---
title: "Post assessment checklist"
slug: "post-assessment-checklist"
updated: 2026-05-01T02:14:47Z
published: 2026-05-01T02:14:47Z
canonical: "support.bookingtimes.com/post-assessment-checklist"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.bookingtimes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Post assessment checklist

You can also define an assessment checklist for the **assessor** to fill out after the online course has been completed by the client.

## Creating a post assessment checklist

### Steps

1. Navigate to **Setup** **> Bookings > Online Courses >** select **online course**
2. Go down to the ***Post Assessment*** field and click on **Manage Checklists** link (if no online assessment checklist exist yet within the drop down list) ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/My Dove.png)
3. Click on **Add Checklist** button ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/MYDrive.png)
4. Add a new checklist name and description and other options, just ensure the ***Checklist Type*** is set to **Online course assessment** otherwise it won’t appear in your online course., and click S**ave** ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/Pasted Graphic 5.png)
5. Add any checklist items you require, and click **Save** when complete.
  1. See [Creating a booking checklist](/v2/docs/creating-a-booking-checklist) article on the checklist item options. ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/• Onto Pelmer.png)
6. Now go back to your online course, refresh the page, and select the new checklist you created in the **Post Assessment** drop down list, and click **Save**. ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/•My Dove.png)

---

## Viewing and completing a post assessment checklist as an assessor

### Steps

1. Go to the client’s online course that you wish to complete the checklist for and go to the **Assessment** tab. This can be via:
  1. **Learning** menu > **All Courses** tab > select the course > select Client
  2. Go to client’s record, click on their completed Online Course. ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-9CCZG0SK.png)
2. On the **Assessment** tab complete the checklist by clicking on the edit icons for the ***Comments*** or ***Rating*** columns. They can be updated many times, with the ***Last Completed*** column reflecting the timestamp.
  1. The **Printer icon** allows you to download a PDF file of the checklist and answers
  2. The **Envelope icon** allows you to email this checklist to the client ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-E4I87P89.png)
3. The post assessment checklist is also available on the client’s profile via their **Checklists** tab and selecting the post assessment checklist.
  1. **Note**: it will only appear there once at least one item has been saved via the Online Course Assessment tab as per the above step. After that, it can be edited from either place by the assessor/admin. ![](https://cdn.document360.io/6926c75e-9b20-4216-bf9f-d7ca1df9c74f/Images/Documentation/image-NOUX028R.png)