First Look! Everything DiSC Management on Catalyst

Getting Started

The first thing I did was add the Management application to my existing Catalyst record. This is a slightly different workflow, so let me run through it quickly.

If you're not a seasoned EPIC Administrator, you might want to jump to Exploring Results.

Add Management to an Existing Catalyst User

Rather than issue a new Access Code, with Catalyst, we simply enable the new application for an existing record in EPIC. Here are the steps:

• Log into EPIC
• Go to the Manage Reports menu and select Catalyst: Add
• Applications to Access Codes
• The next screen is the standard EPIC search screen, so use it to locate the record(s) you want to augment with Management
  • Note that the product “Catalyst: Everything DiSC” is pre-selected because you can only add applications to existing Catalyst records.
  • If you want to give a new user access to Management on Catalyst, then you would issue a Catalyst assessment to them as you would any other assessment, choosing Management from the applications selection checkboxes
• Once you have selected the records, check the Management on Catalyst box
• The total credits required will be displayed
• Click Save

That’s it! The user will get an email letting them know that the new material is available. Note that while it took several minutes for my email to arrive, the Management section on Catalyst was available to me right away.

On a side note, this is the same process to add Agile EQ for a user and you can add both at the same time if you need to.