Check-In Personal Notes​

Prior to this enhancement, any notes made by a user on the meetings and topics page were visible to all participants in the meeting.

With this enhancement, users can create personal notes that are not visible to anyone except the writer of the note. This allows managers and users to create personal notes that they may want to refer to during the meeting or take personal notes during the meeting for future reference. Users can view or edit their previous notes at any time. The previous notes for the last three months are available by default.

This enhancement is available in Stage on February 16th.

 

To access the personal notes feature, from the meetings and topics page, select the notes icon. The Personal Notes flyout opens.

  • To create a personal note: On the Current Meeting tab, type your note(s). The note is automatically saved. Notes are accessed on the Current Meeting tab only on the day it is created. After that, it displays on the Previous Meeting tab.
  • To edit a previous note: Select the Previous Meetings tab. Select a date range to filter the notes. Click the appropriate note to edit it. Click Save when you are done editing. Note: For filtering, there is a range limit of 12 months.

Starter Guide

Click here to download the Self-Service Forms Starter Guide.

Considerations

  • Personal Notes are not reportable in Reporting 2.0 at this time.

  • Follow ups are not included in the rich text editor for personal notes.

Starter Guide

Click here to download the Check-Ins Starter Guide.

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