Checklists

About Checklists

A checklist is a versatile observational tool that can be used to direct learning activities that occur outside of the e-learning platform but are related to an overall training program. Checklists perfectly embody the concept of blended learning by requiring the learner to check off, and optionally comment on, training activities you specify and observe.

Use checklists to direct, track, and report on training activities like:

• Hands-on training activities  

• Self-study assignments like reading procedure manuals

• Practicing things that take time to master like greeting guests, knife skills, and cleaning the cooler

Once the items on the checklist are checked off, a manager's sign off is required.

The completed checklist can be seen in three places:

• The history tab in the Employee Profile

• The Completed Assignment popup on the Manager’s Dashboard

• The History on the learner’s My Training page

This is what a checklist looks like when opened from My Training:

Checklist Features

A variety of options are available when creating checklists:

• Learners can update, save, and come back later

• Optionally include learner comments

• Remote sign-off and remote entry available for managers

• Syllabus option allows the checklist to remain accessible for the whole time a learning program even when enforced sequence is used

• A certificate can be awarded for a checklist

• You can create checklists in English or Spanish

• Checklists can be made part of a content group

Making Changes to a Checklist

You can make edits to a checklist whenever necessary, even after the checklist has been assigned out to learners. If a leaner has not yet started the checklist when edits are made, the learner will see the new version of the checklist.  A checklist is marked as started when the it is opened by the learner.

What happens to checklists that have already been started depends on the change made to the checklist:

Change	Result
Add item	Checklist is not updated with change, user sees old version of checklist, with their progress intact
Edit item text	Checklist is updated with change, user sees new version of checklist and retains any progress made to old version
Remove item comment	Checklist is updated with change, user sees new version of checklist and retains any progress made to old version
Move item	Checklist is updated with change, user sees new version of checklist and retains any progress made to old version
Delete item	Checklist is not updated with change, user sees old version of checklist with their progress intact

How to Create a Checklist

Path: Campus Home > Content > +Content Item > Checklist

1. Choose a language and create a title

2. Optionally enter a Knowledge Score

3. In the Instructions field, enter general instructions for the learner

4. Leave the Status as Available to make the checklist available as soon as it is added to a learning program

5. Optionally attach a certificate

6. Optionally select Remote Entry and/or Remote Proctor

7. Optionally make the checklist a syllabus (if you are using the enforced sequence in your learning program)

8. In the Checklist Item field, enter the specific learning task that should be performed

9. Check the Comment box if you want the learner to answer a question or describe or report on the task

10. Use the Sequence field to specify the order in which the checklist items should be completed, multiple items can be assigned the same sequence number

11. Click Add to enter additional items

12. Optionally make the checklist part of a content group

13. Click Save
    

Special Characters

When creating or completing checklists, the following special characters are allowed:

!  exclamation point "  double quote #  number sign $  dollar sign %  percent sign &  ampersand '  apostrophe (  left parenthesis )  right parenthesis *  asterisk +  plus sign ,  comma -  hyphen .  period/decimal point /  forward slash :  colon

;  semicolon <  less than sign =  equal sign >  greater than sign ?  question mark @  at sign [  left bracket \  backward slash ]  right bracket ^  caret _  underscore `  accent grave {  left curly bracket }  right curly bracket ~  tilde

About Remote Entry & Remote Sign Off

TalentLink allows you to set up a checklist that can be completed and/or signed off via the Manager’s Dashboard when the manager, supervisor, or trainer is remote (not near the learner).

Checklists can be entered and signed off by anyone with Proctor Checklists permissions for that location.

Completed checklists show the name of the person who last touched each item in the checklist. And so, if both the manager and the learner work on a checklist, there will be no confusion over who entered what.

Sign Off Options

Checklist has two remote options:

• Remote Entry: Manager, supervisor, or trainer can enter some or all of the required information in the checklist

• Remote Sign Off: Manager, supervisor, or trainer signs off (validates) the checklist any time, any place via the Manager’s Dashboard

Immediate sign off (on the device the learner is using) is inherent in every checklist and so there is no option shown for it.

Use of these features is optional even when they are enabled. A checklist item with Remote Sign Off & Remote Entry enabled still also appears on the learner’s My Training page in the normal manner and the learner can open and interact with it at any time. Immediate sign off is still an option when Remote Sign Off & Remote Entry are enabled.

Remote Entry

Remote entry allows a manager, supervisor, or trainer to remotely enter checklist details. This is helpful for blended learning because the trainer or administrator can work at the Manager’s Dashboard and quickly and efficiently enter details about what has been observed.

When remote entry is enabled, the manager, supervisor, or trainer can complete the checklist without requiring any action from the learner. 

Remote Sign Off

When remote sign off is used, the item can be signed off via the Manager’s Dashboard when the manager, supervisor, or trainer is remote (not near the learner).

This feature gives you all the of the oversight that is needed to ensure that checklist tasks are completed, and details recorded, without requiring that the manager be in the same location or working the same shift as the learner.

What Happens on the Manager’s Dashboard

When a checklist with remote entry enabled is assigned to a learner, an “A” icon appears on the dashboard as long as the checklist is not locked by enforced sequence or the learning program is not locked because of a prerequisite.

When a learner has completed the data entry portion of a checklist and has requested remote sign off, a checkmark icon is shown on the dashboard.

Both icons have yellow and red versions to indicate due soon and late.

Entering Checklist Data Remotely

Click the “A” icon on the dashboard to display the Edit Assignment panel with the Entry/Sign Off option.

Click the Entry/Sign Off link to display the checklist and make the desired entries. Simply enter the data, sign off, and the checklist completes as expected.

Signing Off Remotely

When a learner finishes a checklist with Remote Sign Off enabled, she is given the option to have the item signed off immediately or request remote sign off.

If the learner requests Remote Sign Off, a circle with a checkmark icon appears on the Manager’s Dashboard to signal that the item is ready for Remote Sign Off. The manager, supervisor, or trainer then clicks the icon and initiates sign off from the dashboard.

The Learner’s Experience

If Remote Sign Off is enabled and no one is readily available to sign off when a checklist is completed, the learner can choose Remote Sign Off. When Remote Sign Off is chosen, the learner is advised the item cannot be edited after sending it for remote sign off. The checklist remains on the learner’s My Training page until signed off by a manager but it is locked and says Sign Off Pending.