EPIC: The Platform for DiSC

To determine the number of credits you need:

• Multiply the # of reports by the # of credits; e.g., 10 Workplace reports x 15 credits per report = 150 credits.
• click on the purchase credits link below
• Click on yellow button "Add to Cart"
• input number of credits for Quantity
• Complete payment (if you'd rather play by ACH or check, send email with # of credits to disc@sepp6.com)

Gather respondent email addresses + first and last names 

For one/few reports: You will add this information manually when Creating a New Report in EPIC

For a large group, you can simplify by collecting names and email addresses in a spreadsheet, with 

1. email address in the first column
2. the first and last name in second column (e.g., Mateo Vega)
3. “1” in third column(indicating respondents will receive report immediately - only option with Catalyst reports)

EPIC allows you to send a custom message along with the  standard instructions and link.

I am excited to provide you with access to DiSC, a well researched and respected team development tool we will be using to enhance collaboration within the organization. Please commit 20 minutes of uninterrupted time to answer the questions, considering them from a workplace perspective, completing the report by THIS DATE. You will first be asked to create a learner account. Upon completion of the assessment, you will have immediate access to the Catalyst learning platform, where you can learn about your style and look through the learning platform. If you have any questions, reach out to THIS EMAIL ADDRESS.

See instructions below 

• to issue Catalyst report
• to issue traditional report
• to upgrade a traditional report to Catalyst

1. In EPIC, go to Manage Reports > Create a New Report 
2. For Product Family: Select Everything DiSC, For Produce: Select Catalyst: Everything DiSC, For Language: English, Next
3. Input the Organization (the population that will see each others results within Catalyst platform)
4. You’ll see Workplace on Catalyst is already selected (√ any other report, if issuing), Next
5. Organize EPIC by placing report in Folder, if desired 
6. Set any Delivery (send now or later) and Auto Reminder Options (recommend to have system send reminder)
7. Add Respondents > Select the tab to Enter names individually, Import Group via xls, or Use existing report from previous learner
8. Select if respondent will view report immediately 
9. At bottom of page, click on Assign Access Code
10. Approve credit cost, then choose whether you are sending a custom message

In EPIC, go to Manage Reports >> Create a New Report/Issue Access Codes. 

• Select the Product Family: Everything DiSC
• Next select the profile: Catalyst: Everything DiSC
• Keep English as your language
• Click Next

Select Organization

• You can input Sepp6 as the Organization 
• Click Next to continue 

Select Application

• Workplace is already selected (select others, if desired)
• Click Next 

Set Delivery/Reminder Options and Add Respondents

• Select the third tab under Add respondents Use Existing Report
• Search for and select the existing learner
• You will see that the total credits will be 0 (with a red postscript next to name)
• √ the box to confirm the organization
• Click on Assign Access Code
• Approve credit cost, then choose whether you are sending a custom message

1. In EPIC, go to Manage Reports > Create a New Report 
2. Select Everything DiSC for Product Family, Catalyst: Everything DiSC, English, Next
3. On the next screen: input the Organization (the population that will see each others results within Catalyst platform)
4. You’ll see Workplace on Catalyst is already selected, Next (√ any other report, if issuing)
5. Organize EPIC by placing report in Folder, if desired 
6. Scroll down to Add Respondents > Select the tab (Enter names individually, Import Group via xls, Use existing report from previous learner)
7. Select Next
8. At bottom of page, click on Assign Access Code and √ box to confirm Organization
9. Click on Assing Access Code(s)
10. Approve credit cost, then choose whether you aer sending a custom message

1. Log into your Catalyst account 
2. Select Go to Admin at top right of screen
3. Select your learner's Organization 
4. Click the ADD button to include learners individually or import to input a group of learners with xls sheet (can use template sheet)
5. You also have the option to connect these learners to a new or existing group 
6. Confirm content, if you’d like to schedule the assessment email, or a reminder email
7. Option to include a custom message of up to 2000 characters
8. Click send assessments for each learner to receive an email to complete their assessment.