Before you can create an observation checklist, you must complete the following tasks:
- Create Competencies - See Competency - Create/Edit.
- Create Competency Model - See Competency Models - Create/Edit.
To access observation checklists, go to
- To create a new checklist, select the link.
- To edit an observation checklist, in the Options column, select the edit icon for the appropriate checklist.
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
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: