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Administrator Guide
Last Updated: 2026-03-13
Steps: Manage Observational Checklist Consumption

Steps: Manage Observational Checklist Consumption

  • You have created an observational checklist. See Create Observational Checklists.
  • Security:
    Manage: Observational Checklist
     domain in the Learning Core functional area.
You can add observational checklists to training activity lessons for assessors to formally evaluate a learner's performance.
  1. Create a blended course with a training activity lesson. See Create Learning Courses.
  2. Select a revision of an observational checklist for the training activity lesson in the
    Observational Checklist
     field.
  3. Schedule a course offering. See Create Learning Course Offerings.
    All assessors in the course offering have the ability to assess all the learners in the course offering.
  4. (Optional) Click the preview icon next to the checklist selection to verify the revision content.
  5. Enroll learners to the course offering. See Mass Enroll Learners.
  6. Access the
    Assign Training Activities to Assessor
     task to assign a training activity lesson and learners to an assessor.
  • Access the
    Manage Grading and Attendance
     task to mark the lesson as complete after the assessor completes the checklist response.
  • Build or update custom reports using the new
    Observational Checklist Response
     and
    Observational Checklist
     report fields.