Verify that learners complete on the job (OTJ) training
Observe and confirm that learners complete a checklist of on the job (OTJ) training tasks.
Availability: all customers
See Checklists: overview and features for background about using checklists as part of on the job (OJT) training.
Note: currently, you can approve checklists but you can’t reject them. If learners don’t meet the checklist requirements, message them to agree on next steps.
See Checklists: create a checklist and add it to a course about setting up checklists so learners don’t get "stuck" on a single module.
Access permissions
-
Admins, instructors who are course owners, and managers with instructor permissions:
- can create checklists with their items and add them to courses
- can observe checklists and verify them for learners
- Instructors who are not course owners: can observe checklists and verify them for learners
By default, the course owner - the person who created the course in LearnUpon - is the first course instructor, and the first checklist observer.
The course owner or a portal admin can always observe and verify checklists, as a backup option for instructors, but they don’t typically get observation requests.
Courses can have multiple instructors. Admins can assign 1 or more learners to a specific instructor.
When learners are assigned to an instructor, only the assigned instructor receives the learners' observation requests, and can verify their learners' checklists. Other instructors no longer have access.
See:
- Courses: Additional Settings to manage learners' access to a course
- Users: create an instructor, and assign them to a course
- Managers: set permissions to manage groups
Receive a notification from a learner
When a learner selects Request assessment from the checklist module, LearnUpon sends an internal portal notification to the observer. The portal does not send an email notification.
See Messages and email: set options for the portal.
The following screenshot shows an example of the automated message from a learner to the course observer.
The course observer can view learner requests in the course, from the Checklists tab.
The following screenshot shows an example of the Checklists tab, with learners who have requested assessment.
Assess a learner using a checklist
Note: the observer can mark the learner as Approved, even if the checklist is not complete. This option provides flexibility to address individual circumstances.
- From main navigation go to Courses > my course.
- From secondary navigation go to Checklists to see the names of learners who have requested assessment.
- From the learner’s checklist status, select Awaiting assessment.
- The checklist opens the learner’s name at the top, and roundels next to each item.
- Select the items to add a checkmark. LearnUpon changes the text of finished items to bold.
- When the observation is complete, select Approve.
- In the confirmation dialog that opens, select Approve to finish. This approval completes the module.
If you navigate away from the checklist, LearnUpon saves the list automatically: the learner doesn’t need to restart the task for observation.
The following screenshot shows the observer's view of a checklist before selecting Approve to finish.
See: