What is an Observation Checklist?
It's a digital form where your training leader watches you do a skill and gives you feedback—all inside the LMS. No paper needed.
Step 1: Finish Your Online Course
Complete the e-learning course for the skill you want to assess.
Example: Complete the "Subpanels Discovery" course first.
Step 2: Download and Read the PDF
Find the skill assessment in your course.
Click "Skills Assessment PDF" Button to see:
What steps you need to do
What the task is about
What you'll be graded on
Read it carefully before you ask your training leader to watch you.
Step 3: Tell Your Training Leader You're Ready
When you're ready to show your skill, click the "Ready for Review" button.
This sends a notice to your training leader that you need to be observed.
Important: Only click this when you're actually ready—don't click it too early!
Step 4: Do the Skill
Show your training leader what you learned by doing the task.
Your training leader will watch you and take notes.
Ask questions before you start if you're not sure about anything.
Step 5: See Your Results
After your training leader finishes reviewing you:
Check Mark Appears
You'll see a ✓ mark next to your skill in the course.
View Your Feedback
Click to see the full checklist.
See if you passed or need to try again.
Read any comments from your training leader.
Read the Three Parts
You can click to open or close each section:
Reviewer Acknowledgment – Says your training leader reviewed everything
Task Execution – How well you did the task and if you worked independently
Five-Star Skills – A rating for customer service and going above and beyond
Use the Feedback
Read all the comments.
If you didn't pass, talk to your training leader about what to improve.
Work on the areas they mentioned.
Things to Remember
Don't submit until you're really ready to do the skill.
Read the PDF instructions carefully before asking for review.
Pay attention while your training leader is watching.
Read all the feedback they give you.
If you don't pass, ask your training leader how to improve.