Follow

How to View / Monitor Self Check-Ins

As an admin, you have access to everyone within your org's self check-ins.

Screen_Shot_2019-06-07_at_1.24.49_PM.png

Go to "Reviews / Check-Ins" within the main navigation, and then select "Check-Ins".

Screen_Shot_2019-11-08_at_1.01.38_PM.png

The overview tab will load, showing all of your collections of check-ins. 

Click on the title for whichever collection you would like to view.

Screen_Shot_2021-08-06_at_3.07.50_PM.png

This will open the Collection View. 

(Note: you will not be able to see any of the responses until the user marks their self check-in complete)

You can also see all check ins for all collections by clicking on "Manage".

Screen_Shot_2021-08-06_at_3.44.18_PM.png

Make sure the "View By" is set to individual. 

Screen_Shot_2021-04-16_at_10.01.24_AM.png

The Check-In manage list will show all of the individual Self Check-Ins across any collection (only. those from Live or Closed collections)

If you want to NOT show any check-ins from closed collections, check this box.

Screen_Shot_2021-08-06_at_3.46.01_PM.png

You can also filter the list by status.

Screen_Shot_2021-04-16_at_10.02.19_AM.png

  • Drafts are check-ins that have not been started.
  • Past Due are check-ins that have not been marked complete by the due date.
  • In Progress shows check-ins that have been started but the individual has not marked it complete yet. (note: you will not be able to see the responses entered until the individual has marked the check-in "complete")
  • Completed are the check-ins in which the reviewer has marked the check in complete. 

Screen_Shot_2019-06-07_at_2.00.28_PM.png

You can also search or filter the list many ways.

Click on "more filters" to see all the options.

Screen_Shot_2019-06-07_at_2.00.08_PM.png

Want to see a whole collection together? 

Within the check-in list, each check-in has its collection name underneath it. Click on the collection name that has the folder icon next to it.

 Screen_Shot_2019-10-03_at_3.13.24_PM.png

This will open the Collection View. 

(Note: you will not be able to see any of the responses until the user marks their self check-in complete)

Also see: 

How to Export Check-In Data

How to Send Self Check-In Reminders

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.