Getting Started
Accessing the Portal
Modifying your Check-ins Form
Accessing Check-ins Form
Accessing Real-Time Data
Accessing Outreach Report
Adding New User to Portal
Resetting your Password to the Portal

Getting Started

Are you a new user? Not sure where to start? Follow the instructions below!

Step 1: Access the Data & Insights Portal (see the Accessing the Portal tab).

Step 2: Modify your Check-ins Form (see the Modifying your Check-ins Form tab) to capture the unique client and/or program data that matters to you.

Step 3: Access the Check-ins Form (see the Accessing Check-ins Form tab) to verify the questions being asked and information being captured is what's desired.

Step 4: Share the contactless methods to access the Check-ins Form included in the Check-ins Flyer with those who will be collecting data (likely staff / volunteers), and those who you will be collecting data from (likely clients).

Step 5: Access your Live Check-ins (see the Accessing Real-Time Data tab) to view automatically formatted, real-time data and visualizations from the use of the Check-ins Form!

Accessing Data & Insights

Step 1: Login to Admin Portal by clicking "Home" button (see top of screen), and then selecting option for "Data and Insights". A screen will appear for you to LOG IN, and login or sign-up using your work email.

Step 2: Once logged in, see short video below to securely access your automatic data collections, insights, and reporting.

Check-ins Modification Form

Step 1: Login to Admin Portal by clicking "Home" button (see top of screen), and then selecting option for "Data and Insights". A screen will appear for you to LOG IN, and login or sign-up using your work email.

Step 2:  Once logged in, see short video below on how you can securely access the Check-ins Modification Form to customize your Check-ins Form.

Select "Keep Question" to make no changes to the question.

Select "Modify Question" to modify the question and options including changing the type of question, adding or removing options, or changing the frequency of which the question is asked.

Select "Add New Question" to add a question that will show under the current question shown.

Select "Delete Question" to delete the question off the Check-ins Form.

Check-ins Flyer

Step 1: Login to Admin Portal by clicking "Home" button (see top of screen), and then selecting option for "Data and Insights". A screen will appear for you to LOG IN, and login or sign-up using your work email.

Step 2:  Once logged in, see the short video below on how you can securely access your custom Check-ins Flyer for multiple contactless ways to collect unique client and program data.

Live Check-ins

Step 1:  Login to Admin Portal by clicking "Home" button (see top of screen), and then selecting option for "Data and Insights". A screen will appear for you to LOG IN, and login or sign-up using your work email.

Step 2:  Once logged in, see the Live Check-ins video below to securely access your real-time check-ins, where you can view aggregate real-time information in the "Dashboard" tab, and search check-in history by-name in the "By-Name Search" tab.

SMS Status Report

Step 1: Login to Admin Portal by clicking "Home" button (see top of screen), and then selecting option for "Data and Insights". A screen will appear for you to LOG IN, and login or sign-up using your work email.

Step 2:  Once logged in, the short video below will show you how access your SMS Status Report to see a by-name list of who successfully, and unsuccessfully, received the latest internal outreach message.

Add New User Form

Step 1: Login to Admin Portal by clicking "Home" button (see top of screen), and then selecting option for "Data and Insights". A screen will appear for you to LOG IN, and login or sign-up using your work email.

Step 2:  Once logged in, see short video below on how to add others so that they may securely access your real-time check-ins data and more.

Password Reset

Forgot your password, and can't log in to access flexible data collections, insights, and reporting? Follow the video or instructions below!

1. Access Checkins.org and click ‘Data & Insights’
2. The ‘Check-ins Portal’ will open in another tab. Press ‘LOG IN’
3. On the following screen click ‘Don’t remember your password?’
4. Enter your email address used to sign up/login (usually your work email). Click ‘Send Email’.
5. Check your email for instructions to complete the password change process, as shown below.