Observation Checklist

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Observation Checklist

Admin Refresh Experience: Learning Objects


Table of Contents


Overview

Introduction to Learning Objects

A Learning Object is an element of an Online Course that contains virtual training materials, such as e-learning modules, videos, external links, etc.  You configure Learning Objects within the Syllabus Course Setting block when building or editing Online Courses. 


Observation Checklist

The Observation Checklist Learning Object is a new Learning Object type introduced in the Admin Refresh Experience. Observation Checklists contain evaluation criteria that a Reviewer can observe and evaluate to ensure a user has the required skills and adequately performs the task at hand. Observation Checklists are a great tool for tracking mentoring type training or on-the-job training. 

With this feature, new user types and permissions have been created to support the different phases of administration.

  • Learner Experience:  The User (also referred to as the Learner) is the person who is consuming the training and will be evaluated by the Reviewer. The User will be enrolled into the Observation Checklist, but the only action they will need to perform within the LMS is to select the Ready for Review button when ready. 

  • Reviewer Experience: The Reviewer is the person who will evaluate the User's performance as per the Observation Checklist's instructions.  
    • The Reviewer attribute is managed at the User Profile > Account section.
    • Those who have both Admin and Reviewer functions enabled will be restricted to the audience that meets their User Management scope, such as a Department or Group.

  • Admin Experience:  Generally, the Admin is the person who has created the Course and the Learning Objects within.  The Admin establishes Course rules, such as identifying who the Reviewer is for an Observation Checklist.
    • Note: Only the person identified as the Reviewer will be able to complete the Reviewer items for that User.

 

Important Notes

  • If you want users to earn a Competency upon completion, it will need to exist before you configure the Observation Checklist.

  • Any branding applied to the Learner Experience interface will also be applied to the Reviewer Experience interface.

Branding

The Images, Colors and Fonts in the Reviewer Experience are driven by the same configuration options which are used for branding the Learner Experience. This is to ensure a smooth and consistent experience for Users as they navigate through various aspects of the LMS. The relevant fields have been outlined below. 

To begin, navigate to Templates from the Setup option within the Admin Menu. Select your primary default Template and then select Edit. Once you are in your Template's configuration page, select the appropriate tab to begin adding or selecting your preferred branding.  

Branding in Templates.gif

 

Branding Item Description 
Background Image

Navigate to Login > Background Image in your Template.

The Background image will display on the Login Page of the Reviewer Experience (https://yourcompanyURL/reviewer/login) and again on the Confirmation Page, once the Review has been submitted.

Header Logo

Navigate to Settings > Logo in your Template.

The Header Logo appears in the upper left hand corner of the Reviewer Experience (https://yourcompanyURL/reviewer/login) and will also display on the Confirmation Page, once the Review has been submitted.

Favicon

Navigate to Settings > Logo in your Template.

The Favicon appears in browser tabs of the Reviewer Experience.

Base Color

Navigate to Theme > Branding > Base in your Template.

The Base color will display in the header of the Reviewer Experience.

Primary Color

Navigate to Theme > Status > Primary in your Template.

The Primary color is used for the following:

  • Status Icons for the Lessons and Checklists
  • Status and Arrow indicating the next action for that list item 
  • Buttons selected in the detailed step view
  • Post button on the Observation Steps
  • Continue to Dashboard button on the Review confirmation page 
  • Submit Review button
Default Color

Navigate to Theme > Status > Default in your Template.

The Default Color is used for the neutral state for buttons within Steps as well as the neutral state of the Overall Pass and Fail buttons.

Success Color

Navigate to Theme > Status > Success in your Template.

Once the Reviewer has selected the Pass button upon completion, the Success Color will display. 

Failure Color

Navigate to Theme > Status > Failure in your Template.

Once the Reviewer has selected the Failure button, the Failure Color will display. This color is also used to indicate validation errors.

Danger Color

Navigate to Theme > Status > Danger in your Template.

The Danger Color is used for the Clear button when looking at the details of a step.

Banner & Button Text

Navigate to Theme > Text > Banner & Button Text in your Template.

The Banner & Button Text color is used on buttons which have a background color behind the text. 

Tile and Body Text

Navigate to Theme > Text > Tile & Body Text in your Template.

The Tile & Body Text color is used for text which appears on a white background.

Header Icons

Navigate to Theme > Icons > Header Icons in your Template.

The Header Icons are used for the text in the Header, the Main Menu Icon, and the Back Button text color.

Menu Icons

Navigate to Theme > Icons > Menu Icons in your Template.

The Menu Icons are used for the Log Off Icon in the Main Menu.

Header Font Name

Navigate to Theme > Fonts > Header Font Name in your Template.

The Header Font Name is used for the word Login on the Login page and the words Review Completed. This option will also change the font on words in the Page Heading, such as Checklists for example.

Body Font Name

Navigate to Theme > Fonts > Body Font Name in your Template.

The Body Font Name is used for all text in the Reviewer interface which is NOT a heading or title.

Note: The font used for the Comments Box and Observation entry is different and tied to the component used for these fields. 

 


Instructions

How to Add an Observation Checklist Learning Object

Observation Checklist Learning Objects are created when either adding or editing an Online Course.  The following instructions begin from the Syllabus Course Settings section of an Online Course build.

Step 1

From the Course Settings > Syllabus section, click the Add Learning Object button.

  • This button is located in the Outline Chapter 1 section of the Syllabus Course Settings block.
  • This action will open the Add Learning Object pop-up modal.

Note: You can add the Observation Checklist to a new Chapter or to the existing Chapter. You may rename Chapter Names or use the default naming convention assigned, Chapter "#."

LO-1.png


Step 2

The Add Learning Object pop-up modal displays each Learning Object type option.

Select the Observation Checklist Learning Object Type by clicking its radio button or icon.

  • Then click the Next button.
  • This action will reload the modal to display the Add Observation Checklist Lesson form.

LO_2.png

 

Step 3

Configuring the Observation Checklist Form

The first section of the form is labeled Details. Here you will configure the following:

  • Name: Enter the Learning Object's Name. The Name identifies the Learning Object to Users and Admins. 
    • This information is visible in both the Admin and Learner experiences.
    • This is a required field.

  • Description:  Enter a Description.  The Description provides details about the Learning Object. Information entered here is visible in both the Admin and Learner experience.

  • Competency Awarded: (Optional) Click the Competency Awarded drop-down menu and choose a Competency. Then, if available, set the Level.
    • Level
      • Note: You cannot build a new Competency in this workflow.  Make sure to build any new Competency content before creating an Observation Checklist Learning Object.

  • Assign Reviewers:  A Reviewer is a person responsible for evaluating the User's performance. Click the radio button to select one of the following Reviewer options:

    • Specific: The selected User(s) are permitted to review Learner submitted Observation Checklists. Only Users who have the User > Account > Reviewer option enabled (ON) in their User Profile will display in the drop-down field. You can begin typing the Reviewer's name or Username to select the Reviewer.

    • Supervisor:  The User that is entered into the Learner's Supervisor field of their User Profile will be permitted to review their submitted Observation Checklists. The Supervisor must have the User > Account > Reviewer option enabled (ON) in their User Profile
      • Note: If the User's Supervisor changes before the Observation Checklist is completed, an Administrator will need to Unenroll the User from the Observation Checklist and Enroll the User into the Observation Checklist. This will allow the new Supervisor to access the User's reviewer items. 
    • Groups: Anyone who is a member of the selected Group(s) AND  who also has the User > Account > Reviewer option enabled (ON) in their User Profile.
      • Note: You can select multiple Groups.

LO-3.png


Step 4

Configuring the Observation Checklist Form: Manage Steps

The second and last section of the form is labeled Checklist.  Here is where you will configure the following settings: 

  • Manage Steps: Click the Manage Steps button to add steps to the checklist. These are the items the Reviewer will complete during the review process. 
    • The button is located in the Checklist section of the Add Observation Checklist pop-up window.
    • This action will update the pop-up window to the Manage Steps dashboard.
    • Remember, a Step is an individual process or action completed by a User (Learner) that a Reviewer will evaluate.

  • Add Section:  Click the Add Section button to divide the Observation Checklist steps into separate sections within the same checklist.

Note: You can rename Checklist Sections. "Section #" is the default naming convention assigned.

Optional: Add instructions to assist the Reviewer(s) in grading steps.

LO-4.png

 


Step 4A

Click the Manage Steps button to add steps to the checklist.

  • The button is located in the Checklist section of the Add Observation Checklist pop-up window.
  • This action will update the pop-up window to the Manage Steps dashboard.

    MS-1.png

Step 4B

From the Manage Steps dashboard, click the Add Step button.

  • This action will update the pop-up modal to the Add Step form.

Step 4C

Configuring the Add Step Form

Here you will configure the following settings:

  • Title:  Enter the Step's Title. This is a required field.
    • Example: "Have the student demonstrate the CDC recommended handwashing technique."

  • Type: Click the field to open a drop-down menu to select a Step Type
    • If Yes/No  = The Reviewer will have the option to evaluate the Step with one of the following responses: "Yes," "No," or "N/A."
    • If Observation = The Reviewer will be able to enter a text response as the evaluation result.
    • If 1-5 Rating =  The Reviewer will select a numeric value between 1-5 as the evaluation result.

  • Instructions for the Reviewer: The information entered into this field will be visible to the Reviewer and appear along with the Step.

  • Mandatory: Click the toggle button to change the status setting.
    • If ON = The Step is mandatory and is required to be evaluated to complete the review of the Observation Checklist.
    • If OFF = N/A

MS-2.png

 

Step 4D

When you are finished configuring the Step, click Save

  • You will return to the Manage Steps dashboard modal, where you can continue to add new, edit, or delete Steps of the Observation Checklist.

 

Step 4E

When you are finished configuring the Step(s) of the Observation Checklist, click Apply

  • You will return to the Add Observational Checklist modal, where you can continue to add new, edit, or delete Sections of the Observation Checklist.

 


Step 5

Click the Save button to save your Learning Object settings, close the modal, and return to the Course Settings.

Step 6

Click the Publish button to save your Course.

 

 

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