Monitoring your checklists

As a manager, you may want to monitor the active checklists and checklist components for your direct reports, especially those that may be overdue or getting close to their due dates.

To monitor your checklists

In Manager space, select Develop Employees > Checklists.

On the Monitor tab, checklists are listed by due date in ascending order. A red alert denotes Overdue checklists.
Open a checklist to view the status of the checklist components.
If applicable, take action on the checklists or checklist components. Actions you can take on checklists or checklist components

Actions you can take on checklists or checklist components


Checklist status	Actions
Active	Change Due Date Changing a checklist due date (manager) Cancel Completing a checklist
Ready To Complete	Change Due Date Changing a checklist due date (manager) Cancel Completing a checklist Complete Cancelling a checklist

Actions for checklist components


Component type	Checklist component status	Actions
Competency, skill, checklist task	Awaiting Acknowledgment And Validation	Validate Validating checklist components Waive Waiving checklist components
	Awaiting Validation	Validate Validating checklist components Waive Waiving checklist components
	Awaiting Acknowledgment	Waive Waiving checklist components
Activity	Needs Registration	Note: If you are using Infor Learning Management, these actions are not applicable (status is not displayed). Register Resource Registering an employee for an activity session Waive Waiving checklist components Update Activity (priority, comments)
Activity	Requested Registration (It organization requires approval of employee-initiated registrations)	Note: If you are using Infor Learning Management, these actions are not applicable (status is not displayed). Approve Approving a registration (manager) Approve For Different Session Reject Update Activity (priority, comments)
Activity	Requested Activity (learning budgets only)	Note: If you are using Infor Learning Management, these actions are not applicable (status is not displayed). Reject (not required) Waive (required) Waiving checklist components Update Activity (priority, comments) (Learning manager is required to move to Needs Registration, Wait-Listed or Confirmed)
Activity	Wait Listed	Note: If you are using Infor Learning Management, these actions are not applicable (status is not displayed). Register Waive Waiving checklist components Update Activity (priority, comments)
Activity	Confirmed Registration	Note: If you are using Infor Learning Management, this status is displayed only for activities that were not imported from Infor Learning Management. Waive Waiving checklist components Cancel Registration Cancelling a registration Activity Is Finished Reporting a activity as finished Update Activity (priority, comments)
Activity	Reported As Finished	Note: If you are using Infor Learning Management, this status is displayed only for activities that were not imported from Infor Learning Management. Activity Is Not Finished Update Activity (priority, comments)
Activity	Registered, Not Started, In Progress, Awaiting Approval	These statuses are displayed only for activities imported from Infor Learning Management. Waive Waiving checklist components Update Activity (priority, comments) Note: Waiving the activity changes the status of the checklist so that the checklist can be completed. It does not change the status of the activity itself. Session (event) or cancellation must happen in Infor Learning Management.