Setting up a Manual Checklist

The Checklist feature allows learners or instructors to check boxes in a to-do task list. These check boxes allow a learner to see which activities he/she has and hasn't completed. Instructors decide which activities or resources are included in the list and use variable settings that enhance the capabilities of the checklist. There can be multiple Checklists on a course. This document shows instructors how to set up a manual checklist. A manual checklist is one that students or instructors check each resource or activity after they feel that an activity or resource has been completed. 

1. A student completes an activity.

2. The learner opens the checklist from a checklist block or on the course main menu.

3. The learner checks the activity that is has recently been completed.

4. The activity or resource checkbox is ticked and the progress meter grows.

1. On your course, click the Turn editing on button.

2. In the topic where the Checklist should appear, click on Add an activity or resource.

Note: The Add a new activity or resource pop-up appears.

3. Select the Checklist icon in the Activities pop-up.

Note: The Adding a new Checklist page appears.

4. In the General section, add a Checklist title and type an Introduction to the Checklist.

5. To display this Introduction on the course main page, check the Display description on course page box under the Introduction box.

Note: In the Settings section, there are several options.

6. In the User can add their own items drop-down, choose either Yes or No.

Note: This may be useful for advanced LINC levels but impractical for lower levels.

7. In the Updates by drop-down, choose between Student only, Teacher only or Student and Teacher.

Note: Teacher only does not check an item until the teacher marks the activity complete. If automatic checking is required, set this to Student only in conjunction with completion tracking. See Setting up a Checklist with Automatic Items.

8. In the Add due dates to calendar drop-down, choose either Yes or No.

Note: This may be useful if a course has activities that have firm deadlines.

9. In the Teachers can add comments drop-down, choose either Yes or No.

Note: This may be useful if an instructor feels that feedback is effective through the Checklist.

10. Set the maximum grade in the Maximum grade textbox.

Note: If you want to make the checklist ungraded, as the individual activities will already be assessed, set this value to zero (0).

11. In the Email when checklist is complete: drop-down, choose No, Student only, Teacher only or Student and Teacher.

12. In the Show course modules in checklist drop-down, options available are:

• No: The instructor must select checklist items manually.
• Current section: This will automatically list all of the resources and activities in the current module that are visible to the students. Hidden resources and activities will not be seen in the checklist. This is a fast way to create a checklist.
• Whole course: This will automatically list all of the resources and activities in the course into the checklist. Please be aware that hidden items will not be seen by the learners. This is a fast but unreasonable way to create your checklist as there will be too many items. The list will be unmanageable for learners and instructors. 

Note: If the Show course modules in checklist drop-down is set to Current section or Whole course, then the Check-off when modules complete field becomes active. 

13. The checklist is set to manual by setting the Check-off when modules complete to No.

14. In the Lock teacher marks drop-down, choose either Yes or No.

Note: The grade is Locked after the instructor chooses Yes in the View Progress tab.

Note: Settings in the Common module section are common to many Moodle activities and resources.

15. The Availability setting is used to Show/Hide the activity. This is identical to using the Show/Hide icons when the Turn editing on function is enabled on a course home page.

16. The ID Number setting sets an ID number for advanced use of the grade book. (This is not used in the LINC courseware.)

17. The Group mode setting enables the use of groups. (More information is available in Organizing Learners Using Groups.)

18. The Grouping option enables the use of groupings (a collection of groups).

Settings in the Restrict access section can be used to limit access to the activity. (More information is available in Setting up and Using Restrict Access Settings.)

19. Click on the Add restriction... button to display the Add restriction pop-up.

Note: The Tags section can be used to add keywords to the checklist. There are Binder/ePortfolio tags available in the Tags drop-down menu. 

20. Click on the Save and display button to continue making your checklist. 

Note: Ensure that the resources and activities to be included in the checklist are visible to the students on the courseware. 

1. To edit your checklist, click on the Edit Checklist tab.

2. (optional) If you want to include due dates for your checklist items, click the Edit dates button.

Note: A Calendar widget appears beside the URL of new checklist items.

3. (optional) If you wish to set the date, uncheck the Disable checkbox beside the Calendar widget.

(optional) If you want to include dates for your checklist items, choose a due date day, month and year. 

4. Click in the Add textbox.

5. Type the label/name of your checkbox item.

6. (optional) Click in the Link to textbox.

Note: To acquire the web link to Avenue activities and resources, click on the resource or link and then copy the address in the address bar.

7. Paste the web address into the Link to textbox.

8. (optional) Check the Open in new window? checkbox, if a new window may help the learners find the activity or resource.

9. Click on the Add button.

10. Repeat these steps until the checklist is complete.

11. Click on the Stop editing dates button. 

Note: The checklist in the Edit checklist tab appears as pictured below.

Note: Each checklist item appears with several icons. 

12. If you need to edit any of the items in the checklist, choose the Actions menu/edit item icon.

Note: The update checklist item feature appears. 

13. Make any necessary changes.

14. Click on the Update button.

1. To view the checklist, click on the Preview tab.

Note: The link to or go to item icon can be used to open checklist activities or resources. 

1. Click on the View Progress tab.

Note: In this example, there has been no activity. 

2. After the learners have completed and checked activities, these are shown as green blocks.

Note: If the Updates by setting is Student and Teacher, the Show progress requires the teacher to confirm the completion of an activity by checking beside each learner’s item.

3. The teacher clicks on the Edit checks tab to confirm completion.

4. In each item there is a Yes or No drop-down menu. Instructors can choose each one individually or they can click on a Toggle Column/Row button to set all items in a column/row to Yes or No

or Null. 

Note: After an instructor sets these drop-downs to Yes, the checklist appears with all of the items checked in the checklist. 

5. Click on the Save button. 

6. For another view, click on the Show progress bars button.

7. To see more detail about an individual student, click on the View Progress icon. 

Note: Details about a learner’s progress on the checklist are displayed.

8. To add a comment to this student’s checklist, click on the Add comments button. 

9. The Toggle names and dates button, quickly switches between student information and the teacher’s information. 

1. On the course a student locates a Checklist in the topics area.

2. The student clicks on the Checklist link. 

Note: The Checklist screen appears.

3. After a student reads the Keywords – Canadian Culture glossary, they click on the Keywords – Canadian culture check box. The progress bar indicator increases as does the progress percentage.

Note: If Updates by is set to Student and teacher, then two check boxes appear. 

4. To continue, the student looks downward at the Tim Hortons activity. They can go to the checklist and click on the Link icon.

The Activity opens.

5. The student completes the activity.

6. After the student feels he/she has completed an activity, they return to the checklist and click in the corresponding checkbox. The progress bar indicator increases as does the progress percentage.

Note: If automatic checking is on, students do not have to check the box.

7. On the Checklist block, the students see the progress bar. (See Setting up a Checklist block.)

Note: The full checklist appears on the screen. 

Moodle documents: Checklist module

Moodle documents: Checklist guide