How to send the COREobstacles assessment

Module 6 — Lesson 3

In this lesson you’ll learn:

• How to send the COREobstacles assessment to a client

• How to generate the COREobstacles report

Sending the assessment

The report is easy to use and provides helpful insight for your clients. Follow these steps to send the COREobstacles assessment to a client:

Step 1

To generate your client’s unique links, head to the COREnology dashboard to select (or create) the Client Group, and click “Send Survey.” 

Step 2

Select the email addresses you’d like to send the invitations to.

Step 3

Select the COREobstacles assessment, then click “Next.” (Make sure other assessments are not selected. COREvalues is typically selected by default.)

Then, click “Next.”

Step 4

Select dates for the client to complete the survey, and for a potential meeting to review the results.

(Don’t worry, the links will not expire for your clients, and the meeting isn’t mandatory. These dates are just reminders for you to follow up with clients if they haven’t completed their assessment.)

Finally, click “Send Survey.”

Generating the report

Follow these instructions to send your clients the report containing the results of their COREobstacles assessment:

Step 1

Check the dashboard for the status of the assessment.

• A red box next to a client's name means they haven’t started the assessment.

• A yellow box means they’ve started the assessment, but haven’t completed it.

• A green box means the assessment has been completed.

If several days have passed and the survey is incomplete, send a reminder email to your client (template below). 

Step 2

Once all surveys are completed, click on the Client Group, then click “Generate Report".

You can download the report as a PDF, and send it to your client via email (template below).