pd-online.ca how to use the online administration of personality dimensions®
TRANSCRIPT
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PD-Online.ca
How to use the online administration of Personality Dimensions®
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Welcome!
Welcome to the on-line version of Personality Dimensions®! This internationally respected tool will enable you to administer the Picture Cards, Dimensions Cards, Traits & Characteristics Quiz and the Introversion / Extraversion Quiz online.
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FREE Facilitator Account
• Contact Career/LifeSkills to set up your free Facilitator Account.
• You will receive an email confirming your registration with your username and temporary password.
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Facilitator Main Screen
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Client Group Setup
• Client Groups must be set up for every workshop
• Setup and Manage Client Groups
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Setup and Manage Client Groups
• Here you create Client Groups. Enter Client Group Name; this can be company name, date, or any title you choose.
• Choose which Dimensions cards you want your participants to complete.
• When done, click ‘Add Client Group’
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Adding Clients
• Once the Client Group is created you can setup clients / members of the Client Group
• Choose ‘Setup and Manage Clients’ to add individual clients
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Setup and Manage Clients
• Enter your Client information
• Choose the Client Group from the drop down menu
• Existing clients will appear here
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Updating Client Information • To modify client information, click ‘Edit’ beside the client name
• You can check the status of assessments
• RED not done
• GREEN done
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Adding Multiple Clients
• Choose “Import Clients from Excel” to add from a pre-existing list
• You must assemble your list before uploading it
• You can find a prepared template file for download on the Excel upload page.
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Uploading Your Client List
• Choose which client Group to apply your list to
• Apply the client list and send the invitation email automatically
• You can download a template for Excel here
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Assembling Your Client List
• There is no limit to the size of your Excel client list
• Your Excel file must be in the format displayed
• You can download the template or construct your own
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Administering PD Online
• Once a client is entered into the system, they will automatically receive an email inviting them to complete the assessment
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Administering PD Online
• If your clients are accessing the system with a pre-assigned Username and Password, rather than using their email address, you will need to personally deliver their individual login information to your clients
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Administering PD Online
• Instructions are on the left
• Clicking on the large button to the right will begin the assessment
Client Welcome Screen• This page is seen when clients log in to take the assessment
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Administering PD Online
• Clients will complete:
Picture Cards
Dimensions Cards as chosen by Facilitator
Traits & Characteristics Quiz
Introversion/Extraversion Quiz
• After, clients are directed to contact facilitator for results
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Getting Results
• When a client has finished their assessment, the facilitator will receive email notification
• The facilitator is required to notify Career/LifeSkills Resources of which assessments are to be processed and authorize the use of purchased any credits
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Getting Results• Once reports are paid for, they are emailed to facilitator (within
48 hours)• You can print off your own PD in Action booklet in colour or black
& white
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• Personalized Report sent to Facilitator
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Complete!
• Thank you for choosing PD-Online®