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:

Return to Dashboard - Click this icon to go to your Check-Ins Dashboard.
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
  • Check-in Description
  • Meeting Frequency 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 Check-In discussion. You cannot edit this page.

  • Date Range - Select the date range for the events you want to view.
  • User - Select the user whose changes you want to view. You can select All or the name of the user who made changes.
  • Modified on - The modification date.
  • User - The user who made the modification
  • 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.