Launch Observation Checklist

An ad hoc type of observation checklists can be launched at any time by any user who has the appropriate permissions and is within the defined verifier availability for the observation checklist.

The Launch Observation Checklist page enables users to launch an ad hoc observation checklist. The user can select the appropriate ad hoc checklist and the assessee for the checklist.

To launch an ad hoc observation checklist, go to Performance > Observation Checklists. Then, click the Launch Checklist button. This button is available for any user who has permission to launch ad hoc observation checklists and is defined as a verifier for at least one ad hoc observation checklist.

Who is this checklist for?

This field determines which user will be observed or assessed by the verifier.

To select the assessee for the observation checklist, click the User field. This opens the Select User pop-up, which only displays the users who can be observed by the verifier (i.e., users who are within the user's Observation Checklist - Verifier permission).

  • Only a single user can be selected.
  • The verifier cannot select themselves as the assessee.

Which checklist would you like to use?

This field determines which observation checklist is used to observe or assess the selected user. This field is only available once a user is selected.

To select the observation checklist, click the Select Checklist field. This opens the Select Checklist pop-up, which only displays the checklists for which the selected user is within the checklist availability. If no observation checklists are available to the selected user, then this field is disabled and a checklist cannot be launched for the selected user.

  • An observation checklist can only be launched if it is active and not in a Queued status.
  • If an observation checklist has already been launched for the selected user, then that checklist is not available for selection.

Launch or Cancel

After selecting a user and a checklist, click Launch to launch the observation checklist. This button is only available once a user and checklist are selected. Or, click Cancel to cancel the launch action.

  • When an ad hoc observation checklist is launched for a user, the checklist is available for observation by all verifiers defined within the task.

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