STEP-BY-STEP INSTRUCTIONS For the Online Assessment Tool

Transcription

1 STEP-BY-STEP INSTRUCTIONS Fr the Online Assessment Tl Please fllw these step-by-step instructins t access the Online Assessment Tl, which includes creating a new assessment r respnding t an existing assessment that yu ve established. 1 P a g e

2 Pre-Assessment Set-Up (Steps 1-5) Step #1 - LOG IN Lg int using yur nrmal lg-in and passwrd. (Please cntact us at scap@scap.rg fr assistance with resetting yur passwrd.) NOTE: If yu participated previusly as a Beta Tester, DO NOT USE THE LINK WE USED FOR BETA TESTING. It will link yu t the wrng site. Once yu ve lgged int G t Knwledge & Resurces tab (n the blue bar acrss the tp) Select Custmer Engagement Framewrk frm the drp-dwn menu (n the right) Click n Assessment Link (at the bttm f the list) That shuld take yu t this lcatin: Yu shuld see a screen that lks like the abve. 2 P a g e

3 STEP #2 - DOWNLOAD AND PRINT A COPY THE ASSESSMENT QUESTIONS A PDF Cpy f the Assessment Questins is prvided fr yur cnvenience t review befre yu begin the assessment. If yu partner with an utsurce vendr in supprt f yur cntact handling and/r scial media, yu may wish t share a cpy f the Assessment Questins with yur partner. Yu will als have anther pprtunity t print a cpy f the questins, with yur designated respnses later in the prcess. Step #3 - GO TO ASSESSMENT DASHBOARD Click n the range buttn G t Assessment Dashbard. Then click n the range buttn Create New Assessment. Step #4 - CREATE NEW ASSESSMENT Yu shuld see a drp-dwn table with nly yur rganizatin t select. Name the Assessment: (YOURORGNAME_ Date yu begin the assessment MMDDYY_ Yur Last name) Calendar - Select tday s date by clicking n the shaded area when the calendar pps up. Hit Save 3 P a g e

4 Step #5 - ASSIGN PARTICIPANTS Under the tab My Assessments, yu will see the assessment that yu just created with a green Open buttn under the status. Nte there are three icns t the right f Open Hver ver each f the symbls and yu will see a descriptin f their functinality: Pencil symbl = Edit Persn Symbl = Select Participants Page Symbl = Review All Questins and Respnses Graph Symbl = Scring Printut (nly shwn under Submitted Status) T Assign Participants frm yur Organizatin, click n the Persn Symbl 4 P a g e

5 Click n the range Assign Participants bx t pull up the names f thse members within yur rganizatin that yu can select t participate in the Assessment. Optins fr Assigning Participants G it Alne Yu may pt t cmplete the assessment n yur wn, withut input frm ther stakehlders frm yur rganizatin. If s, yu may skip this step. Gather Input Frm Others In mst cases, yu will find it helpful t get input frm ther individuals within yur cmpany wh may be clsest t yur plicies and prcedures. Assign Subject Matter Experts Yu may wish t assign multiple participants (representing technlgy, recruitment prcesses, headcunt, etc.) Max number f participants: SOCAP Silver Crprate Members 5 (including Assessment Admin) SOCAP Gld Crprate Member 10 (including Assessment Admin) SOCAP Platinum Crprate Member unlimited (must be active member within rg prfile) Parent Cmpanies may have multiple child rganizatins (Divisins r Affiliated Organizatins) attached t their prfile. Each Child Organizatin can have a separate Assessment Administratr. 5 P a g e

6 Highlight any and all individuals that yu d like t have participate in the Assessment. Click n the range Assign Selected Users buttn, then Clse and Return t All Assessments. Assessment Participants will be able t respnd t the questins within the Named Assessment created by the Assessment Administratr. Hwever, nly the Assessment Administratr will have access and authrity t submit the final assessment respnses and btain the Scre Results Page. 6 P a g e

7 Cmplete the Assessment (Steps 6-8) Step #6 - BEGIN RESPONDING TO QUESTIONS Autsave Feature The nline assessment tl allws yu t start and stp at any time and saves the infrmatin yu enter as yu g alng. Answer Questins Sequentially r Skip Arund Yu dn t have t cmplete the questins in rder. Yu can skip arund. Answers Can Be Changed Up T Final Submissin Yur answers are nt final (and may be verwritten) until the final submissin in Sectin F. Hver ver Icns At any time t identify their functinality Built-in Lgic If yu answer n t a questin, any related fllw up questin(s) will then be greyed ut and will nt require a respnse frm yu. Autmatically Calculates Yur Percentages Fr thse questins that require a respnse representing a percentage, it will autmatically calculate yur percentage and wn t allw yu t prceed with the wrng amunt (example: if yu accidentally represent yur ttal as 110%, the system will alert yu) 7 P a g e

8 Step #7 - BEFORE MAKING YOUR FINAL SUBMISSION, CHECK YOUR ANSWERS AND PRINT A COPY OF THE QUESTIONS AND YOUR RESPONSES. Recmmended: Click n the Nte Page Icn and print a hard cpy f the assessment questins & respnses fr yur files befre submitting yur final submissin. Step #8 - COMPLETE ANY UNFINISHED RESPONSES AS PROMPTED UNDER FINAL REVIEW. Click the range Final Review buttn. If yu have sme unfinished respnses, the system will prmpt yu and prvide yu with a link t that questin. Once yu ve cmpleted any unanswered r unreslved questins, hit Clse and return t the last page f the assessment (Sectin F). Click n the range Finish buttn at the tp r bttm f the last page in the Assessment (Sectin F) t submit yur final answers. 8 P a g e

9 Review Yur Results Step # 9 - REVIEW YOUR PERSONALIZED CUSTOMER ENGAGEMENT FRAMEWORK RESULTS Return t the dashbard. Status will change frm a Green Open Bx t a Grey Submitted bx. Click n Graph Icn t the far right f yur named assessment t view yur results Results may take up t 15 minutes after submissin. If yu have any prblems, refresh yur page. Nte: Yu can print a cpy f the Framewrk Results by clicking n the printer icn in the tp right hand crner. 9 P a g e

10 CONGRATULATIONS! Yu have cmpleted yur assessment and are well n yur way t imprved Custmer Care and Engagement! We hpe yu find these instructins fr the nline tl be t be helpful. If yu have any questins r encunter any issues, please cntact the SOCAP team at: scap@scap.rg Subject: Framewrk Questin Fr specific questins abut the Custmer Engagement Framewrk, please cntact Tammy Cssairt at tammy@scap.rg. 10 P a g e