5 dynamics basic navigation guide the secretan center, inc

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5 Dynamics Basic Navigation Guide The Secretan Center, Inc.

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Page 1: 5 Dynamics Basic Navigation Guide The Secretan Center, Inc

5 DynamicsBasic Navigation

Guide

The Secretan Center, Inc.

Page 2: 5 Dynamics Basic Navigation Guide The Secretan Center, Inc

Overview

• How to log in to the site

• How to add a new client

• How to send an invitation to complete a 5 Dynamics Classic Assessment

• How to view a profile

• How to produce a dyad report

• How to create a team report

The Secretan Center, Inc.

Page 3: 5 Dynamics Basic Navigation Guide The Secretan Center, Inc

Go to the 5Dynamics sitehttp://www.5dynamics.com/

The Secretan Center, Inc.

Page 4: 5 Dynamics Basic Navigation Guide The Secretan Center, Inc

Type in your User ID and Password

The Secretan Center, Inc.

Page 5: 5 Dynamics Basic Navigation Guide The Secretan Center, Inc

The Control Panel is where all the magic happens. From here you can…

The Secretan Center, Inc.

Page 6: 5 Dynamics Basic Navigation Guide The Secretan Center, Inc

Add a new client by entering the required information

• User ID (min 6 characters)

• Password (min 6 characters)

• First Name• Last Name• E-mail Address• Gender

The Secretan Center, Inc.

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Send an Invitation

• After inputting the client information, click the pull down menu and select Assessment Master

• Click Submit• Your client will then

receive an e-mail with the link to complete the assessment.

The Secretan Center, Inc.

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View your client list

The Secretan Center, Inc.

Page 9: 5 Dynamics Basic Navigation Guide The Secretan Center, Inc

View a profile

• View a profile by clicking Preferences & Maps

• You can create a PDF of the report

• View Individual Maps1. Work Preferences

2. Learning Preferences

3. Energy Map

4. Time Map

5. Performance Cycle

The Secretan Center, Inc.

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Create a Dyad Report

• There are 2 types of Dyad reports available

• Working Together (between a Coach and the person being Coached)

• Client / Colleague (peer to peer report)

• To create on of these reports simply click on of the options, fill in the details your done. The reports get e-mailed within

seconds.

The Secretan Center, Inc.

Page 11: 5 Dynamics Basic Navigation Guide The Secretan Center, Inc

Create a Dyad Report

The Secretan Center, Inc.

Page 12: 5 Dynamics Basic Navigation Guide The Secretan Center, Inc

Sample Dyad Report

The Secretan Center, Inc.

Page 13: 5 Dynamics Basic Navigation Guide The Secretan Center, Inc

Create a Team Report

The Secretan Center, Inc.

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Create a Team Report

The Secretan Center, Inc.

• Select your team members (maximum 15)

• Click Save• Click the Teammates

Graph tab to view the Team Graph

Page 15: 5 Dynamics Basic Navigation Guide The Secretan Center, Inc

Team Report

The Secretan Center, Inc.