Primary Image

Rehabilitation Measures

Last Updated

Atomized Content



The Role Checklist Version 3: Satisfaction and Performance is a 10-item screening tool that measures a patient’s participation levels, satisfaction with that participation, and reasons for non-participation. Previous versions of the checklist are cited below in psychometric data.

Link to Instrument

Instrument Details

Acronym RCv3

Area of Assessment

Life Participation
Occupational Performance

Assessment Type

Patient Reported Outcomes

Administration Mode

Paper & Pencil


Not Free

Actual Cost


Cost Description

The most current edition of the role checklist version 3 must be purchased through An earlier version is also available for free through the website.

Key Descriptions

  • The Role Checklist (RC) is a self-report survey used to assess a patient’s roles and satisfaction and is based on principles of the Model of Human Occupation.
  • The RC presents and defines 10 common roles: student, worker, volunteer, caregiver, home maintainer, friend, family member, religious participant, hobbyist/amateur, and participant in organizations.
  • The RC asks participants whether they currently engage in each of the 10 roles (role incumbency). For each “yes” response, participants rate their satisfaction with their performance of the role on a four-point scale. For each “no” answer, participants indicate their future interest in role participation.
  • Upon completion of the form, the clinician interviews the participant about their responses in order to gain insight into the participant’s priorities. Information gained is useful for setting person-centered therapy goals.
  • This measure does not use key-forms or tables for scoring. It is not norm- or criterion-referenced. Patient responses are categorical, not numerical.
  • RCv.3 is the latest version of this tool. RCv.1 and RCv.2 incorporate similar constructs, so relevant studies pertaining to these versions were included.
  • RCv.1’s approach differs slightly. Part 1 measures perceived incumbency (past/present/future). Part 2 measures value (not at all/somewhat/very). RCv.2 introduced a third section to record whether the patient felt their performance of that role was currently worse, the same, or better than when they acquired their diagnosed condition.

Number of Items


Equipment Required

  • Copy of the assessment

Time to Administer

10-30 minutes

Required Training

Reading an Article/Manual

Age Ranges


18 - 64


Elderly Adult



Instrument Reviewers

Kathleen Ellis, OTS
Mackenzie Jaekel, OTS
Debbie Patiño, OTS
Hilary Marshall, OTS

University of Illinois at Chicago, Occupational Therapy Department in the College of Applied Health Sciences 

ICF Domain


Measurement Domain

Participation & Activities


The Role Checklist has been translated and culturally validated in many languages including but not limited to: Arabic, Dutch, French, German, Japanese, Portuguese, Spanish, Swedish, Chinese, & Hebrew (

Non-Specific Patient Population

back to Populations

Test/Retest Reliability

New Mothers: (Bar, Rubin, Gavrieal-Tyjchman, & Jarus, 2013; n = 30 healthy women; mean age = 33.06, (0.57))

  • Excellent test-retest reliability: (ICC = .93) for number of past roles, poor to adequate test-retest reliability of individual items regarding past roles (κ = 0.268-0.709)
  • Excellent test-retest reliability: (ICC = .98) for number of present roles, poor to adequate test-retest reliability of individual items regarding present roles (κ = 0.248-0.629)
  • Excellent test-retest reliability: (ICC = .86) for number of future roles, poor to adequate test-retest reliability of individual items regarding future roles (κ = .336 - 0.648)
  • Clinical Bottom Line: Number of past and present roles can be used for individual decision making and tracking large group progress (ICC > 0.9), number of future roles should only be used for tracking large group progress (0.7 < ICC < 0.9). 

Note: Modified Role Checklist (M-RCL) was used in this study and differs slightly from RCv.3.

Healthy Population: (Oakley, Kielhofner, Barris & Reichler, 1986; n=124 healthy volunteers)

  • Moderate test-retest reliability: (κ = .50, n=124)
  • Moderate test-retest reliability for ages 18-30: (κ =   .44, n=64)
  • Moderate test-retest reliability for ages 31-79: (κ = .53, n=60)

Criterion Validity (Predictive/Concurrent)

Concurrent validity:
Liver Transplant Recipients
(Scott et al., 2017; n = 20 liver transplant recipients, mean age = 55.1 (10.7))

  • Excellent concurrent validity of the RC and the OCAIRS in measuring participation (r = 0.82)

Note: RCv.2 was used in this study and differs slightly from RCv.3.

Content Validity

When initially developing the Role Checklist, Oakley, Kielhofner, Barris, & Reichler (1986) performed a literature review of social psychology, sociology, and occupational therapy to identify common roles that present opportunities for occupational behavior. The list of roles was submitted to graduate students, faculty, and therapists in order to maximize content validity. 

Pulmonary Diseases

back to Populations

Test/Retest Reliability

COPD: (Cordeiro, Camelier, Oakley, & Jardim, 2007; n=25, mean age = 65.7 (9.3))

  • κ for individual items on the Brazilian Portuguese version of the role checklist with a two week test-retest interval (95% CI) ( -- = calculation not possible because all participants checked the same response during both administrations, reflecting low variability)
Role Part 1 Part 2
  Past Present Future  
Student 0.648   0.648  
Worker   1.000 0.0561  
Volunteer .0172   0.257  
Caregiver 1.000 0.449 0.449 0.107
Home maintainer 0.865 0.783 0.595 0.308
Friend 0.199 0.409 0.516 0.411
Family Member   -0.056 -0.56  
Religious Participant 0.481 0.834 0.752 0.685
Hobbyist/Amateur 0.336 0.675 0.409 0.651
Participant in Organizations 0.254   -0.087 0.268

Note: RCv.1 was used in this study and differs slightly from RCv.3

Mental Health

back to Populations

Test/Retest Reliability

Individuals with Schizophrenia: (Hachey, Jumoorty, & Mercier, 1995; n = 16 with Schizophrenia, mean age = 39.42)

  • RCv.1 Part One: Perceived incumbency of roles
    • Adequate test-retest reliability (κ = .47)
  • RCv.1 Part Two: Valued roles
    • Adequate test-retest reliability (κ = .55)

Note: RCv.1 was used in this study and differs slightly from RCv.3.


Avrech-Bar, M., Rubin, V., Gavrieal-Tyjchman, G., & Jarus, T. (2013). The validity and reliability of the modified version of the role checklist (M-RCL). Scandinavian Journal of Occupational Therapy, 20(6), 454–462.

Cordeiro, J., Camelier, A., Oakley, F., & Jardim, J. (2007). Cross-cultural reproducibility of the Brazilian Portuguese version of the role checklist for persons with chronic obstructive pulmonary disease. American Journal of Occupational Therapy, 61(1), 33–40.

Hachey, R., Boyer, G., & Mercier, C. (2001). Perceived and valued roles of adults with severe mental health problems. Canadian Journal of Occupational Therapy, 68(2), 112-120.

Oakley, F., Kielhofner, G., Barris, R., & Reichler, R. (1986). The role checklist: Development and empirical assessment of reliability. Occupational Therapy Journal of Research, 6(3), 157–170.

Scott, P. (2019). Role Checklist Version 3: Participation and satisfaction (RCv3). Chicago, IL: Model of Human Occupation Clearinghouse, Department of Occupational Therapy, University of Illinois Chicago.

Scott, P., Cacich, D., Fulk, M., Michel, K., & Whiffen, K. (2017). Establishing concurrent validity of the role checklist version 2 with the OCAIRS in measurement of participation: A pilot study. Occupational Therapy International, 1-6.

Scott, P., McKinney, K., Perron, J., Ruff, E., & Smiley, J. (2019). The Revised Role Checklist: Improved Utility, Feasibility, and Reliability. OTJR: Occupation, Participation and Health, 39(1):56–63.