Manage Checklists

Create Unit Check List items for Users to complete at key learning stages or following activities relating to the Unit.

To create check list items for a Unit:

1.  Go to the My Centre/Manage menu and then select 'Check Lists' from the Manage options
2. Click 'Manage Check Lists'
3. Click ‘Add New Field’
5. Complete fields as required and select the roles and relationships for the task.

For example: A check list item for an Assessor would require the Assessor role and Assessor relationship. If you want any Assessor who can access the Portfolio to complete the task, then tick the Independent Assessor relationship too.

Optional: Creating Field Groups for a Unit:

Field groups determine the order the items will appear on the screen. To create field groups, go to the learning aim via "Course Admin" / "Learning Aims" and click on 'Manage Check list Groups Group' .

Assigning a Checklist to a Unit(s):

1.  Go to the My Centre/Manage menu and then select 'Check Lists' from the Manage options
2.  Select the checklist item from the 'Available CheckList Fields:' dropdown list
3.  Select the aim from the ‘Search By Aim:’
5.  Move one or more units from the Units Not Linked field to the Units Linked field and click 'Save'