DISC Dashboard Request Process

urpose
This article explains how trainers confirm DISC participants, submit the Zendesk request, and how the DISC dashboard and credits are prepared for the client before the DISC module is delivered.

Confirm DISC Participants During the Welcome Call

During the welcome or introductory call, confirm how many people from the client’s team will participate in the DISC assessment.

• Ask the client how many participants will take the DISC assessment.

• If the client already knows the number of participants, the request can be submitted after the call.

• If the client does not yet know the number, confirm the final number during a one on one conversation with the client.

• The final number must be confirmed no later than 2 weeks before the DISC module is delivered.

Submit the Zendesk Request; Required Fields

Once the final number of participants has been confirmed, submit the DISC Dashboard request through Zendesk.

When submitting the ticket, select the following fields.

• Issue Type. Business Operations Request

• Department. Coaching

• What do you need help with. BRT Support

• Additional Details. DISC Dashboard

Complete the Remaining Fields; Client Information

Complete all required fields in the Zendesk form.

Client Number

• Enter the Salesforce CN, CX, or OPP number.

Description
Include the following information in the description field.

• Client name

• Company name

• Number of participants who will take the DISC assessment

• Planned date for delivering the DISC module

Important Timing; Submit the Request in Advance

Submit the Zendesk ticket at least 2 weeks before delivering the DISC module.

This allows Business Operations to prepare the DISC dashboard and ensure the credits are available in time for the training.

Dashboard Setup and Credits

After the ticket is submitted, Business Operations will complete the dashboard setup.

• Business Operations will create the DISC Dashboard for the client.

• The client account will be set up with 6 DISC assessment credits.

• If the trainer requests more than 6 assessments, Business Operations will coordinate with Assessments24x7 to add the additional credits.

The ticket will not be resolved until both of the following steps are completed.

• The client account has been created.

• The DISC credits have been added to the account.

If no additional credits are requested beyond the initial 6 credits, the ticket will be resolved once the account setup has been completed.

Dashboard Availability; Ready for Use

Once the account has been created and the credits have been added, the dashboard will be ready for the client to send DISC assessments to their participants.