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Check-ins

Check-ins are a way that technicians can let their team know they've arrived at the site, share details from their work, receive critical safety alerts, and track their all-time career stats to brag to their crew.

For context of the use cases for Check-ins, watch our overview video here.

For the OverSite views and how to create a Check-in on someone's behalf, see Check-Ins on OverSite.

For the mobile workflow, see Check-ins on mobile.

Viewing technician Check-ins from the Activity tab​

The Activity tab gives you a company-wide view of Check-ins regardless of which sites your company has claimed in OverSite.

Filtering Check-ins​

Click the Activity tab in the main navigation, then click the Check-ins sub-tab.

Activity Check-ins page with the check-ins list

The page shows summary cards for Check-in activity at the current company, a filter row (including a Group filter for filtering by User Group) and quick-filter pills, and a Tabulate link to switch into the table view (see Exporting Check-ins with Tabulate). The company picker in the top-right lets a multi-company user switch which company's Check-ins they're looking at.

Viewing an individual Check-in​

To open a Check-in, click the forward arrow icon on the right side of the row. This opens the Check-in Details Page.

Check-in Details page showing NERC Compliance Information, feature check-ins list, Check-in Map, and Check-in Photos

The Details Page is built from four content cards:

  • NERC Compliance Information — Site Contact and Reason for Visit, recorded at check-in for NERC regulatory compliance.
  • Feature check-ins — list of Features the technician checked into during the Check-in. If the technician didn't check into any Features, this list is empty.
  • Check-in Map — site location, start time, and current status (e.g., In Progress).
  • Check-in Photos — photos uploaded during the Check-in.

Use the ← Back to Check Ins link in the top-left to return to the Activity list.

Exporting Check-ins with Tabulate​

Tabulate opens the current Check-ins list in a spreadsheet-style view, with the same filters applied, so you can export the data to CSV or Excel.

Click Tabulate from the Activity Check-ins tab or either of the OverSite Check-Ins pages to open it.

Tabulate page showing the spreadsheet-style check-ins table

The toolbar at the top of the page provides quick filters for common ranges and a ← Back to Activity link to return to the list view.

To export, click the Exports tab in the left sidebar.

Tabulate exports panel with CSV and Excel options for all rows and selected rows

The panel offers two scopes:

  • Export all rows — exports every row matching the current grouping, filtering, and sorting, including rows that aren't on the current page. Click to CSV or to Excel.
  • Export selected rows — exports only the rows you've highlighted. Use Ctrl+select to highlight individual rows or Shift+select to highlight a range, then click to CSV or to Excel.