# Checklist

The Checklist is a **customisable "to-do list"** created by the designer. The Checklist is accessible only to players with special permissions.

| Benefit                                                       | Feature                                                                                                                                                                                                                                                                      |
| ------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Ensure all training objectives are complete                   | <ul><li>Fully customisable to-do list (objectives and tasks) visible to players that directly corresponds to the exercise objectives</li><li>Only accessible to designated players</li></ul>                                                                                 |
| Employ as a memory aid to guide activities during an exercise | <ul><li>Checking objective auto-checks all items</li><li>Evaluation (AAR) feature functions within the Checklist, allowing observers to leave comments alongside objectives to quality the check</li><li>Player checklist responses are exported in the AAR report</li></ul> |

## Running

<figure><img src="https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252FZbwFLRMvtBu2EPPhytT8%252Fimage.png%3Falt%3Dmedia%26token%3D668ef60d-8976-4931-bafa-d13132850ae2&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=52411f2f&#x26;sv=2" alt=""><figcaption><p>This is what Checklist looks like to players</p></figcaption></figure>

{% hint style="danger" %}
The designer of the exercise must create the Checklist and activate the channel for it to be available on an exercise.
{% endhint %}

Checklist permissions are usually given to the observer player. Combine with the After-Action Review (AAR) special permission to **allow observers to make comments on checked items**.

{% hint style="info" %}
To find out about AAR, visit the page below:
{% endhint %}

{% content-ref url="../../observation/after-action-review-aar" %}
[after-action-review-aar](https://helpdocs.conducttr.com/feature-documentation/designing-and-running/observation/after-action-review-aar)
{% endcontent-ref %}

### Assign Checklist as special permission <a href="#assign-checklist-as-special-permission" id="assign-checklist-as-special-permission"></a>

Assign the Checklist special permission in `Teams` inside the Facilitator Dashboard:

<figure><img src="https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252FFMxqvUZn91Khl8dhzcu8%252Fimage.png%3Falt%3Dmedia%26token%3De0d737f6-777a-4799-8e98-daeee1920f1f&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=829b0d3b&#x26;sv=2" alt=""><figcaption></figcaption></figure>

### Using the Checklist <a href="#using-the-checklist" id="using-the-checklist"></a>

Players with the Checklist special permission will see the Checklist channel appear as an icon on their desktop.

* To mark an objective as completed, click the checkbox
* To leave an AAR comment next to an objective, click the speech bubble and write your comment
  * A green speech bubble indicates a comment has been made

<figure><img src="https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252F2WwSGqcvKahjSWobxwvr%252Fimage.png%3Falt%3Dmedia%26token%3D4c2e9e5c-221a-4c8d-9b70-692f89aae6e8&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=351e2cbc&#x26;sv=2" alt=""><figcaption></figcaption></figure>

### Checklist & Exercise report <a href="#checklist-and-exercise-report" id="checklist-and-exercise-report"></a>

The checklist status of all players with access to the channel is presented in the AAR report. The AAR report can be downloaded from the Review tab.

<figure><img src="https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252FOhTTaBRsX8vrfmIB04HB%252Fimage.png%3Falt%3Dmedia%26token%3De4662826-44f6-4cf0-93b8-191a5c892fea&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=cbb7986d&#x26;sv=2" alt=""><figcaption></figcaption></figure>

Refer to the example below to see how Checklist and AAR comments are exported into an exercise report:

<figure><img src="https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252FcIvvW30t0kGQ2fdf1eNW%252Fimage.png%3Falt%3Dmedia%26token%3D73db9e74-1a87-4471-ac63-e802f95c5159&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=b2fee768&#x26;sv=2" alt=""><figcaption></figcaption></figure>

Moderators will be able to see the checklist status of all designated players when they export the AAR report.

***

## Designing

### How to (Configuration)

Navigate to `Configuration` and `Exercise Setup` in the Editor to create your objectives. Click `Add objective`:

<figure><img src="https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252FDXbJkEudO2u5kUBZfnKc%252Fobjectives.png%3Falt%3Dmedia%26token%3Da8afc67f-e696-43c1-9e71-9b2bfdcfe8b4&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=156c1cd4&#x26;sv=2" alt=""><figcaption></figcaption></figure>

Create sub-objectives/goals by clicking `Add goal`:

<figure><img src="https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252F0jiHePe1fUElFaQEFmsB%252Fadd%2520goal.png%3Falt%3Dmedia%26token%3D793ca3a9-eccf-412f-a584-fd1d98df9ad0&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=376ef124&#x26;sv=2" alt=""><figcaption></figcaption></figure>

Upload your checklist to your space in `Configuration` to see these changes:

<figure><img src="https://helpdocs.conducttr.com/~gitbook/image?url=https%3A%2F%2F3476309720-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FsNKxYbIPgfYmCR9EJgAu%252Fuploads%252F8bAmIDDiTJdijGXKIu8h%252Fchecklist%2520config.png%3Falt%3Dmedia%26token%3Dec00106e-77c8-46ba-bc99-7b15694cb67f&#x26;width=768&#x26;dpr=4&#x26;quality=100&#x26;sign=4a6c4c65&#x26;sv=2" alt=""><figcaption></figcaption></figure>
