Manage Observation Checklists - Verifier or Manager

Managers and verifiers both have access to the Manage Observation Checklist page. From this page, managers can access checklists for their employees and verifiers can access checklists for which they are assigned as verifiers. Managers can be verifiers and can also have their own checklists, so this page may have different features depending on the user.

From this page, managers can view each of their direct reports and can select a specific employee to view the user's checklist page. Verifiers can view a list of users for which they can validate a checklist. If a verifier is also a manager, they will also see their direct reports in the list. Additionally, if a verifier or manager also is assigned a checklist as an end user, a link to their own checklist access page is displayed at the top of the page.

Sort the list alphabetically by user or manager last name by clicking the Name or Manager column heading. The default view is ascending alphabetically by the user's last name.

Checklists that are completed or inactive do not display on this page. As such, if a verifier completes all checklists or they are made inactive, those users do not appear on this page.

Note: Observation checklists that are inside a curriculum or certification can also be accessed from the Manage Observation Checklists page and appear in the Checklists column for managers and verifiers. For managers, the checklist must be configured by the administrator to allow managers to validate the checklist.

To access the Manage Observation Checklist page, go to Performance > Observation Checklists.

View My Checklists

At the top of the page, if the manager or verifier has a checklist assigned to them as an end user, a link to their personal checklists is displayed. Click the View My Checklists link to access personal checklists. If they do not have any personal checklists, this does not appear.

Launch Checklist

The Launch Checklist 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.

This button opens the Launch Observation Checklist page, where the user can select the appropriate checklist and assessee. See Launch Observation Checklist.

Users Table

For verifiers, the users table displays a list of all users who are assigned a checklist that the verifier can validate.

For managers, the users table displays a list of all direct and indirect subordinates. The manager can see all checklists the employees are assigned in the checklist column along with their progress for each checklist and total score. The Total Score/Rating column is only available for completed checklists in which a rating is entered for each item in the checklist for a user. If a direct report does not have a checklist assigned to them, they still appear in this table, but without a checklist.

Because verifiers can also be managers, both sets of users all appear in the same list.

By default, completed checklists do not appear in the table. To view completed checklists, select the Show completed option.

View User's Checklist Page

To navigate to a user's checklist page, click the user's photo or name. You can also select an individual checklist name from the Checklist column to navigate to the associated user's checklist page with the selected checklist open.

Export

To view the Excel output, click the Excel icon in the upper-right corner of the page.

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