Check-Ins - Manage Notes

Use the meetings and topics page to enter collaborative, individual, or personal notes for a meeting topic. Participants can also see when a note has been edited, what changes were made to a note, and who made the changes.

You can perform the following tasks for notes:

To view the meetings and topics page, go to Performance > Check-Ins and then click the appropriate check-in on your home page.

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

Note: All additions and changes made to this page are saved automatically.

Add a Collaborative Note

To add a collaborative note, click on the Collaborate here line and enter your note.

Collaborative notes can be modified or deleted by any participant in the meeting with appropriate permissions.

Add an Individual Note

To add an individual note, scroll down to your personal identifier for the appropriate topic and add your note. Individual notes can only be modified by the original writer.

Delete an Individual Note

You can delete any individual note that you created. Highlight the text and click the Delete button on your keyboard.

Add a Personal Note

To user personal notes, an administrator must enable the functionality. To enable, a system administrators with the Check-Ins Settings - Manage permission can go to Admin > Performance Management > Check-Ins Settings and

To access the personal meeting note feature, select the note icon. The Personal Notes flyout opens.

  • To create a personal note: On the Current Meeting tab, type your note(s). The note is automatically saved. Notes are accessed on the Current Meeting tab only on the day it is created. After that, it displays on the Previous Meeting tab.
  • To edit a previous note: Select the Previous Meetings tab. Select a date range to filter the notes. Click the appropriate note to edit it. Click Save when you are done editing. Note: For filtering, there is a range limit of 12 months.

Personal notes are only visible to the writer of the note. Users can view or edit their previous personal notes at any time. The previous notes for the last three months are visible by default.

Date/Edited

The following fields appear under a note when it is edited:

  • The date field shows when the last edit was made.
  • Edited indicates the note has been edited.

View History

This field only appears under a note if it is edited.

To view all changes for individual or shared notes, click the View History link. An Edit History page opens.

Download Topics and Notes

You can download all notes and topics for a selected meeting to a .pdf file. To download, click the ellipses, and then select Download Meeting. This option is only available in Meeting View.