Create (author) a checklist

View video

1. From the navigation bar, click Content>Authoring>Checklists.

   The Checklists page opens.

   

   The Checklists page shows all the checklists available in SilkRoad Learning. Checklist name, reference number, and description are listed. From this page, you can:

   • Add a new checklist
   • Create (author) a checklist
   • View properties for an existing checklist
   • Modify an existing checklist
   • Delete a checklist
   • Preview a checklist
2. In the list beside a checklist, click and then click Author.

   The Checklist Authoring page opens.

   

   On the Checklist Authoring page, you select the elements (content) to include on a checklist. This page has two primary sections:

   • Checklist Builder panel
   • Content panel

   Checklist Builder panel

   The Checklist Builder (left panel) contains all the elements that can be added to the checklist. The following table shows supported elements.

   Element type	Description
   Header	Information that precedes check boxes or text in a checklist. A header contains a header title and description.
   Checkbox	An element that can be checked when completed. It contains a check box, task title, and a description. It can be set to be required or not. A checkbox element also contains a comments box, which can be hidden. A comment can be set to be required or not.
   Text	An element in which you can add text description. It can be set to be required or not. A text element contains a task title and a comments box, which can be hidden. A comment can be set to be required or not.

   There is also a Preview button, which shows what the checklist looks like when it is pushed to students.

   Content panel

   

   The Content panel (right panel) shows checklist content. The checklist title and description appear at the top followed by checklist elements.

   Adding and arranging content

   You add and arrange content by dragging and dropping elements. Find an element in the Checklist Builder panel, and drag it to the Content panel. After that, add text and make any necessary edits, and then arrange appropriately within the checklist.

   Setting element properties (including making elements required)

   You can set element properties, including making elements required, by clicking the options icon and selecting Edit Properties.

   

   On the Task Properties pop-up, select options:

   • Required: If this box is checked, an element must be completed before the checklist can be submitted. A required element is denoted by a red asterisk.
   • Show comment: If this box is checked, comment box for the element appears on the checklist.
   • Comment Required: If this box is checked, a comment must be entered for the element on the checklist before it can be submitted.
3. (If applicable) Click the [Click to Add Instruction Text] link and then type instructions, requirements, and any other instructional information.
4. In the Checklist Builder panel, click an element and drag it into the dotted area of the Content panel.
5. Click any links on the element and complete.

   For example, for a header element, click the [Click to Add Header Title] link and type a header. Click the [Click to Add Description] link and type a description.

6. (If applicable) To make a checkbox or text element required, click , select Edit Properties, select Required, and click Close.

   Tip: Some elements have comment boxes. To make a comment box required, click , select Edit Properties, select Required, and click Close.
   You can also hide a comment box. To hide a comment box, click , select Edit Properties, uncheck Show Comment, and click Close.

7. Repeat steps 4 through 6 as needed.
8. Move elements up or down (drag and drop) in the Content panel to arrange appropriately.

   Tip: To delete an element, click and select Delete Task.

9. When you are satisfied with the content and how it is organized, click Save.