EPIC
QUICK START GUIDE:
(Follows horizontal menus and dropdowns in your EPIC
Account)
CREDITS:
Your account operates with a system of currency called
"Credits". When you need additional credits for additional
reports transferred into your account, order them online at:
http://www.onlinedisc.com/order.htm#CREDITS . We
manually transfer credits during business hours 9-3 (Pacific
Time), Mon-Fri, within an hour of your order and best efforts
any other time. Credit transfers are not automatic upon order
completion. They are moved by a "human person". You
must provide your User ID in the comments
section of the shopping cart when ordering credits to assure
they are moved into your account.
Helpful Hints:
· ADD LOGIN and
Credit Reorder pages to your FAVORITES.
· Changing
Logo, USER ID, Email, Password.
Login to your EPIC account. Select “Personal Options” menu and
make desired changes. You have full customizable access.
· EPIC
Tutorials.
Use the “Help” menu in your EPIC account.
· Once your
account is setup, we do NOT have access to it. Your
account is secure. You are in charge.
· Trainer Kits
and Supplies.
o
For DISC
Classic profiles (28-question, traditional graphs model), DISC
Classic 2.0 and DISC Classic 2 Plus, trainer kits are ordered at
www.DiscProfile.com/quickorder.htm#TRAINER
o
For
Everything DISC Applications (79-question, circle model):
Everything DISC Management, Sales, and Workplace Profiles,
trainer kits are ordered at
www.DiscProfile.com/quickorder.htm#APPLICATIONS.
· Remember.
DISC Classic Profiles and Everything DISC Profile do NOT mix
and match. Each product family has related trainer kits,
PowerPoints, language, group reports, comparison reports and
these features are not interchangeable. Treat them as
completely different DISC profile test assessments; they are
completely different.
A. MANAGE
REPORTS Dropdown Menu:
· Create a New
Report/Issue access code.
Allows you to send an email access code to a respondent
o
Select
Product Family
from drop down list. (Remember: Everything DISC Application
Library” and “DISC Classic” are two different product families.)
o
Select
Product.
Choose Assessment from drop down list >
Next > Click
Assign Access Codes > Next > Page options to customize report:
Check 'Include All' for Report Options, Check "Word Version "
for Response Style, > Next > Select Folder (and SubFolder) if
you are using them Type in email address > Quantity 1 >Choose
View Report "Yes"=Respondent can see Report; "No" Respondent can
not see Report > Type Respondent name > Click Add Respondent
> When all Respondents have been added, Click Assign Access
Codes > xxx credits will be deducted > Yes > Select Yes to write
an extra message (or select email created in Personal Options,
Manage Custom Messages) OR Click “Cancel” to bypass personalized
email. When message and access code has been sent, results show
on screen.
o
Credits are
only deducted from your account at the time you send the email
access code.
Repeat sends or viewing completed reports are free.
·
SEARCH TIPS:
All other functions below in your EPIC account have a “Search”
feature.
o
The easiest
and fastest search is to search by respondent’s first or last
name, leaving ALL other fields blank
o
Searching by
a single date, or by a single folder (for group reports),
leaving all other fields in search blank, is also fast and
efficient.
·
Edit Existing
Reports.
Allows you to change emails, correct errors, change folders for
respondent, generate new reports when possible using the
respondent’s original answers. All possible changes in fields
are available. If a feature is “grayed out”, that edit is not
possible for that person.
·
View/Print/Email Completed Report.
Fast Search for a respondent by first or last name. Respondents
are permanently archived in your EPIC account (unless the
account is abandoned by you.)
·
Resend login
Information.
At no charge, you may Search for person by first or last name,
and resend login email to respondent. If email address needs
changed, use the “Edit” menu first. “Pending” means
respondent has not responded to assessment online.
“Completed” means respondent has completed online
responding. Only Completed reports are available for
“View/Print/Email” as above.
· “Delete
Reports” and “Download Import Template” are for advanced users
and are RARELY used.
B. MANAGE
YOUR ACCOUNT Dropdown Menu:
· Transfer
Credits to Parent Account. Do NOT use this feature.
You will be
giving us back all your credits and you will be left “penniless”
and ‘credit-less.”
· Account
Activity Reports.
Allows you to generate reports of the history of your EPIC use.
·
Unassign
access code/Reclaim Credits.
Allows you to void an unused access code and retrieve the
credits. Used most often when someone fails to respond online.
·
Folder
Maintenance.
Folders are an important feature for clustering people into
groups, departments. Especially useful for group reports
function. Folder is assigned right before email address is
typed in, immediately before sending an email access code.
·
Credits
Charged for Reports.
Table of credits charged for EPIC assessments. Helps when you
are calculating credits needed for projects.
C. PERSONAL
OPTIONS dropdown menu:
· View/Edit
Account information.
Allows you
to change company name, email, logo when account administrators
change, etc. For “Administrator Name” and “Email from Name”, it
is recommended that you leave it set the same as the “Company
Name” because most respondents do not know the name of the
person sending the access code. It will help most email access
codes from going into junk e-mail boxes.
· Manage Custom
Messages.
Feature that
allows you to create and/or edit emails that you want sent along
with the email access codes each time you send a code. Prevents
repetitive typing. Unlimited number of messages may be created
and used.
· Manage Report
Tailoring.
Some assessments allow you to delete some pages, etc. Use this
feature with great caution. Changes you make may not be those
you want permanently for all reports and respondents.
· Create Sample
Reports.
Allow you to create, free, a sample of any assessment available
in your EPIC account. Helpful for reviewing features.
Helpful Hints for creating Group and Comparison Reports:
· Use Folders.
Using Folders when you are issuing email access codes will help
you create group reports for the people in that folder when they
have all completed online responding.
·
Select
Correct Group Report.
DISC Classic and the Everything DISC Applications product
families have different kinds of reports available. See the
Home Page of your EPIC account for information about the
reports available.
· Steps:
Select Report>Next>Report
Setup: Find group in Folders and Name the Group Report>Click ADD
Participant>Search opens (fastest search is by Respondent's last
name or by Folder for group)>Search>List Opens and Click Box on
Right to Add Person to the Group> Continue adding, removing
until you have the correct persons in the group>Make sure you
check the "View Online - yes or no" buttons. “Yes” means email
goes to Participant with link to access the report. “No” means
only Administrator and Email inserted gets access to Group
Report.>Continue until report generates
Use HELP in
your EPIC account.
Helpful
during those weekends and after hours questions.
For fastest
service, email, do not call.
We can serve
and respond to you best, and most quickly, with your well
crafted written email question.
Enjoy your
EPIC Administrator Account and its many features.
We appreciate
serving you.
