Create a health checkpoint survey

The Robin health checkpoint lets admins send a survey to employees before they come into the office and collect the answers. The survey asks if employees were in contact with someone with Covid-19, or have symptoms themselves. If an employee’s answer “fails” the company standard, admins see it and can tell the employee not to come to the office.

Anyone with a desk (including people who are not Robin members) automatically receives the health checkpoint email. Employees with an "In-office" status and no desk reservation do not receive a health checkpoint.

Watch the tutorial

Watch the video, or follow the steps below.

Set up the survey

  1. As an admin, select Manage in the top ribbon, then > Integrations.
  2. In the health checkpoint section, select Manage. 2024-09-04_15-09-37.png
  3. Select New Checkpoint. 2024-09-04_15-13-18.png
  4. Send building-specific checkpoints, or create one checkpoint for all buildings.
    • Any person with a desk reservation or seat assignment in the selected buildings automatically receives a health checkpoint email.
    • One checkpoint survey per building. 2024-09-04_15-17-18.png
  5. Select how far ahead of the start of a desk reservation or assignment Robin sends the checkpoint. 2024-09-04_15-19-23.png
  6. (Optional step) Choose specific people to alert when someone fails the checkpoint, so you can follow up with the right process to keep everyone safe.
    • Choose if the email notification shows who failed, or keeps it private. 2024-09-04_15-20-35.png
    • The email notification with personal information looks like this: failed notifi w_name.png
    • The email notification without personal information looks like this: fail notification.png
  7. Use the default instructions from Robin, or write your own. Screenshot 2024-09-04 at 3.26.19 PM.png
  8. Set up the survey questions and the answers that give a pass or fail result. Start with the default questions from Robin. You can change, delete or add questions to fit your organization's standards.
    • To edit a question, select the text box. Robin supports only "yes or no" questions.
    • To delete a question, select the trash icon.
    • To add more questions, select Add another question at the bottom of the page. 2024-09-04_15-28-12.png
  9. For each question, select the answer that gives a pass or fail result.
  10. At any time, select save & close in the top toolbar to save your draft, or Publish to make the checkpoint live. 2024-09-04_15-29-02.png

Preview and customize messages

Use the message preview tab to customize the pass and fail messages that end users see after they complete the health checkpoint. Each survey has its own messages.

custom_p_f_msg.gif

You can also preview the email message that end users receive with the health checkpoint. You cannot customize the email message or the delivery schedule.

2024-09-04_15-31-32.png

If someone fails the checkpoint

Robin does not cancel desk reservations automatically. Add clear instructions to the customizable fail message that tell employees to cancel their desk reservations.

If someone fails by accident

Admins can send a "redo health survey" by email from the Daily Roster page (Manage > Access). The resend option is only for failed checkpoints. The person can retake it only by email. It does not show again in the web dashboard or mobile app. When someone fails and retakes the checkpoint, the Daily Roster and Responses export keep only the most recent survey response.

Warning

  • Robin stores responses only from Robin users, not from visitors.

  • Employees who select "In Office" and have no desk reservation do not receive a health checkpoint.

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