Follow Step 1-3 to Create and Save a Checklist. 2

/ Managing the Knowledge Manager (Checklist)

Table of Contents

Knowledge Manager 2

Overview 2

Creating a Checklist 2

Follow Step 1-3 to create and save a checklist. 2

Step 1: Add/Create a Checklist from the General tab 3

Step 2: Enter and Maintain Content on the Checklist Content tab 5

Step 3: Add or Remove Keywords on the Keywords tab 7

Editing a Checklist 9

Follow Step 1-3 to edit and save a checklist 9

Step 1: Edit Content from the ‘Checklist Content’ tab 9

Step 2: Edit a Checklist from the ‘General’ tab 10

Step 3: Add/Remove Keywords on the ‘Keywords’ tab 11

Entering Grades (by individual and module) 12

Steps to Grade a Checklist for One User at-a-time 12

Steps to Grade a Checklist by Module 14

Reviewing Version History Details for a Checklist 16

Knowledge Manager

Overview

You can create a checklist with the Knowledge Manager if you have the appropriate administrative permissions. Checklists can be included in a module and assigned to Learners. Checklists assigned to Learners can then be viewed and/or printed so they can see what they will be graded on by the preceptor.

With the Knowledge Manager you can also grade checklists either by Learner or by Module. But to do this, you need to have been granted Preceptor administrator permission and assigned as a preceptor to the module which includes a checklist.

Creating a Checklist

Follow Step 1-3 to create and save a checklist.

· Add/Create a Checklist on the General tab

· Enter and maintain Content on the Checklist Content tab

· Add or remove Keywords on the Keywords tab

Tip: To save time creating a checklist, if you have a similar
checklist, you may want to select Copy to the right of the similar
existing checklist.

Step 1: Add/Create a Checklist from the General tab

From the Menu Bar, click Knowledge Manager — Create/Edit Checklist.
The ‘Checklist Menu’ displays on the left, and the ‘Create/Edit Checklist’ page opens on the right.

From the ‘Checklist Menu’ on the left, click Create New Checklist.
The page refreshes and the ‘Create Content’ page opens on the right.

Enter a Title for the checklist.
For ‘Active’ you can make this title viewable by Learners by clicking Yes otherwise select No. Only active content is visible to the Learners.
Assignable: Do you want to be able to assign this checklist to a module? If you do NOT want the checklist assignable to a module, accept No. If you want the checklist available to assign to a module, click Yes.

Tip: Leave this as No until the checklist has been completely setup and you are ready for it to be assigned to Learners in a module.

(Optional). Add notes in the ‘Summary’ text box.
(Optional). For ‘Version History Comments’, add version history comments. To see past version history comments, you would need to use the ‘Version History’ from the ‘Content Editor’ menu on the left. These comments display in ‘Version History’ to help identify the changes you made to this content at a later date as needed. (See ‘Reviewing Version History Details’ at the end of this document.)
Click the Create button.
The page refreshes and the ‘Modify Content’ page opens with three tabs.

To continue the creation of your checklist, go to Step 2: Add Content from the ‘Checklist Content’ tab.

Step 2: Enter and Maintain Content on the Checklist Content tab

Click the Checklist Content tab.

(Required) Enter the number ‘1’, for the item’s order if you want this to be the first item on the checklist.
(Required) Enter the text to be observed by the preceptor (grader).
Click the Add button.
The page refreshes. And your first item displays across the bottom.

Continue to add more text to be observed by the preceptor and each item’s order in the checklist until you have added all of the items to be evaluated.

Tip: You can insert a row by repeating the item order number where you want to place it. For example, you have already entered five items and you want to insert item six but you want to display it second, then key the number two in the Item Order field and proceed with entering the text and pressing Add. The new item will now be the second in the list and all subsequent items will be renumbered as three through seven.

(Optional).To continue the creation of your checklist, go to Step 3: Add Keywords from the ‘Keywords’ tab.

Step 3: Add or Remove Keywords on the Keywords tab

Keywords are a word or phrase defined by your administrator to help your Learners find a specific course or checklist. Keywords are associated with lessons and checklists. When a Learner enters a keyword into the search box; for example, ‘radiation’, the associated checklist lists (e.g., Radiation Dose).

Click the ‘Keywords’ tab.

From ‘New Search Keyword’, enter the keyword(s) (e.g., Cancer Women). The keyword cannot contain commas or other special characters.
Click the Add button.
The new keyword displays in the ‘Search Keywords’ box below.
Highlight an item the search keywords box and click the Remove button.
The keyword is deleted from the ‘Search Keywords’ box
The checklist is complete. If you need to make changes read below.

Editing a Checklist

Follow Step 1-3 to edit and save a checklist

· Edit Content from the ‘Checklist Content’ tab

· Edit a Checklist from the ‘General’ tab

· Remove Keywords from the ‘Keywords’ tab

Step 1: Edit Content from the ‘Checklist Content’ tab

You can edit a checklist’s item order and associated description as needed.

From the Menu Bar, click Knowledge Manager — Create/Edit Checklist.
Existing checklists open on the right in alphabetical order by title.

From the right, click the Title’s name of the checklist you want to edit.
The selected checklist opens at the ‘Checklist Content’ tab.
(Optional). To edit any item on the checklist, click the Edit button to the right of the item you want to change. The page refreshes and the selected item opens up to edit.

(Optional). You can change the Item’s order.
(Optional). You can change the Item’s description.
If you edited either the Item’s order or description or both, click the Update button on the right. Click the Cancel button to discard your changes without saving. The page refreshes.
To continue to edit the checklist, go to Step 2: Edit a Checklist from the ‘General’ tab.

Step 2: Edit a Checklist from the ‘General’ tab

Click the ‘General’ tab.
(Optional). Edit the Title for the checklist.
Active: Do you want your Learners to be able to view the checklist? If you want the checklist available for Learners, accept Yes. If you do not want the checklist available for Learners, click No.
Assignable: Do you want to be able to assign this checklist to a module? If you do NOT want the checklist assignable to a module, accept No. If you want the checklist available to assign to a module, click Yes.
(Optional). Add notes in the ‘Summary’ text box.
(Optional). Add ‘Version History Comments’ to help you identify the changes you made to this checklist at a later date – version by version. (See ‘Reviewing Version History Details’ at the end of this document.)

Click the Save button.
To continue to edit the checklist, go to Step 3: Remove Keywords from the Keywords tab.

Step 3: Add/Remove Keywords on the ‘Keywords’ tab

You can add or remove keywords for a checklist as needed.

Keywords are a word or phrase defined by your administrator to help Learners find a specific course or checklist. Keywords are associated with courses and checklist. When Learners enter a keyword into the search box, the associated checklist lists (e.g., Radiation Dose).

Tip: There is no ‘Edit’ function. So if you want to edit, remove the word, you can then re-enter the word you want.

Click the Keywords tab.

From ‘Search Keywords’, click the keyword that you want to remove so that
it highlights.
Click the Remove button.
The checklist is edited/updated.

Entering Grades (by individual and module)

You can add grades and comments for one Learner at-a-time or all Learners assigned to one module at-a-time.

Steps to Grade a Checklist for One User at-a-time

From the Menu Bar, click Knowledge Manager — Grade Checklist.

By default all of the learners with checklists ‘Not Graded’ are displayed.

Tip: From the picture above, Checklist Home > Enter grades by User is known as a ‘breadcrumb’. Breadcrumbs appear at the top of the page and outline your position in the LMS. They show you your path to how you got to where you are now; compared to where you came from without leaving the current window.

Note: From across the top of the page, if you want to display learners with graded checklists, select ‘Graded’. Or you can select to display both learners that have been graded or not graded checklists at the same time, select ‘All’.

Click the learner’s name from the list that you want to grade.
The page opens with the ‘Not Graded’ checklists listed alphabetically beneath the ‘Checklist Objective’ column name for the list.

Note: You can click the ‘Checklist Objective’ to sort in reverse alphabetical order.

Click the title of the Checklist you want to open for that Learner.
There are two ways to approach grading: Grade/Comment ‘each Item’ one-by-one or ‘Global’ grading (all Items at once). Grade/Comment means you grade each Item individually (You would want to do this because some grading results and/or Comments are different than other grades and comments). Or you can grade globally if all grading results and comments are the same for each Item.

· Grading each Item separately: From each ‘Item’ listed on the checklist, click either the Satisfactory (S), Unsatisfactory (U) or Not Performed (NP) radio button can be selected. Also ‘Comments’ can vary.

· Grading Globally ‘All’ Items at once: From the lower part of the page, ‘Record Evaluation and Results’, click either the radio button
for Pass or Fail. Add Comments that incorporate all the Items
listed above.

Click the Save button.

Note: The checklist changes to read-only once the user passes. The name of the preceptor is recorded along with the date that this was evaluated. This checklist is recorded in the transcript. If not passed, the checklist remains editable.

Steps to Grade a Checklist by Module

You can enter Pass/Fail grades and comments for each Learner that completed Items on a checklist from a module. If all your Learners are ready for a score to be entered for a specific checklist, this is a quick way to record pass/fail grades.

From the Menu Bar, click Knowledge Manager — Grade Checklist.
Click the Select Module tab.
Select a Module’s title from the list.
Select a checklist from the module.
‘Not Graded’ checklist by Learner last name displays.
From this list you can either Pass or Fail each Learner listed one Learner at-a-time, and one comment for each Learner’s checklist.

· From the ‘Grade’ drop-down to the right of a learner’s name, select either Pass or Fail for the entire referenced checklist.

· From the ‘Comments’ text box to the right of a Learner’s name, enter a comment (if needed) about the entire referenced checklist.

Continue to add grades and comments to everyone listed, as needed.
Click the Save button in the lower right of the page.

Reviewing Version History Details for a Checklist

As an Administrator you can view the version history comments that have been entered when you create a checklist or customize a checklist.

From the Menu Bar, click Knowledge Manager — Create/Edit Checklist or Grade Checklist.
From the left, ‘Checklist Menu’, click Version History.
From the list of checklists on the right, click the Version number link to the right of the title of the checklist that you want to view its version history.
The ‘Version History Detail’ page opens. If there is a version # of ‘1.00.00,’ there is no version history to review.