Completing resource checklists

You can complete a resource checklist only when all the resource checklist components have been completed, waived, or cancelled. Managers or mentors can also complete their direct reports' or mentees' checklists (if the checklists are defined to allow them to complete). Only learning managers and administrators can reactivate completed checklists.

  1. Select Development Planning > Checklists > Monitoring.
  2. On the Resource Checklists tab, select the checklist to complete.
    Note: To locate resource checklists that are awaiting completion, filter the list on the Ready For Completion status.
  3. Select Actions > Complete, and click Yes to confirm that you want to complete the resource checklist.

    The resource checklist is removed from the list. To view it, select Development Planning > Reports > Checklist History.