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Creating Check-Ins for Students

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Check-ins allow educators to quickly and easily ask students how they are doing right now—focusing on students’ well-being, learning environment, and social-emotional growth—and then use the information students share to plan school-wide or targeted supports in response. Learn more about getting started with check-ins here, or continue reading below to learn how to create check-ins yourself.

How to Create and Launch a Check-in

Watch the video or follow the step-by-step instructions below to learn how to create a check-in.

Step-By-Step Instructions

1. Navigate to Student Success through one of the following ways:

    1. Clicking on the Students icon under the Results section. 
    2. Clicking on the Student Success link in the main menu.

(Figure 1.)

2. Once on the district or school page, click on the Check-ins tab.

(Figure 2.)

3. From the Check-ins Overview page, you can:

    • Create a new check-in.
    • View existing check-ins (those that you have created and those created by your colleagues, if they are for students you support). 
    • Edit or delete check-ins

Let’s create a new check-in. 

1. Click on the Create check-in button 

(Figure 3.)

2. Next, select which questions you want to ask your students. To get you started, we have created a few recommended check-ins.

  1. To select from Panorama’s pre-built question sets, click on the Check-ins tab.

    (Figure 4.)
  2. To build your own from the library of questions, click on the All Questions tab.

(Figure 5.)

3. For demonstration purposes, we will add questions from the Check-ins tab. We have a couple of possible actions you can take here:

      • To add a question, check the box for the question(s) you want to add.

        (Figure 6.)
      • To access additional information about the question, click on the plus sign.

        (Figure 7.)
      • Available information may include question type and available translations.

        (Figure 8.)
      • To remove a question, click on the X for the question(s) you want to delete. 

        (Figure 9.)
      • To rearrange questions, hover on the question and click on the up or down arrow

        (Figure 10.)

4. When you have selected all the questions you would like to add, click on Save and continue. Otherwise, you can click on Save for later to save your progress and return to it at another time. For demonstration purposes, we will click on Save and continue. From there you can now review your check-in. 

(Figure 11.)

5. Enter a descriptive name for your check-in. Ideally, this name should help yourself and others identify when the check-in is being sent, and which students it is meant for.

(Figure 12.)

As your check-in is being created, you can review its details and contents. Your check-in will automatically be created for all of the students you have access to in your school or district. However, you can limit the audience by sending the check-in link to only the students you want to hear from. 

(Figure 13.)

In this final step, you have the following options:

  • To make the check-in available to students now, click onLaunch check-in. Please note: once a check-in is launched you won’t be able to edit it.

(Figure 14.)
  • To save your progress and return to it at another time, click on Save for later.

(Figure 15.)
  • After you launch your check-in, you will be given a single URL, which you will use to share with your students.Click on Copy Link.

    (Figure 16.)


Some ideas for sharing the link with your students include:

  • Send it via email
  • Post it on a slide deck
  • Send it via a chat

Please note: Educators should share the access code students need to complete their check-in. Check-in access codes can be a Student ID code, student email address, or something else designated by your school or district. Given email isn't as primary an attribute as student ID, a school district may not have 100% of students with emails. This would mean those students who are missing this attribute will not be able to respond to their Check-in survey. In this case, we would NOT want to use email as the access code. Learn more about student survey-taking here.


How to Delete a Check-in

Check-ins can be deleted at any time during the following stages:


Even after a check-in is deleted, students will be able to take the survey if they have access to the link. The check-in and all responses will be completely hidden in your reports. Student responses that were previously submitted will no longer be accessible.

Deleting a Check-in During the Review Phase

You can delete the check in anytime during the Review phase. You will find this page after your content has been selected and confirmed. 

  • Click on Delete check-in. 

(Figure 17.)
  • At the prompt, click on the Delete button. 

(Figure 18.)

Deleting a Draft Check-in 

In the Check-ins tab you will be able to see all your Check-ins whether they are Live or a Draft. 


      1. Hover over the row to show the edit/delete icons.
      2. Click on the trash can icon.

        (Figure 19.)
      3. At the prompt, click on the Delete button. 

(Figure 20.)

Deleting a Live Check-in

      1. Locate the check-in from the list and click on it to open it. 

        (Figure 21.)
      2. Click on Delete check-in.

        (Figure 22.)
      3. At the prompt, click on the Delete button.

        (Figure 23.)

Check-ins Topics

Below you will find a list of the Panorama Survey check-in topics as well as a description of how questions are aligned to Panorama Survey topics. 
In the platform, you will also notice that questions are organized into question sets, which are designed to allow you to quickly select relevant groups of questions.

Topics Description
  • These questions are aligned with the following Panorama topics from the Student SEL and Well-Being Survey:
    • Positive Feelings
    • Challenging Feelings
    • Supportive Relationships
Social-Emotional Learning
  • These questions are aligned with the following Panorama topics from the Student SEL and Well-Being Survey:
    • Growth Mindset
    • Social Awareness
    • Self-Efficacy
    • Learning Strategies
    • Classroom Strategies
    • Emotion Regulation
    • Sense of Belonging
    • Rigorous Expectations

Formative Feedback for Teachers
  • These questions are aligned with the following Panorama topics from the Student Feedback Survey:
    • Pedagogical Effectiveness
    • Classroom Engagement

Want to share the Check-ins Question Bank with your team?

Download this PDF that walks through all of the questions available to you.

Feedback Surveys

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