Checklist-related tasks
Checklists are a set of skills, competencies, activities, and/or checklist tasks that an employee must be validated for or must complete to be considered qualified to perform specific duties. Employees must complete all the components in their checklists by a due date and each component must be completed before the checklist can be completed. Checklist progress and completion can be monitored and reported on.
An employee can be assigned more than one checklist. Mentors can assign checklists to their mentees and managers can assign checklists to their reports.
Checklist components
A checklist component can be a competency, a skill, an activity, and/or a checklist task that a mentee must acquire or complete.
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Competencies, skills, and activities exist outside of checklists. A mentee can have a competency or skill validated outside of a checklist. You can also assign an activity to a mentee outside of a checklist.
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Checklist tasks exist only as components of a checklist. For example, an orientation checklist may include a task for the mentee to read the organization's personnel policies and acknowledge having read them.
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Competency, skill, and checklist task checklist components may include criteria. Criteria provide a list of items that must be completed to satisfy the requirements of the competency, skill, or checklist task. When you validate a component, you should check that each criteria has been met before validating.
Note:There is no actual requirement to check off the criteria before validating the component. But this may be a step required by your organization.
The learning manager or administrator who defines the checklist determines who can validate each component and what method (or methods) can be used to validate it. Mentors can validate components as determined by configuration. When a component is validated, it acquires the status of Complete. The exception is activities, which are completed by the learning manager as part of the normal process.
The main difference between a checklist activity and a non-checklist activity is that the checklist activity is always required and is automatically assigned to an employee when the checklist that includes the activity component is assigned to the employee. Registration, registration cancellation, waiving, reported as finished, and completion actions are the same whether the activity is associated with a checklist or not.
Your mentees may be required to acknowledge that they have completed the requirements of a competency, skill, or checklist task. Only the employee assigned to this component can perform this task.