Applicable Product:

PeopleFluent Learning

Applicable Release:

All Versions

Summary: 
Course administrators can configure checklists for learning modules and sessions to track preparatory tasks such as booking a venue for classroom training, and plane tickets and hotels for participants. You can create a new checklist item by completing the required checklist item fields, or you can generate one or more checklist items from a predefined template.

When you generate checklist items from a template, you can edit each item if required, assigning it to a different owner, for example.

To create a checklist item:

1. Go to Manage Center > Learning > Learning Modules and click the name of the module you want to configure a checklist for. The Catalog Editor opens at the Define module Properties page.
   
   
2. Click Checklist. The Checklist page opens and by default lists any previously created checklist items that have not been completed.
   
   
3. Select Create New Item from the Create Checklist Item drop-down list. The Create Item dialog opens.
   
   
4. Enter a descriptive name for the item.
   
   
5. Assign an owner to the checklist item. Optionally, click the browse icon and select the LMS user to assign it to. When you assign a new owner, they are sent an email notification immediately.
   
   
6. To set a deadline for a module checklist item to be completed, select a date from the Deadline date picker field.
   
   
7. To send a reminder email to the item owner a specified number of days before the deadline, select the Send reminder check box.
   
   
8. Click OK to save the checklist item.
   
   
9. Click the Save icon to save your changes.

To generate a checklist from a template:

1. Repeat steps 1 and 2 above to navigate to the Checklist page in the Catalog Editor.
2. Select Generate from Template from the Create Checklist Item drop-down list. The Create Item dialog opens.
   
   
3. Select the template from which to add the checklist items from the drop-down list and click OK. The checklist items defined in the template are added to the checklist.
   
   
4. To edit a checklist item, select Edit from its action menu.
   
   
5. Click the Save icon to save your changes.