Observation Checklist - Create - Step 3 - Email

The third step in creating an observation checklist is the Email step. On the Create - Email page, the administrator defines the email preferences for the checklist.

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

Administrators must have permission to view or manage Global Email Administration in order to select an email option.

You have the following options for emails:

  • System Defaults - This selection uses the default emails based on settings and availability from the Email Administration page.
  • Custom Emails - This selection allows you to customize the emails. You can change the email text and settings and add and remove emails. The list of customizable emails is listed below in the Email Administration section.
  • No Emails - No emails are sent.

The available email triggers are:

EMAIL NAME EMAIL DESCRIPTION ACTION TYPE
Observation Checklist Assigned This email is triggered when an observation checklist task is assigned. Observation Checklist
Observation Checklist Due This email is triggered as a reminder when an observation checklist's due date is approaching. Observation Checklist
Observation Checklist Completed This email is triggered when an observation checklist is completed. Observation Checklist
Observation Checklist Removed This email is triggered when an observation checklist is removed for a user. Observation Checklist
Observation Checklist Changed This email is triggered when the competency model of an observation checklist has changed. Observation Checklist

When editing a checklist, the administrator can edit the email options, but emails that are already triggered or are in queue are not updated. Only newly assigned users or triggers firing after the change recognize the edits made to the email preference.

Note: The above email settings do NOT apply to Observation Checklists in Learning. Observation Checklists (within a curriculum) will send emails based on their default email settings configured in Email Administration.

After making your selections, click Next to proceed to the Confirm step. See Observation Checklist - Create - Step 4 - Confirm.

Troubleshooting Information

The following pages contain troubleshooting guides for using emails:

Observation Checklist Observation Checklist Observation Checklist Observation Checklist Observation Checklist Observation Checklist Observation Checklist Observation Checklist Observation Checklist