Check-Ins - Delete Meetings

Use the meetings and topics page to delete specific meetings or a user's personal meeting page to delete a series of meetings..

  • To open the meetings and topics page, go to Performance > Check-Ins and then click the appropriate check-in on your home page.
  • To open your personal meeting page, click your icon on the people bar.
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

Only the creator of a check-in meeting or meeting series can delete it. If another user entered notes or follow-ups, the creator cannot delete the meetings, but can archive them.

You cannot restore deleted meetings, but deleted meeting details appear on the Check-Ins Modification History page. See Check-Ins - Manage Settings.

Delete a Meeting

To delete a meeting:

  1. On the Check-Ins home page, select the meeting you want to delete. The meetings and topics page opens.
  2. Click the ellipses and select Delete Meeting. If no other participants added notes or follow-ups, it is deleted.

Delete a Meeting Series

To delete a check-in series:

  1. On the people bar, select your participant icon. Your check-ins page opens.
  2. Select the ellipses for the meeting series you want to delete and select Delete check-in.
  3. On the confirmation panel, select the Confirm button.

If no other participants added notes or follow-ups to this meeting series, it is deleted.