Best Practices

Best Practices

If in your company, as a Superadmin, you enrol new hires into a learning plan containing courses that teach them practical skills relating to your company's products and then, when they have completed their training, you want to demonstrate the knowledge that they acquired in practice, you can create a new Observation Checklist, and add the items and topics that managers should check during the final competency validation. (This is the last use case included in the Use Case Scenarios section above in this article).

When configuring the checklist, under the Schedule options, you will select the New Hires group for the Users to Check option and the Direct Manager for the Observer option. Then, you'll select the option to make the checklist available upon course completion and choose the last course in the new hire's learning plan as the trigger.

Once the last course of the learning plan is completed, the checklist becomes available for the manager and a notification for the event New Manager Observation Checklists to Complete is also triggered and sent to the manager, letting him/her know that the new hire is ready to be checked off.

After the observation checklist is filled out, you as a Superadmin are able to view all completed checklists from the Observation Checklist Dashboard.