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Checklist Templates

Navigate: Guided Training > Checklist Templates

Checklist templates are reusable starting points for guided training. A template defines the checklist information, owners, sharing, and items that can later be copied or assigned.

Managers and administrators can create templates, copy existing templates, edit templates they have access to, and assign checklist copies to direct reports.

In this section​

List existing checklists​

Checklist templates are shown in a standard table.

The table includes:

  • Actions – row actions such as Copy and Assign.
  • Name – the checklist template name.
  • Created by – the template creator.
  • Created – when the template was created.
  • Categories – the selected category.

Available table actions can include:

  • Archived – include archived checklist templates.
  • Add – create a new checklist template.

Copy checklist​

Copy creates a new independent checklist template based on an existing template. Editing the copy does not affect the original template.

The Copy checklist template page can include:

  • Name – the new template name.
  • Category – the category copied from the original template or selected for the copy.
  • Permission labels – the labels that control administrator access to the template.
  • Content owner – the owner visible to learners when the checklist is assigned.
  • Business owner – the business owner visible to learners when the checklist is assigned.

After the copy is created, the new Checklist template page opens so the template can be edited.

Create a new checklist​

Create a new checklist template when no existing template should be used as the starting point.

The Create checklist template page contains:

  • Name – the template name.
  • Category – the checklist category.
  • Permission labels – the labels that control administrator access to the template.
  • Content owner – the owner visible to learners when the checklist is assigned.
  • Business owner – the business owner visible to learners when the checklist is assigned.

After creation, the Checklist template page opens for adding items and managing the template.

Checklist template page​

The checklist template page is used to manage one template.

The page can show:

  • Total items – the number of items in the template.
  • Copy – create a new template from this template.
  • Assign – create an assigned checklist copy for a direct report.
  • Delete – delete the template when allowed by permissions.

The page has General and Items tabs.

General​

The General tab contains the template fields and sharing settings.

The General section includes:

  • Name – the template name.
  • Category – the checklist category.
  • Signoff rating question (1 to 10) – the question shown to the trainee during signoff.
  • Permission labels – the labels that control administrator access to the template.
  • Archive checklist template – hide the template from normal template lists without affecting existing assigned copies.
  • Disable commenting – prevent comments on checklist items.
  • Expected duration (business days) – the expected completion time for the checklist.

The Owners section includes:

  • Content owner – the contact owner shown to learners when the checklist is assigned.
  • Business owner – the business owner shown to learners when the checklist is assigned.

The Share section includes:

  • Make available to all managers – allow managers to view, copy, and assign the template.
  • Make available to – allow selected people to access the template.

Items​

The Items tab contains the checklist items. Items can be reordered while the template is editable.

Each item can include the following item tabs:

  • Overview – item status, trainer approval information, trainer, and comments.
  • Edit – item type and item details.
  • Delete – permanent item deletion when the item can still be deleted.

Add item​

The Add item area creates one checklist item.

Item fields include:

  • Type – either Text or Course.
  • Task – the text task description for a Text item.
  • Trainer – the trainer responsible for approving the item, when used.
  • Requires trainer's approval – requires the trainer to approve the completed item.
  • Course – the LMS course that must be completed for a Course item.

Use the content description toolbar in text tasks when the task description needs links or formatting.

Add in bulk​

Add in bulk creates multiple text items at once.

The bulk field is Items, one per line.

Edit checklist​

Editing a checklist template changes that template for future use. It does not change checklist copies that have already been assigned.

Use Copy checklist when the original template should be preserved and changes should be made in a new template.

Assign checklist​

Assign creates an assigned checklist copy from a template.

note

Only managers can assign checklists, and only to their direct reports.

The Assign checklist page can include:

  • Name – the name of the assigned checklist copy.
  • Category – the category for the assigned checklist copy.
  • Assign to team member – the direct report who receives the checklist.
  • Content owner – the owner visible to the assignee.
  • Business owner – the business owner visible to the assignee.

Changes made during assignment apply only to the new assigned checklist copy. They do not change the original template.

After assignment, the assigned checklist page opens for reviewing the assigned copy, updating items, controlling visibility, and tracking progress.