Creating a Team Audit report in Assess Accredited

The Teams function helps you understand how individuals work together based on their DISC profiles. It provides insights into team strengths, limitations, and individual roles.

Create an actual team

• Go to the 'Teams' tab.
• Click 'create actual team'.
• Enter your 'Team name' and other relevant team details. Once you are done, click on 'add team members'.
• Scroll down until you see a list of names under 'Candidates'.
• Ensure:
  • The team members you want to select are already candidates in your account.
  • Have completed a PPA assessment with a report generated.
• Select the team members you want to include:
  
  • Add them individually or tick multiple boxes and click 'add selected people'.
  • You must select at least 3 and up to 24 people.
  • Shared candidates cannot be included in team reports.
• Once everyone is added to the team, click 'Done'.

Generate the team report

• After creating the team and clicking done, you will be directed to the next page where you can create a team report when selecting the 'Actual' team profile.
• The report will open in a new window, so disable any pop-up blockers in your browser for the best experience.

Create an ideal team profile

You can now create an ideal team profile and generate a comparison report between the ideal team and the actual team. On the team's dashboard, select 'amend ideal team' under 'Actions'. You can choose:

Team create

• You will need to complete a short PPA-style survey.
• It selects different groups of behaviours relating to the DISC traits to generate an ideal profile.

• For users not trained in PPA.
• Ranks statements about team culture and objectives using non-PPA terminology.

Generate a team audit

• Once you have both an actual team and an ideal team, you can generate a team audit report by clicking on 'All' under 'Reports'.
• Pricing details are available in the 'Information tab', under 'Price Chart'.