When creating a new Checklist, you may realize that your users need additional knowledge and training on a subject before they can effectively complete the given process in the Checklist. This is where Prerequisites come in! Adding a Prerequisite to a Checklist will ensure the user is required to take the necessary Training/Checklist in order to ensure they are ready for the one you’ve assigned.
To assign a pre-requisite Training to a Checklist, follow the steps below:
Step 1: Edit or Create a Checklist
Step 2: Click the Advanced Options menu.
Step 3: Add your Prerequisites.
Select the relevant Training in your Prerequisite field (this step is optional).
Note: You must have the prerequisite Training already Published in order to select it as a prerequisite.
Step 4: Publish your Checklist.
Users who have not completed the prerequisite will see a locked symbol over the Checklist until they complete the corresponding Training.