Completing a checklist

When a checklist displays a status of Ready For Completion, you can complete the checklist if managers were given permission to complete it when it was defined. Learning managers and administrators can reactivate a completed checklist.

You can also access this form in Learning > Enrollment > Development Plans > Checklists or Team > Profile.

  1. Select Learning.
  2. Click the Checklists tab.
  3. Select the checklist to complete.

    To locate checklists that are awaiting completion, filter on checklist with the status Ready For Completion.

  4. Click Complete.
  5. Click Yes.

    The checklist is moved to Historical Checklists of the employee's development plan or full profile.