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How do I create a Training Checklist?

Create the checklist content used for Solo Training and Shadow Training steps.

Overview

Training Checklists contain the tasks and resources used during Solo Training and Shadow Training steps.

A Training Checklist must be created before it can be selected when adding either of these step types to a Training Path.

How to Create a Training Checklist

  1. Select Training Checklists from the left navigation under Training.
  2. Select Create.
  3. Build the Training Checklist with the steps and resources trainees need to complete.
  4. Save the Training Checklist.
  5. Open the Training Path where the checklist will be used.
  6. Select Add Step.
  7. Select either Solo Training or Shadow Training.
  8. Select the Training Checklist you created.

Things to Know

  • Training Checklists are the source content for both Solo Training and Shadow Training.
  • Trainees must check off every checklist step before completing the training step.
  • Any resources attached to the Training Checklist must also be reviewed before the step can be completed.
  • Building a Training Checklist is similar to building a legacy Training Shift.
  • Legacy Training Shifts will eventually be able to be migrated into Training Checklists.
  • Until migration becomes available, a new Training Checklist must be created for use with Training Paths.

Example

A Training Checklist for opening procedures could include each task an employee needs to complete, along with a resource containing the opening standards. The same checklist could then be used in a Solo Training or Shadow Training step.