Check-Ins: Manual Deletion of Check-Ins

Prior to this enhancement, users were unable to manually delete a Check-Ins meeting or series meetings.

With this enhancement, the creator of a meeting can delete it, but only if all of the notes or follow-ups were also entered by the creator. If another user entered notes or follow-ups, the meeting cannot be deleted. Deleted Check-In meetings cannot be restored and deleted meeting details appear on the Check-Ins Modification History.

Meetings can be deleted on the meetings and topics page or on the individual participant's meeting page.

Meetings and Topics Page

Individual Participant Page

How Does This Enhancement Benefit My Organization?

Managers, who may conduct many meetings with various people, and administrators who test the system extensively, can now remove Check-Ins that are no longer needed.

Use Case

As a manager, Dennis setup a monthly Check-Ins series with John, his direct report, to discuss his personal development. After a chat with John, it is clear that John would prefer to discuss personal development during their regular 1:1 meetings. Dennis no longer needs a dedicated monthly Check-Ins series with John and can remove this series to avoid confusion.

Considerations

If anyone other than the creator enters notes or Follow-Ups in a Check-In discussion, the meeting cannot be deleted, but it can be archived.

Implementation

This feature is available to clients who purchased the Performance or Career suites and is already using Check-Ins.

Permissions

The following existing permissions apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Check-Ins - Create Grants ability for the user to create and update Check-Ins. The permission constraints determine with whom the user can create Check-In discussions. This permission can be constrained by OU, User's OU, User Self And Subordinates, User, User's Subordinates, User's Direct Reports, User's Self, User's Manager, User's Superiors, and Employee Relationship. Users who have constraints in the “Check-Ins - Create” permission cannot create a new Check-In with anyone who doesn’t belong to the constraints. However, they will still be able to view and update any Check-In that they are a participant of. This is an end user permission. Performance