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 new Evaluation step at the end of the form, 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.
The facilitator sees your Suggested Next Steps for coaching.
The Trainee can make more attempts until they pass.
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 a team member's profile and tap the Check-ins tab.
💡 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 you set.
Can I set different passing requirements for different Check-ins?
Yes. Each Check-in has its own passing requirement and its own Suggested Next Steps.
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. In a step's … menu, set Notes to Optional or Required so facilitators can leave written feedback on each attempt.
How do I track multiple attempts for a Check-in?
Every attempt is recorded. Go to the Reporting tab of the Check-in and select All attempts.
Can passing requirements be modified after a Check-in is created?
Yes. You can change passing requirements after a Check-in is created. This won't affect previously completed evaluations.
Who sees the passing requirements?
Passing requirements are visible to both Managers and Trainees within the Check-in. Suggested Next Steps are shown only to the facilitator, after they submit a failed Check-in.