Observation Checklist - Launch

Use the Launch Observation Checklist page 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.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Launch Ad Hoc Observation Checklist Enables a user to launch an ad hoc observation checklist. Having this permission does not guarantee that the user can launch an ad hoc observation checklist, only that they will have access to the Launch Observation Checklist page. There must be at least one ad hoc checklist for which the user is defined as a verifier. This permission cannot be constrained. This is an end user permission. Performance
Observation Checklist - Verifier Enables user to serve as the verifier for the observation checklist of another user. This permission should be included in the dynamic security role "Checklist Verifier." The role, when active, is dynamically assigned to any user who is designated as a verifier for one or more checklists. This permission can be constrained by OU and User's OU. This is an end user permission. Performance

Who is this checklist for?

Determines which user will be observed or assessed by the verifier.

Click in the search box to open the Select User pop-up, which displays the users who can be observed by the verifier (i.e., users who are within the user's Observation Checklist - Verifier permission). Search for or select a user. You are returned to the Launch Observation Checklist page and the selected user appears in this box.

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

Which checklist would you like to use?

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 to open the Select Checklist pop-up, and displays the checklists for which the selected user is within the checklist availability. If no observation checklists are available to the selected user, this field is disabled.

  • 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/Cancel

  • Click Launch to launch the observation checklist. This button is only available once a user and checklist are selected.
  • Click Cancel to cancel the launch action.

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