šļø Launching November 11: Parts of this article cover features launching on November 11. Admins can opt in early.
Self-directed Check-ins let Trainees confirm a skill or completion on their own, so training keeps moving even when no facilitator is available.
Here's how the two types compare:
Facilitated: a Manager or facilitator meets with the Trainee and submits the form on their behalf. If the Check-in has a passing requirement, they also mark the Trainee as passed or failed.
Self-directed: the Trainee fills out and submits the form themselves. It completes automatically as soon as it's submitted, with no review step or pass/fail decision.
ā ļø No pass/fail: Self-directed Check-ins don't support pass/fail outcomes. If your Check-in needs a pass/fail result (Pass to complete), use a facilitated Check-in instead.
Table of Contents:
How to Create a Self-Directed Check-in
Create a new Check-in:
Open a Module in the dashboard, go to the Build tab, and click Edit. Then click Add content and select Check-in.
Or go to Training > Library, select the Check-ins filter, and click New Check-in, then build with AI or click New check-in from scratch. From there, add your Check-in to any Module.
Build your Check-in: A new Check-in opens in the editor. For an existing one, go to the Build tab and click Edit. Then add a name, description, and verification steps.
Click Add a step to build out your form. Step types include Yes/No, Text entry, Multiple choice, Rating (1-10), and more.
Set it as self-directed: Click Facilitated in the top right corner of the Check-in form to open the Check-in type dialog. Select Self-directed and click Save.
Publish: Click Publish to make the Check-in available for assignment.
š” Change it later: You can turn any existing facilitated Check-in into a self-directed one. On the Check-in's Overview tab, click the Sign-off value on the Settings card and select Self-directed, or click ā¦ > Settings and set Self-Directed to Yes.
How to Complete a Self-Directed Check-in
Trainees complete self-directed Check-ins in the Opus Training app, inside their assigned Modules. Tapping the Check-in opens the verification form to fill out and submit.
On a computer, Trainees open the Module from My Training, click Start check-in on the Check-in, fill out the form, and click Submit check-in.
Once submitted, it's marked complete automatically.
ā”ļø Learn more:
How to Facilitate & Delegate a Check-in: complete or hand off a facilitated Check-in.
How to Create & Assign a Check-in: build a Check-in and assign it through a Module.
When to Use Self-Directed Check-ins
Self-directed works best when you don't need a Manager present to verify the skill. It's a good fit for Trainees who have foundational knowledge and don't need external sign-off.
Common situations include:
Self-assessments: the Trainee confirms they've completed something on their own, like reviewing a policy or finishing a Task.
When a Manager isn't available for review: useful for busy Locations or teams spread across multiple sites.
Routine confirmations: things that don't need to be observed, like acknowledging a new procedure or confirming equipment is set up.
Reflections before or after training: a simple Check-in to help Trainees think through what they're about to learn or what they took away from a session.
ā ļø Compliance needs a witness: If the skill needs to be witnessed or you're tracking compliance, use a facilitated Check-in instead.
Best Practices
Keep your steps simple: Yes/No and Checkbox steps work best when there's no facilitator in the room to clarify questions.
Link relevant content: Give Trainees everything they need to complete the Check-in on their own.
Plan a formal sign-off later: Pair a self-directed Check-in with a facilitated one down the line if you need it.
FAQ
Can I convert an existing facilitated Check-in to self-directed?
Yes. Open the Check-in in the dashboard and, on the Overview tab, change Sign-off on the Settings card to Self-directed.
You can also click ā¦ > Settings and set Self-Directed to Yes.
Will I see a pass or fail result on a self-directed Check-in?
No. Self-directed Check-ins complete automatically on submission, with no pass/fail outcome. If you need a pass/fail result, use a facilitated Check-in instead.
Can a Manager or Admin see when a self-directed Check-in has been completed?
Yes. Completed Check-ins appear in the Trainee's profile and on the Check-in's Reporting tab in the dashboard.
Can I use self-directed Check-ins inside a Module?
Yes. Self-directed Check-ins can be added to Modules just like facilitated ones.