Check-Ins - Manage Settings

Use the Check-Ins settings pages to view information, manage topics, and view modifications. Check-Ins settings pages include the following:

To view the Manage Settings pages, go to Performance > Check-Ins and click the appropriate check-in on your home page. Click the ellipses, and then select Check-Ins Settings.

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

General Settings Page

Use the General Settings page to view or edit the following information:

  • Check-in Name - The name of this check-in meeting.
  • Check-in Description - The description of this check-in meeting.
  • Meeting Frequency - How often you want to have this meeting. Options are:
    • As Needed
    • Weekly
    • Bi-weekly
    • Monthly
    • Quarterly.
    Note: If you change the meeting frequency for an existing discussion, it also changes for all new meetings added to this discussion.

Manage Topics Page

Use the Manage Topics page to add, edit, archive, restore, and change the order of topics. See Check-Ins - Manage Topics .

Modification History Page

Use the Modification History page to view a record of all changes made to the meeting. You can also download this information to a .pdf file. This page is read-only.

  • Date Range - Select the date range for the changes you want to view.
  • User - Select the user whose changes you want to view. You can select All or select a specific user.
  • Download icon - Use the download icon to download the modification history to a .pdf file. Once the download is complete, it opens, and you can save it. Note: You must have a .pdf reader installed to download to .pdf.
  • Modified on - The date on which the change was made.
  • User - The user who made the change.
  • Meeting - The meeting date to which the change applies.
  • Event - The type of change.

Exit Settings

Click the Exit Settings button to return to the meetings and discussion page.