How do I enroll a facilitator/cohort in the Debrief & Action Planning or Team Workshop slides/digital workbook with PSindex™ data?

Watch the videos or follow the step-by-step guides below.

For enrolling facilitators into the cohort's PSindex™ data:

1. Navigate on the heat map to the aggregate report of the survey population you would like the facilitator to debrief or include in an upcoming team workshop.
2. Open the aggregate report and select "New Debrief" in the top right-hand corner. Select "PSindex™ Facilitator Training" for a debrief session and "Team Workshop Facilitator Training" for a workshop with data debriefing. 
3. Enter the information needed in the settings page of the training set-up (as you have done for any other training and survey). Add the information for the certified trainer that will be leading the upcoming debrief or workshop under "Add Participants" and import. 
4. If you would like a sneak peek at what the facilitator course looks like, including the slides included that they will use in the debrief or workshop, see a walkthrough at the end of the facilitator set-up demo in the video above.

For enrolling the debrief participants or workshop attendees in their digital workbooks:

1. Navigate on the heat map to the aggregate report of the survey population you would like to cover in the debrief or in an upcoming team workshop.
2. Open the aggregate report and select "New Debrief" in the top right-hand corner. Select "PSindex™ Debrief & Action Planning" for the shorter debrief session and "The 4 Stages of Psychological Safety™ Team Workshop" for a workshop with data debriefing. 
3. Enter the information needed in the settings page of the training set-up (as you have done for any other training and survey). Upload the csv file you of the participants for the upcoming session under "Add Participants" and import. 
   1. Select who the facilitator for the session will be in the settings page. 
   2. If you would like participants to have more than just the aggregate report in their digital workbooks, navigate to "Survey Debrief" on the settings page, and under "Data with this attribute" add the demographic (i.e. "team name" or "manager email") you'd like to use for additional reports and then toggle on "Email" under "Should be shown to participants with this attribute". If you selected Manger Email as the demographic, then participants in teams that had 3+ respondents answer the PSindex™ survey will see two reports in their digital workbook: aggregate and the report for their intact team (based on who their manager is listed as in our database).  
      ** The video shows demo data, so the reports will not populate in the example workbook shown. This will work when you follow the steps to insert real data though. If you have additional questions, please reach out to your Client Success Manager.