Track assessment progress, manage distributed codes and view specific assessment results for individuals.
The Individuals page of Code Management lists the individuals you have distributed access codes to who have started or completed the assessment. Use the information and options in this area to track assessment progress, manage distributed codes and view individual results.
Note: Individuals or codes with a Pending status do not appear on this page.
Individuals page
To filter the list of individuals, use the Code Type and Status drop-down lists at the top of the page. You can also use the Search field to find a specific individual or access code.
The Individuals page includes the following columns:
Name
The name and email address of the individual. Click the individual's name to display their information in a side panel.
Code Type
The type of assessment or product the code grants access to (e.g., Top 5 Strengths).
Status
The redemption status of the code:
In-Progress
The individual has redeemed the code but has not completed the assessment.
Completed
The individual has redeemed the code and completed the assessment.
Transferred
The code was moved to another bundle before the individual could complete the assessment.
Retracted
The code was retracted before the individual could complete the assessment.
Completed On
The date the individual completed the assessment.
More Options
Click an individual’s More Options menu (⁝) to view the following options:
Send Reminder
Gallup Access emails a reminder to the individual, telling them to complete the assessment.
Retract Code
Gallup Access returns the code to the bundle's available codes, preventing the individual from using it.
Export
Export the selected individual’s information to a CSV file.
More Options menu
Individual Details
Click an individual's name to display a side panel containing their specific distribution details and assessment results. The top of the panel displays the individual’s information and options to copy the code, send an email reminder to the individual or retract the code.
Details side panel
Distribution Details
The Distribution Details section of the side panel provides a summary of the code transaction. This includes the distribution method, the date the code was sent, the individual who sent it, and specific details about the code itself.
Reports and Themes
If an individual has completed the CliftonStrengths assessment, the side panel displays their assessment results and reports, which you can download and save as a PDF.