Administrator performing Observation assessments:

As an Administrator, you can perform an Observation Checklist assessment. Once an Observation Checklist course has been assigned to individual users or user groups, click on the [ASSESSMENT] tab to begin performing your assessment.

Click the [START] button next to each assigned user to begin your assessment.

Click or, if on a mobile device, tab the various assessment grading options. For example, if you agree with Yes as the appropriate assessment for the binary statement, select or tab the [Yes] option.

If you need to save the current assessment and come back later, you can. Simply click the [SAVE ASSESSMENT] button. This button also works to finalize the assessment and move on to the next learner to be assessed.

An assessment that is completed will show an assessment score (SCORE: 80.00%) in the Completion Report tab. In incomplete assessment will show an [IN PROGRESS] status. 

To continue assessing an incomplete checklist, click the [IN PROGRESS] link.

Supervisor performing assessments:

Supervisors can help Administrators manage and perform Observation Checklist assessments. However, for a Supervisor to view and perform assessments, two conditions need to be met:

  • The Supervisor must be assigned to manage the assigned User Group(s)
  • The Supervisor managed user group must be assigned to the Observation Checklist course using the [ASSIGNED USER GROUPS] tabs. This means even if members of a user group which is managed by a supervisor are assigned individually to an Observation Checklist course, the associated Supervisor will not be able to view and perform that assessment.

If the two conditions above are met, the assigned Supervisor, will receive an email notification regarding a pending Observation Checklist course.

The supervisor can click on the [OBSERVATION ASSESSMENTS] link to go directly to the assigned and pending assessment. 

Supervisors should also check their INBOX section of their accounts for additional notifications.

Once on the relevant Observation Checklist course to be assessed, the Supervisor can begin by clicking the [START] button next to the learners’ name.

The Observation Checklist tool is designed to be used on any device any time anywhere. We encourage you to access and perform assessments on mobile devices, laptops and other devices. Once the Supervisor clicks the [START] button next to each assigned user, they see a mobile responsive version of the tool to enable them easily perform their assessment.

Click or, if on a mobile device, tab the various assessment grading options. For example, if you agree with Yes as the appropriate assessment for the binary statement, select or tab the [Yes] option.

If you need to save the current assessment and come back later, you can. Simply click the [SAVE ASSESSMENT] button. This button also works to finalize the assessment and move on to the next learner to be assessed.

An assessment that is completed will show an assessment score (SCORE: 80.00%) in the Completion Report tab. In incomplete assessment will show an [IN PROGRESS] status. 

To continue assessing an incomplete checklist, simply click the [IN PROGRESS] link.

Selecting Additional Observation Checklist Courses:

To select additional Observation Checklist courses to assess, use the drop-down selector to select the relevant course:

Once you select the relevant course, click the  to see the assigned users to be assessed. Use the  button to begin performing your assessment.

Note: As a supervisor, you can also perform assessments from the User Group Activity report page for user groups you supervise. Simply, select the relevant course and if there are pending users to be assessed you will see the button next to their names.

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