Check-Ins Outlook Calendar Invite Enhancements

With this release, the usability of Check-Ins is improved across multiple screens.

To use Outlook Calendar Invite functionality, it must be enabled. See See Check-Ins - Outlook Calendar Integration .

Mobile Device Enhancements

The following enhancements are available for Check-Ins mobile:

Users can now send email invites to Check-Ins from their mobile devices for both series or individual meetings.
Users can download series and individual calendar invites using their mobile devices.

Design Enhancements

The following design enhancements are now available in calendar invites features:

The clock icon has been moved to the right side of the time picker to keep it consistent with the date picker.
The date picker in a Check-In meeting now appears as a button and the pencil icon has been removed Selecting the button opens the edit individual meeting flyout. The date picker in a Check-In meeting will display the date, start time and end time. The day of the week has been removed.
Additional text has been added to the individual meeting modal to clarify that changes made in this flyout will only update this meeting occurrence.
Additional text has been added to the series meeting editor to clarify that changes made here will affect the entire series.
A Check-In participant can now view changes made to the tracked time zone using the Modification History page.
If a Check-In meeting or Check-In series is deleted by a participant, a cancellation invite is automatically sent to the participants to remove the invite from their calendar.
To send a cancellation invite, a user must update the meeting in the Edit Meeting Schedule flyout. Once saved, a user can select "Cancel this meeting" to send a cancellation invite to the participants to remove the invite from their calendar .A cancellation invite is only sent if the user selected the email invite option.
To send a new calendar invite when a meeting has been reopened, a user must update the meeting in the Edit Meeting Schedule flyout. Once saved, a user can select "reopen" to send a new calendar invite to the participants to add this meeting to their calendar. An invite is only sent if the user selected the email invite option.
If a user wants to view the timestamp of the previous invite within the Individual Meeting flyout, that information is now available on the Modification History page for the selected Check-Ins series.

Implementation

This functionality is automatically enabled for all organizations using the Performance 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

Email - Edit From Address

Grants ability to edit the "from" address when creating or modifying an email trigger. In addition, the Allow user to change email address option must be selected in Email Preferences. This permission works in conjunction with the Global Email Administration - Manage permission. This is an administrator permission.

Core Administration

Global Email Administration - Manage

Grants ability to manage email trigger templates across all active modules in the portal. Enables creating, editing and deleting email message templates for various system actions and workflows. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission.

Core Administration

Global Email Administration - View

Grants view only access to email templates/triggers and email logs at the global level for the portal. This permission can be constrained by OU, User's OU, User Self and Subordinates, and User. This is an administrator permission.

Core Administration