Observation Checklist - Create/Edit Overview

Before you can create an observation checklist, you must complete the following tasks:

To create an observation checklists, go to Admin > Tools > Performance Management > Observation Checklists. Then, select the Create New Checklist link. See Observation Checklist - Create/Edit - General Page.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Observation Checklist Admin - Manage Grants access to create and edit Observation Checklists, as well as view progress of users assigned to a given checklist and/or remove users from a checklist. This permission can be constrained by OU and User's OU. This is an administrator permission. Performance - Administration

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.

Contents

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