Create Trainer and Self Checks

Trainer checks are completed by managers, while self checks are completed by the user they are assigned to.

Building these out is very similar for each, and if you've experienced with creating other checklist, this may look familiar. Let's start by going to the admin panel, clicking on content under training and selecting trainer checklist.

This view displays training checklists that exist on the site. Use the Trainer Checks and Self Checks filters to switch between trainer and self checks. Clicking the Add (+) icon in the top right allows you to create either a trainer check or a self check. 

Let's make a trainer check: 

1. From the Training section of the Admin Dashboard, select Training Assets and then select Training Checklists.

2. In the top right of the Training Checklists page, select the Add (+) icon to begin.

3. Select Create Blank Checklist and then select Trainer Check.

4. Give the check a Title and Description.
   We can fill in the passing score after we have added all of our items.
   Self checks do not need a score.

5. Create sections.

   1. The first section is already there to edit.
      In the First Section field, enter a new title that describes what the section covers.

   2. Create additional sections by selecting +Section.

6. Add items to sections.

   1. The first item is already there to edit.
      In the Untitled Item field, enter a description of the item to check for.

   2. The item type is set to Yes/No by default.
      Select this drop-down to determine how the item is to be completed.

   3. (Optional) Enter a Description to provide detail about the item or how it will be scored.

   4. Enter the number of points (pts) that the item counts for in the total score.

   5. (Optional) Select Add Media to attach files or images.

   6. If this item is required to complete the check, set the Required toggle to On.

   7. Select +Item to add more items to the section.

7. In the Passing Score field, enter the total number of points required to pass the check.
   If a user fails the check, it must be filled out again by the manager until a passing score is achieved.

8. Select Save.
   The check is complete! Be sure to publish the check so that it can be assigned to users.

When adding items, you can choose if the user completing the checklist can add notes and/or upload photos and mark if the item is required for the check to be completed.