Checklist Tab

Created by Daniel Kamran, Modified on Fri, 6 Jan, 2023 at 10:50 AM by Harrigan Phillips

The Checklist tab for a Learner shows a list of tasks/activities that must be completed relating to that learner. The list of items are completely configurable.

Setting up the Checklist

Before you can add items to the checklist you must set the categories and items in Standard Values.

There are two areas you need to set up for the Checklist, the category and the checklist options (items).

Navigate to Standard Values and locate the Learner Values panel.

First open the Checklist Categories option, Click Add Value to add a new category.

Next you can add items for the list open the Checklist Options section and click New Checklist Item to add a new entry.

Field	Description
Title	A meaningful title for the item.
Category	Add the category this item fall under.
Description	If required add a more detailed description of the item.
Add to New Student	Ticking this will add this item to the checklist automatically for any new student (Learner) you add.

Adding/Completing Checklist items

Back on the Checklist tab, click Add Item to select a new Checklist item to list on the Learner record to include it in the list. You can select multiple options at once.

When a Checklist item is complete, click on the tick icon next to it. This will mark it as complete including the date it was ticked and by whom.