Checklist Guidelines

Congratulations on creating your organization! As a manager of an Organization, you can create your own checklists and use them to evaluate people.  Any Organization manager can create a checklist as long as they are on a paid plan.

In this article, we'll go in-depth on the recommended guidelines for creating your checklist content. For quick instructions on how to create a new checklist to fill in, refer to this article on creating a basic checklist

Name and Description
Give your checklist a name here. You have 50 characters to work with, but it is advised to keep it short and descriptive, i.e. "Learn to Jump Rope."

You can go a bit more in-depth in the Description field; this is a short description of your checklist, where you have 200 characters to work with. For example, "A comprehensive learn-to checklist for new rope jumpers."

Levels, Sections, and Skills

This is the name of your level (for example, "Beginner Jump Rope." Again, keep this short and sweet, as you can go into more details within the level. You have the option to enable showing the total points (the sum of all points slider skills) in this level's header - this can help your evaluator and the student to quickly get a sense of how they're progressing within the level.

You can create as many sections as you'd like per level, (for example, "Jumping and Footwork"). Keep in mind that you will be going into more details in the next step by adding individual skills within the section, so use these to separate different categories more so than specific skills to evaluate. Once again, you can opt to show the total points in the section header for quick reference.

This is where you will want to get as specific as you can, as the skills are the individually graded techniques that make up the evaluation. An example might be "How high can you jump?" To make it as easy as possible to reflect the student's progress, we've given you four options for evaluating a skills: checkbox, radio button, text field, and point slider.

  1. Checkboxes
    Checkboxes are best used for skills where you have a number of criteria that must be met before the skill is considered mastered. For the skill in the screenshot below, the student must be able to demonstrating jumping over a set of 4 obstacles. Since this is a gradual skill, the checkboxes can be checked off as completed and progress saved between sessions
  2. Radio Buttons
    Radio buttons are used when only one option needs to be selected. In this example in the screenshot below, the evaluator will be ranking the student's form and posture. 
  3. Text Field
    Use the text field option when your evaluator must enter specific information that cannot be summed up with a limited number of options. Examples where this may be used are for describing progress, or preparing a list of improvements to make. 
  4. Points Slider
    The point slider system allows your evaluator to select a number from arrange to assign to the skill. You have control over the minimum and maximum number, as well as the increment the slider increases or decreases by. 

In the screenshot below, you can see all four options in use on a checklist. 


Quick tips:

  • Remember to click Update in order to save your changes, (we recommend that you save often especially if you're working with long checklists where an internet connection issue could result in losing your entries)
  • After clicking Update, you can preview the checklist as an online form by clicking Evaluation Page, or download the preview as a PDF by clicking on Checklist PDF.