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Managing your assessments

Tips for managing individual profiles

If you're not using our Administrator Account (EPIC), these tips will make keeping track of codes and profiles a bit easier.

  • Create a new email folder for all the emails with access codes that you receive after you've made your purchase.
  • When managing several access code emails, 1) make sure you're sending a unique access code to each person, and 2) enter participant's name in the subject line before forwarding the access code email. This will help you keep track of which participant has which access code. Tip: Many clients create their own spreadsheet with names and access codes, especially if they've also purchased a group report where this information will be required to have the report created.
  • Allow time for learners to take their tests. They should set aside 15-20 minutes to complete the survey. While not advised, if a learner cannot complete the assessment during one session, they may return and the questions will pick up where they left off.
  • Profile results are available to the learner immediately after the assessment is completed. You, the purchaser, will not be notified of report completion nor automatically receive the completed report. If you wish to see the results, ask learners to send the completed report (pdf) to you.
  • If you ever need to reference a profile access code, such as if you later want a group report, the access code can be found on the lower right corner of the report cover, as well as in the original email.
  • It's best to order group reports at the same time as the individual reports. Once all learners have told you they've completed their profiles, let us know. We create the group report and email it to you. Please provide us with all names and access codes to be included in the group report. If everyone has not completed their individual reports, we will let you know. This could delay having the group report created. Group reports are typically created within a few hours of request on a business day.

Tips for Admin Account (EPIC) users

Use folders

Organize your records by folder when you enter learners in EPIC. This optional feature makes finding specific individuals or groups of individuals much easier in the future. 

Reports can be moved into new folders and new sub-folders can be created as needed.

See Using file folders.

Profiles and reports remain in your EPIC account as long as you keep the account, unless you choose to delete them.

Examples

If you're a consultant you might create folders for each company you work with; if you're in HR you might list departments. If you use DiSC for onboarding, you might want to organize by department, then date. If you want to run a The Five Behaviors Team Development Progress Report every six months, you might want to organize by date.

Run broad searches

We recommend not selecting too many fields when searching for a learner or group of learners. Each field selected reduces the number of results returned which may eliminate the results you seek. When you run a broad search, you'll get more results, but you can choose the individual(s) from the list. Each results page shows up to ten people so go to additional pages if you don't find what you need on page 1.

Create custom messages (emails)

We recommend creating a custom message template before you create your first email. It's much easier to edit your template to add new dates or a manager's name or other content than it is to create it afresh each time you need a new email.

Use folders for your custom emails and templates. For example you might want a folder for reminder emails or announcements. You might even want to have a folder where you can test which reminder message gets the better response.

See Creating and managing custom messages.

Use existing data when possible

If you've given an Everything DiSC assessment to one or more of your users before, we recommend using their existing data to create new profiles as long as the profile was done within the last couple years. This will reduce the number of questions your learner has to answer before getting their profile. It will also ensure that the learner gets the same dot placement for their style.

See Using existing data to create new profiles.

Use your free reports

Everything DiSC Comparison Reports can be run for free for any two people who have taken Everything DiSC assessments. If learners have taken Workplace through the Catalyst platform, their comparisons are viewed on that platform via the People section, and not through a separate report. 

See Running a Comparison report.

Many facilitators like to have an Everything DiSC Team View report that shows each learner's circle with dot placement near them while facilitating online or in person. It is also free.

See Generating group, facilitator, and team reports.

The Five Behaviors Team Development Progress Report is free when all team members are original to the group.

See Running The Five Behaviors Team Development Progress Report.

For more information on using your EPIC account effectively, go to our EPIC Guide.

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