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Hi Everyone, 

I have reviewed the wide list of questions associated with Observation Checklists but haven’t found what I need, so I am hoping someone out there can help!

 

I am looking to create a checklist to support the training onboarding requirements for newly hired employees. This consists of completing a series of e-learning modules, policy sign-offs etc. I have created the checklist which outlines the list of tasks the new hire needs to completed but I am confused now how to execute this. 

Here are my issues: 

  1. Can I link the e-learning courses they need to complete to the checklist some how?
    1. I have added the checklist to some courses for testing, but this is just an added training material. It also makes the learners complete the whole checklist and no indicate this is completed…
  2. Is there a way to add the check-list to the “Overview” page for learners? This way they can see it right away? 
  3. If the best way to present a checklist to new hires is through scheduling - is there a way to automate this? Or would it be based on creating a group and assigning that group to the check list. 

 

I think overall, I require more “how to” execute an Observation checklist in the LMS…. 

 

I hope you can help!

 

Thank you! - M

Here are my issues: 

  1. Can I link the e-learning courses they need to complete to the checklist some how? you can try adding a link to a course in the item but not sure it’s “live” link...
    1. I have added the checklist to some courses for testing, but this is just an added training material. It also makes the learners complete the whole checklist and no indicate this is completed…
  2. Is there a way to add the check-list to the “Overview” page for learners? This way they can see it right away?  Not really...you can build a tile that leads to the My Checklist page though  or you can use the Task Widget which contains a tab for Checklists
  3. If the best way to present a checklist to new hires is through scheduling - is there a way to automate this? Or would it be based on creating a group and assigning that group to the check list.  Depends on how you schedule...if you can manage to use a branch, anyone added to the branch will be auto assigned. If you choose Groups, only those that were part of the group at the time of scheduling will be assigned; sadly additions to the group after it was scheduled are NOT assigned (support have confirmed this). If you only assign these sporadically, you will need to create a schedule for each user or groups of users. 

Automation with Groups is certainly something that’s missing in the process flow

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