Observation Checklist - Preferences - Checklist Types

When you create a new observation checklist, you select the type of observation checklist you want to create. The type you create determines the fields you must complete on the Preferences page. The types of observation checklists are as follows:

You can only select a checklist type when creating a new observation checklist.

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.