3 Great EPIC Platform Tips

Whether you have used EPIC platform for many years, or you have started just recently – you might not be aware of these 3 great functions that can add value to your respondent journey with DiSC while also saving admin time for you.

1. Create Sample Reports from your own EPIC account – Great for getting sample DiSC profiles with your customization for any marketing or sales situation

Instructions:

Go to Create Sample Reports and choose the report you need. Once generated, download or email the report.

From the next page select the profile that you need and follow the instructions until you are able to download or view your freshly created sample report.

2. Resend Login Information – Great for sending access codes emails again to those who are late or for some reason haven’t received the first email

Instructions:

Go to Resend Login Info in EPIC homepage, click Search and then choose to which pending respondent you wish to resend the access code email. Confirm the action and the email has been resent.

3. View Report function – Great for deciding if the respondents get their result straight-away or not

Instructions:

On the last page of Create a New Report, under Add Respondents box you will see the View Report option. Choose Yes if you would like respondents to get the profile, or No, if not:

Generally, we recommend not to give respondents their results before they can get feedback from a certified DiSC user or trainer. However, in certain situations (recruitment, or to someone with previous DiSC experience) it might be needed to give results straight away.