Use the Edit a Check-Ins Template page to make changes to templates. You can perform the following tasks:
- Activate a template
- Edit the template title and description
- Add topics and guiding text to a template
- Define availability (access) to a template
- Delete template topics
- Localize template fields
- Lock/unlock a template
- Set the template meeting frequency
- Reorder template topics
To access the Edit a Check-Ins Template page, go to. Select the ellipses, and then select .
|PERMISSION NAME||PERMISSION DESCRIPTION||CATEGORY|
|Check-In Templates - Manage||Grants ability to manage Check-Ins Templates. This permission cannot be constrained. This is an administrator permission.||Performance|
Click Lock this Template to lock the selected template. Locking a template prevents end-users from editing it. If a template is locked, and the end-user uses it to create a discussion, managers and users cannot edit the following information:
- Template Title
- Template Description
- Meeting Frequency
Uncheck the checkbox to unlock this template and make it available for end-user changes.
- Edit a title for this template. You can enter up to 200 characters.This is a required field.
- Edit a description for this template. You can enter up to 1000 characters. This is an optional field.
Edit the default meeting frequency that you want to use for this template. Options are:
- As Needed
The meeting frequency that you select determines the default meeting schedule for this discussion. For example, when a manager or user creates a new check-in discussion that has a meeting frequency of weekly, each time the New Meeting button is clicked on the meeting and topics page, the next meeting date is automatically scheduled for a week later. See Check-Ins - Manage Topics .
You can add several topics to a discussion, but there must be at least one topic with guiding text per template.
Complete the following options:
- Topic - Add a title for this guiding topic. You can enter up to 200 characters.
- Guiding Text - Add a question or comment to guide the check-in for this topic. You can enter up to 1000 characters.
Click thebutton to add additional topics and guiding text. Administrators can add or delete topics at any time.
When there is more than one topic in a check-in, administrators can reorder the topics by selecting the up and down arrows below the Guiding Text fields.
Click the Trash Can icon to delete that topic from the template.
Select one of the following options to define who can use this template when creating a check-in discussion:
- All Users - Select this option to make this template available to all users.
- Custom - Select this option to set availability for specific users or by OU criteria. When you select this option, a button appears. Click this button to select the appropriate options, and then click .
Select the Make Template Active option to make this template available to the selected end-users. If checked, this option appears on the Active tab on the manager/user's Check-Ins Templates page. If not checked, this template appears on the Inactive tab on the Check-Ins Templates page and is not visible to end-users. See Check-Ins - Manage Templates.
Click the globe icon to localize fields on the template. You can only localize fields that have a globe icon.
- Click the button to save changes.
- Click the button to cancel changes.