How do I view checkpoint details?

Created by Richard Tobin, Modified on Fri, 13 Mar at 10:49 AM by Richard Tobin

Open Author Menu

In the Global Navigation menu, click the Author icon.
Select Checkpoints from the menu.

Note: The Global Navigation menu may differ based on what is enabled in your account.

Open Checkpoint

On the Checkpoints page, click the name of the checkpoint you want to view.

View Checkpoint Details

On the Checkpoint Details page, you can view and edit checkpoint details as needed.

To access additional settings, click More Settings.

View Checkpoint Settings

Add a Category: Click Find Category to assign a category to your checkpoint.
Add a Tag: Click Add New Tag to tag your checkpoint.
Require Evidence: Toggle Requires Evidence to require users to upload files before completing the checkpoint. This only affects users who have not yet had their checkpoint approved.
Require Approval: Toggle Requires Approval to require another Bridge user to approve checkpoint completions. You can choose the user, their manager, or a group. Approved items appear on the My Approvals page. To enforce approvals for users to progress in a program, toggle Blocks In-Order Programs.
Set a Due Date: Toggle Due Date to require completion by a specific date or within a set number of days.
Send a Certificate: Toggle Certificate to automatically send a certificate to users upon checkpoint completion.

View Users

The Learners tab displays all users who have been assigned the checkpoint. You can sort the list alphabetically by clicking the learners Name, or search for a specific user by typing their name into the search field. Filters can be used to narrow the list based on enrollment status, assignment type (required or optional), and dates.

If Requires Approval is enabled for the checkpoint, the designated approver’s name will appear in the list, along with the current approval status.

If Requires Evidence is turned on, an evidence column will be displayed. When a user uploads evidence, an evidence icon appears showing the number of items submitted. The icon is yellow when evidence is pending approval, red if it has been denied, and green if it has been approved or marked complete.

Manage Users

To view details for a specific user, click the user’s name. To see how the user was enrolled in the checkpoint, select Enrollment Details beneath the user’s name.

To add a new user to the checkpoint, click Add Learner.

To view, reset, re-enroll, mark complete, or remove an enrollment, select the three-dot menu on the right side of the user’s row.

To change the designated checkpoint approver, click the current approver’s name and enter the new approver’s name in the search field.

Note: If an approver is no longer available, or if the user assigned to complete the checkpoint does not have a manager, an alert icon will appear next to the Approver field. In this scenario, the Admin group will automatically become the designated approvers for that user’s checkpoint.

To change the designated approver for a completed checkpoint, the checkpoint must first be reset.

View Groups

The Groups tab displays any groups enrolled in your checkpoint, including the group name [1] and number of members [2]. Any users added to your checkpoint through the use of a group will be listed in the Learners tab.

Sort Groups

By default, groups are sorted by name. However, you can click any column header to sort your groups by name or number of members. An arrow next to the header will show your selected sorting column. You can sort in ascending or descending order.

Manage Groups

To view users in a group, click the name of the group [1].

To find a new group to add to the checkpoint, click the Add Group button [2].

To remove a group, locate the group and click the Remove icon [3].

View Attachments

The Attachments tab displays files that have been added to the checkpoint. By default, attachments are sorted by file name [1]. The modified date displays when the file was last modified on your computer [2]. Attachment visibility can be edited by clicking the Visible to Learners toggle button [3].

To download the attachment to your computer, click the Download icon [4]. To remove the file from the checkpoint, click the Delete icon [5].

View Affiliated Accounts

If viewing the checkpoint details in a top-level account, the Affiliated Accounts tab will be shown [1]. All subaccounts within the top-level account will be listed. The search field can be used to filter through subaccounts [2].

You can toggle checkpoint access for each account on and off by using the Checkpoint Access toggle button [3]. Granting access to a subaccount will allow admins of that particular subaccount to manage enrollments of that checkpoint and track user progress in their subaccount.

Note: The Affiliated Accounts tab will not be visible when the checkpoint details are being viewed within a subaccount.