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Survey Sender Certification (1 hour 15 minutes)
Learn how to find your way around PDPworks including the sending out of invitations as well as managing folders and information.
Lesson 1 : STRENGTHS Unlimited
Discover your own Personal Strengths as recorded in the PDP Reports:
- consider how you might use your own most effective style of operating can be used in your current position
- discover your communication, leadership, and back-up styles
- determine your unique motivators and learn to use them
30min.
Lesson 2 : Survey Entries
Learn how to:
- create ProScan invitation links
- send invitations to take ProScan, Applicant, and JDA surveys
- manually input information from paper forms
24min.
Lesson 3 : Edit & Resend Invitations
Learn how to edit and resend previously created invitations
3min.
Lesson 4: Folders
Learn how to edit or archive folders
3mins.
Lesson 5 :Pre-Purchase or Platinum "Widget"
Gold Plan Accounts-Create, Edit, Archive, Add Funds, and Transfer funds
Platinum Plan Accounts-Understanding how to use Platinum “widgets”
7min.
Lesson 6 : User Menu
Working with Access, Folders, and Pre-purchase accounts
8min.
Survey Senders
Description
Survey Senders possess a foundational understanding of generating and creating PDP Reports used by PDP Professionals and ProScan Mentors. They also have a solid working knowledge of the folder structure their company employs in organizing PDP data.
NOTE: This course used to be called “PDP Assistant”
