Observe the learner performing each skill in their own workspace. Rate each one, and initial when it meets standard. These skills map directly to the Learning Objectives for the Home Dashboard.
#
Observable skill
Rating
Initials
Navigation & orientation
1
Signs in and reaches the Home Dashboard unaided.
Not yetMet
2
Names all five dashboard areas correctly.
Not yetMet
Reading information
3
Interprets the four key numbers and the up/down indicator.
Not yetMet
4
Reads Today’s schedule and identifies a Needs prep item.
Not yetMet
Taking action
5
Completes and reopens a task from Upcoming tasks.
Not yetMet
6
Finds a customer using search.
Not yetMet
7
Opens and clears a notification from the bell.
Not yetMet
Independence
8
Runs the full daily open & review routine unaided.
Not yetMet
9
Knows how to find help and when to escalate.
Not yetMet
Learner signature
Signature & date
Trainer signature
Signature & date
