Watching a video doesn't prove someone can do the job. Check-ins let you confirm it in person: when a Trainee reaches a Check-in in a Module, a Manager or facilitator meets with them 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), or open an existing one.
On the Module's Build tab, click Edit.
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.
Build your form by adding steps.
š” Start from the Library instead: Go to Training > Library, select the Check-ins filter, click New Check-in, then describe it to build with AI or click New check-in from scratch. Add it to a Module when it's ready.
š” Let Trainees complete it on their own: Check-ins are Facilitated by default. To have Trainees work through one themselves, click Facilitated in the top right corner of the form, select Self-directed, and click Save.
Use Link Content to reference a Course or Resource directly in the Check-in.
ā Before you link content: Team members can open linked content only if it's assigned to them or they have Library Access to it.
ā”ļø Learn more:
Library Access Overview: choose who can find content in their Library.
Step Types
Each Check-in is made up of steps. The step types are:
Yes/No
Rating (1-10)
Text entry
Checkbox
Number input
Multiple choice
To customize a step, click its ā¦ menu:
Required: make the step mandatory before submitting.
Notes: allow or require the facilitator to leave a written note.
Photo/Video: allow or require a photo or video.
Add media or Link course or resource: attach reference images or link a Course or Resource from your Library.
Add a conditional step: add follow-up steps that appear only based on how a previous step was answered.
š” Collect photos and videos: 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 on Disable camera roll in the step's Photo/Video menu.
Passing Requirements
Check-ins aren't graded for accuracy, but you can add a passing requirement. The facilitator then marks whether the Trainee passed and is ready to move forward.
In the top right corner of the Check-in form, click No passing requirement.
Select Pass to complete.
Click Save requirements.
Optionally, fill in Suggested Next Steps on the pass/fail step: tips facilitators can share with Trainees between attempts.
š” Publish to apply it: A passing requirement is part of the Check-in form, so click Publish when you're done.
ā”ļø Learn more:
How to Add Passing Requirements to a Check-in: set pass/fail criteria and Suggested Next Steps.
Assigning Check-ins
Assign a Check-in through the Module it belongs to.
Add your Check-in to the Module it will be assigned through.
Publish the Module, click Assign in the top right corner, and choose Assign once or Create automation.
Once the Module is assigned, the Trainee sees the Check-in in the Opus Training app. When they're ready for it, the Managers of their Location are notified, unless the Check-in has been delegated or you've set up Direct Reports.
ā ļø One completion per Trainee: A single Check-in can be used across multiple Modules, but each Trainee can only complete it once.
š” Route Check-ins to the right Manager: Direct Reports control who facilitates Check-ins for specific team members.
ā”ļø Learn more:
How to Set Up Direct Reports: route Check-ins to the right Manager.
How to Facilitate & Delegate a Check-in: complete or hand off a Check-in in the app.
FAQ
Can I edit a Check-in after it's been created?
Yes. Open the Check-in, click Edit on the Build tab, make your changes, 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 can retry it, with no limit on attempts. Facilitators can share Suggested Next Steps (if provided) to help them prepare.
Can multiple Managers facilitate the same Check-in?
Yes. Any Manager whose Role has the Complete all check-ins permission can facilitate. Each Check-in can still be completed only once per Trainee, no matter who facilitates it.
Who can facilitate a Check-in?
Anyone whose Role has the Complete all check-ins permission can facilitate Check-ins at their Locations, and a Check-in can also be delegated to a specific team member. By default, the Managers of the Trainee's Location are notified, and you can change this with Direct Reports.