How do I enable touchpoints check-in options?

Here’s how you enable check-in options, such as create, close, reopen, and delete:

  1. Go to My Client Groups > Performance , scroll to the Setup Maintenance section and click Check-In Templates.
  2. Click Add to create a new check-in template or search for an existing template.
  3. Select one or more options for a manager and employee in the Role Actions section as shown in this table.

    Role Options

    Description

    Create Check-In Employees or managers can create a check-in using this template.
    Delete Check-In

    Employees or managers can delete a check-in based on this template, but only the person whi created the check-n can do so.

    Make Check-In Read Only

    Employees or managers can close check-ins based on this template.

    Make Check-In Editable

    Employees or managers can make a check-in editable again by reopening it.

  4. Click Submit.