- Touchpoints Questions and Answers
- How do I enable touchpoints check-in options?
How do I enable touchpoints check-in options?
Here’s how you enable check-in options, such as create, close, reopen, and delete:
- Go to My Client Groups > Performance , scroll to the Setup Maintenance section and click Check-In Templates.
- Click Add to create a new check-in template or search for an existing template.
- 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.
- Click Submit.
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