To add team members to existing Five Behaviors team, follow these instructions.
Log into EPIC
Manage Reports | Edit Existing Five Behaviors Team
You should see something like the image below.
Edit the Report Summary
The Report Summary is the parent record for the team.
Search for the name of anyone currently in the group.
Press the Edit
link to edit the team report.
The resulting page should list Report Details and Team Members.
Add Team Members
Add Team Members using one of the three methods
Enter Individual Respondents
Enter an email address and a name for a Respondent, then press the Add
Quantity: When quantity is available, you can enter a number to send more than one (1) Access Code to the email address entered.
Select the Import from Excel
tab and upload an Excel spreadsheet of Respondents.
Use Existing Report
Select the Use Existing Report
tab, then use the Search
button to search for and select Respondents with completed profiles.
- When using one completed Everything DiSC respondent to create a new Five Behaviors report, respondents will not be required to take the DiSC portion of the assessment again. Their previous DiSC style scores will be used in the new report, and only the report-specific questions will be asked of them.
As you add Respondents using each of the possible ways, EPIC builds a Respondent List. (example below)
Press the "X" at the beginning of a row to delete the Respondent from the list.
Press the Edit link for a row to edit the email address.
Press Save to save your changes.
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.
Once you have populated the Respondent List with all of the team members you wish to add, press the Nextbutton. You will be given the option to include a custom email message or subject line, and will then be taken to the confirmation page summarizing your credit transaction. The confirmation page will give you a status of the emails sent to the Respondents (team members) you added.