How to create a health checkpoint survey

Robin’s health checkpoint allows admins to disseminate and collect data from employees to determine if they have been in contact with someone or are personally experiencing symptoms of Covid-19 prior to coming into the office. If an employee’s answer “fails” to meet the company standard, admins can easily spot this and communicate to the employee not to come to the office.

Anyone associated with a desk (including non-Robin members) will automatically receive the health checkpoint email.  Employees with an "In-office" status and who don't have a desk reservation will not receive a health checkpoint at this time. 

Follow the tutorial below or the steps outlined in the guide

Setting up the survey 

1. Admins, select Manage from the top ribbon > Integrations.
2. Under the health checkpoint section > Manage.
3. Click New Checkpoint.
4. You can send building-specific checkpoints or create one checkpoint for all buildings.
   • Any person with a desk reservation or seat assignment in the selected buildings will automatically receive a health checkpoint email.
   • One checkpoint survey per building.
5. Select how far in advance to send the checkpoint before a desk reservation or assignment starts.
6. (Optional step) Choose to alert specific people whenever someone fails the checkpoint, so you can follow up with the right process to keep everyone safe.
   • Additionally, choose if you'd like to include who failed in the email notification or keep it private.
   • The email notification with the personal information included will look something like this:
   • The email notification without personal information included will look something like this:
7. Use the default instructions we provided or write your own.
8. Next up, configure the survey questions and answers for a pass or fail result. Use the default questions we provided to get you started --you can modify, delete, or add more questions to best fit your organization's standards. 
   • To edit a question, click in the text box. Only "yes or no" questions are supported.
   • Click the trash icon to delete a question.
   • Click the Add another question button at the bottom of the page to add more questions. 
9. After you've created the questions, select the appropriate answer for each question in order to achieve a pass or fail result.
10. At any time, you can save & close the draft you're working on or Publish the checkpoint to go live from the top toolbar.

You can also preview the email message end-users see when receiving the health checkpoint. Customizing the email message and/or delivery schedule is not supported today.

What if someone fails?

We highly recommend adding clear instructions in the customizable fail message to instruct employees to cancel their desk reservations; this isn't done automatically today. Automating this workflow is something we are exploring. 

What if someone fails it by accident?

Admins can send a "redo health survey" via email from the Daily Roster page (Manage > Access). The resend option is only available for failed checkpoints, and it can only be retaken via email; it will not resurface in the web dashboard or mobile app. Note that when someone fails & retakes the checkpoint, only the latest survey response is captured in the Daily Roster & Responses export.