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.
Checklist Settings
You can access your Checklist's settings via the General Settings tab.
Allow Learners to Self-Check: If enabled, Learners will be able to add responses and complete the Checklist themselves. If disabled, the Checklist can only be filled in and completed by an Admin or Power User with Checklist permissions.
You have two additional options if enabled:
Learner submissions must be reviewed by an admin/manager: Learners can fill in the checklist but the checklist will not be marked as completed until reviewed by an Admin or Power User.
Learner submissions are automatically valid: Learners can fill in the Checklist and it will be considered completed without requiring further review.
Show Results to Learner: Allows Learners to see the grading and comments. Disable if you want to hide the results.
Allow Learners with Not Applicable Grade to Pass this Course: If enabled and the Checklist is marked as Not Applicable, the Checklist will be treated as Completed in the Learner's course, allowing them to complete the course without the Checklist requiring an actual Passed status.
Flag Checklist for Review: Sets when the Checklist appears in the Admin/Power User Checklists for Review panel on the Dashboard. You have four options:
When user starts the course: The Checklist will appear as soon as the Learner clicks the Start Course button.
When user is enrolled into the course: The Checklist will appear as soon as the Learner is enrolled in the course, without them having to start the course.
When checklist becomes unlocked for the user: The Checklist will appear when the Checklist is available for the Learner, such as when all preceding modules are completed with the Enforce Module Sequence setting enabled in the Course.
Never: The Checklist will never show up, requiring grading solely via the Learners' Course Progress page.
Required Points to Pass: The total of points required for the Checklist to be considered passed, based on the 1–5 and custom point value (sub)tasks.
In-Person Checklist Settings: Sets the default Location, Instructor, and Time that will be attached to the checklist. All three can be modified on a per-user basis by accessing the Checklist through their respective Course Progress page.
Grading a Checklist
To learn about grading a checklist, refer to this article.
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.
