PaychexGuidesAuthors CheckpointsHow do I create a checkpoint?

How do I create a checkpoint?

Checkpoints are learning content items that include a title and a set of instructions for users to follow. Users see assigned checkpoints on their My Learning page. When users finish a checkpoint, they can mark the checkpoint as complete. You can add a checkpoint to assign action items to users in your account.

Bridge currently supports the following file types and formats:

  • Audio: MP3
  • Video: AVI, FLV, MP4, MPG, MPEG, MKV, MOV
  • Video URLs: YouTube, Vimeo, Wistia
  • Images: GIF, JPG, JPEG, PNG, PSD, SVG
  • Documents: DOC, DOCX, PDF, PUB, TXT

Notes: Some features may be restricted based on permissions for your user role.

Open Author Menu

In the Global Navigation menu, click the Application Switcher icon [1]. Then, click the Author menu option [2].

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

Open Checkpoints

In the Author menu, click the Checkpoints link.

Add New Checkpoint

Add New Checkpoint

In the Checkpoints page, click the Add New Checkpoint button.

Add Checkpoint Title

Add Checkpoint Title

In the Checkpoint Title field, enter a name for your checkpoint.

If you do not enter a checkpoint name, your checkpoint will be saved as Untitled Checkpoint.

Add Checkpoint Description

Add Checkpoint Description

In the Checkpoint Description field, enter the description for the checkpoint. This description will help users what to expect from the checkpoint.

Edit Checkpoint Details

Edit Checkpoint Details

To edit the checkpoint details, click the More Settings link.

Edit Checkpoint Settings

To add a category to the checkpoint, click the Find Category button [1].

To add a tag to the checkpoint, click the Add New Tag button [2].

You can require users to upload evidence that they completed the checkpoint [3]. To enable checkpoint evidence, click the Requires Evidence toggle button. This setting requires users to upload evidence files before the checkpoint can be completed. Enabling or disabling this setting will only affect users who have not yet had their checkpoint approved.

You can also choose to require approval of users checkpoint completions by another Bridge user [4]. To enable checkpoint approvals, click the Requires Approval toggle button. You can choose between requiring each user's manager, a specific user, or member of a group approve the checkpoint completions. When a user submits the checkpoint for approval, the designated approver will see the pending approval on the My Approvals page. To require checkpoint approval for users to move forward in a program, click the Blocks In-Order Programs toggle button.

The Due Date setting can be enabled by clicking the Due Date toggle button [5]. When the Due Date setting is enabled, you can set the requirement for users to complete the checkpoint within a certain number of days or on a specific date [6].

To send a certificate to users upon completion of the checkpoint, click the Certificate toggle button [7].

Note: If the Requires Approval setting is disabled, only the user can view and download the evidence they uploaded to the checkpoint.