2075371 - Task Checklists

SAP Knowledge Base Article - Public

2075371 - Task Checklists

Symptom

  • This article reviews the Task Checklists that are available in Learning.

Environment

  • Learning

Resolution

  • You can access Task Checklists by navigating to Learning>Items>Tasks tab

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  • On the item record, you can associate the item with one or more tasks to create a Task Checklist A task checklist contains all of the tasks that users should be able to complete as a result of successfully learning the content of a learning item.. You can create a task checklist so that users can nominate an observer to watch as the user completes the tasks that are associated with the item.
  • The observer can simultaneously record successful completion of each task and add comments about each task. After you add two or more tasks, you can drag the tasks to a different order so that, in the user interface, the task checklist reflects the order you designed.

 

What is the Task Checklist process?

The task checklist process is:

  • An administrator associates one or more tasks with an item and enables the task checklist for the item.
     
  • The item is assigned to a user and appears on the user's To-Do list.
     
  • The user requests an observation (from the To-Do list or the Item Details page) from one or more users. The system places the item on the observer's To-Do list that indicates the observer should provide an observation. The due by date on the observer's To-Do list is identical to the due date for the item on the user's To-Do list.
     
  • The user and observer coordinate a good time and place for the observation. This is done outside of the application (for example, the two could coordinate over the phone, email, or instant message).
    • During the observation, the observer can use a mobile device (for example, laptop computer, smart phone, or other device) to record success/failure and comments for each task. The observer can also record success/failure and comments for the entire task checklist. While we recommend that the observer use a mobile device, it's not required. The observer could take a screen shot of the task checklist, print it, document the observation using the paper, and then return to a desktop computer and record the observation in the system.
       
    • At the end of the observation, when the observer clicks Record Completion or Record Failure, the system records the item with the completion or failure status that the administrator has identified when enabling the task checklist for the item.
       
    • When the system records a completion status for the item, it removes the item from the To-Do list of any other users who might have been identified as an observer, and the system places that item in the Completed Works area for the user. Therefore, while a user can identify multiple people to be observers, the system allows only one observer to submit the observation of the tasks and record completion or failure for the item. When the system records a failure status for the item, it keeps the item on the To-Do list of any other users who might have been identified as an observer so that the user and observers can repeat the task checklist process.
       
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Keywords

KBA , LOD-SF-LMS , SuccessFactors Learning , How To

Product

SAP SuccessFactors HCM Core all versions