To create a project, follow the steps below.

 

Step 1. Click on the Projects + Reports navigation tab.

 

 

Step 2. Click the Create a Project button.

 

 

Step 3. From here you will begin the Create a Project workflow. If you need help, click on the question mark icons for more information. The project name and project type are required fields.

Additionally, you have the option of adding a project description and expiration date. To add a project description or project expiration date, click on the appropriate link.

 

 

When you are finished click Create to create your project.

 

 

Step 4. Next, you must set up your project. If your project is Invitation-Only, you must add respondents to your project. You have two options: (1) add respondents individually or (2) upload multiple respondents at once from a CSV file. Each of these options requires you to know your respondents’ first name, last name, and email address. If you don’t have all this information, don’t worry: you can add respondents to your project later.

Note: If your project is General Access, you do not need to upload your respondents’ full name and email address. Skip to Step 5

 

 

Once you have finished adding respondents to your project, click on the Next button in the bottom right of your screen.

 

 

Step 5. Next, you must add reports to your project so Elevate® can determine which assessments your respondents must take. You can filter reports by report family and language. If you know the report you want to add, you can search for it by title or product code in the search box.

 

 

When you have found the product you would like to add to your project, click the Add to Project button next to the report name. The report will appear in the Reports You Added section on the right.

Note: The assessment that will be presented to the respondent is listed above the report you added on the right.  When adding an MBTI® report to your project we default the assessment to the Step II™ (Form Q) because this gives you more flexibility with the type of reports you can download.  This will also be a time saver if in the future you want to do any Step II work with the respondent as they will have already answered those questions.

 

 

Once you have added all the reports you need for your project, click the Next button.

 

 

Step 6. Next, you must edit your project options. The options are automatically set to the most common options for your project type and the reports you selected. Here you can enable respondents to take a demographic survey, customize report covers, set an assessment completion notification, and auto- generate reports (for Invitation-Only projects only).

To edit an option, click the option row. Once you have finished editing your options, click the Next button.

 

 

Note: Selecting Yes to the Give Respondents Access to Reports or Auto-Generate Reports option requires that you purchase reports immediately after setting up your project. This will avoid delays in generating reports and your respondents having access to them.

Step 7. If your project is Invitation-Only, you will be prompted to edit your email invitation. The email invitation is the email that will be sent to your respondents letting them know they have assessments to complete. You can edit the email subject, greeting, and message.

Once you have edited the email invitation, review your project details on the right and make any necessary edits. When you’re ready, you can choose to schedule your email invitation for a future date by clicking Schedule Later, or send your email invitation immediately by clicking Send Now. If you are not ready to schedule or send your email invitation, you have the option to Save + Finish Later.

 

 

If your project is General Access, you will be prompted to generate your project link. Review your project details on the right and make any necessary edits. When you’re ready, click Generate Link to generate your project link.

Note: This is the last opportunity to remove any reports from the project.  Please review the report you’ve added to the project to ensure this is the correct report you’d like to download.  Once the project is created reports can no longer be removed from the project.

 

 

Step 8. Once you have scheduled or sent your email invitation, or generated your project link, you will be taken to a confirmation page. From this page you can add reports to your cart and view recommended next steps

Note: If your project is General Access, you must copy the project link and email it to your respondents, from your private email address, in order for them to take their assessments.

 

 

 

Once you navigate away from the project confirmation page, you will find your project in the Projects table by clicking on the Projects + Reports navigation tab.