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Use the Completion Rule feature of a Checklist
Use the Completion Rule feature of a Checklist

Create ways to require users to complete tasks and assignments as they are guided through their Tracks and Checklists

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Written by Louis Cameron
Updated over 2 years ago
  • Create a Checklist

  • Add your Items

  • Create a Completion Rule 

For this example, we are making sure students are not allowed to check this Item.

  • Uncheck Allow user to check (not allowing them to check off the item)

  • Uncheck Optional (making the item mandatory)

  • Click Completion Rule

  • Select your completion action you can choose from the drop-down list

  • Select the category that determines how you will track their criteria completion

  • Choose a filter for the events that students need to attend in order to complete the item (e.g., Event Tag, Event Type, Event)

Once you have selected among one of these three categories, you will be able to check any Event Type, Event Tag, or Event you would like.

  • Populate the number of events students will be required to attend 

It is also possible to ask the students to answer a specific form after they have completed an Item. The Item will not be checked until the form has been completed.

To do so:

  • Set And Submits a Reflection to Yes

  • Select the form to be submitted in the Reflection Survey/Form drop-down list

  • Click Save

You will have some various options to set for users to track their criteria completion.

  • Set A User to Becomes a Group Officer (e.g., Officer Role, Group Type, Group)

  • Choose one or more Officer Role, Group Type, or Group

  • Set the number of times the student will need to become officer

  • Click Save

  • Set A User to Submit a Survey or a Form

  • Choose between a Survey or Form or an Approved Survey or Form

  • Select the survey/form they need to complete

  • Set the number of times the student will need to complete the survey/form

  • Click Save

  • Set A User to Creates an Experience

  • Select Experience Type

  • Set the number of times the student will need to complete the experience type

  • Click Save

  • Set A User to Completes Sub-Items

  • Set Where to Checklist Items

  • Select the previously created item

  • Set the number of times the student will need to complete this checklist item

  • Click Save

  • Set A User to Booked a Meeting

  • Set Where to Connection Program

  • Select the previously Connection Program(s)

  • Set the number of times the student will need to complete the Program(s)

  • Click Save

Please contact support@campusgroups.com with any questions.

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