Check-Ins: Refresh of the Check-Ins Design

The Check-Ins meetings and topics page has been redesigned to improve usability.

  • Task items - All task items are now grouped together in the same area.
  • Meeting and Topic View - The Meeting View and Topic View options now appear in a drop-down menu.
  • Check-Ins Settings/Download Meeting/Delete Meeting - These options now appear in a drop-down menu.
  • Visual separation between topics - Topics and all related notes and follow-ups are now visually separated to improve readability.
  • Compact list of meetings - The meeting list is more compact and easier to browse.

Implementation

This functionality is automatically enabled for clients using the Performance module.

Permissions

The following existing permission applies 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