How to Generate an MBTI Report
Introduction
This guide provides a step-by-step process for generating an MBTI report using the Psychometrics Administrator. It will cover logging in, generating the report, and saving it correctly for internal use.
Step-by-Step Instructions
Logging into the Psychometrics Administrator
Begin by logging into the Psychometrics Administrator using the link provided in the Standard Operating Procedure (SOP).
Notifying the Process
Once logged in, check for notifications in Asana regarding the MBTI process. In this instance, you are instructed to generate the report for Kim Lawson.
Checking Assessment Completion
Verify that the assessment for Kim Lawson has been completed before proceeding to generate the reports.
Generating the Report
Select the option to generate the Form Q Interpretive Report only. Click on the relevant box and confirm the generation.
Reminder for Internal Use
Remember that this report is for internal use only and should not be sent to the client at this stage.
Emailing the Report
Email the generated report to yourself and download it in English. Ensure you have enough credits to perform this action.
Checking Credit Availability
If you do not have enough credits, you will need to log into the credit section to purchase additional credits.
Receiving the Report
After the report is generated, check your inbox to ensure you have received the Step Two Interpretive Report for MBTI.
Saving the Report
Do not send the report to the client. Instead, save it in the client's file in Google Drive for internal review.
Finalizing the Process
Ensure that the report is linked in an Asana task for further review by your colleague, Ildi.
Testing the Link
Test the link to ensure it directs you to the interpretive report correctly.
Completion
Once everything is completed, you can confirm that the process is done.
Conclusion
This guide has provided you with the necessary steps to generate an MBTI report, ensuring it is handled correctly for internal use before any client interaction. You can now confidently carry out this task using the outlined instructions and visual aids.