Managing Your Staff’s
  Checklist Tasks

Posted August 4, 2009

You’ve assigned instrument-specific observation checklists to your users. Now what? Here’s how to complete them:

1. Log in at www.cap.org.
2. Select “Competency Assessment” in the list of e-LAB Solutions™ in the blue bar on the left side of the page.
3. Click “Manage Assignments” in your list of Education Administrator functions.
4. Choose the “Update Checklists Tasks”.
5. Use the filter options to pull up a list of assigned checklists.
6. Click “View Checklist>>” next to the student’s checklist you’d like to view.
7. Near the top of the checklist, select “Print this checklist>>”.
8. Bring this paper copy with you to observe the assigned student performing the tasks listed on the instrument checklist.
9. When you have completed your observation, follow steps 1-6 above.
10. Now you’ll want to enter the results of your observation. Check the appropriate box next to each task and subtask (if applicable): N for “Does not meet standard,” Y for “Meets standard”; and n/a for “Not applicable.”
11. Enter any comments in the free text comment box next to each task and subtask.
12. Click “Save Changes” when you’ve entered the results of the observation.

What if your student did not meet the standard? Re-training and performing a new observation can be documented in the checklist as well:

1. Completed steps 1–6 above.
2. In the area of the task/subtask that was not met, click “Add a new observation for this task >>”.
3. A new row of boxes to denote N, Y, or n/a will appear above the previous set of boxes.
4. Now you’ll want to enter the results of this new observation. Check the appropriate box next to the appropriate task/subtask: N for “Does not meet standard,” Y for “Meets standard”; and n/a for “Not applicable.”
5. Enter any comments in the free text comment box next to each task and subtask.
6. Click “Save Changes” when you’ve entered the results of the observation.