Cancelling a checklist

If a checklist is no longer applicable to a direct report (for example, a direct report has left or has been transferred to a position where the checklist is no longer needed), you can cancel the checklist. Only a learning manager or administrator can reverse this action.

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 you want to cancel.
  4. Click Cancel Checklist.
  5. Specify this information:
    Reason

    Select the reason you are cancelling the checklist.

    Comment

    Add comments (optional).

  6. Click OK, then click Yes.

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