TABLE OF CONTENTS


What Is a Checklist?


A checklist — is a list of tasks (items) that a student should complete to graduate. A checklist can be configured in a program (program checklist template), in a group (group checklist template), or individually for a student.


How to Configure a Checklist for a Program?


Configure a checklist for a program and for each group of the program by following these steps:

1. Step 1 of 2 — Edit Checklist Template

  • Open the Program Name page.
  • Click the Checklist Template menu tab.
  • Click the Edit menu tab.
  • Configure the items that students should complete before the end of the study using the Add Item and Actions buttons to add, order, and delete the elements.
  • When the configuration is done, click the Next button.


2. Step 2 of 2 — Update the Groups Checklist Templates (for existing groups)

  • Filter the groups that need to be updated according to the Checklist Template for the program using the Search & Order panel (Future Start and Active groups are displayed by default).
    If you do not need to update any checklist template in any group, click the Skip button.
  • Choose the groups you want to update using checkboxes in the corresponding group row or the Select All Groups button under the group list. The checklist items that will be deleted or added to the checklist of the group will be displayed for each group in the Add Items or Delete Items columns respectively.
  • After the groups are selected, click the Update button.
    Note: You can perform multiple checklist updates (add or delete) in the same editing session using different filters: first, add all the necessary elements into the program checklist template, update corresponding groups, then click the Back button, delete the necessary elements from the program checklist template, and then update corresponding groups. Changes are applied once the Update button is clicked. If any changes are made, the Skip button will change to the Finish button.
  • Click the Finish button.



After the checklist template for the program is configured, you can import the checklist to a new program group using the Import Checklist Template from Program checkbox (enabled by default when creating a new group):



How to Configure a Checklist for Each Group?


Configure a checklist for each group by following these steps:


  1. Open the Group "Name": Education Group Details page.
  2. Click the Checklist Template button.
  3. Select the items that students should complete before the end of the study on the Group "Name": Edit Checklist Template page:



Note: The checklists for groups should be configured before the students are added to a group. This way the students will have their checklists automatically created with all the items from the checklist template for a group.


How to Configure a Checklist for Each Student?


Configure a checklist for each student by following these steps:


  1. Open the Student "Name": Data in Group page.
  2. Click the Add Student Individual Checklist Item button.
  3. Select the items a student should complete before the end of the study on the Student "Name": Edit Checklist page.
  4. If a checklist template for a group has been configured, the items from this template will be automatically added for a student when adding the student to a group. You can edit, delete, or add items at any moment:



How to Configure the Checklist Items?


Checklist items can be configured here: Admin → Checklist Items. The group and the individual checklist components are configured separately:



When creating checklist items, you should fill in the required fields:

  • Title - we recommend that you make the title as simple and clear as possible.
  • Test - defines whether this item is a test (HESI) or not.
  • HESI Attempt- if enabled, at least one HESI item must be checked as Passed.
  • Hidden- If enabled, this item will be hidden and will not be available when creating new Checklist Templates.
  • Requires Comment - a comment is required for this item.
  • Due Date Equals to Group Scheduled Completion Date- if enabled, the "Due Date" of this checklist item must equal the "Core Scheduled Completion Date" from the core group.
  • Change Stage in Group to GRADUATED after Done- completing an item with this option enabled will automatically change the student’s stage to GRADUATED.
Please refer to the following article for more details: Automatic Changes of Stages of Pipeline in Group.
  • After - select the existing item after which the new item will be placed in the list:




How the Checklist Conditions Are Validated?


  • If a student has completed the program, the stage will automatically change from COMPLETED to GRADUATED. This requires all the student’s final checklist items to have the Done status.
  • When checking the items as "Done", the system will notify you about the student‘s not being at the COMPLETED stage and will prompt you to confirm the changes.
  • If a checklist has HESI, you will not be able to switch a student to COMPLETED without a special permission.