Enrolling individuals in the EQindex self-assessment is a straightforward process. Follow these steps to create a new cohort and enroll participants:
Step 1: Access the Training Admin
- Navigate to the Training Admin: Start by selecting the training icon located in your navigation menu.
- Select "Training Admin": In the bottom right-hand corner of the drawer that appears, click on "Training Admin."
Step 2: Create a New Cohort
- Select "New Cohort": In the bottom right-hand corner of the Training Admin screen, find and click on the "New Cohort" button.
Step 3: Choose the EQindex Self-Assessment
- Select EQindex Self-Assessment: A pop-up window will appear, displaying various training options. Choose the EQindex self-assessment from the list.
Step 4: Configure the Cohort
- Add Participants: Enter the email addresses or select from your existing contacts to add participants.
- Name the Cohort: Give your cohort a unique and descriptive name.
- Customize the Email Invitation (Optional): If desired, you can add custom copy to the email invitation that will be sent to participants.
- Confirm Enrollment Date: Set the date when the participants will receive the self-assessment.
- Agree to Terms and Pricing: Review and agree to the terms and pricing associated with the enrollment.
Step 5: Finalize and Enroll
- Once all the details are in place, click to confirm the enrollment. Your participants will receive an email invitation to complete the EQindex self-assessment on the specified date.
And that's it! You have successfully enrolled individuals in the EQindex self-assessment.