Defining checklists

A checklist is a list of activities, skills, competencies, and/or checklist tasks that resources must complete by a specific date to meet specific requirements. When a checklist has been saved, its organization unit can be changed, but other settings cannot be changed.

  1. Select Learning and Development > Checklists > Define Checklists.
  2. Click Create.
  3. Specify this information:
    • Header

      Checklist, Description
      Specify the name of the checklist. If you do not specify a checklist description, the checklist name defaults.
      Version
      When you save the checklist, the system assigns a version number.
    • Details tab

      Status
      The checklist will be created with a Proposed status. The checklist must be activated before it can be assigned to a resource.
      Checklist Category
      Select the checklist category.
      Checklist Type
      Select the checklist type.
      Note: Click the Assignment Rules link to view the assignment rules for the checklist type that you selected.
      Eligibility Group
      For this checklist to be applicable only to a specific group of employees (for example, only ER nurses), select the eligibility group that comprises these employees.

      If you leave this field blank, this checklist could potentially be applied to all employees. You will also be able to select an eligibility group on the Mass Assign Checklists By Type action.

      Note: Checklist eligibility groups must be defined with a business class of WorkAssignment and a subject of HCMGroupWorkAssignmentChecklist.
      Calculation Method
      Select a calculation method in this field or select a due date in the Due Date field.

      If you select a calculation method, the due date will be different for each resource, based on the calculations you defined (for example, 30 days after Start Date).

      If you select a due date, the checklist is due the same date for all resources assigned to the checklist.

      Due Date
      Select a due date in this field, or select a calculation method in the Calculation Method field.
      Acknowledgment Terms
      Terms is a rich text field that displays for the resource to acknowledge a checklist component. Click the Visual Editor tab to specify the terms as formatted text. Click the HTML Source tab to specify the terms with HTML tags.
      Managers
      Select this check box to enable managers to complete the checklist.
      Mentors
      Select this check box to enable mentors to complete the checklist.
      Note: If you select both Mentors and Managers, either one can complete the checklist.
      Signature Type
      Select Check Box or Signature. Check Box requires the manager or mentor to select the check box for electronic signature when completing a checklist. Signature requires the manager or mentor to type in their name for electronic signature when completing a checklist.
      Terms
      Terms is the rich text field that displays to the manager or mentor when completing a checklist. Click the Visual Editor tab to specify the terms as formatted text. Click the HTML Source tab to specify the terms with HTML tags.
      Required for Completion
      Check this box if the employee is required to sign off prior to manager completion.
      Signature Type
      Select Check Box or Signature. Check Box requires the employee to select the check box for electronic signature when completing a checklist. Signature requires the employee to type in their name for electronic signature when completing a checklist.
      Terms
      Terms is the rich text field that displays to the employee when completing a checklist. Click the Visual Editor tab to specify the terms as formatted text. Click the HTML Source tab to specify the terms with HTML tags.
      Checklist Document Logo
      If you want to add a logo to the printable checklist document, select the document logo in this field.
      Note: Upload document logos to Infor HR Talent on the Administrator > Set Up > Document Logos page. If you have the appropriate security, you can also press the F6 key to add a document logo to Infor HR Talent directly from this field.
    • Components Defaults tab
      Note: These are default settings that can be overridden on the components.
      Required
      Select this check box if you require resources to acknowledge a competency, skill, or checklist task component of the checklist when they have competed it.
      Managers, Require Same Competency Or Skill
      Select the Managers check box if you want managers to validate components for this checklist. Further, select the Require Same Competency Or Skill check box, if you want managers to validate the components only if they themselves are validated for that competency or skill.
      Mentors, Require Same Competency Or Skill
      Select the Mentors check box if you want mentors to validate components for this checklist. Select the Require Same Competency Or Skill check list if you want mentors to validate the components only if they themselves are validated for that competency or skill.
      Peers
      Select this check box if you want peers to validate components for this checklist. Peers are resources who are themselves validated for the competency and skill they are asked to validate.
      Component Waive
      Select the Managers check box if you want managers to waive components for this checklist. Select the Mentors check box if you want mentors to waive components for this checklist.
      Note: Waive cannot be selected unless Validate has also been selected.
    • Introduction tab

      Font, Size
      Select the font and size for the introduction text
      Text
      Specify the introduction text. Click the Visual Editor tab to specify the introduction text as formatted text. Click the HTML Source tab to specify the introduction text with HTML tags.
      Note: Introduction text will be included in the printed checklist if selected on the Checklist Rules.
  4. Click Save.

    The Components tab becomes active.

  5. Define the checklist components. See Adding components to checklists.