How to Complete Check-ins
When an employee 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. Any user (Admin, Manager, or Trainee) responsible for facilitating the check-in can find it in their to-do list under "Pending Check-ins" in the mobile app.
From there, they can either facilitate (or complete) or delegate the Check-in.
💡 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.
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 by searching for it in the Library.
Pending Check-ins can have one of two statuses: Ready & Not Ready.
Ready indicates that the user has completed each step in the module before the Check-in. Not Ready indicates that they still have training to do.
Complete each question in the Check-in form
If a Check-in has a passing requirement, facilitators will be shown "suggested steps" to give employees in between attempts. Learn more about passing requirements for Check-ins here.
Click "Submit". Check-in completions are tracked and can be reviewed in the dashboard under the "Reporting" tab of the Check-in.
How to 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.
Select which Check-in you'd like to delegate by tapping "Check-ins to delegate"
Click which team members Check-in you'd like to delegate and select a new Facilitator
The list will show every user at that location that has the "Complete Check-ins" permission enabled.
Once the Facilitator has been selected, indicate whether you'd like to delegate this check-in only once or set this user as the new default facilitator for this check-in.
By setting a new default facilitator, 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.
Frequently Asked Questions
What happens if I delegate a Check-in to someone who doesn't have the right permissions?
Only users with the "Complete Check-ins" permission will appear in the delegation list. This ensures that you can only delegate to team members who have the appropriate access to facilitate Check-ins. Admins and Managers have this permission enabled by default.
Why is the pending Check-in showing as "Not Ready"?
Sometimes, modules are setup to be "completed in order" so that the module steps are completed one by one before the check-in is ready. When this setting is not turned on, Check-ins can be completed at any point.
What's the difference between one-time delegation and setting a new default facilitator?
A one-time delegation only applies to the current Check-in instance. Setting a new default facilitator means that person will automatically be assigned to facilitate all future instances of that specific Check-in for team members at their location.
Can I undo a Check-in delegation?
Yes, you can change the facilitator of a Check-in at any time through the mobile app by following the same delegation process and selecting a different team member.