Observation Checklist - Create Overview

Prior to creating a competency assessment task, the following tasks should be completed:

  1. Create Competencies - See Competency - Create/Edit.
  2. Create Competency Model - See Competency Models - Create.

To create an observation checklists, go to Admin > Tools > Performance Management > Observation Checklists. Then, select the Create New Checklist link.

The process of creating a checklist is separated into four sections:

Editing an observation checklist is similar to the creation process. The differences are listed throughout the creation process. Note: Editing a checklist triggers emails if they are enabled on the Observation Checklist - Email page or within Email Administration.


The following information is available within this folder. Click a link to navigate directly to the appropriate topic: