Get a clear picture of your code bundle inventory and quickly manage bundles by editing, archiving, favoriting and creating teams.
A code bundle is a group of purchased access codes of the same type (e.g., CliftonStrengths 34) and usage (e.g., single-use). It’s a way to organize codes for distribution and management, and is required by the Code Management product.
The Bundles area of the Code Management page lists all non-archived bundles. Use the information and options in this area to filter, review, manage and access your code bundles.
Bundles area
To filter the information you see, use the Favorites Only, Code Type and Usage options at the top of the area. You can also use the search field to find bundles by their name. Click Export to have Gallup Access email you a CSV file of the data on the page.
The information in the Bundles area includes the following columns:
Name
The name of the bundle. Click to view its information on the Bundle Details page.
Code Type
The type of codes in the bundle (e.g., Top 5 Strengths).
Code Usage
The usage type of the codes in the bundle:
Single-Use
Multiple unique codes each with a single use.
Multi-Use
One code with multiple uses that a group of individuals can share.
Available
The number of codes in the bundle you can distribute to individuals.
Note: For a bundle with a multi-use access code, this column shows the number of available uses for the code.
Pending/In Progress
The number of unredeemed codes you have sent to individuals. For CliftonStrengths codes, this includes redeemed codes sent to individuals who have not completed the assessment.
Note: This column applies only to bundles with single-use codes.
Used
The number of redeemed codes you have sent to individuals. For CliftonStrengths codes, this includes only those individuals who have completed the assessment.
Note: For a bundle with a multi-use access code, this column shows the number of times individuals have redeemed the code.
Note: A Bundle Type column may also appear in this area. Codes from Nonmember bundles grant access only to the individual’s results, while codes from Member bundles also grant access to your organizational dashboard and its features.
More Options
More Options menu
On the Code Management page, click a bundle’s More Options menu (⁝) to view the following options:
View Bundle
View all information about the bundle on the Bundle Details page.
Add to Favorites
Mark the bundle as a favorite for quick access to it.
Remove From Favorites
Clear the bundle as a favorite.
Edit
Change the bundle’s name and description.
Edit Owners *
Modify who in your organization has access to view and manage the bundle.
Create Team *
Use the bundle’s details to create a team in Gallup Access. Individuals who use the bundle’s codes to complete the CliftonStrengths assessment appear as team members, and you can access and view the team’s CliftonStrengths reports.
View Team *
View the CliftonStrengths team reports for the individuals who have used the bundle’s codes to complete the CliftonStrengths assessment.
Archive
Store and hide from view old bundles or those you no longer use. (You can access archived bundles and restore them if necessary.)
Note: For a bundle with available codes, you must transfer the codes to a non-archived bundle that you have access to.
* This option is available only for organization codes (not personal codes).