Extended DISC Online System User Instruction: How to Create a New Account

2 Extended DISC – INFORMATION YOU NEED © Copyright Extended DISC International First you will need to login to the administrative site. Visit Input your username and password User Instruction: How to Create a New Account

3 Extended DISC – INFORMATION YOU NEED © Copyright Extended DISC International User Instruction: How to Create a New Account From the Main Menu select Assessment Tools

4 Extended DISC – INFORMATION YOU NEED © Copyright Extended DISC International User Instruction: How to Create a New Account From Assessment Tools select Personal Analysis

5 Extended DISC – INFORMATION YOU NEED © Copyright Extended DISC International User Instruction: How to Create a New Account From the Personal Analysis select New Account

6 Extended DISC – INFORMATION YOU NEED © Copyright Extended DISC International User Instruction: How to Create a New Account When Setting up a New Account first you need to select the country of the Client User from the dropdown menu.

7 Extended DISC – INFORMATION YOU NEED © Copyright Extended DISC International User Instruction: How to Create a New Account After selecting the country input Client Organization

8 Extended DISC – INFORMATION YOU NEED © Copyright Extended DISC International User Instruction: How to Create a New Account Next comes the Access Code name When selecting the access code please select the beginning that matches your location such as USA, EUK, CAN etc. The example given is for either USA or USE. IMPORTANT after the hyphen you have up to 11 characters alpha or numeric.

9 Extended DISC – INFORMATION YOU NEED © Copyright Extended DISC International User Instruction: How to Create a New Account Password Type You can choose to password protect your access code by selecting a password type. “One Entry” passwords are good for only one use. “Multi Entries” means one password given which can be used multiple times. If selecting “One Entry” you have to tell the system how many passwords to create. Once the system creates the passwords they are sent via .

10 Extended DISC – INFORMATION YOU NEED © Copyright Extended DISC International User Instruction: How to Create a New Account Tailored Report You can choose to tailor a report from the drop down menu. When selecting a tailored report the printed assessment heading will change along with a bit of the reading guide and the color. For example if you select a tailored Leadership Assessment the report will read… Extended DISC Leadership Assessment and the report will contain the leadership and management competency pages.

11 Extended DISC – INFORMATION YOU NEED © Copyright Extended DISC International User Instruction: How to Create a New Account Send Method should be PDF file Send to Respondent - the report will be sent to the respondent upon completion

12 Extended DISC – INFORMATION YOU NEED © Copyright Extended DISC International User Instruction: How to Create a New Account To and Bcc – enter the address the report will be sent to When adding more than one address per line separate the addresses with a (;) semi-colon with no spaces in between s or at the end. If you choose to send the report to the respondent immediately you can send a custom message as well.

13 Extended DISC – INFORMATION YOU NEED © Copyright Extended DISC International User Instruction: How to Create a New Account Person Allowance When setting the Person Allowance you can either select Unlimited which will draw points from your points bank or you have the option to lock down (blank space) a specific amount of assessments. When locking down a specific number of assessments to an access code once the assessments run out the access code will not be available again until more assessments are added or locked down again.

14 Extended DISC – INFORMATION YOU NEED © Copyright Extended DISC International User Instruction: How to Create a New Account Language Choose from the drop down menu the language you would like the report to be printed in.

15 Extended DISC – INFORMATION YOU NEED © Copyright Extended DISC International User Instruction: How to Create a New Account Pages Select the pages you would like to be printed in the report.

16 Extended DISC – INFORMATION YOU NEED © Copyright Extended DISC International User Instruction: How to Create a New Account Remaining Selections These are pretty self explanatory. Profile I on Graphs are the arrows printed on the Graphical Page. If you have a Job Analysis you can add it to the access code from the Add Job Comparison to Report from the drop down menu. We normal select NO to Ask Country or Native Language so that we do not offend anyone but it is your choice.

If you have any questions or need anything please call