Tips for Using Your EPIC Account 

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May 11, 2010 
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Keeping your EPIC Folders up to date:

Keeping track of the profiles you have  setup for people can cut down on the time it takes you to find, reprint and send out.
 
Therefore, keeping the profiles in the proper folders makes your job easier.
 
The following articles and tech tip will assist you to be more efficient and saves you some time.  Take a moment to read and follow the instructions to make sure you have the right profiles in the right folders.
Make Your EPIC Account More Efficient
TECH TIP OF THE MONTH FOR EPIC 

If you have a hard time finding reports in your EPIC account, because you didn't file them in the right folder, or you have records in your account that are not filed in folders, you'll love our new EPIC feature.
 
It identifies all (that's right, all) of your unfiled EPIC reports, and allows you to easily file those disorganized reports in your EPIC folder system! Here's how to do it:  
  • Go to Manage Your Account>>Folder Maintenance
  • Find and organize unfiled reports
  • In the left hand column, you'll find a list of all reports that have not been filed
  • Select the report(s) you want to move
  • In the right hand column, you'll find a list of your folder system
  • Select the folder you want to put the report(s) in
  • Repeat process as necessary 
 
 
Two of My Other DiSC Favorites...
 
If you haven't used them before, I have to emphasize the DiSC Facilitator Report and the DiSC Culture Report - each of these has helped me customize DiSC sessions to  specific groups of people and to be very FOCUSED in discussing and analyzing their styles and needs to maximize interpersonal interactions.

To review these reports go to Sample Reports in your EPIC account and see how they will benefit your organization.
 
Bob Mann
ALD LogoSenior Consultant
ALD, Inc.
info@ald-inc.com