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.