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Make Compliance Training a Breeze With Docebo’s Observation Checklists Tool

• 2 min read

In many ways, learners and their managers often find it difficult to monitor and assess knowledge and important compliance training requirements. 

This typically comes down to a lack of easy-to-use tools integrated into their learning platform, while deploying third-party tools can make leveraging the learning organization and processes difficult. 

These challenges have spurred the creation of Docebo’s new Observation Checklist tool, a new productivity feature that allows learning administrators to observe and document individual learner progress in a quick-to-configure checklist format. 

Checklists are available in multiple formats, such as single and multiple-choice questions, free text, and more as a flexible way to plan the execution of those checklists based on a schedule or event triggers, such as completing a compliance training activity or onboarding, among other job-related tasks.

These checklists are also shareable with managers, who can now quickly and easily check on a team member’s learning progress. This is especially important for compliance training processes or other learning-related tasks they need to complete to develop a new competency that will help them perform their role more effectively.

Administrators are now able to create customized checklists to assess worker activities, the way they execute tasks, if they acquire knowledge after training, and if they are meeting job-related compliance requirements.

For example, a learning administrator would create a checklist within Docebo for workers with certain jobs to ensure they fulfill each step of their required training and then gauge how they apply it beyond their formal training activities on-the-job.

4 Key Ways to Use Observation Checklists:

  1. Monitor and ensure users’ compliance training requirements or processes are met.
  2. Quickly check on how users perform specific job-related tasks, and whether they comply with organizational process requirements.
  3. Monitor the status of user progress related to certain tasks inside or outside of the learning platform.
  4. Observational evaluation: Ensure your learners are following what they’ve learned beyond formal training. Are they applying it on the job? In a sales training context, a new salesperson has completed a course on how to make a sales call. Once the course is completed, their manager could refer to a customized checklist based on that course to determine whether the learner has successfully put the acquired knowledge into practice on the job.

Stay organized and aligned with what your workforce is doing each and every day and make simplify compliance training. Try Observation Checklists, alongside all of the latest features from Docebo’s 7.7 product release, today.