Generating an MBTI Report: A Step-by-Step Guide
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Purpose:
This guide provides a detailed procedure for generating an MBTI report using the Psychometrics Administrator platform, ensuring all steps are clearly outlined for internal use only.
Procedure:
- Login to the Psychometrics Administrator
- Access the Psychometrics Administrator using the link provided in the SOP.
- Access the Psychometrics Administrator using the link provided in the SOP.
- Identify the Client
- Check for notifications from Ildi via Asana. For this example, the task is to generate the MBTI report for Kim Lawson, who has completed her assessment.
- Check for notifications from Ildi via Asana. For this example, the task is to generate the MBTI report for Kim Lawson, who has completed her assessment.
- Generate the Report
- Click on the "Generate Reports" button.
- Click on the "Generate Reports" button.
- Select the Report Type
- Open the report options and select “Form Q Interpretive Report Only”.
- Open the report options and select “Form Q Interpretive Report Only”.
- Step Two: Generate the Report
- Check the box for "Interpretive Report" and click on "Generate Reports".
- Check the box for "Interpretive Report" and click on "Generate Reports".
- Important Reminder
- Remember that this report is for internal use only and should not be sent to the client at this stage.
- Remember that this report is for internal use only and should not be sent to the client at this stage.
- Email the Report
- Email the report to yourself for downloading. Ensure you select the English version.
- Email the report to yourself for downloading. Ensure you select the English version.
- Check Credit Availability
- Ensure that you have enough credits to generate reports. If not, log in to the credits section to purchase more.
- Ensure that you have enough credits to generate reports. If not, log in to the credits section to purchase more.
- Create the Report
- Proceed with creating the report. It may take a minute or two to generate.
- Proceed with creating the report. It may take a minute or two to generate.
- Download the Report
- Once generated, check your inbox for the report and download it.
- Once generated, check your inbox for the report and download it.
- Save to Google Drive
- Save the report to the client's file in Google Drive. Do not send the report to the client yet.
- Save the report to the client's file in Google Drive. Do not send the report to the client yet.
- Review and Discuss
- Review the report and prepare for a one-to-one call with the client to discuss the findings.
- Review the report and prepare for a one-to-one call with the client to discuss the findings.
- Send the Report if Instructed
- If instructed during the call, you may then send the report to the client.
- If instructed during the call, you may then send the report to the client.
- Finalize the Task
- Copy the link to the report and close all windows. Create a task in Asana for Ildi to notify her of the completion.
- Copy the link to the report and close all windows. Create a task in Asana for Ildi to notify her of the completion.
Definition of Done:
- The MBTI report has been generated, saved to the appropriate Google Drive folder, and all steps have been documented. The client has not received the report until instructed.
Resources:
- Psychometrics Administrator Link
- Asana for Task Management
- Google Drive for Document Storage