What's New

• New Client Login Automatically
• Superusers may Delete a User
• Assessment Notification
• Link to Workshop Badge Tool from Superuser Home Page
• Likert Scale rating of Assessment results
• Re-send Batch Email to a Client Set
• Affiliates and Distributors may mark Demo Assessments
• Coaching 1 to 1 is now 5 Dynamics
• Relationship Reports -- Emailed Directly
• Client Wizards -- Simplified
• Free Webinars
• Customizing the 5 Dynamics Banner

Coaches or Superusers send emails to new Clients inviting them to take the Assessment. NOW, that Email Invitation will include a link directly into the 5 Dynamics system, bypassing the need for that Client to enter a userid and password! This will make it easier for many Clients to complete the Assessment immediately. Clients should still immediately change their temporary password (find it in the Email Invitation) to something they find memorable.  

Look for the 'Delete Box' (like an X) at the far right of each user record on the Search/Move/Clone page. This user will be completely removed from the system and cannot be restored.   

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Assessment Notification

If you are a Coach or Superuser, you will receive notification by email when each user that you create completes the assessment. (Be sure your Coach or Superuser account has your correct email address!)  

Our Workshop Badge tool (affectionately known as the 'Badge-o-Matic') has been upgraded and can now be reached from a link on the Superuser Home Page. The tool presents a list of Groups and Clients, from which names of users attending a workshop can be selected. When the list is completed, click to create a pdf document of badge graphics. The pdf is formatted to fit pre-perforated Avery Badge Insert Product Numbers: 5384, 5392, 74459, 74536, 74540, 74541. The pdf document can also be printed to sticky labels: Avery Mailing Labels Product Numbers: 5164, 5264, 5524, 8164, 8254, 8464.

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Likert Scale rating of Assessment Results

Each user is alerted on his MyFolder page to complete a one-click Likert Scale rating of his Assessment results. Once a user completes the Likert Scale, the alert will no longer appear. This rating can also be done from the Logout page. 5 Dynamics appreciates this valuable feedback of its product!  

Email Invitations can now be re-sent to all members of a Client Set who have NOT COMPLETED THE ASSESSMENT.

Groups of users created in batch, using the 'Add Multiple Clients' page, are saved as a Client Set. Email Invitations can be sent with one click to all members of the set from the Client Sets page. NOW, the Re-send feature will send the SAME EMAIL (with the SAME PASSWORD) to users who need to be reminded to complete the Assessment.  

Note the columns which indicate

• # Assessments Taken
• # In Set
• # Sent Last Batch
• # Delivered Last Batch.

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Superusers may mark Demo Assessments

Superusers can mark as 'Demo' assessments which are for Demo purposes in their practice. The Demo checkbox appears on the 'Edit Client' page.

5 Dynamics has changed the name of its Assessment tool: now the tool is known as 5 Dynamics.  

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Relationship Reports -- Emailed Directly

Now you can create and send a pdf report of any two people -- regardless of their user level. This means you can create Custom Coaching or Peer-to-Peer reports on-the-fly. In addition, if you are a Superuser, you can create Relationship Reports with people in different groups. As a Coach, you can create Relationship Reports with any two people in your group.   

To access this new feature as, for example, a Superuser:

• Log in to 5 Dynamics.
• See the box called “Relationship Reports” in the top/right.
• Select which type of relationship you’d like to receive a report for, either Working Together or Client/Colleague, and follow the instructions on the page (and just below).

(As a Coach, you will see the box on the top/left.)

Report Option 1: Working Together – Create a Custom Coaching report showing any person coaching another person. 

1. Fill out the form to indicate who is the coach and who is the person to be coached.
2. Indicate who will receive the report by email.  You can select the coach, the person being coached, and/or yourself.
3. Click on “Create and Send Report”
4. Those selected to receive the email will receive a pdf attachment containing the Working Together report.

 

Report Option 2: Client / Colleague – Create a peer-to-peer report for any two people.

1. Fill out the form to indicate the two peers (person A and person B).
2. Indicate who will receive the report by email.  You can select person A, person B, and/or yourself.
3. Click on “Create and Send Report”
4. Those selected to receive the email will receive a pdf attachment containing the Client/Colleague report.

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Great news for users of the Client Wizard! We've consolidated this function to one Estimate-a-Person tool. This special tool can be used to assess the energy intensities of another person. You can also use this tool to assess energy requirements for a particular project or create an ideal profile. The Estimate-a-Person tool is available only to Coaches and Superusers, however they can issue a request to a Client to complete the wizard.

To access this new feature:

1. Log in to 5 Dynamics
2. Select your Group, and then select a Client Folder.
3. Click on the Client Wizards tab.
4. See the right side box under the “View Estimated Persons” button.  Fill in the Title and Objective.
5. Select who will complete this wizard. You may either invite a person from the Group or you may complete it right now.
6. Click the “Submit” button.
7. If you invite another person from the Group to complete the wizard, an alert box will appear when they log in. Alternatively, you can email the person directly to take the wizard. Otherwise, complete the wizard yourself.
8. After you complete the wizard, or after your selected other person has completed the wizard, click on the “View Estimated Persons” button to view the completed wizards.

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We’ve introduced a variety of Free Webinars.  Some are designed for the general public to introduce people to the 5 Dynamics product.  Other webinars are specifically to follow up with the those who attended the Affiliate Certification classes. 

• View our public Webinar schedule. 
• To view the Affiliate-only webinars, go to our Affiliates page and log in.

For Corporate Clients: Did you know you can use YOUR CORPORATE BANNER in place of ours in the 5 Dynamics application?  See an example page with "Your Banner Here."   If you'd like to have a customized banner, please contact us.