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.
- Go to Manage Reports | Create a New Report/Issue Access Codes from the navigation menu.
- Select the Product Family, Product and Language selections.
Click Next. (You can ignore the text in the yellow box.)
- Choose Report Content options.
- Enter Report Details.
Select the folders where you want reports to be stored in EPIC.
Enter a Team Name.
- Set Delivery and Auto Reminder Options.
This determines when your learners (respondents) will receive an email with their personal Access Code. See also: Setting profile delivery options.
- Add Team Members
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.
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.
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.