Observation Checklists in Cornerstone CSX App

With the March ’24 Release, The Cornerstone CSX App now includes an Observation Checklist feature. This marks a significant advancement in our app, facilitating seamless assessments and accessing employees' skills and competencies, even in remote locations with limited or no internet connectivity. This enhancement empowers organizations to ensure comprehensive evaluation and documentation regardless of the working environment.

Changes to navigation paths, which offer a more organized, user-friendly interface, are also included in support of this new feature. A “More” menu is added to the navigation tray. Observation checklists can be accessed from this menu, along with other actions that were previously accessible from the User Profile. The user profile image is moved to the “More” menu and no longer has any clickable actions. The "Downloads" option is removed from the navigation tray to make room for the "More" menu, and it can now be accessed through the "My Learning" section.

This functionality is not available during UAT.

Offline Mode Support

  • User Checklist Management and Checklist Summary Modules - Users can access Observation Checklists offline, including checklist items, criteria, descriptions, and attachments. This comprehensive offline access ensures that users have all necessary information readily available, even without an internet connection.
  • Checklist Updates - Validators can update checklists, add notes, and revise assessments even offline. This feature ensures that assessments remain dynamic and up-to-date, regardless of the user's connectivity status.
  • Offline Mode for Observation Checklists - Observation checklists can be utilized offline, allowing users to conduct assessments regardless of internet availability. The app automatically synchronizes offline checklist data with the central server once the user reestablishes an internet connection, ensuring data consistency and integrity.
  • Offline Mode Indicator - Visual indicators in the app inform users when they are operating offline. The app provides clear guidance on syncing data once back online, ensuring a seamless transition between offline and online modes.

Checklists Page

The new Checklists page can be accessed by selecting the More menu and selecting Observation Checklists.

Checklist Details

When viewing the checklist details, observers can add observation notes from the Observation Notes tab or assess competencies from the Competencies tab.

More Menu

Significant improvements have been made to the navigation tray and settings menu. These enhancements streamline the user experience and align with modern design principles.

In the Cornerstone CSX app, a More menu is now available in the navigation tray. This menu is a hub for accessing additional features and options within the app.

The More menu may contain the following options:

  • User profile image
  • Observation checklist
  • Scan QR Code
  • Settings
  • Forget Me
  • Log Out

Enhanced Settings Menu

The existing settings menu is enhanced to align with modern information architecture and design principles. These enhancements result in a cleaner, more intuitive user interface, improving usability and visual appeal.


This functionality is automatically enabled in app versions after the March '24 Release. If the apps on a user's device are configured to auto-update, no action is required from the user to receive this functionality. If the apps on a user's device are not configured to auto-update, the user must download the latest version of the app from either the Apple Store or the Google Play store.

Cornerstone CSX App enhancements are available with a delay after the release. Depending on your time zone, enhancements may be available in app stores on March 25 (based on US time zones).

This functionality is not available during UAT.