Observation Checklist - Create/Edit Confirm

Use the Create - Confirm page to confirms the checklist settings before it is created.

The selected settings are displayed, so the administrator can check them before the checklist is created.

To access observation checklists, go to Admin > Tools > Performance Management > Observation Checklists

  • To create a new checklist, select the Create New Checklist link.
  • To edit an observation checklist, in the Options column, select the edit icon for the appropriate checklist.

When editing an observation checklist, some settings cannot be modified. Please review the descriptions for each field to determine whether it can be modified when editing an observation checklist.

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

Back/Save/Cancel

  • Click BACK to return to the previous page.
  • Click save to save this checklist. You are returned to the Checklist Administration page.
  • Click cancel to close this page.