5 Dynamics Basic Navigation Guide The Secretan Center, Inc.

Overview How to log in to the site How to add a new client How to send an invitation to complete a 5 Dynamics Classic Assessment How to view a profile How to produce a dyad report How to create a team report The Secretan Center, Inc.

Go to the 5Dynamics site The Secretan Center, Inc.

Type in your User ID and Password The Secretan Center, Inc.

The Control Panel is where all the magic happens. From here you can… The Secretan Center, Inc.

Add a new client by entering the required information User ID (min 6 characters) Password (min 6 characters) First Name Last Name Address Gender The Secretan Center, Inc.

Send an Invitation After inputting the client information, click the pull down menu and select Assessment Master Click Submit Your client will then receive an with the link to complete the assessment. The Secretan Center, Inc.

View your client list The Secretan Center, Inc.

View a profile View a profile by clicking Preferences & Maps You can create a PDF of the report View Individual Maps 1.Work Preferences 2.Learning Preferences 3.Energy Map 4.Time Map 5.Performance Cycle The Secretan Center, Inc.

Create a Dyad Report There are 2 types of Dyad reports available Working Together (between a Coach and the person being Coached) Client / Colleague (peer to peer report) To create on of these reports simply click on of the options, fill in the details your done. The reports get ed within seconds. The Secretan Center, Inc.

Create a Dyad Report The Secretan Center, Inc.

Sample Dyad Report The Secretan Center, Inc.

Create a Team Report The Secretan Center, Inc.

Create a Team Report The Secretan Center, Inc. Select your team members (maximum 15) Click Save Click the Teammates Graph tab to view the Team Graph

Team Report The Secretan Center, Inc.