Check-Ins Mobile Enhancements

With this release, mobile users will be able to easily create and access Check-Ins meetings and resources.

The new Check-Ins new mobile enhancements allow users to easily access all meeting features and resources as follows:

  • Meeting series icon: Clicking the meeting series icon opens a flyout that lists of all meetings in the series. On this list, users can:

    • Select a specific meeting to view its details.
    • Click the New Meeting button to create a new meeting in the series. This new meeting is based on the current meeting frequency.
    • Click the "x" in the top right of the screen to go to the Check-Ins mobile home page.

  • Expanded ellipsis The new expanded ellipses on the main page lets users:
    • Mark a meeting completed
    • Cancel a meeting
    • Create a new meeting
    • Switch to topic view
    • Delete a meeting
    • Access Check-Ins settings

  • Meeting view: In topic view, users can switch to meeting view by selecting Switch to meeting view from the ellipsis.

  • Resources: Users can click the Resources icon to access the appropriate resource page for Goals, Dev Plan, Follow-Ups, Skills, and Personal Notes.

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