Check-Ins - Manage Settings

Check-In Settings include the following pages:

To view the Manage Settings pages, go to Performance > Check-Ins and click the appropriate check-in on your dashboard. Click the Settings icon.

Check-Ins Icons

The following icons are available on this page:

Check-Ins Menu- Click this icon to go to your Check-Ins home page.
Discussion members - Displays the people who are involved in this discussion. Click any member to view their meeting dates, archive a meeting, or create a new check-in discussion for the selected person. Based on the settings, this icon may be an image, user initials, or an open circle.

General Settings Page

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

  • Check-in Name - The name of this check-in discussion
  • Check-in Description - The description of this check-in discussion.
  • 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 affects 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 discussion. You cannot edit this page.

  • 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.
  • 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.


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.

Exit Settings

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