checklists can be created by either clicking on either Checklists in the Training Elements section, or by clicking on the Add Course Content to a Course and selecting Create New under Checklists. Both methods will take you to this page. Click on Create New Checklist, provide a Name and/or a Description, then click on Create Checklist to Save.

Next click on New Task.

On the next page, enter the first task into the text box and set whether it should be graded as a Yes/No task, on a scale of 1–5, or use a custom point value that you set with.

You can either click on Save Task to add the task to the Checklist, or you can click on Add a Subtask to add another step to this task, as shown below.

Grading a Checklist

There are two ways to start the grading process, both of which are detailed below.

Option 1:

On your Dashboard, click on Checklists for Review in your Required Actions area and click on the number under Number of Users.

Option 2:

In the Training Elements section, click on Checklists, then click on the link under Review Required for the checklist you want to grade.

Next, click on the user whose checklist you want to grade.

On the next page, click on the radio buttons to select the answer and use the text fields to add any applicable notes.

Once you've graded all of the tasks and subtasks, you can set whether the checklist was passed or failed. Alternatively, you can mark the checklist as completed without specifying a pass or fail. Lastly, you can leave overall feedback for the checklist at the bottom. Once done, click on Finished Grading to submit the final results, or click on Save to save the current settings without submitting them.

After clicking on Finished Grading, you will be prompted to confirm that what you have submitted is correct. If they are correct, check the box and click Sign and Submit.

Editing a Graded Checklist

To edit a Checklist that has already been graded, click on the Course that contains the Checklist, then navigate to the Learners tab. Find the user whose Checklist needs to be edited and click the link under Course Progress.

Then, then click on the View Checklist button.

What a Learner Sees

When a Learner clicks on a Checklist in a course, they will see all tasks and subtasks. However, Checklists cannot be completed by Learners, so this serves only as a guide for what the Checklist will entail.

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