Check-ins give you the ability to blend on-the-job training moments with your digital training through measurable in-person training events. Adding a Check-in to a Module lets you ensure your training is being carried out on the floor using a custom form that ensures managers and trainers are verifying the event properly with team members.
In order to create a Check-in, go to create or edit a Module. Check-ins live inside a Module and can accompany a course or resource.
Create a New Module from scratch or by using the AI-powered outline creator
Click "Add Content" > "New Check-in", > "Add New Check-in".
Once you're in the Check-in form builder, name your Check-in and give it a cover photo and description. This information will be visible to both your managers and trainees so provide as much context as possible.
From there, you'll be able to build your form using two different question types:
Yes/No
1-10 rankings
Each question will allow for optional fields that should be completed by the Facilitator of the Check-in (this could be an Admin, Manager or Trainee), including the option for them to upload a photo as proof that the Check-in was completed.
Assigning a Check-in
Once your Check-in is created, add it to the Module that it will be assigned through. A single Check-in can be added into multiple different modules.
Currently, Check-ins can only be assigned as part of a Module from the Opus dashboard.
Check-ins cannot be assigned on their own.
Once that module is assigned, the trainee will see that Check-in in their Opus training app and the default manager of their location will be notified of a new Check-in to facilitate.
To learn more about how to facilitate and delegate a Check-in, click here.