Launch a Check-In for Someone Else

Navigation: Home > Check-Ins

• Head over to Overview and click Launch.

• Select For Someone Else from the dropdown.

In the new window, select New to launch a brand new Check-In.

1. Enter a Check-In Title in the field.
2. Click Add Topic.
3. Select a question type (Text, Multiple Choice, Rating Scale) from the dropdown.
4. Enter your question in the required fields and click Save.
5. Repeat steps 2-4 to keep adding more topics of discussion for check-ins.
6. Once done, click Next.

1. Assign Members or Groups to check-in and click Next.
2. Select Yes to set up a recurring check-in, or else, select No.
3. If Yes, select the number of days for the check-in to recur.
4. Select a Start Date and End Date for the check-in.
5. If No, select a Due Date.
6. Click Launch.

Alternatively, select Use a Template to use a predefined check-in template instead of creating it from scratch.

1. Click Select Templates to select a template from the dropdown menu and click Next.

1. Edit the predefined template, if required.
2. Once done, click Next.
3. Assign Members or Groups to check-in and click Next.
4. Select Yes to set up a recurring check-in, or else, select No.
5. If Yes, select the number of days for check-in to recur.
6. Select a Start Date and End Date for the check-in.
7. If No, select a Due Date.
8. Click Launch.