Check-Ins Microsoft Teams Integration

Users can receive Check-In meetings and Follow-Ups notifications on the MS Teams chat page and click a link to take action, even if not actively logged into Check-Ins.

Users receive a daily, automated update that includes information about their scheduled meetings for the day and any overdue or upcoming follow-ups. If a user has no notifications for the day, they will not receive an update.

Additionally, users receive Check-Ins notifications along with existing learning notifications if they have active Check-Ins. This cannot be turned off.

 

To enable this functionality, "Microsoft Teams Learning in the Flow of Work Integration" must be enabled in the portal. See Microsoft Teams Learning in the Flow of Work Integration Overview.

 

Enable the MS Teams Integration

The CSOD Learn app must be added in MS Teams to use this functionality.

To enable the MS Teams integration:

  1. Open MS Teams.
  2. In the left column, select the Apps icon.
  3. Locate the CSOD Learn option and click Add, then click Add again on the CSOD Learn page.

Note: If you do not see the CSOD Learn app in MS Teams, contact your IT department and ask them to allow this app.

Notifications

  • Upcoming meetings - Both participants in the meeting receive a notification the morning of the meeting. If the user has more than one meetings on a specific day, the participants' names are listed in alphabetical order. Clicking the meeting name opens the Check-In meeting.
  • Follow-Ups - The participant assigned the follow-up is notified of the total number of follow-ups due in the next seven days. Users are also notified of past due follow-ups. If the follow-up is unassigned, both participants in the Check-In series receives a notification. Clicking on the follow-up opens the Follow-Up flyout where users can view their information. If a follow-up is unassigned, both participants in the series receive a notification.

Note: Check-Ins Insights must be enabled to view the follow-ups flyout. If Check-Ins Insights is not enabled, clicking on the follow-ups link will redirect the user to the homepage. See Check-Ins Insights Page.