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How to Complete a Checklist Evaluation

Learn how to create, complete, and submit checklist evaluations in Luvelo for people, assets and situations or contexts.

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Written by Nolwandle Dlamini

Purpose: This guide explains how to create, complete, and submit a checklist evaluation in Luvelo for a person, asset or situation/context.

Scenario: You are conducting a routine hand hygiene and PPE technique observation for a staff member. Using Luvelo Checklists, you select the relevant checklist and evaluate each item based on what you observe, recording any additional details where necessary before submitting the completed evaluation.
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​Roles Required: ChecklistEvaluator
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​Follow the steps below to evaluate a checklist.

Create Evaluation

  1. Navigate to Luvelo Checklists.

  2. Click the "Evaluations" tile.

  3. Click the plus (+) icon to create a new checklist evaluation.

  4. Click the dropdown, find and select the checklist that needs to be evaluated. If you do not see it, contact your DA or relevant person with the ChecklistEditor role to request access.

  5. OPTION FOR EVALUATING AN EMPLOYEE: If the checklist was designed to be evaluated against a person, a ‘Person’ dropdown will appear. Click on the dropdown, find and select the relevant employee.

    OPTION FOR EVALUATING AN ASSET: If the checklist was designed to be evaluated against an asset, an ‘Asset’ field will appear. Click on the QR code icon and use the device’s camera to scan the asset’s barcode tag. After scanning, the asset’s tag number will be automatically populated in the field.

    OPTION FOR EVALUATING A SCENARIO OR CONTEXT: If the checklist was designed to be evaluated against a scenario, a ‘Context’ field will appear. Enter the relevant context this evaluation is being done against.
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  6. Then click "Start"

    Complete Evaluation

  7. To begin evaluating all the checklist items, click the first one.

  8. Based on the defined criteria and your observation, click on “Pass” or “Not Pass.”

  9. If needed, provide additional information in the 'Additional Detail' pop-up, then click "Save."

  10. Continue to go through the checklist items until all of them have been evaluated, indicated by a green checkmark icon for items that have passed the evaluation, or a red cross for items that have failed the evaluation.

  11. Once all checklist items have been evaluated, click "Submit" to finalize the evaluation.

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