Module 5 – Lesson 3
In this lesson you’ll learn:
How to send the COREviews assessment to a client
How to generate the COREviews report
What the COREviews report looks like
Sending the assessment
The report is easy to use and provides helpful insight for your clients. Follow these steps to send the COREviews assessment to a client:
Step 1
To generate your client’s unique links, head to the COREnology dashboard to select (or create) the Client Group, and click “Send Survey.”
Step 2
Select the email addresses to which you’d like to send the invitations.
Step 3
Select the COREculture assessment, then click “Next.” (Make sure other assessments are not selected. COREvalues is typically selected by default.)
Step 4
Generating the report
Follow these instructions to send your clients the report containing the results of their COREculture assessment:
Step 1
Check the dashboard for the status of the assessment.
A red box next to a client’s name means they haven’t started the assessment.
A yellow box means they’ve started the assessment, but haven’t completed it.
A green box means the assessment has been completed.
If several days have passed and the assessment is incomplete, send a reminder email to your client.
Step 2
Once all assessment are completed, click on the Client Group, then click “Generate Report”.
You can download the report as a PDF, and send it to your client via email.