Check-Ins View Permission

With this enhancement, a new option, Check-Ins View Permissionallows users to share Check-Ins with other colleagues. Managers and coaches now have more visibility to provide feedback and meeting participants can share their Check-Ins series with managers or coaches to ensure visibility.

Once enabled, the following new features are available:

New Check-Ins settings page - Allows administrators to enable Check-Ins sharing.
Share Check-Ins - Allows users to share Check-In series with other active users, and includes a new Share With Me tab for users to view these shared meetings.
View Archived - Allows users to view details of archived Check-Ins.

New Check-Ins Settings Page

To use this new functionality, an administrator must enable it on the new Check-Ins Settings page. To access, go to Admin > Performance Management > Check-Ins Settings. Enable the Check-Ins View Permission option. Once enabled, the user page will display with the new features.

Share Check-Ins

Once enabled, an active participant of the Check-In can share the Check-In with an unlimited number of users in the organization.

Access the Share functionality as follows:

From a user profile: From the People Sidebar, select a user with whom you share an active Check-In. Click the Active tab. Click the action menu, and click Share.

From a Check-In Series: Go to the Check-Ins home page and select a meeting that is part of a series. From the options menu, click Share check-in.

In the Add people to share this check-in with box, start typing a name and select one or more names from the name suggestions. Click Share. The selected people now have read-only access to all meetings in the selected Check-In series. Selected users must be active users. Note: Searching and adding users is based on the constraints applied on Check-Ins - Create permission.

Once the Check-In is shared, a Shared with section appears on the Active tab. Hover over each icon to view the user names.

Additionally, a Shared with section now appears on the header of a Check-In series.

Note: Users on mobile devices can also share a Check-In series on the Active tab and from a Check-Ins meeting series.

New Shared With Me Tab

The new Shared with Me tab lists all of the read-only meetings shared with a user. Check-Ins are listed with most recent at the top. Click a Check-In series to view the shared meetings.

Non-participant Shared Users

Users with shared access who are not participants of the series have read-only access and have limited access to options. These users can view all meetings in the series, view all comments, switch between meeting and topic view and view follow-ups.

Read-only users cannot:

Add or edit comments
Add or edit follow-ups
Add a new meeting
Download an .ics file
View personal notes
Update a Check-Ins status
Change the meeting date
Delete a meeting
Archive a meeting series
View the skills panel

Remove a Shared User

To remove the read-only permission from a user, on the Share page, click the x next to the appropriate user name. The selected user is no longer able to access the Check-In series. Any series participant can remove a user, even if they did not add them.

View Archived Check-Ins

With this release, users can view an archived Check-In without restoring it. To view an archived check-in, from the meetings and topics page, from the People Sidebar, click a participant's name. Click the Archived tab and select the meeting you want to view. To make any changes to an archived check-in, it must be restored. An archived check-in cannot be shared.

Considerations

**Add any considerations or exceptions here, if available.**

Implementation

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

Permissions

The following new permission applies to this functionality:

PERMISSION NAME

PERMISSION DESCRIPTION