Add an Observation Checklist to Your Oracle Learning Content Resources

Before you can add observation checklists as self-paced activities to blended and self-paced course offerings, you need to add them to your content resources.

Before you start

1. Give learning administrators access the list of questionnaires they can use as observation checklists. To do this, grant the Use REST Service - Questionnaire Lists of Values privilege to the appropriate job roles.
2. Create Questionnaires for Oracle Learning.

Here's what to do

1. On the My Client Groups > Learning page, click Content.
2. On the Content page, Add menu, select Add Observation Checklist.
3. On the Add Observation Checklist page, complete the general information.

   To let people add it as a self-paced activity to self-paced and blended course offerings, the status needs to be Active.

4. In the Contents section, search for and select the questionnaire to use as the observation. The list contains only Learner Observation Checklist type questionnaires.
5. In the Observation Checklist section, specify the type of observer, such as Individuals, Management Hierarchy, or Representative. Supporting fields appear based on your selection.
   • You can specify up to 20 individuals. Any 1 of these people can claim the task and become the observer.
   • The manager observer is dynamically decided based on the selected manager type and the learner.
   • The representative is dynamically decided based on the selected representative type and the learner. When a pool of representatives is identified, one of the representatives claims and completes the observation checklist. The can also release a claimed checklist back for another representative to complete.
6. In the Advanced section, configure various attempts settings, if learners need to self-assess, and if observers can reassign their checklists.

   What happens if the observer fails the learner:

   • If you configure the observation with a single attempt, the learner fails the activity and the learning assignment.

   • If you configure the observation with multiple attempts, the learner can be observed again.

     • If Observer Type is Management Hierarchy, the same line manager will observe the learner again.
     • If Observer Type is Representative, the observation task returns to the representative pool and the original observer or another representative will observe the learner.

   If you let observers reassign the observation activity to anyone, they can reassign it to other people specified by the observer type. Or they can assign it to people outside of the observer type.

7. Click Submit.