Creating Checklists

Overview

Checklists in Learn Amp provide a practical way for users to confirm they've completed specific actions or tasks. By using the Survey tool with a simple configuration, you can create interactive checklists that track completion without needing external tools.

This approach is ideal for onboarding, compliance, or process-driven workflows where verification is needed.

Functionality Breakdown

Checklists are built using the Survey builder and use the Multiple Choice question type to simulate checklist behaviour. Each checklist item is represented as a choice option within the question.

Key features:

• Built using the Survey module

• Configured to hide question numbers

• Uses Multiple Choice type to simulate checklist items

• Lightweight and easy to create

Pre-requisites

To create and share a Checklist, you must:

• Have Admin or Manager permissions (with Survey creation access)

• Access the Survey builder via Manage → Learning Content → Surveys

Required User Roles

To create and configure a Survey, you must have one of the following roles:

Creating a Survey

• Owner – Full access within their company

• Admin – Administrative access within their company

• Learning Designer – Can create and manage learning content

• Curator – Can create Surveys if they have the "Issue Surveys" permission override enabled in their policy settings

• Manager – Can create Surveys if:

  • Surveys are enabled for their company

  • Their manager permissions allow for Survey creation

Editing a Survey

To edit an existing Survey, you must:

• Have one of the roles above, or

• Be explicitly added as an editor via the "Who can edit?" field in Advanced Settings, or

• Be the original creator of the Survey

If you've been granted edit permissions on a specific Survey, you'll automatically have edit access for all Surveys of that same type.

Quick Start Guide

Follow these steps to create a Checklist:

1. Create a New Survey
   Navigate to Manage → Learning Content → Surveys in the sidebar navigation, then click + Add New and select Survey.

2. Adjust Display Settings

   • In the Survey's Advanced Settings, deselect the option to Display the Question number.

3. Add a Multiple Choice Question

   • Select Multiple choice as the question type.

   • This will be used to simulate your checklist.

4. Enter Checklist Items

   • In the "Choices" section, enter each task or item that users must confirm.

   • Each choice will appear as a checkbox for users to tick off.

5. Preview and Save
   Review the appearance of the checklist and save your changes when you're happy.

FAQs

Why use a Checklist instead of other assessment types?
Checklists are quick, simple, and user-friendly—ideal for process verification, onboarding, and compliance reviews.

Can users save progress on a Checklist?
Checklists function as Surveys, so completion is only recorded once the survey is submitted. However, users can save a draft and return later to complete it.

Can I include multiple checklist sections?
Yes, simply create multiple Multiple Choice questions within the same survey, each representing a section.

Troubleshooting