Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2026-03-13
Steps: Assess Observational Checklist

Steps: Assess Observational Checklist

  • An Assessor is added to a course offering that has an observational checklist.
  • Security:
    Self-Service: On the Job Training
     on the Learning Core functional area.
Assessors can assign learners to themselves, evaluate learners on training activity lessons, and submit final grades using a desktop or mobile device.
  1. Access the
    Assessor Dashboard
    .
  2. Select Manage
    My Training Activities
    .
  3. Select the course.
  4. On the
    Open Offerings
    tab, select an offering.
  5. On the
    Unassigned learners
     tab, select the learners you want to evaluate and click
    OK
     to assign them to yourself.
  6. Access the
    Assess Observational Checklist
     task.
  7. From the
    Lesson Tracking
     prompt, select
    Trackings with Incomplete Checklist
    . Select the observational checklist.
  8. Complete the checklist and enter a
    Grade
     and
    Completion Date
     for each task.
  9. (Optional) Enter
    Feedback to Learner
    .
  10. Enter the
    Final Grade
     and
    Final Completion Date
    .
  11. (Optional) Click
    Save Progress
     if multiple assessors need to contribute to the same checklist.
  12. Select the
    Acknowledgment
     check box to confirm the assessment is complete.
  13. Click
    Submit
    .
Access the
Manage Grading and Attendance
 task to mark the lesson as complete after the assessor completes the checklist response.