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How do I create and use Checklists?

Checklists help you track tasks completed by your learners. With both a 1 – 5 scale and a yes/no answer available, you can easily record how well a task was performed. Additionally, optional subtasks let you drill down to ensure that the entire process was followed from start to finish.

 

Creating a Checklist

Checklists can be created by either clicking on either Checklists in the Teaching section, or by clicking on the Add Items to This Course drop-down menu in a course and selecting Create New under Checklists. Both methods will take you to this page. Click on Add Task.

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On the next page, enter the first task into the text box and set whether it should be graded as a Yes/No task or as a scale of 1–5

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You can either click on Save Task to add the task to the Checklist, or you can click on Add a Subtask to add another step to this task, as shown below.

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Grading a Checklist

There are two ways to start the grading process, both of which are detailed below.

 

Option 1:

On your Dashboard, click on Checklists for Review in your Required Actions area and click on the number under Number of Users.

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Option 2:

In the Teaching section, click on Checklists, followed by the User(s) button under the Requires Grading column.

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Next, click on the user whose checklist you want to grade.

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On the next page, click on the radio buttons to select the answer and use the text fields to add any applicable notes. 

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Once you've graded all of the tasks and subtasks, you can set whether the checklist was passed or failed. Alternatively, you can mark the checklist as completed without specifying a pass or fail. Lastly, you can leave overall feedback for the checklist at the bottom. Once done, click on Finished Grading to submit the final results, or click on Save to save the current settings without submitting them.

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After clicking on Finished Grading, you will be prompted to confirm that what you have submitted is correct. If they are correct, check the box and click Sign and Submit.

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Editing a Graded Checklist

To edit a Checklist that has already been graded, click on the Course that contains the Checklist, then navigate to the Users & Groups tab. Find the user whose Checklist needs to be edited, then click on the Course Details button.

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Click on the Details button beside the Checklist, then click on the Attempt button to be taken to the Checklist grading page.

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What a Learner Sees

When a Learner clicks on a Checklist in a course, they will see all tasks and subtasks. However, Checklists cannot be completed by Learners, so this serves only as a guide for what the Checklist will entail.

 

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