Answer the questions in a checklist

A checklist consists of a list of questions that define the acceptance criteria for a qualification unit. The checklists allow the manager to perform an effectiveness review of the training for all employees to ensure that the employees understood the training. Additionally, trainers can use the checklist to prepare an Effectiveness Review test. Also, the trainees can go through the checklist at the end of the training to verify that they have understood the training content correctly.

Each qualification unit can have one or more checklists associated to it, and each checklist can have multiple chapters, questions, and subquestions. Multiple questions and subquestions ensure that none of the acceptance criteria is inadvertently overlooked. Further, the questions are designed in such a way that they can be answered with a simple yes or no. The Training Coordinator must create and release the checklists in the Quality Master Data library for the checklists to be available for assignment in a qualification unit.

Procedure

1. Navigate to the Effectiveness Review Checklist section of the qualification unit and open the checklist.

2. Expand the chapters to view the checklist questions.

3. In the Comment column, add a comment about why you have selected a specific answer.

4. To assign a resource to work on a question, do the following:

Select the question and choose More Commands > Manage  > Assign Resource.

In the Assign Resource panel, search for and select the resource, and click Assign.

5. To assign a due date for a question, do the following:

Select the question and choose More Commands > Manage  > Assign Due Date.

In the Assign Due Date panel, specify a due date, and click Assign.

6. To answer the checklist questions, do the following:

Select the checklist question, and click Information to view the question details.

Click Edit and specify a due date for the chapter, question, or subquestion in Due Date.

From the State list, select an option to specify the status of the question.

From the Answer list, select the required option. Based on the answers, the red, yellow, green (RYG) rating that indicates the status of the various questions in the checklist is updated. For example, based on the default rules, if the mandatory question is answered with a no, the RYG object automatically becomes red. Further, if there is a quality action associated with it, it becomes yellow. Similarly, if the answer is a yes, it becomes green. The RYG ratings of the questions are rolled over to the checklist to indicate the status of the checklist. For example, if a checklist has five questions, and all the four questions are answered with a yes (green) and one is answered as no (red), the RYG object of the checklist becomes red based on the default rules. Similarly, if all the four questions are green, and one has a quality action associated with it (yellow color), the RYG object of the checklist becomes yellow. For more information, see Understanding RYG ratings in a quality checklist.

Click Save.