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How to Add Individuals (Reviewers) to an Existing Self Check-In Collection

There are several ways to add to an existing self check-in. 

Go to a collection directly by clicking on the collection name under "Check-Ins" in the main nav.

 

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Or,  you can open the create a new check-in modal by clicking on "Create Check-In".

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Then select "Add to Existing".

You can then click on the name of the collection you would like to add reviews to.

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If the collection is "Closed" you will need to re-launch it to add reviewers

Once you are in the collection detail view you will see two bars: Reviewers Assigned (at the top), and Available/Unassigned (at the bottom).

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The reviewers assigned bar shows all the individuals who have been assigned a check-in within the collection.

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You can remove individuals from the collection (which deletes their check-in) by clicking the red X. You can also send reminders by clicking the checkboxes on the left, then the "Send Reminders" button.

 

At the bottom of the screen you will notice a red bar if there are people not assigned, or black bar, if there is no one to display.

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Clicking on the Available/Unassigned bar will open a new list. This list shows those individuals within your organization who do not have a check-in within this collection.

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Select the checkbox next to any individual you like and click "Add to Check-In". If the check-in collection is Live (Launched), the reviewers will be notified immediately that they now have a check-in to complete. 

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For more information on managing a collection, see:

How to Send Self Check-In Reminders

How to Edit the Title / Due Date of Self Check-Ins

Marking a Collection of Check-Ins Closed

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