Admin Site Instructions

Support Center – Tutorials

Description:  The Support Center offers tutorials on how to personalize your reports, create and oversee Projects/Access Codes, utilize your Database, oversee Users, and much more. To access these resources, simply click on the settings icon in the top right corner and choose ‘Support Center.’

How to Create/Edit an Access Code (Project)

Description:  A project/access code is what your participant is given to complete the Extended DISC questionnaire. The Access Code identifies who the DISC Profile data belongs to, what individual report is generated, and where results are sent to. We can provide an email template to edit and insert your access code to send to participants.

• PowerPoint Instructions (PDF): Creating and Editing Project/Access Code
• Video Tutorial:Creating and Editing Project/Access Code (8 minutes)
  • PowerPoint Instructions (PDF): Editing Project Emails and Thank You page
  • Video Tutorial: Editing Project Emails and Thank You Page (6 minutes)

How to Reorder an Individual Report

Description: Once an individual has completed the Extended DISC questionnaire, you can re-order a report in additional formats (Leadership, Sales, Customer Service, etc.).

• PowerPoint Instructions (PDF): Reordering Individual Reports
• Video Tutorial: How to Reorder an Extended DISC Report (7 minutes)

How to Create a Work Pair Report

Description: The Work Pair Assessment is a tool that can combine two of the Individual Assessment results into one report. It shows the work pair’s dynamics, the strengths and development areas of the work pair, and illustrates how the pair is adjusting their behaviors in the existing work environment .

• PowerPoint Instructions (PDF): How to Print a Work Pair Report
• Video Tutorial: How to Print a Work Pair Report (3 minutes)

How to Create a Team Report

Description: The Team Assessment is a tool that can combine all of the Individual Assessment results into one report. It shows the team dynamics, the strengths and development areas of the team, and illustrates how the team members are adjusting their behaviors in the existing work environment.

• PowerPoint Instructions (PDF): Printing Team Report
• Video Tutorial: How to Create a Team Report Using the Team Database (6 minutes 33 seconds)

How to Create a Job Template

Description:  A Job Template is a pre-selected group of behavioral competences. A Job Template can be viewed in the FinxS Playground or added to any report to customize to a specific job role or subject (Ex: waiter, coach, stress, time management, etc.).

Before you create a job template to fit a specific job role, please contact an Extended DISC representative to check if we already have an assessment that fits your needs.

• PowerPoint Instructions (PDF): How to Create a Job Template
• Video Tutorial: How to Create a Job Template (12 mins)
• Video Tutorial: How to Create a Job Analysis (4 mins)
• Video Tutorial: Job Template Information

How to Use FinxS Playground

Description:  FinxS Playground allows viewing of DISC data in your Extended DISC database without having to print or download a report. You can view and print individual’s or group’s profiles, behavioral competences, team maps, etc.

• PowerPoint Instructions (PDF):  Using the FinxS Playground
• Video Tutorial: Using FinxS Playground Webinar (12 minutes)

How to Add Your Logo to the Reports

Description: Adding a company logo to the cover and content pages of your assessments is just one of the many ways Extended DISC allows you to customize your reports.

Before you customize your report, please contact an Extended DISC representative to check if we already have an assessment that fits your needs. Customization by Extended DISC may incur additional costs.

• PowerPoint Instructions (PDF): Adding a Logo to Your Extended DISC Report
• Video Tutorial: Adding a Logo to Your Extended DISC Report (9:33 minutes)

Customization Tips to Edit Your Report

Description: Tips include how to use the Report Designer, change the report title, and colorize the Profiles and Diamond.

Before you customize your report, please contact an Extended DISC representative to check if we already have an assessment that fits your needs. Customization by Extended DISC may incur additional costs.

• PowerPoint Instructions (PDF): Simple Customization Tips
• Video Tutorial: Customization Tips to Edit Your Report (9:19 minutes)

How to Add a Few Questions to the Extended DISC^® Questionnaire

Description: Have you ever wanted to add a few additional questions to the Extended DISC® Questionnaire? For example, you want to know how many years the person has been with the company or what is their job title. Learn how to use the Research Module to add simple questions before or after the questionnaire.

• PowerPoint Instructions (PDF): Research Module Instructions
• Video Tutorial: How to Add a Few Questions to the Extended DISC® Questionnaire (10:09 minutes)

How to Set up a Sub-user

• Video Tutorial: Setting Up a Sub-user

Moving Individuals Between Users

• Video Tutorial: Moving Individuals Between Users