Introduction
Observation checklists let you check your own learning progress or the progress of other users (your peers) in the platform, and monitor compliance requirements while completing a specific task. If your administrator configures it, you can also find observation checklists to complete among the lessons of a course.
This article explains how to manage and complete observation checklists on your desktop platform. You can also complete checklists on the Go.Learn mobile app.
Managing observation checklists from the My checklists page
The My checklists page includes three tabs:
- My checklists
- Checklists about me
- My surveys
My checklists
This tab lists the checklists assigned to you as an observer or an approver by the platform administrator.
- As an observer, you complete checklists for yourself or for other users. Open the checklist, answer each question and send it. If enabled by the platform administrator, an Acceptance review section is available at the end of the checklist. If the checklist is included as a training material in a course, the course title is displayed under the checklist description at the top of the page.
- As an approver, you review and approve checklists completed by observers. Open the checklist, review the answers, and approve or reject it. More on checklist approval.
Use filters to quickly find a checklist:
- Show only checklists that need your action (active by default).
- Show only checklists assigned to a course.
- Filter by status: To do, In progress, Waiting for approval, Completed.
- Filter by type: Self-observer, External observer, Manager observer.
- Filter by observed user: Click Observed user and select one or more users in the list. The table is refreshed in real time.
- Filter by observer: Click More filters > Observer and select one or more users in the list. The table is refreshed in real time.
- Filter by approver: Click More filters > Approver and select one or more users in the list. The table is refreshed in real time.
Use the free text search field in the top bar, next to the filters, to find a specific checklist.
Checklists about me
This tab lists the checklists in which you are being observed. If configured by the platform’s administrator, you also receive a notification when you are being observed.
You can filter checklists by option to display only those assigned to a course, or by status:
- Sent to observer: The checklist has been scheduled and assigned to one or more observers.
- Observation in progress: The observer is completing the checklist.
- Pending approval (if applicable): The checklist is completed and awaiting approval.
- Approved (if applicable): The checklist has been approved.
Open a checklist to view the observer’s responses. You can view the checklist in read-only mode and cannot edit it or add comments..
My surveys
Surveys are a type of observation checklist. This tab lists the surveys assigned to you.
Available filters include:
- Needs action
- Assigned to a course
- Status:
- To do: You have not started the survey.
- In progress: You started the survey but have not submitted it.
- Completed: You submitted the survey.
Open a survey to view its questions and any answers you have already saved. If the survey's status is To do or In progress, you can complete or continue it and submit your answers. If the status is Completed, the survey opens in read-only mode, showing the questions and your submitted answers. You cannot edit them.
You can also access an assigned survey through a course, if your administrator has added it as training material. This opens the same survey detail view. More information on surveys.
Approving or rejecting a checklist
The administrator may require that a specific user or a manager approve a checklist.
The checklists you need to approve are listed on the table in the My checklists tab. Click the name of a checklist or click Review at the end of the checklist’s row. If the checklist is assigned to a course, the title of the course is displayed under the checklist’s description.
Review the observer’s answers displayed in read-only and click Approve checklist or Reject checklist. The observer is notified of your approval or rejection.
Optionally, add a note to explain your decision and confirm your approval or rejection. If you reject the checklist, observers can use your notes to update their answers and submit the checklist again for approval.
As an approver, you also receive a notification in the platform's Notifications area once the checklist is sent for approval.
Please note: A checklist requiring approval is considered completed only after the approval has been done.
Filling in observation checklists as lessons of a course
Platform administrators can include an observation checklist as a lesson in a course. The checklist appears in the course syllabus.
When playing a course, click the checklist and complete it as described in the article Completing observation checklists as a learner.
If the checklist requires approval and the approver rejects it, the lesson is considered failed, which may affect course completion. If a checklist is rejected, you can resubmit it for approval. The checklist is considered complete only once it is approved.