Help for Evaluators and Managers
Getting Started
- Structuring your Terms of Service as an Organization that is licensing programs to other Organizations
- Add my Organization terms of service
- How can I request a Checklick feature?
- Adding People or Students
- Licensing a Checklist
- Using Checklick on a Mobile Device
- Managing Multiple Organizations
- Make an Account for Your Organization
Using Checklists
- Downloading Blank Checklists
- Evaluating People
- Renaming and Deleting Elements of your Checklists
- What terms of service should my organization use?
- Certificate Background: Ready-to-use Images
- Downloading PDFs using the People page
- Evaluating a Person and Awarding Levels
- Downloading Checklist PDFs and Certificate PDFs
- Evaluating Groups of People
- Auto-Complete a Checklist
Managing your people
- Accept or Decline Manager Permissions
- How to add people to your Organization
- Remove Evaluator Privileges
- Downloading an Attendance Sheet
- Organizing People with Tags
- Emailing and Calling People from Checklick
- Exporting your People to a Spreadsheet
- Grant Evaluator Privileges
- Branded Login Pages
- Merging Checklick Accounts
- Import a Spreadsheet of People
- Adding Evaluators (Coaches or Instructors)
- Profile Questions
- Emailing Groups of People
- Tag Details
- Removing People from Your Organization
Creating your own checklists
- Only allow managers to award certificates
- Creating a Checklist in French and English
- Adding Descriptions and YouTube Videos to a Checklist
- Customizing the PDFs that Checklick Generates (Checklists and Certificates)
- Active Evaluator Counts
- Creating a Basic Checklist
- Email Notifications for Profile Changes Activity
- Checklist Guidelines
- Adding Resources to your Checklists
- Creating Logbook Templates for a Checklist