A self check-in will always be a part of a collection. A collection means the check-ins all have the same title and due date and each recipient can only appear once. This is to allow for easier management and better reporting.
When looking to create a new self check-in, you can add to an existing collection or create a brand new collection to start from.
To see all of your collections, just click on "Check-Ins" underneath Reviews / Check-Ins in the main navigation.
Once there, the default view will be the overview tab.
This will show the collections view for all the check-in collections within your organization.
A Draft Collection is a group of check-ins that have not been launched yet - meaning they are not yet available or live to the reviewers who are assigned to complete them.
A Live Collection is a group of check-ins that have been sent to / Launched to reviewers who are assigned and they should be getting completed by those individuals.
A Closed Collection is a group of check-ins that have been marked closed by an admin user - this locks all the check-ins within from being edited by the reviewers.
Each "Live Collection" card view shows the following:
This number represents the total number of check-ins within the collection.
The the collection / check-in title, which admin created the check-in collection and what the due date is. Click on the title to open the collection view.
Next you will see your status breakdown by check-in.
Each "Closed" collection card view shows the following:
The status will display. Closed = the admin has marked the collection closed, and recipients can no longer modify their responses or complete any incomplete check-ins. The total number of responded (those who marked their check-ins complete) and not responded (those who did not mark it complete) will appear as a percentage.
Lastly, you will see a visual breakout of the graph placement of all completed check-ins within the collection. Clicking on the blue number will open the collection view with all of the check-ins on that quadrant selected shown.
If you click on "Manage" towards the top of the page you will see all your collections on a list.
Make sure "View By: Collection" is selected.
For more info:
Marking a Collection of Check-Ins Closed (Locking)
Unlocking / Relaunching a Collection
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