Check-Ins Microsoft Teams Integration
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.
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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:
- Open MS Teams.
- In the left column, select the Apps icon.
- Locate the CSOD Learn option and click , then click 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.
- 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.