View submitted and scheduled check-ins in the Engage365 mobile app

When users log in to the Engage365 mobile app, they'll see a list of submitted and upcoming check-ins. In this article, we describe the information displayed in the list and the actions available from there.

This article describes the information displayed for employees. For information about the app view for managers, see this article.

 

View submitted and upcoming check-ins

The list displays all check-ins, both submitted and upcoming, assigned to a user. The list is grouped by month and the most recent check-in is displayed at the top of the list.

 

 

If a user hasn't submitted a check-in and isn't scheduled to submit one, the list will be empty and No check-ins yet is displayed.

Users can refresh the list using pull-to-refresh.

 

 

Check-in cards

 

 

Every check-in card contains: 

• Due date. The date on which the user is scheduled to complete a check-in.
• Status. Status of a check-in. The possible statuses are:
  • Submitted. The user has submitted this check-in.
  • Due. If the user is due to submit a check-in, this check-in is marked in blue. 
  • Not submitted. This check-in has been started but hasn't been submitted yet.
  • Away. The user was marked as being away at the time of the scheduled check-in due date, meaning the user couldn’t complete the check-in.

The cards of check-ins that haven’t been submitted yet display two buttons: Complete check-in and Mark as away.

For more information about how to complete check-ins, see this article.

 

Mark as away

For a check-in that hasn’t been submitted yet, a user can select Mark as away on the check-in card and confirm this action. This will put the check-in into Away status, meaning the user won’t receive reminders to complete the check-in.

However, even if a user marked a check-in as Away, they can still complete it. To do this, users will need to select the check-in and complete it by following the steps in this article.

 

Submitted check-in details and comments

Users can see information about completed check-ins by tapping a check-in that has the Submitted status. The information displayed includes:

• A list of answered questions and responses. Optional questions not answered by the user aren’t displayed.
• A count of likes, comments, and shares to every question (if a manager has reviewed their check-in).
• Comments. If an admin has enabled comments when configuring a question (using the Comments allowed control), users can add their comments to the question. To do this, users should select Add comment below the relevant question, enter text in the Add comment field at the bottom of the screen, and select Send. The new comment is displayed below the question.
  If a question has more than three comments, users should select View all comments to see every comment.

 

 

Check-in reviewers

Once a user’s manager reviews a submitted check-in, the manager’s avatar and full name are displayed at the bottom of the check-in card.

 

 

If there are multiple reviewers, the number of reviewers, as well as their avatars, are displayed. User can tap any of the avatars to see a list of reviewers.