Sending an assessment access code

for Five Behaviors Team Development

You'll need the names and email addresses for your learners.


Sign in to EPIC and follow these steps.

Instructions

  1. Go to Manage Reports | Create a New Report/Issue Access Codes from the navigation menu.
  2. Select the Product Family, Product and Language selections.
EPIC Manage Reports screenshot

 

Click Next. (You can ignore the text in the yellow box.)

 

  1. Choose Report Content options.

EPIC Manage Reports report content options screenshot

 

Click next.

  1. Enter Report Details.

EPIC Manage Reports report details screenshot

 

Select the folders where you want reports to be stored in EPIC.

Folders are the recommended way to search for reports. Create your new reports in folders/subfolders to quickly locate them later. See also: Using file folders

 

Enter a Team Name.

The Team Name will appear on report covers and EPIC-generated emails.

 

  1. Set Delivery and Auto Reminder Options.
EPIC Manage Reports delivery and auto reminder options screenshot


This determines when your learners (respondents) will receive an email with their personal Access Code. See also: Setting profile delivery options.

  1. Add Team Members

Enter an email address and a name for a Respondent, then press the Add button. You also have the option of importing learner names from Excel or using existing data to create new profiles. 

EPIC Manage Reports report add team members screenshot
When adding new team members, the View Report option is automatically set to “No”. This is done to prevent the Respondent from generating the report before enough members have completed their profiles.

 

When finished adding members, click Next.

Pop-up: EPIC displays the Total Quantity of access codes about to be created, and the Total Credits that will be charged during this transaction in EPIC. Click OK.

Pop-up: EPIC asks if you want to include a custom message. We suggest that you do.
Click OK.

 

pop-up image from EPIC

 

Optional: Create a custom email subject line and/or message for this set of Access Code emails by pressing OK, or press cancel to have EPIC send the default email message. See also: Creating and managing custom messages.

 

EPIC Manage Reports custom email subject screenshot

 

We suggest adding the names of everyone on the team (as highlighted). You might also want to add additional details relevant to the assessment or facilitation. The Team Name is automatically inserted in this template.

 

EPIC Manage Reports custom email team members screenshot

Once you are done creating your custom message, or after you have pressed the Cancel button, EPIC displays a confirmation page with report details, team members, and credits used.