PMAI Facilitator Interface

INVITED

This section displays the clients who have been invited but who have not yet started to take the PMAI assessment. Click the + sign to open this section.

Each row displays the information for the individuals you invited to take the assessment. For each person you can do the following, as shown in the columns:

CREATE BATCH, Select All: Select which client you would like to add to a Batch Process.
First Name, Last Name, Email: This is the information you entered when inviting the individual. In case you made an error, you can edit the email address. Save the new email address by choosing the Save icon next to the edited email address. When you change the email address, the original invitation email will no longer work for accessing the PMAI assessment.
Important: When you change the email address you will need to resend the invitation email by choosing Send Reminder from the Action menu.
Deadline: This is also changeable, and this section will turn red if the deadline to take the assessment has passed.
Upon Completion, Score Report As: Selecting an option from this pulldown will immediately score the client's assessment as the selected report type upon completion.
Send Access to Report Upon Scoring: Check this box if you would like the client to get immediate access to their report when it is scored.

Choose the report type to score when a user completes the PMAI assessment.

DO NOT SCORE: Assessment will NOT be scored automatically, you must score the assessment manually via the facilitator interface.
Core Report: Assessment will be scored automatically as a Core Report.
Expanded Report: Assessment will be scored automatically as an Exapnded Report.

NOTE: If you do not have enough available unscored reports when the client completes the assessment, the report will not be scored and will need to be scored manually.

Actions: Use these to manage the PMAI experience for your clients.

Send Reminder: Use this to send the client a reminder to take the assessment.
View Email Log: Choose this to see all the emails sent to this client from your Facilitator Interface.
Revoke Assessment: Do this carefully! This will remove access to the assessment for this client.
Add to Group: If you have created groups you may add this client to any of them. When you do that you will need to go to that group in the Groups page in order to manage the client.

Process Batch: This button allows you to process any number of the clients with one click. First, select the clients you wish to process using the check boxes in each row. Then choose one of the Batch Process choices (to the right of the button) from the drop-down menu. Then click on the Process Batch button.

Upon Completion, DO NOT Score any reports: You will score reports manually after assessment is submitted.
Upon Completion, Score Selected as Core Reports: Core Reports will be scored when selected clients complete the assessment.
Upon Completion, Score Selected as Expanded Reports: Expanded Reports will be scored when selected clients complete the assessment.
Send Access to Report Upon Scoring: Selected clients will get immediate access to their report when it is scored.
Send Reminders: Send reminders to take the PMAI assessment to the selected clients.
Revoke Assessments: Remove access to the assessment for the selected clients.
Add to Group: Add all the selected clients to a group, if you have created any groups.

IN PROCESS

Clients in this section have started but not completed the PMAI assessment. The PMAI system saves their responses, and they can come back and pick up where they left off. They will be required to log in.

As in the INVITED section, each row displays the information for the individuals invited to take the assessment. Because they have already started to take the assessment, you cannot edit their name and email address.

First Name, Last Name, Email: This is the information you entered when inviting the individual.
Date Started: This is the date the client began to take the PMAI assessment.
Upon Completion, Score Report As: Selecting an option from this pulldown will immediately score the client's assessment as the selected report type upon completion.
Send Access to Report Upon Scoring: Check this box if you would like the client to get immediate access to their report when it is scored.

Actions: Use these to manage the PMAI experience for your clients.

View Email Log: Choose this to see all the emails sent to this client from your Facilitator Interface.
Demographic Info: This displays information as entered by the client when they began to take the assessment.
PMAI Status: Here you will see the date the client started the assessment, and how many items they have answered.
Add to Group: If you have created groups you may add this client to any of them. When you do that you will need to go to that group in the Groups page in order to manage the client.

Upon Completion, DO NOT Score any reports: You will score reports manually after assessment is submitted.
Upon Completion, Score Selected as Core Reports: Core Reports will be scored when selected clients complete the assessment.
Upon Completion, Score Selected as Expanded Reports: Expanded Reports will be scored when selected clients complete the assessment.
Send Access to Report Upon Scoring: Selected clients will get immediate access to their report when it is scored.
Score Selected as Core Reports: Choose this to create a PMAI Core Report for all selected clients. Scoring will deduct from your Available Core PMAI Administrations. If you do not have any available, you will need to purchase more.
Score Selected as Expanded Reports: Choose this to create a PMAI Expanded Report for all selected clients. Scoring will deduct from your Available Expanded PMAI Administrations. If you do not have any available, you will need to purchase more.
Add to Group: Add all the selected clients to a group.

ASSESSMENT SUBMITTED

Clients in this section have completed the PMAI assessment. These clients now need to have their answers scored, and you will do that here. As in the previous sections, each row displays the information for the individuals who have taken the assessment. Because they have already completed the assessment, you have less ability to edit this information.

First Name, Last Name, Email: This is the information you entered when inviting the individual.
Date Started: This is the date the client began to take the PMAI assessment.
Date Completed: This is the date the client completed the PMAI assessment.
Send Access to Report Upon Scoring: Check this box if you would like the client to get immediate access to their report when it is scored.

Actions: Use these to manage the PMAI experience for your clients.

Score Core Report: Choose this to create a PMAI Core Report for this client. Scoring will deduct from your Available Core PMAI Administrations. If you do not have any available, you will need to purchase more.
Score Expanded Report: Choose this to create a PMAI Expanded Report for this client. Scoring will deduct from your Available Expanded PMAI Administrations. If you do not have any available, you will need to purchase more.
View Email Log: Choose this to see all the emails sent to this client from your Facilitator Interface.
Demographic Info: This displays information as entered by the client when they began to take the assessment.
Add to Group: If you have created groups you may add this client to any of them. When you do that you will need to go to that group in the Groups page in order to manage the client.

Send Access to Report Upon Scoring: Selected clients will get immediate access to their report when it is scored.
Score Selected as Core Reports: Choose this to create a PMAI Core Report for all selected clients. Scoring will deduct from your Available Core PMAI Administrations. If you do not have any available, you will need to purchase more.
Score Selected as Expanded Reports: Choose this to create a PMAI Expanded Report for all selected clients. Scoring will deduct from your Available Expanded PMAI Administrations. If you do not have any available, you will need to purchase more.
Add to Group: Add all the selected clients to a group.

SCORED

Clients in this section have either Core or Expanded PMAI Reports available. As in the previous sections, each row displays the information for the individuals who have taken the assessment. Because these are all scored, you have less ability to edit this information.

For each person you can do the following, as shown in the columns:

CREATE BATCH, Select All: Select which client you would like to add to a Batch Process.
First Name, Last Name, Email: This is the information you entered when inviting the individual.
Date Completed: This is the date the client completed the PMAI assessment.
Date Scored: This is the date you scored the client's completed PMAI assessment and created their report.
Download or Upgrade Reports: Click on a report to download it. You can print this and hand it to your client or keep it for your records. Remember — these are confidential to you and your client.

Core Reports can be upgraded to Expanded Reports. Upgrading will deduct from your available Upgrade PMAI Administrations. If you do not have any available, you will need to purchase more. When a Core Report is upgraded, both the Expanded and the original Core report are available to download.

Actions: Use these to manage the PMAI experience for your clients.

Send Access to Report: Select to give this client access to their report, either Core or Expanded, or in the case of an upgrade, both reports. The email sent to the client contains a link to a private My Storywell page for them, which includes both web and PDF versions of the report, as well as descriptions of the 12 archetypes. The descriptions are either short for clients with a Core Report, or long for those with the Expanded Report.
Archive: Use this to remove this client from the main Individuals view and send the record to the Individual Archives. This is provided as a convenience in case you only want to see clients you are actively helping. You can always "Un-Archive" the record to see it in the main Individuals view again.
View Email Log: Choose this to see all the emails sent to this client from your Facilitator Interface.
Demographic Info: This displays information as entered by the client when they began to take the assessment.
Add to Group: If you have created groups you may add this client to any of them. When you do that you will need to go to that group in the Groups page in order to manage the client.

Send Access to Report: Select to give these clients access to their reports, either Core or Expanded, or in the case of an upgrade, both reports. The email sent to the clients contains a link to a private page for each of them, which includes both web and PDF versions of the report, as well as descriptions of the 12 archetypes. The descriptions are either short for clients with a Core Report, or long for those with the Expanded Report.
Archive: Use this to remove the selected clients from the main Individuals view and send their records to the Individual Archives. This is provided as a convenience in case you only want to see clients you are actively helping. You can always "Un-Archive" the record to see it in the main Individuals view again.
Download Reports: This process will download the selected clients' reports in one Zip file. The file name will include the date and time of the download.
Add to Group: Add all the selected clients to a group, if you have created any.

Access this Individuals screen from the top menu bar. In this area you can search for any existing clients or view the clients you may have archived.

Access this Groups screen from the top menu bar. In this area you can search for any existing clients or view the groups you may have archived. You will also create new groups from the Add a New Group link.

Here you can monitor the total count of Individuals and their status in the process of taking the PMAI assessment.

This box displays the count of your available Unscored PMAI Reports. To score PMAI Reports for clients you need to have unscored reports in this list. Choose "Purchase More" to buy unscored Core, Expanded, or Upgrade to Expanded reports. These counts are decremented upon scoring.

Add Clients: This is the first step to begin working with a client or student. Add the required First Name, Last Name, and email address. An optional deadline can be added, and that date is included in the invitation email to your client. Choose "Send Access to Report Upon Scoring" to have the system automatically send an email to the client when the PMAI assessment is scored. This can be a time saver for you because the email with a link to access the report will go to the client when you score the report. Use the Add Another button to invite more than one client. The "Clear Fields" button removes all entries in this section - use with caution!

Continue adding clients as needed, and when you are ready, choose "Invite New Clients."

Important: the Interface will not store client information until you choose "Invite New Clients," so make sure you are ready to invite clients when you begin entering their information.

Roll your mouse over the context-sensitive help icons throughout the interface for detailed help.

Import Clients: You can import multiple clients by uploading a .csv file. Download and follow the Example File for the correct file formatting. Make sure the email addresses you add to the .csv file are formatted in the standard email address format - any addresses that are not properly formatted will interrupt the import process. When you are ready, click the Import Clients button and find your file. After the import, carefully inspect the imported client information before you invite your clients - make sure all the information is correct!

Important: the Interface will not store client information until you choose "Invite New Clients," so make sure you are ready to invite clients when you begin entering their information.