An Observation Checklist course is a type of course which allows Administrator and Supervisor level users to perform in-person assessments of learners in other to document skills and proficiency. 

To create an Observation Checklist course, click the [ADD NEW COURSE]  button and enter in the name of the course. Then select the type of course by clicking the dropdown arrow and selecting [Observation Checklist].

Once selected, simple click the [SAVE] button to begin creating your assessment statements.

Add/Edit Observation Checklist Statements

Once you add your Observation Checklist course, you should be in the Observation Checklist Statements page. If you are not, click the [OBSERVATION CHECKLIST] tab to begin adding or editing your Observation Statements.

Add a description

Adding a description will help the assessor performing the assessment understand and communicate to the learner the what and why for performing this assessment. To add a description, click the [ADD A CHECKLIST DESCRIPTION] link  then enter your description and click .

Remember, you can always come back and edit the description. To edit the description, click the [Edit] link next to the description. 

Add an Observation Checklist Statement

To add a statement for your Observation checklist, simply enter the statement into the statement box, select the Grading Type and click the [ADD STATEMENT] button.

Here’s an example:

Active Listening - Giving full attention to what other people are saying, taking the time to understand the points being made, asking questions as appropriate, and not interrupting at inappropriate times.

To assess this statement using a Yes/No grading type, simply select that grading type and click [ADD STATEMENT].

Observation Checklist Grading Types

There are four (4) grading types for Observation Checklist statements:

  1. Binary (Yes or No): The binary grading type is for when you simply need a yes or no assessment result for a statement, i.e. can the learner do this action or not?
  2. Star: Star assessments are useful if you want to award an increasing level of proficiency for an assessment. This is simple and almost universally understood. The Star grading starts at 1 star to a maximum of 5 stars. Typically, the higher the number of stars, the higher the value of the assessment.
  3. Scale: The scale grading type is like the Star grading type except you now have specific descriptions for what each level or proficiency equates to. The Scale ranges from “Excellent” to “Poor”. It also includes, “Good”, “Fair” and “Insufficient” levels.
  4. Points: The points grading type is designed to allow you to customize your own level or values for the assessment. If you prefer to award specific points for each statement, the Point grading type works best.

Activating/Editing/Ordering Statements

Your observation checklist statements are in inactive status by default. This is to give you the choice of selecting which statements end up being used in your live assessments. 

  • To activate a statement, simply toggle active/inactive .
  • To edit or delete an existing statement, click the [EDIT] [DELETE] links.

Here’s an example of my list of active and inactive statements:

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