Check-Ins Usability Enhancements

With this release, Check-Ins improves usability and consistency across many different screens.

Hyperlinks in Check-Ins Comments

The updated inline text box editor lets users add hyperlinks to Check-Ins Comments.

Improved Templates Page

The following improvements are now available on the Templates page:

  • Padding and page elements are now consistent with other administration screens.
  • A loading screen is now available on the manage templates page.

Updated Check-Ins Wizard

Users can now select the First Meeting Date at the beginning of the process instead of the end of the process. This allows users to review and confirm all Check-Ins details on the same page.

Improved Sidebar Icon Functionality

All sidebar icons load and appear at the same time instead of displaying blank spaces while the icons load.

Implementation

This functionality is automatically enabled for all organizations using the Check-Ins module.

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 with constraints in the “Check-Ins - Create” permission cannot create a new Check-In with anyone who is not part of the constraints, but can still view and update any Check-In in which they are a participant.

This is an end user permission.

Note: Permission constraint to Employee Relationship grants permission to dotted line or secondary managers to create Check-Ins with users that report to them in the matrix structure. A constraint "Restricted to Employee Relationship: Detail Supervisor" means that the Detail Supervisor can create a Check-In with their indirect subordinate but the indirect subordinate cannot create a Check-In with their Detail Supervisor.

Performance
Check-In Templates - Manage Grants ability to manage Check-Ins Templates. This permission cannot be constrained. This is an administrator permission. Performance