🚀 How to Perform Bulk Check-Ins

Checking in one goal at a time can slow you down… Luckily, we have the Bulk Check-In feature! 🏎️💨
(Only System Administrators have this power! 🦸‍♂️✨)

Let’s go step by step:

1️⃣ Navigate to Reports

Go to: Administration > Cycle Management 📚

Click the Reports icon for the relevant period (yes, the small graph-like icon! 📈)

On the next screen, click the Blue Reports button in the top-right corner and select Check-In Report 🔍

2️⃣ Upload Bulk Check-In

On the new page, click the three dots (⋯) next to the filter (the magic three dots again! 🪄)

Select “Upload Bulk Check-In from Excel”

3️⃣ Prepare the Excel File 📑✨

First, click the “Export Success Criteria to Excel for Bulk Check-In” button on the right side of the screen.

In the downloaded Excel file, fill in the required fields for each success criterion:

Risk Status Values:

• On Track → 1
  
  

• At Risk → 5
  
  

• Off Track → 8
  
  

📌 Note:
If you fill in the optional fields (first name, last name, email, External ID), the system will register the check-in as performed by the specified person.
If these fields are left blank, the system assumes the check-in is performed by the System Administrator 👨‍💻✅

4️⃣ Upload the Excel File 🛬

Drag and drop your completed Excel file into the designated area 🎯

Click the Upload button to finalize! 🎉

✅ Done!

All your check-ins are now uploaded to the system in bulk.
Time to enjoy a well-deserved coffee break ☕😎