Watching a video doesn't prove someone can do the job. Check-ins are in-person training verifications inside Modules: when a Trainee reaches one, a Manager or facilitator meets with them in person and evaluates their performance with a custom form you build in Opus.
Table of Contents:
How to Create a Check-in
Check-ins live inside Modules. To create one, open a new or existing Module:
Create a new Module (from scratch or with AI Assist), or open an existing one.
Go to the Module's Build tab.
Click Add content, select the Check-in tab, and click New check-in.
Name your Check-in and add a cover photo and description. Managers and Trainees both see this information, so include as much context as you can.
From there, build your form by adding steps. You can also start a Check-in from Training > Library: select the Check-ins filter, click New Check-in, then add it to a Module.
Use Link Content to reference any Module, Course, or Resource directly in the Check-in. The linked content needs Library Access before it can be referenced. Learn more in Library Access Overview.
Step Types
Each Check-in is made up of steps. The step types are:
Yes/No
1-10 ranking
Text entry
Checkbox
Number input
Multiple choice
To customize a step, click its … menu:
Required: Make the step mandatory before submitting.
Notes: Allow or require the facilitator to leave a written note.
Photo or video upload: Allow or require a photo or video.
Media or linked content: Attach reference images or link to relevant Courses or Resources from your Library.
Conditional steps: Add follow-up steps that appear only based on how a previous step was answered.
💡 Collect photos and videos: Add a photo or video submission to any step. Team members can take a new photo or video or choose one from their camera roll, and multiple uploads are supported. To require live photos, turn off camera roll uploads on that step.
Passing Requirements
Check-ins aren't graded for accuracy, but you can add a passing requirement so the facilitator can assess whether the Trainee is ready to move forward.
On the Check-in form, click Add passing requirement. Optionally, add Suggested steps after failed attempt: tips facilitators can share with Trainees between attempts.
Assigning Check-ins
Check-ins are assigned through Modules, not on their own. Add your Check-in to the Module it will be assigned through, then assign the Module from the dashboard. A single Check-in can be used across multiple Modules but can only be completed once per Trainee.
Once the Module is assigned, the Trainee sees the Check-in in the Opus Training app, and the default Manager of their Location is notified.
💡 Route Check-ins to the right Manager: Direct Reports control who facilitates Check-ins for specific team members. Learn more in How to Set Up Direct Reports.
FAQ
Can I edit a Check-in after it's been created?
Yes. Open the Check-in, make your changes on the Build tab, and click Publish. Changes apply to future completions only; previous completions keep their original form and responses.
What happens if a Trainee fails a Check-in?
They retry it. Facilitators can share Suggested Steps (if provided) to help them prepare. There's no limit on attempts.
Can multiple Managers facilitate the same Check-in?
Yes. Any Manager with the right permissions can facilitate, but each Check-in can be completed only once per Trainee, no matter who facilitates it.
Who can facilitate a Check-in?
Admins, Managers, and Trainees with the Complete Check-ins permission. By default, the Location's Manager is notified about new Check-ins, and you can change this with Direct Reports. Learn more in How to Facilitate & Delegate a Check-in.