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Administrator Guide
Last Updated: 2026-05-01
Create Observational Checklists

Create Observational Checklists

  • Configure the
    Manage Observational Checklist
     business process and security policy in the Staffing functional area.
  • Security:
    Manage: Observational Checklist
     in the Learning Core functional area.
Observational Checklists help you provide a structured framework for assessing your learners. You can create detailed observational checklists and manage them through
Get Observational Checklists
 and
Manage Observational Checklist
 web services and
Manage Observational Checklist
 business process.
You can also use the
Manage Learning Course
 and
Manage Course Offering
 EIBs to create or edit checklists.
You can design comprehensive observational checklists with a clear hierarchy of sections, tasks, and specific evaluation criteria, ensuring consistent and thorough assessments.
Workday doesn’t support adding Observational Checklists as course lessons in learning content. We're targeting to support this in a future release.
  1. Access the
    Create Observational Checklist
     task.
  2. Enter these values:
    Field
    Value
    Title
    A title for the observational checklist.
    Description
    A description to the observational checklist.
    Language
    Select a language for the observational checklist.
    This contributes to an easy and efficient search experience by prioritizing and indexing observational checklists based on language preferences.
    Allow Feedback
    When you select this, the
    Feedback to Learner
     field will be visible to assessors when they are consuming the observational checklist.
  3. Click
    Add Section
     to add sections to the checklist.
  4. Enter these values:
    Field
    Value
    Order
    Workday displays the unique order for the section. You can edit this field to change the order of the sections.
    Title
    A unique title for the section.
    Description
    A description for the section.
  5. Click
    + Add
     to add a task to the section.
  6. Enter these values:
    Field
    Value
    Task Title
    A unique title for the task.
    Task Description
    A description for the task.
    Evaluation Criteria
    Click
    +
     to add title and description for the evaluation criteria.
  7. Click
    + Add
     to add another task above the existing task.
    You can add a task below the existing task by clicking the 3 dots on a task.
  8. Click
    Save for Later
     to save the changes if you want to exit the observational checklist without submitting it.
  9. Click
    Submit
    .
Workday creates the observational checklist, which you can edit to create the revisions for the same checklist.