Assigned Checklists
Navigate: Guided Training > Assigned checklists
On this page, you can review a list of
Once all
In this section
- List of assigned checklists - review the checklists assigned to individuals
- Assigned checklist - review the progress of an assigned checklist, edit its details, and sign off (manager's responsibility) once all items are completed
List of assigned checklists
The assigned checklists are presented in a standard table. From this table, you can review the progress of the assigned checklists, as well as copy or assign a checklist to your subordinate.
Columns
- Actions
- Copy - click on the copy icon to copy the checklist
- Assign - click on the assign icon to assign a copy of the checklist to your subordinate
- Name – the name of the assigned checklist
- Status - completion status of the assigned checklist
- Assigned to - the The fallback content to display on prerenderingto whom theThe fallback content to display on prerenderinghas been assigned
- Assigned by - the The fallback content to display on prerenderingwho made the assignment
- Created - the date when the The fallback content to display on prerenderingwas assigned to theThe fallback content to display on prerendering
- Categories - selected category of the assigned The fallback content to display on prerendering
Filters and actions
- Archived
- ON: include archived assigned checklists in the table
- OFF (default): archived assigned checklists are hidden
- Add - create a new checklist template
Assigned checklist
Navigate: Guided Training > Assigned checklists > Select assigned checklist
On the assigned checklist page, you can manage the general information and
At the top of the page, you can view the statistics dashboard and perform actions such as copying, assigning, or deleting the checklist.
- Total items - the current number of The fallback content to display on prerendering(tasks) in the assigned checklist.
- Completed items - the percentage of completed The fallback content to display on prerendering(tasks) in this assigned checklist.
- Approved items - the percentage of approved The fallback content to display on prerendering(tasks) in this assigned checklist.
- Visible to assignee - indicates whether the checklist is visible to the trainee.
- General
- Items
- Signoff
This tab is divided into the following sections:
General
- Name: Review or edit the name of this assigned checklist.
- Category: Review or edit the category of this assigned checklist.
- Checklist is ready to use, make it visible to the assignee: By default, after a manager assigns a checklist to their subordinate, the checklist is not visible to the assignee. To make it visible, tick this box.
- Archive checklist: Tick this box to archive this assigned checklist. Archived checklists are not visible to learners on the The fallback content to display on prerendering, and are hidden by default in theThe fallback content to display on prerendering.
Owners
Review or edit the content owner and business owner (both are optional fields) of this assigned checklist. If defined, this information is visible to the assignee on the checklist page in the
Under this tab, you can review, edit, and add new checklist items. The
Review or edit items
Each item includes the task description and the following sub-tabs:
- Overview
- Approve
- Add a comment
- Edit
- Delete
- Status: Shows the completion status of the item.
- Approval: Appears only for text-type items that require the trainer´s approval.
- Trainer: Appears only for text-type items that have a The fallback content to display on prerenderingdefined.
- Manager/task trainer name with the comments they left: Appears only if the manager or task trainer left comments on the task.
This sub-tab appears only for the task's trainer if the task has been defined to require the trainer's approval. The trainer can approve the task by clicking on 'Approve' only after the assignee has marked the task as completed.
This sub-tab is available only to the manager who made the assignment and the task trainer (if the task requires their approval) to leave a comment on the task. If they leave comments, the comments are visible under the task overview sub-tab, both from the
Under this sub-tab you can edit the task´s type and details. The details are the same as in adding a new item.
Under this sub-tab you can delete the item. Click 'Confirm Deletion' to permanently remove the item from the checklist.
Add item
To create a new
Type:
Text - select this type to describe the task in words.
- Task: Enter the task description. For example, 'Go through our company’s privacy policy at https://company/privacy.' Use the content description toolbar to insert links, highlight, order, and style the task description.
- Trainer (optional): If the task should have a The fallback content to display on prerendering, enter their name here.
- Requires trainer's approval (optional): Check this box if the task requires the trainer's approval to be marked as completed.
Course - select this type if the task is to complete a course on the Datafisher
The fallback content to display on prerendering.Course: Select the course from existing courses on the Datafisher
The fallback content to display on prerendering.noteEnsure that assignees have access to the course either through assignment or by configuring the course to allow access via a direct link.
Add in bulk
Use the "Add in bulk" button to add multiple text-type tasks at once. Enter one item per line and click "Submit".
This tab is visible only to the
Trainee comments and signoff
In this section, the
The
- Comments left by the trainee (optional)
- Trainee's name
- Self-assessment left by the trainee
- Time of sign-off by the trainee
This information is also visible to the trainee from the checklist page on the
Manager's comments and signoff
In this section, the
- Manager's comments (optional)
- Manager's name
- Time of signoff (approval) by the manager
This information is visible also to the trainee from the checklist page on the
About the process
Manager
As a
After making it available, the trainee receives an email notification informing them that they have been assigned to complete this checklist, with a direct link to it.
You can track the progress of the checklists assigned by you by visiting the assigned checklists page and selecting the checklist for review. From there, you can monitor the statistics and progress of the checklist items. Once all items are completed by the trainee and approved by the trainer (if required), the trainee signs off on the checklist and sends it for your final approval. You can approve the checklist from the 'Signoff' tab on the assigned checklist page.
Managers receive bi-weekly emails with links to the
Managers can only approve checklists that were assigned by them.
Checklist trainer
Any user who can log in to the Datafisher
Once you are set as a trainer of a task by either the manager or the trainee, you can access the task information from the
If a task requires the trainer's approval to be marked as completed, the process is as follows:
- The trainee marks the task as completed on the checklist page in the The fallback content to display on prerendering.
- The trainer receives an email notification with a direct link to approve the item in the The fallback content to display on prerendering.
Trainers also receive daily notifications regarding unapproved items.
Trainee
After being assigned a checklist by your
The checklist is mandatory, and you need to complete all its items, and have them approved where relevant.
Once all tasks are completed and approved where relevant, you need to rate your skills, possibly leave a comment, and sign off on the checklist to submit it for your manager's final approval.