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Observation checklist

  • April 29, 2026
  • 1 reply
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Hello,

 

I have several courses that have an Observation Checklist attached.  The current status is that the courses are marked as completed when the user has completed the eLearning, even though the OC is sitting in progress.

Is there a way to run a report of all in progress Observation Checklists which indicates users have completed the eLearning and are waiting for the assessment to take place?

1 reply

Moshe.Machlav
Helper III
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Hello ​@Suzy_q,

Before we dive into the reporting, let's look at why your courses are completing early. In organizations I've worked with, this pattern usually happens because of how the training material settings are configured. If the eLearning module is accidentally set as the End Object Marker, or if the checklist is set up as an external trigger rather than a required course material, the platform will mark the course as "Completed" while the checklist is still "In Progress."

If your goal is to prevent the course from completing until the assessment is done, the most reliable fix is to ensure the Observation Checklist is embedded directly inside the course as a Training Material, set its completion to "Upon conclusion" (rather than "Upon sending"), and explicitly set the checklist as the End Object Marker in its settings. This forces the platform to hold the course in "In Progress" until the checklist assessment is fully approved.

However, if you want to maintain your current setup and simply track the pending assessments, the built-in dashboard will give you exactly what you need:

  1. Open the Admin Menu (gear icon) and select Reports.

  2. Go to the Quick summary reports and dashboards tab.

  3. Find the Observation checklists dashboard and click View.

  4. Click on your specific checklist to open the Assigned checklists table.

Look at the Status column. Because your checklist is currently firing after the eLearning is finished, any user with a status of "To do", "In progress", or "To approve" has inherently completed the eLearning and is simply waiting on their assessment.

Official documentation: Managing observation checklist training material – Docebo Help Center