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Checklist – Does Docebo have a checklist type of tool?

  • September 6, 2023
  • 11 replies
  • 180 views

We are looking to implement a checklist. We have tried observation checklist but it’s not exactly what will work in this user case. Is there something else that users can use as a checklist while they are completing assessments and assignment? 

11 replies

aswartz
Helper II
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  • Helper II
  • September 6, 2023

Hi - I think the observation checklist is the closest to this built into Docebo.

You could look at using the Survey functionality or you can build a checklist in html and include it as a lesson in Docebo. 

If you use Articulate you could build a checklist in Rise or Storyline. It depends on what you need. Do you need to trigger something off of the responses? 

Good luck!

Aimee


lrnlab
Hero III
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  • Hero III
  • September 6, 2023

What are you trying to achieve exactly?


Davefox
Helper III
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  • Helper III
  • September 6, 2023

Following.

Also wondering if your need is akin to the certification checklist they announced was getting added to coach and Share


lrnlab
Hero III
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  • Hero III
  • September 6, 2023

@Davefox certification checklist?? what is that all about?


rtomchuk
Novice III
  • Novice III
  • September 6, 2023

What do you need to track exactly?


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  • Contributor I
  • September 6, 2023

We are looking to implement a checklist. We have tried observation checklist but it’s not exactly what will work in this user case. Is there something else that users can use as a checklist while they are completing assessments and assignment? 

We/healthcare could use that functionality too for monitoring user compliance with glucose meter competencies that are required initially, at 6 months and then again annually. The observation checklist as is doesn’t capture all we need it to.


rtomchuk
Novice III
  • Novice III
  • September 6, 2023

We are looking to implement a checklist. We have tried observation checklist but it’s not exactly what will work in this user case. Is there something else that users can use as a checklist while they are completing assessments and assignment? 

We/healthcare could use that functionality too for monitoring user compliance with glucose meter competencies that are required initially, at 6 months and then again annually. The observation checklist as is doesn’t capture all we need it to.

The observation checklists aren’t really meant to do that. I recommend looking into the Certifications and the External Training apps. Not healthcare, but our org is using External Training to track certain compliance like ISO.

Either have the user upload some kind of proof-of-compliance document, or designate superadmins or power users to manage it. Or a combination of both.


  • Novice II
  • September 6, 2023

The easiest option I can think of is to make it an assignment and create a fillable PDF they can complete and upload.  


kcortave
Novice II
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  • Novice II
  • September 8, 2023

I agree with the above, I think an interactive PDF as an assignment is the best route for your use case. 


Davefox
Helper III
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  • Helper III
  • September 11, 2023

@Davefox certification checklist?? what is that all about?

Sorry. Was mentioned in a recent launch video. Upcoming feature apparently . 


JKolodner
Helper III
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  • Helper III
  • September 26, 2023

@Davefox - By any chance, are you talking about the questionnaire functionality that’s coming soon to Discover, Coach, and Share?