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  1. With editing enabled on your Moodle course, click Add an activity or resource in the desired section and select Checklist
  2. Enter a Name and Description (which you can optionally display on the course page directly)
  3. Most of the time you can leave a checklist on default configuration but there are some options to be considered under Settings
    1. User can add their own items can be enabled to let students populate the checklist with their own items
    2. Updates by can be toggled between student only, teacher only or both student and teacher
    3. Add due dates to calendar allows for individual checklist items to be given a due date that's then displayed into the Moodle calendar
    4. Teachers can add comments can be disabled to if you don't wish to provide any feedback within the activity itself
    5. Maximum grade can be set to 0
    6. Email when checklist is complete can be set to send an email to the student, the teacher or both the student and teacher
    7. Show course modules in checklist can be set to pre-populate the checklist with the activities and resources from either the specific section a checklist is in or the entire course
    8. Check-off when modules complete is only applicable when showing course modules within the checklist. This will automatically mark a checklist item as complete based on the configured activity completion criteria with the optional ability for the student to override it within the checklist.
    9. Lock teacher marks will restrict the ability to change the yes or no completion marking on a checklist item once a teacher has given a completion mark
  4. If you're using completion tracking on your course, the Activity Completion criteria can configured to automatically mark the activity as complete when the percentage of items ticked off is set to 100%
  5. Scroll to the bottom and click Save and display

Adding and managing checklist items

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  1. To add an item to the checklist, write the desired activity and then click Add
    1. You can use Link to as a way to link off to other areas of Moodle or websites simply by providing the URL. If you intend on using this, consider if the content being linked out to is better placed in a reading list
  2. Once an item has been added to the checklist, you'll see some buttons either side of the entry to adjust how it appears
    1. You can use the checkbox next to added the item to toggle between the item being required, optional or a heading within the completed checklist
    2. The text colour square can be used to toggle between a small range of preset colours. We recommend against doing this on the grounds of accessibility.
    3. The settings cog can be used to change the text or due date of a checklist entry
    4. The directional arrows can be used to indent, outdent or move items up and down the checklist
    5. The trashcan can be used to delete an try
    6. The green plus symbol can be used to add an entry directly below that item in the checklist
  3. You can preview a checklist by clicking the View checklist tab

Viewing and updating progress

  1. Once your finished checklist is in use, you can use the View progress tab to view student progress and provide teacher marks if you've enabled that option
  2. You'll be presented with a detailed grid view that has a row for each student and a column for each check list criteria
    1. If you require a simple progress check, you can click Show progress bars to see a percentage total for each student
    2. You can hide optional items in the detailed view by clicking Hide optional items
  3. To edit checks, click on Edit checks and use the drop downs to set the check as blank, Yes or No
    1. Setting the check to No will leave a red cross in the box once saved
    2. You can use Toggle Row and Toggle Column to quickly mark once checklist entry or one student as blank, yes or no for everything. Please note that this overrides any existing marks.
  4. Once you've completed any changes, click Save

Examples and case studies

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