Monitoring resource checklists by checklist

Note: The resource checklists are in one of these statuses: Active or Ready For Completion. You can view Cancelled and Completed checklists in Learning and Development > Reports > Checklist History. You can view Draft resource checklists in Resource Checklists > Assignment or Resource Checklists > Maintenance.
  1. Select Learning and Development > Checklists > Monitoring.
  2. Click the Resource Checklists tab.
  3. Locate and select the checklist to monitor.
    Use the Search icon to locate the resource checklists you are interested in. For example:
    • To view all overdue resource checklists, specify today's date in the Due Date field, in the format mm/dd/yy.
      Note: Overdue checklists are flagged with a red alert.
    • To view all resources assigned to a checklist, specify the checklist name in the Checklist field.
    • To view the checklists assigned to a resource, specify either the resource employment ID or the resource's name.
    • To view only resource checklists that are ready for completion, in the Status field select Ready For Completion.
  4. To view the status of the components included in a resource checklist, open the resource checklist.
  5. Open a checklist component to view the details.
    For example, who is allowed to validate the component.
  6. If applicable, take action on the checklist components or checklists.