Applicable Product:

PeopleFluent Learning

Applicable Release:

All Versions

Summary: 

You can configure checklists to track preparatory tasks such as booking a venue for classroom training, plane tickets and hotels for participants. For a module, you can configure a checklist that applies to all sessions, and in Session Properties you can configure checklist items specific to individual sessions, which can have a more flexible deadline relative to the session start or end date. You can choose to create your own checklist items or base it on a predefined template.

When you create a checklist item you assign it to an owner, that is, the person responsible for completing it. When you assign a new owner, they are sent an email notification using the email template specified in the Course Checklist Owner Change Email Template setting in System Configuration. To select a specific email template, go to Manage Center > System > System Configuration, select the Catalog category and click the browse icon for the Course Checklist Owner Change Email Template setting.

If you set a deadline for completion of the checklist item, the LMS can send a reminder email to the item owner a specified number of days before the deadline, using an email template specified in the Course Checklist Item Reminder Email Template setting in System Configuration. To select a specific email template for the reminder, go to Manage Center > System > System Configuration, select the Catalog category and click the browse icon for the Course Checklist Item Reminder Email Template setting.

To configure the course checklist for a module or session, or to review checklist items, go to Manage Center > Learning > Learning Modules and select a learning module. The Checklist page is available for modules and sessions.

Relative Deadlines for Session Checklist Items
To provide more flexibility in setting the deadline, other than a fixed date, you can configure the deadline of a checklist item to be relative to the session's start or end date. The session must have a defined start or end date in order to do this.



Checklist Templates
You can create checklist templates, which are containers for one or more checklist items that you can apply to any number of learning modules or sessions. This saves times as you can create common checklist items once and apply them multiple times instead of having to re-create them each time. You can use the Permissions selector to configure who can view and who can edit checklist templates.

Reviewing Checklist Items
Course administrators can review checklist items in the Catalog Editor or - if you are the item owner - on the Course Checklist page. Course instructors can review their assigned checklist items on the Course Checklist page. In either case, when a checklist item is done, you mark it as complete.