Scribd Logo
Upload

Welcome to Scribd!

  • 20 views

    OCAI Pro Manual

    Uploaded by

    kwaweru
    The document provides instructions for setting up and administering an OCAI Pro assessment. It outlines 11 steps: 1) creating an admin account, 2) updating an existing account, 3) creating the assessment, 4) adding optional consulting or training, 5) entering billing details, 6) reviewing and paying, 7) inviting participants, 8) tracking participation, 9) closing the assessment, and 10) downloading the results report.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    OCAI Pro Manual

    Uploaded by

    kwaweru
    20 views10 pages
    The document provides instructions for setting up and administering an OCAI Pro assessment. It outlines 11 steps: 1) creating an admin account, 2) updating an existing account, 3) creating the assessment, 4) adding optional consulting or training, 5) entering billing details, 6) reviewing and paying, 7) inviting participants, 8) tracking participation, 9) closing the assessment, and 10) downloading the results report.

    Original Description:

    OCAI Pro manual

    Original Title

    OCAI-Pro-manual

    Copyright

    © © All Rights Reserved

    Available Formats

    PDF, TXT or read online from Scribd

    Did you find this document useful?

    Is this content inappropriate?

    The document provides instructions for setting up and administering an OCAI Pro assessment. It outlines 11 steps: 1) creating an admin account, 2) updating an existing account, 3) creating the assessment, 4) adding optional consulting or training, 5) entering billing details, 6) reviewing and paying, 7) inviting participants, 8) tracking participation, 9) closing the assessment, and 10) downloading the results report.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    20 views10 pages

    OCAI Pro Manual

    Uploaded by

    kwaweru
    The document provides instructions for setting up and administering an OCAI Pro assessment. It outlines 11 steps: 1) creating an admin account, 2) updating an existing account, 3) creating the assessment, 4) adding optional consulting or training, 5) entering billing details, 6) reviewing and paying, 7) inviting participants, 8) tracking participation, 9) closing the assessment, and 10) downloading the results report.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    You are on page 1of 10

    OCAI Pro

    Manual
    November 2019
    2

    How to Set Up Your OCAI


    Pro Assessment?
    Great that you are going to use the OCAI Pro assessment! The Pro assessment delivers one
    collective culture profile of all respondents. The price is fixed, regardless of the number of par-
    ticipants. You can find the product features on the webpage:

    https://www.ocai-online.com/products/ocai-pro

    Or download and read the product leaflet with more information.

    Start your admin account, then your Pro assessment


    First, create an Administrator account.
    Then create an OCAI Pro assessment for a specific team or organization.

    If you already have an admin account, log back in. Go to the tab Assessment List and click
    Start new Pro Assessment (see #2 on the next page of this manual). If you completed the free
    OCAI One or you already created an OCAI Enterprise account, you can merge either accounts
    with a Pro administrator account. In that case, skip step 1 and go to step 2.

    1. Create your Pro Admin Account


    While on the page https://www.ocai-online.com/products/ocai-pro, click the Go OCAI Pro
    button to start the process. You are asked to register as an Administrator with a valid email
    address.

    Our system will send you an email with a verification code. Please enter this code to proceed.
    Keep this email safe as it contains your verification code / password.

    Next time, you can log into your administrator account at the top or the bottom of our homepage.
    Now skip step 2 and proceed with step 3.

    © 2019 OCAI online


    3

    2. Update your account


    If you completed OCAI One before or you already created an OCAI Enterprise assessment,
    you can merge your existing account with a new OCAI Pro account. After logging in to your
    existing account, click on the Update Account tab and next the Update account to OCAI Pro
    button and proceed with step 3.

    3. Create a new Pro assessment


    Once your admin account is activated for the first time, you immediately arrive at the screen
    Create New Pro Assessment (next page). Please complete the required information for your
    Pro Assessment.

    Assessment Title:

    Make this as specific as possible to avoid duplicate names and to increase recognition among
    respondents. “Culture Assessment” is not a good name. Give it the name of your organization,
    unit, location, or your client’s organization if you are consulting with them.

    © 2019 OCAI online


    4

    Make this as short as possible. The assessment title becomes part of the designated URL for
    your respondents — the shorter, the sweeter.

    Economic activity broad and detailed:

    Use the drop-down menu to find your industry sector.

    Organization Size:

    Choose the size from the options.

    Country:

    Choose your country from the drop down menu if everyone is from the same country. Or

    © 2019 OCAI online


    5

    choose the option: Participants will select their country. They will see the country dropdown
    during registration.

    Logo:

    Upload the logo. This could be your organization’s logo or your client’s logo (if you are a
    consultant).

    When do you plan to start and close the assessment:

    Please select a date. Don’t worry: this is an indication of your desired timeline. You can start and
    close the assessment when it suits you. OCAI online reserves the right to close assessments that
    are not being used for 3 months.

    Language:

    Tick the languages you need for the assessment. Please note that each language gets its
    designated URL for your assessment. When you select 3 languages you’ll have 3 URLs to send
    to your participants. People can select their own language link. Note that English is pre selected
    and the results pdf report is English only.

    Next, click Save at the bottom of this page.

    4. Add consulting or training


    The next page offers to buy an online debriefing with consultant Marcella Bremer via a video
    call. In this call, you can discuss your results report and ask questions.

    We also offer discounted access to the online Positive Culture Academy (14 modules of culture,
    change, and leadership training with videos, checklists, assignments, and a discussion group).
    Why don’t you use the momentum of the OCAI assessment to develop your culture towards
    (more) positive and productive?

    These are one-time offers. If you’d like to add these services after you’ve bought your OCAI
    assessment the regular price applies.

    © 2019 OCAI online


    6

    When your order is complete, click Submit.

    5. Create a new company / Order Information


    Next, the system asks who will pay. This is the Order Information page.

    Enter the billing details that should appear on the invoice/receipt. It’s possible that headquar-
    ters or the consultancy firm is paying on behalf of the organization that is going to do the
    assessment.

    Organizations in the USA don’t pay sales tax as our main office is located in Europe.
    In Europe, VAT may apply. The system will ask for a valid VAT number to waive the VAT
    within the European Union. If you don’t have a VAT number, the local VAT of the total price
    will be charged. The system will automatically charge in Euros or US Dollars, depending on
    your location.

    When you’ve created a company before, the system asks to confirm the existing company or to
    add a new company for the invoice/receipt.

    © 2019 OCAI online


    7

    Next, click Confirm organization information.

    6. Review and pay


    Once you click the button the Payment information part will appear as well as an Edit offers
    button, should you wish to change anything regarding the extra offers. The Payment information
    presents your billing and payment details and the Order Summary. You can adjust them here,
    and enter a coupon code if you have one. Coupons are available for research. Email for more
    information to marcella@ocai-online.com. Next, click Continue to review.

    The next page will show your contact information and payment information. Next click on Pay
    and complete purchase. You will be redirected to the payment provider and will get back to our
    site after payments were made. You will arrive at the Assessment List of your dashboard. Your
    assessment is activated and ready for respondents.

    In your dashboard, you can click the tabs in the grey area:

    Dashboard: with general information.


    Edit Account: edit your account, if needed.
    OCAI Results: if you previously completed an OCAI One assessment.
    Assessment List: create new and find existing assessments.
    Company List: add and manage companies (clients or your company’s details for the invoice).
    Orders: review your orders and download invoices.
    Downloads: Download our OCAI work kits and extras and pdf reports and graphs from
    previous OCAI One assessments.
    Update Account: if you wish to start an OCAI Enterprise assessment.

    © 2019 OCAI online


    8

    7. Invite participants
    Click on the tab Assessment List. You’ll see a green switch that your assessment is activated.
    Next to the name of the assessment you will find the assessment URL to send to respondents.
    If you selected additional languages during set up, you’ll have multiple assessment links for one
    Pro assessment. You will find these links by clicking on View Edit.

    Copy the assessment link into an email for participants. You have to invite them, our system
    doesn’t do that. (Privacy laws do not allow uploading email addresses without people’s consent).
    Do NOT shorten, track, or change this original OCAI link to avoid possible technical issues
    for respondents.

    When participants click the original OCAI assessment link from your invitation email, they
    will be taken to this specific Pro assessment. They must provide an email address to get access

    © 2019 OCAI online


    9

    to the assessment so that their scores can be saved in our database. We don’t use this address for
    other purposes and keep it safe.

    All data is safe. We comply with the privacy laws of Europe: the General Data Protection
    Regulation (GDPR). You can find our privacy policy on the website.

    8. Keep track of participation


    During the assessment, the administrator can check the number of respondents to date from
    the Assessment List tab. You cannot see who they are (privacy laws), but you can see the
    number to track progress. In general, we recommend leaving the survey open for at least two
    weeks to give everyone time to participate.

    You can also view the results so far at any time during the assessment by clicking on Results in
    the Assessment List table.

    9. Close your assessment


    When participants have done the assessment or time is up, you close the assessment.
    Slide the green switch to red. Again, this happens on the page with the tab Assessment List.
    When you stop the assessment, you cannot open it again! So please think twice before you do.

    10. Download your OCAI Pro Results Report


    After closing the Pro assessment, click on the tab Downloads. You will find your named pdf
    report there. You’ll also find the 7 separate graphs of the culture profiles to paste into your pre-
    sentations and reports as a zip file. The report is available to the administrator only.

    All respondents see their individual culture profile after submitting their scores. They can
    download this personal culture profile by clicking the little menu on the right or by making a
    screen shot.

    © 2019 OCAI online


    10

    11. Work with Culture


    You can benefit from our OCAI Work kit and organize workshops to work with the OCAI
    results and develop the culture with our approach. Nothing changes until people do things
    differently in your organization. Make culture doable on a daily basis.

    The OCAI Work kit and other materials are available from the Downloads tab in your dashboard.

    You might also want to check out the online Positive Culture Academy to aim for a more
    positive and productive culture.

    May the OCAI serve as a great starting point to develop your organization.

    Best regards,
    Marcella Bremer & Marcel Lamers
    OCAI online

    © 2019 OCAI online

    You might also like

    pFad - Phonifier reborn

    Pfad - The Proxy pFad of © 2024 Garber Painting. All rights reserved.

    Note: This service is not intended for secure transactions such as banking, social media, email, or purchasing. Use at your own risk. We assume no liability whatsoever for broken pages.


    Alternative Proxies:

    Alternative Proxy

    pFad Proxy

    pFad v3 Proxy

    pFad v4 Proxy