Accessing Observational Checklist as a 'Viewer'
Roles: Everyone
Description: In this article, you will learn how to access observational checklists as a Viewer in Auzmor Learn. As a Viewer, you have read-only access. This means you can monitor checklist progress, review responses, and track activity but cannot edit or complete the checklist.
Benefits:
Visibility: See the overall status of checklists and subtasks.
Transparency: Monitor the progress of all assigned users.
Collaboration: Add comments and stay informed on updates.
Clarity: Understand the reviewer feedback provided to assignees.
Step by Step Guide: You may refer to the screenshots below for a step by step guide on how to access observational checklists as a Viewer.
From the Learner View
Step 1: Click on Tasks in the top navigation bar.
Step 2: On your Tasks page, go to the Viewing tab.
Step 3: Observational checklists are marked with an orange icon. Select the checklist to view assigned users and their progress.
From the Admin or Manager View
Step 1: Click on Tasks in the top navigation bar.
Step 2: Go to the My Tasks tab.
Step 3: Select the Viewing tab to see all checklists where you are added as a Viewer.
Step 4: Expand a checklist to see the list of assignees and their statuses.
Viewer Privileges
As a Viewer, you can:
View Checklist & Subtasks: Access the checklist and all related subtasks in a read-only format.
View Assigned Users & Progress: Expand the checklist to see each assignee’s progress and completion status.
Access Task Pages: Click View Task to open an assignee’s checklist page, including their responses and updates.
View Subtask Details: Drill down into subtasks to review their details.
Comments & Activity Tracking: Add comments and track activity in the comments and activity section on the left.
Note: Viewers cannot edit or complete checklists.
Read More:
[Accessing Observational Checklist as an Assignee]
[Accessing Observational Checklist as a Reviewer]
[Participants in an Observational Checklist – Assignees, Reviewers & Viewers]
Related Articles
Participants in an Observational Checklist - Assignees, Reviewers, & Viewers
Role: Everyone Description: This article explains how to access the Observational Checklist for different roles: Assignee, Reviewer, and Viewer. Each role has unique permissions, allowing you to complete tasks, provide feedback, or simply observe the ...Accessing Observational Checklist as an 'Assignee'
Roles: Everyone Description: This article explains how assignees can access their Observational Checklists in Auzmor Learn. As an assignee, you can review feedback from reviewers, monitor the status of subtasks, and track progress to support your ...Creation Of Observational Checklist
Role: Admins Description: Observational checklists are designed to help organizations assess an employee's skill set through real-life practical evaluations. These checklists allow reviewers to observe and validate that an employee possesses the ...Accessing Tasks as a 'Viewer'
Roles: Everyone Description: In this article, you will learn how to access tasks as a Viewer in Auzmor Learn. Viewers are users who have been added to a task because they have a vested interest in it. As a Viewer, you can see the full details of the ...Accessing Tasks as the 'Assignee'
Roles: Admin, Manager Description: In this article, you will learn how to access and interact with tasks as an Assignee in Auzmor Learn. Assignees are users responsible for completing the task and any related subtasks. They provide responses, track ...