Check-In questions can be updated through the bulk operations tool or by updating the check-in template. Both methods allow for efficient and consistent modifications across multiple check-ins.
Important Note: Changes made to questions in any pending check-ins will automatically submit those check-ins due to the updates.
Bulk Operations
Using the bulk operations tool is a great way to update specific employee’s templates.
Important Note: To apply changes via bulk operations, questions must first be updated through the check-in template.
To update questions via bulk operations:
1. Click on the Bulk Operations icon in the top right corner of the Team Check-In table.
2. Select the employee(s) you wish to make updates to or choose “Select All” and then click the Bulk Edit menu option to the right.
3. In the Bulk Edit window, select “Update Questions using Selected Template”
4. Select which template you would like to use
5. Confirm the changes
Important Note: You will have the option to select a current template, or create a new one. Creating a new one will take you to the template editor page, and will make the changes once the template is created.
Check-In Template
Updating the check-in template is an effective way to make mass updates for all users currently assigned to that template.
To update questions via Check-In Template:
Navigate to Templates>Check-In via the left navigation menu
Click the three-dot menu next to the desired template
Select Edit-Check In Template
Below the final question, select “Update Questions for Check-Ins Using this Template”
Click save