Jump to: The Problem | The Solution | How To Re-Use Existing Reports
The Problem: Assessments Take Time;
Two Assessments Take Too Much Time
The biggest impact from DiSC training is realized when learners continue their journey beyond just one profile. Everything DiSC Workplace is a great place to start, but managers would benefit from training around the Everything DiSC Management profile. The same goes for leaders and the Work of Leaders program, salespeople and the Everything DiSC Sales training... and so on.
Another, minor issue: "Dot Wiggle"
Humans aren't terribly consistent in answering the types of questions on a behavioral assessment. Human variability may cause a person’s dot to move slightly when re-taking the assessment. Although it generally doesn't move much, any movement can cause confusion or even breed mistrust in the instrument.
The Solution: EPIC's “Use Existing Report” Function
When creating a new assessment for someone who has already completed any Everything DiSC assessment, you can re-use their existing results for the core DiSC measurement. They may have to answer a few questions specific to the new application (like Management, Sales, Leadership, etc.) but we can use their previous answers for everything else.
Instead of a full, second survey of 20-25 minutes, there is a shorter assessment that only collects the information required to create the new report.
How to Re-Use Existing Reports
To take advantage of this huge time saver, just follow these instructions to create the new access code:
- Go to the Manage Reports Menu and choose Create New Reports/Issue Access Codes.
- Choose the Product Family and Product for the new assessment you wish to create.
- Catalyst Only: The next screen requires an Organization to be entered
- Enter the company with which the access code(s) will be associated
- As you type, the system will present matches from which you can select.
- You can add a new organization if it doesn’t appear.
- Catalyst Only: On the next screen, you can optionally add any available applications (like Agile EQ or Management).
- Note that all existing records can be upgraded to Workplace on Catalyst for free*; add-ons may require additional credits.
- Catalyst Only: The next screen requires an Organization to be entered
- On the next screen, choose folder, subfolder and delivery options as you would normally.
- The Add Respondents section is where the magic happens:
- Click on the Use Existing Report tab.
- Click the Search button to bring up the usual search screen.
- Locate the existing record(s) you want to use as the basis for the new assessment and add them.
- Once you have added the respondents, click Assign Access Codes to issue the assessments
- Catalyst Only: Check the box verifying that the people to whom you are issuing access codes belong to the Organization you entered earlier.
This time-saver is one of the under-used heroes of EPIC.
Start re-using records today and reduce the friction of your training classes. Your learners will thank you for it!