Create Checklist Course with AI

Intro

Do you already have your observation forms as Word, PDF, or Excel files? With Checklists from Docs, AI reads your documents and drafts the observation checklist courses for you. You review the draft, then create the courses. This tutorial shows the whole process, using a forklift operator evaluation saved as a PDF.

What you can do
Start from the forms you already have

From Courses, select Add New Course, then Checklists from Docs. Choose your files. You can upload several documents at once, and each one becomes its own draft course.

Guide the AI when you want to

Add instructions to steer the result, such as which rating scale to use or which parts of the document to ignore. Leave the box empty to let the AI decide. A usage line shows an estimate of what the reading will use before you start.

Keep working while it reads

Select Read Documents. Reading usually takes one to two minutes for each document. Select Continue in Background and eLeaP emails you when it is ready. The email lists each document, how many statements the AI found, and whether it noticed any problems, with a link straight to your draft.

Check the AI’s work before anything is created

Nothing is created until you say so. The review screen shows how many statements were found and any problems noticed. Check the course title, which comes from the document, then review the rating scales. The AI matches every statement to an eLeaP grading type:

Safety checks use yes, no, or not applicable.
Skills use stars, from insufficient to excellent, or points from zero to ten.
Custom scales, such as a frequency scale from zero to four, come across as they are.
Written answers, dropdowns, and file uploads are included in the course but are not scored.
Stay in control of the result

If the AI notices something in the original document, such as a numbering gap or a missing answer box, it lists it under Problems Found. It reports the problem and leaves your document as it was. Every statement can be edited on the review screen: change a word, or use the red X to remove a statement. Anything the AI left out, like header fields and signature lines, is listed under Not Included.

Create the courses

When the draft looks right, select Create Courses. Each document becomes an observation checklist course with the grading you just reviewed.

Video Tutorial Transcript

(00:00) Do you already have your observation forms as Word, PDF, or Excel files? You don’t have to rebuild them by hand. With Checklists from Docs, AI reads your documents and drafts the observation checklist courses for you.

(00:15) From Courses, select Add New Course, then Checklists from Docs. Choose your files. You can upload several documents at once, and each one becomes its own draft course. Here, we’re using a forklift operator evaluation saved as a PDF.

(00:36) If you want to guide the AI, add instructions, for example which rating scale to use or which parts of the document to ignore. We’ll leave that empty for now. The usage line shows an estimate of what the reading will use before you start. When you’re ready, select Read Documents.

(00:55) The AI reads the document now. This usually takes one to two minutes for each document, and you don’t have to wait. Select Continue in Background and get on with your day. We’ll email you when it’s ready.

(01:10) The email lists each document, how many statements the AI found, and whether it noticed any problems. Select the link to go straight to your draft.

(01:22) Nothing has been created yet. This is where you check the AI’s work. At the top, you can see how many statements it found and how many problems it noticed. Check the course title, which comes from the document.

(01:36) Then look at the rating scales. The AI matched every statement to an eLeaP grading type. Safety checks use yes, no, or not applicable. Skills are rated with stars on a scale from insufficient to excellent or with points from zero to 10. This evaluation even has its own frequency scale from zero to four.

(02:01) Written answers, dropdowns, and file uploads come across too. They’re part of the course, but they aren’t scored.

(02:10) If the AI notices something in the original document, such as a numbering gap or a missing answer box, it flags it under Problems Found. It reports the problem and leaves your document as it was, so you decide what matters.

(02:26) Every statement can be edited right here. Change a word or use the red X to remove a statement. Anything the AI left out, like header fields and signature lines, is listed under Not Included.

(02:43) When you’re happy with the draft, select Create Courses. Each document becomes an observation checklist course with the grading you just reviewed.

(02:57) That’s Checklists from Docs. Your existing forms become observation checklists in minutes, and you stay in control of the result.

Release Notes: 11/05/2026
Checklists from Docs: create observation checklist courses from Word, PDF, or Excel documents.
Multiple documents: upload several files at once, and each becomes its own draft course.
Optional instructions: guide the AI, for example on the rating scale to use or sections to ignore.
Background reading: continue working while documents are read, then follow the email link to your draft.
Review before creating: check statements, grading types, Problems Found, and Not Included items, and edit any statement before the courses are created.
Grading matched for you: yes/no/not applicable, stars, points, custom scales, and unscored written, dropdown, and upload items.