Configure Session Checklist Items
Course administrators can configure checklists for learning modules and sessions to track preparatory tasks such as booking a venue for classroom training, and plane tickets and hotels for participants. You can create a new checklist item by completing the required checklist item fields, or you can generate one or more checklist items from a predefined template.
When you generate checklist items from a template, you can edit each item if required, assigning it to a different owner, for example.
To provide more flexibility than a fixed date when setting the deadline, you can configure the deadline for a session checklist item to be relative to the session start or end date. For online learning modules, the system configuration setting In catalog editor, show start date and end date fields for online modules must be enabled to make this option is available.
- Go to and click the name of the module you want to configure a checklist for. The Catalog Editor opens at the Define Module Properties page.
- Click the Session Properties tab.
- Click Checklist. The Checklist page opens and by default lists any previously created checklist items that have not been completed.
- Select Create New Item from the Create Checklist Item drop-down list. The Create Item dialog opens.
- Enter a descriptive name for the item.
- Assign an owner to the checklist item. Optionally, click the browse icon and select the LMS user to assign it to. When you assign a new owner, they are sent an email notification immediately.
- To set a deadline for a checklist item to be completed, select a date from the Deadline date picker field, or specify the deadline as a number of days before the session start date or after the session end date.
- To send a reminder email to the item owner a specified number of days before the deadline, select the Send reminder check box.
- Click OK to save the checklist item.
- Click the Save icon to save your changes.
To generate a checklist from a template
- Repeat steps 1 and 2 above to navigate to the Checklist page in the Catalog Editor.
- Select Generate from Template from the Create Checklist Item drop-down list. The Create Item dialog opens.
- Select the template from which to add the checklist items from the drop-down list and click OK. The checklist items defined in the template are added to the checklist.
- To edit a checklist item, select Edit from its .
- Click the Save icon to save your changes.
Create a Checklist Template
About Course Checklists
About Email Templates
