(Applicable users: admins) Scheduling Logic Automatic Scheduling Assessor scheduling is automatic by default and based on the following conditions: Example for assessments with two role-play exercises…
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Custom Branding for Partners and Clients
(Applicable users: admins) Overview The Pinsight platform allows Pinsight admins to upload logos to partner and client accounts for custom platform branding. The Pinsight logo shows…
How to Use the Filter in Analytics
Overview *Note: the filter functions the same in the participant tab in the Users module Navigate to the Analytics module on the platform (app.pinsight.com) Scroll down…
Pinsight Technology Requirements
(Applicable users: admins, participants, assessors) Please contact your network administrator to ensure the following technology requirements have been met. Topic Minimal Requirements “How To” Links Firewall…
How to Invite a Participant to a Follow-Up Assessment
(Applicable users: admins) Overview The follow-up assessment feature allows a participant to go through more than one assessments of any level using the same account. After…
How to Compare Participants in Analytics
Overview Compare participant results in the Analytics section of the platform. The reports that allow participant and group comparisons are: Readiness, 9-box, Skill Gaps, Climate, and…
How to View and Manage Follow-Up Assessments in User Management
(Applicable users: admins) Overview The follow-up assessment feature allows admins to invite participants additional assessments using the same account. After the participant’s report for the first…
How to View and Download Follow-Up Assessments in Analytics
(Applicable users: admins) Overview The follow-up assessment feature allows a participant to go through more than one assessment of any level using the same account. After…
How to Download Group Views in Analytics
Overview This feature enables users to download any online analytics tab as a PDF, including group comparisons and app improvement. Instructions Go to Analytics, narrow down…
How to Assign The Pinsight App to a Participant
(Applicable users: admins) After the participant’s assessment report is available, activate The Pinsight App in the participant’s profile. The participant will receive an automatic invitation email….
How to Access Participant Reports as an Admin
(Applicable users: admins) Overview As an admin account holder, you have access to all of your participant analytics reports under your account. The participant reports you…
How to Invite Users to the Platform
(Applicable users: admins) Overview There are two ways to add new users to the platform: Add manually Invite user(s) The table below explains the differences between…
Multi-Factor Authentication (MFA) Login access
Protecting personal information is important to us. Administrators, Assessors and Stakeholders need to verify their identity through multi-factor authentication (MFA). MFA strengthens access security by requiring…
How to Add/Edit a Narrative Report Summary
(Applicable users: admins, assessors) Overview The narrative report in analytics allows admins and assessors to write and upload narrative summaries to participant analytics, both online and…
How to Use the Customize Module – Adding the English Version
(Applicable users: admins) Getting started with the Customize Module The customize module allows admins to create and publish custom assessments based on existing simulations (i.e, Manager…
How to Use the Customize Module – Adding Language Versions
(Applicable users: admins) Getting started with the Customize Module The customize module allows admins to create and publish custom assessments based on existing simulations (i.e, Manager…
Manually Rescheduling Assessments
(Applicable users: admins) Overview The manual schedule and manual reschedule features on the platform allows admins to schedule or reschedule assessments for the participant, rather than…
Manually Scheduling Assessments
(Applicable users: admins) Overview The manual schedule and manual reschedule features on the platform allows admins to schedule or reschedule assessments for the participant, rather than…
How to Use the Customize Module – Copying
Overview Use the Copy button in the customize module to make an exact duplicate of any custom assessment. A copied custom assessment is an entirely new…
How to Perform Mass Actions – Tagging
Overview You can add to or remove tags from participants in mass by using the Tags mass action. Instructions 1. In Users, click then the Participants…
How to Perform Mass Actions – Resend Invitations
Overview You can resend invitation emails to participants in mass by using the Resend Invitations mass action. Instructions 1. In Users, click then the Participants tab….
How to Perform Mass Actions – App Invitations
Overview You can invite participants to the app or remove their access to the app in mass by using the App mass action. You can enable…
How to Add Identification Numbers to Participant Accounts
(applicable user(s): admins) This upcoming feature will be live on the platform on October 5th! Overview The Pinsight platform allows admins to add an identification number…
How to Share a Participant’s Results At Invite
Overview Admins have the choice to share participant assessment results with the participant and any stakeholders already invited to the platform. Access may be set up…
How to Export Analytics Data in an Excel Spreadsheet
Log in to app.pinsight.com. Click on Analytics. Use the Filter to narrow down your search results, then click the Go button. You must use the filter…
How to Search by Tags
*Note: In March 2021 the filter was improved to allow for selections in combination, so the tag input box is now at the bottom-left of the…
How to Perform Mass Actions – Results Access
Overview *This feature will be available on July 5th, 2021. Admins have the choice to share participant assessment results with the participant and any stakeholders already…
How to Share Results from the Participant’s Profile
Overview Admins have the choice to share participant assessment results with the participant and any stakeholders already invited to the platform. Access may be set up…
How to Switch Roles
(Applicable users: admins, assessors, stakeholders, and participants with multiple roles) Overview Pinsight platform users may have more than one user role and can switch between them…