Facilitate & Complete Check-ins
When a trainee is assigned a Module containing a Check-in, their manager will receive a notification in the app prompting them to facilitate the trainee's Check-in for that module.
While managers are usually the ones facilitating Check-ins, any user with the "Complete Check-in" permission can facilitate a Check-in for another team member.
Please note that users cannot facilitate their own Check-ins.
How to facilitate a Check-in:
Open the Opus app > Go to "Check-ins"
Tap the Check-in you need to facilitate - it will appear on the homepage of the app under "Check-ins". Managers can also access Check-ins in your Library.
Complete each piece of the Check-in form
Click "Submit"
Delegate a Check-in
Check-ins can be delegated to other team members in the mobile app. This feature is only available in the mobile app and cannot be executed in the dashboard.
Identify which Check-in you'd like to delegate either on the homepage of the app or by going to Library > Check-ins
Click which team member's Check-in you'd like to delegate and select your Facilitator
In Opus, anyone can facilitate a Check-in. This is a great way to get other team members involved regardless of their role or rank!
Once the Facilitator has been selected, indicate whether you'd like to delegate this check-in as a one-off or make it an ongoing delegation for this team member.
By choosing the second option, that team member will be in charge of facilitating that Check-in for all team members at their location who have been assigned that Check-in.