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 create a new observation checklist, go to Admin > Tools > Performance Management > Observation Checklists. Then, click the Create New Checklist link. Once you complete the General page, you select the observation list type on the Preferences page.