šļø Launching November 11: Parts of this article cover features launching on November 11. Admins can opt in early.
A Check-in is a form a facilitator completes to assess a Trainee's skills in person. Check-ins are built into training Modules, so when a Trainee reaches a Check-in step, a facilitator needs to complete the form with them before the Module can be finished.
Facilitators complete or delegate pending Check-ins in the Opus Training app or the dashboard.
ā Before you start: You need the Complete all check-ins permission to facilitate or delegate a Check-in for a team member at your Location.
Admins and Managers have it by default.
Table of Contents:
How to Facilitate a Check-in
Open the Opus Training app. You can find Check-ins in three places:
The Check-ins to facilitate row on the app home screen
The Check-ins to facilitate row on the Team tab
In your team member's profile
Tap the Check-in you need to facilitate.
Review the Check-in status before proceeding. Pending Check-ins show one of two statuses:
Ready for check-in: the Trainee has completed all required Module steps before the Check-in.
Not ready: the Trainee still has training to complete.
Complete the questions in the Check-in form.
If the Check-in has a passing requirement, mark it ā Pass or ā Try Again. After you submit a Try Again, you'll see Suggested next steps to share with the Trainee.
You might see optional or required note fields in certain steps, and fields for a photo or video upload.
Tap Submit.
Review completions in the dashboard on the Check-in's Reporting tab (select All attempts).
š” Facilitate from a profile: Search for someone's name in the app, open their profile, tap the Check-ins tab, and facilitate any pending Check-ins.
ā”ļø Learn more:
How to Add Passing Requirements to a Check-in: set pass/fail criteria and Suggested Next Steps.
How to Delegate a Check-in
Hand a Check-in to another facilitator when you can't be there yourself.
š” On a computer? You can also delegate from the dashboard. See Check-ins in the Dashboard.
Tap the pending Check-in you'd like to hand off, from Check-ins to facilitate or the team member's profile.
Tap Delegate.
Select one or more facilitators, then tap Next.
The list only shows team members at the Trainee's Location who have the Complete all check-ins permission.
Under Frequency, choose how you'd like to delegate:
Delegate check-in only once for this trainee: applies only to this Check-in.
Set default facilitator for this check-in: that team member facilitates all future instances of this Check-in for Trainees at their Location.
Tap Delegate.
š” Pick the right option: Delegate only once for a single absence. Set a default facilitator only when that person should own the Check-in going forward.
Check-ins in the Dashboard
Facilitators can also run and hand off Check-ins on a computer.
Find Your Check-ins
On Home, the Check-ins card shows who's ready for a Check-in. Click View to open the Check-ins page.
The Check-ins page has three tabs:
To do: Check-ins waiting on you.
Delegated: Check-ins you handed to another facilitator.
Completed: Check-ins you submitted.
Facilitate a Check-in
On the To do tab, click Start next to the team member.
Complete the questions. If the Check-in has a passing requirement, choose the answer that passes or fails it.
Click Submit check-in.
If they passed, you'll see Completed. If they didn't, you'll see how many attempts they've had and the Check-in's Suggested next steps, and Opus assigns it again. Click Start again to redo it now, or Close to finish.
You can also start from the Check-in itself: open it in the Library, click Start check-in, and choose who it's for.
š” Not ready yet? Start stays off until the Trainee finishes the training that comes before the Check-in.
Delegate a Check-in
On the To do tab, click Delegate next to the team member.
Select one or more facilitators. The list only shows team members who can facilitate Check-ins at the Trainee's Locations.
Choose Just this time, for the Trainee, or Make them the default facilitator for the Check-in.
Click Delegate.
Delegated Check-ins move to the Delegated tab.
FAQ
What happens if I try to delegate a Check-in to someone without the right permissions?
Only team members with the Complete all check-ins permission appear in the delegation list. Admins and Managers have this permission by default.
Why is a pending Check-in showing as "Not ready"?
If the Module's Order setting is In order, the Trainee has to finish the earlier steps (or, for By section, the earlier sections) before the Check-in is ready. With Any order, a Check-in is ready right away unless its section is locked for a set number of days.
What's the difference between delegating once and setting a default facilitator?
Delegating once only applies to the current Check-in. Setting a default facilitator means that person will automatically be assigned to facilitate all future instances of that Check-in for team members at their Location.