We have a number of people in the business who work in the field.
Does anyone know of a way where the manager would be able to complete an assessment in Docebo per individual .
Scenario Salesperson presents a solution to a customer - manager wants to complete a form or assessment in Docebo which will be held in the salespersons file so they can go back and reflect on the scenario they presented.
Question
Support with in field learning
+7The Observation Checklists might be something you can use. Here is the article that explains them a little better: https://help.docebo.com/hc/en-us/articles/360020124179-Creating-Managing-Observation-Checklists
The cool thing is the checklists can support managers going in and checking things off as well. Here is the article that talks about that: https://help.docebo.com/hc/en-us/articles/360020079880-Completing-Observation-Checklists-as-a-User-or-Manager
I haven’t used them extensively yet, but this feature seems like it might meet your use case.
Annarose Peterson (She/Her)
I agree with Annarose. The observation checklist is one that addresses your use case. The only caveat with OC is that there is no option to download the report.
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