Introduction
Observation checklists are an easy-to-use tool enabling you to check your own learning progress or the progress of other users (your peers) in the platform and to monitor compliance requirements while doing a specific task. If configured by the administrator, you can also find observation checklists to complete among the lessons of a course.
This article outlines how to manage and complete observation checklists on your desktop platform. Checklists can also be completed on the Go.Learn mobile app.
Managing observation checklists from the My checklists page
The My checklists page includes two tabs:
- Checklists assigned to me
- Checklists about me
Checklists assigned to me
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.
- 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.
Each checklist displays the following details:
- Type: Self-observation or observation of other users
- Due or expiration date: If you do not complete a checklist by its due date, the administrator is notified. You can still complete it afterward
- Approval details (if applicable): Observer names and approval step information.
- Status: To do, In progress, To approve, or Completed
You can filter checklists by type, view (to show only the checklists that require your action - selected by default), option (to show only the checklists assigned to a course), or status.
Use the free text search field in the top bar, next to the filters, to find a specific 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.
If enabled by the platform administrator, an Acceptance review section is available at the end of the checklist.
Checklists about me
This tab lists the checklists in which 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.
All checklists in which you are involved are listed on the My checklists page. You may also receive notifications, if configured by the platform administrator. More on observation checklists notifications.
Approving or rejecting a checklist
The administrator may require that it is approved by a specific user or a manager. If you are the user in charge of the checklist review, once the checklist is sent, you’ll receive a notification in your platform’s Notifications area. In order to review the checklist, open it by clicking on the button in the notification. You’ll also find the checklists that need your approval on the My checklists page.
Open the checklist, go through all of the responses given by the user who completed it, and decide to approve or reject it by using the corresponding button at the bottom of the checklist’s page.
If the checklist is a lesson of a course, the title of the course is displayed under the checklist description, at the top of the checklist’s page.
Before the confirmation, you can add a note to explain your choice. If you approve the checklist, the user who completed it can view the responses he/she gave and the notes that you added during the approval step. If you reject the checklist, it is left available to the user who completed it, so that he/she can update his/her responses and read the notes you added. Once updated, the user can re-submit the checklist for your approval.
After you approve or reject a checklist, a platform notification is sent to the observers to inform them about it.
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
Observation checklists can also be lessons in courses. If so, they are listed in the course syllabus.
Select the checklist and complete it as described in the Filling In observation checklists from the My checklists page chapter of this article.
If the checklist requires approval, and the approver rejects it, the lesson is considered as not passed and may have an impact on the course completion. Remember that if a checklist is rejected, you can re-submit it for approval, and that a checklist is considered completed only when it is approved.