Checklist Criteria

Last updated: June 9, 2026

The Checklist feature shows how many criteria were met in a specific recording.

It helps you understand performance and supports overall fidelity tracking.

Use this feature to:

  • See which checklist items were met or missed

  • Review supporting evidence from the session

  • Track progress and quality

View Checklist

View a Session - 📄 Navigating Session Files

On the Summary tab you will see met Checklist Items with a link to View All Checklist Items. Alternatively you can click the Checklist tab.

If the Checklist Tab does not appear it means no Checklist Criteria was found for the conversation

Understanding the Checklist

The Checklist Tab displays all checklist criteria analyzed for that session.
Here you can view:

  • Displays checklist items satisfied and those not met.

  • Shows evidence and occurrence count.

  • "Not met in this recording" is shown if no evidence.

Navigating the Checklist

  • Filter by evidence, items, and occurrence number.