Passing requirements turn a Check-in into a formal evaluation, so you know a Trainee can actually do the job. Trainees must meet the requirements to complete the Check-in. If they don't pass, they make additional attempts until they do.
Table of Contents:
Adding Passing Requirements
Open the Check-in from Training > Library.
Go to the Build tab and click Edit.
In the top right corner of the form, click No passing requirement.
Select Pass to complete and click Save requirements.
In the pass/fail step, fill in:
Define what is required to pass (optional): what the facilitator should look for.
Suggested Next Steps: coaching tips the facilitator sees after submitting a Check-in with ❌ Try again.
Click Publish.
💡 Change it anytime: Passing requirements can be modified after creation without affecting previously completed evaluations.
Managing Failed Attempts
When a Trainee fails a Check-in:
The Check-in remains incomplete.
It's automatically reassigned to the Trainee.
Facilitators can view Suggested Next Steps for coaching.
The Trainee can make multiple attempts until passing.
Tracking Progress
You can monitor Check-in attempts and completion rates in two places:
Dashboard: go to the Reporting tab of a Check-in and select All attempts.
Opus Training app: open someone's profile to see their completed Check-ins.
💡 Spot training gaps: Check All attempts regularly. A Check-in that many Trainees fail on the first try may point to training that needs work.
Best Practices
✅ Set clear, objective passing criteria.
✅ Provide detailed Suggested Next Steps for failed attempts.
✅ Regularly review passing rates to identify training gaps.
✅ Use feedback from facilitators to refine passing requirements.
FAQ
What happens when a Trainee fails a Check-in?
The Check-in remains incomplete. They need to make another attempt until they meet the passing requirements set by the Admin.
Can Admins set different passing requirements for different Check-ins?
Yes. Passing requirements can be customized for each Check-in based on the specific training needs and performance standards.
How many attempts can a Trainee make on a Check-in?
There is no limit. They can keep attempting the Check-in until they meet the passing requirements.
Can Managers provide feedback on failed attempts?
Yes, if the steps allow notes. Turn on Notes in a step's … menu so facilitators can leave written feedback on each attempt.
How do I track multiple attempts for a Check-in?
All attempts are recorded, so Admins and Managers can review progress and identify patterns in performance.
In the dashboard: go to the Reporting tab of a Check-in and select All attempts.
In the Opus Training app: open someone's profile to see their completed Check-ins.
Can passing requirements be modified after a Check-in is created?
Yes. Admins can modify passing requirements even after a Check-in has been created. This won't affect previously completed evaluations.
How are passing requirements communicated to Managers and Trainees?
Passing requirements are visible to both Managers and Trainees within the Check-in.