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Observation Checklist Lessons

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113 VOTE

Observation Checklists | Visibility and Transfer Ownership

I'd like to see "In Progress" checklists in the reviewer experience, as well as see the reviewer who is working on it. Finally, I'd love the ability to administratively move the checklist from one reviewer to another, or allow a reviewer to reques...
almost 3 years ago in Admin Experience / Observation Checklist Lessons / Reporting 12 Under Consideration

Email Observation Checklist when complete

When an observation checklist is completed - can this please be emailed to a supervisor for review of what was pass/failed and the comments? This is essential to follow up on clients that have failed. Its doubling up the observers work if they hav...
20 days ago in Observation Checklist Lessons 0 Unreviewed
100 VOTE

Observation Checklists | Add Employee Acknowledgement

The observation checklist is a great tool to document OJT and similar events. I wish there was a way to require an eSignature or similar review for employees to acknowledge the review they received before submitting. It would allow for better prot...
about 3 years ago in Observation Checklist Lessons 5 Under Consideration

Show % progress for observation checklists

This has been requested by admins
7 months ago in Observation Checklist Lessons 0 Unreviewed

Observation Checklists | Retake/Multiple Attempts

When a checklist is failed, the checklist should be to be reset individually instead of having to re-enroll the user in the whole course. Allowing restarts or multiple attempts would allow either monthly/yearly recertification as well as fixing an...
over 2 years ago in Observation Checklist Lessons / Reviewer Experience 3 Reviewed

Observation Checklist - Item description misleading, showing online course instead of a checklist type of item.

The item description should indicate that this is a checklist type of item and not an online course, as it currently indicates. It's very confusing for the users. Our partner users see that the description states "online course" and are confused w...
about 2 months ago in Observation Checklist Lessons 1 Unreviewed

Notify Reviewers when an Observation Checklist is completed

Reviewers are notified when a learner is ready, but there is no option for Reviewers to be notified when an observation checklist is completed. Overall, visibility into Observation Checklists is needed as you don't know if another reviewer started...
about 2 years ago in Observation Checklist Lessons / Reviewer Experience 0 Reviewed

Observation Checklists | View In-Progress Checklists

When an Observation Checklist is in progress, there is no way to see how the checklist is going. Only upon submittal is any of the data available.
almost 2 years ago in Observation Checklist Lessons / Reviewer Experience 2 Reviewed

Better icons for completing Observation Checklists

The blue or gray icon for the Observation Checklists is not clear to our admins. A checkbox for incomplete items and a checkmark in that box for completed items would be much clearer.
7 months ago in Observation Checklist Lessons 0 Unreviewed

Observation Checklist Points and Total Score

On the Observation Checklist, in addition to pass/fail, we would like the option to assign point values to each of the steps, and then have the system automatically calculate total points at the end. We would also like to assign a passing score (#...
about 1 year ago in Observation Checklist Lessons 0 Unreviewed