Manage your available access code inventory, review distributed codes and track their redemption status.
The Codes page of Code Management lets you manage your available codes, review distributed codes and track their status. To filter the information on the page by category, select one of the category tabs (e.g., All, CliftonStrengths).
Codes page
Available Codes
The Available Codes section of the Codes page displays summary boxes for each type of code in your inventory (e.g., CliftonStrengths 34, Top 5 CliftonStrengths). Each box shows the total number of available codes for that type.
Available Codes section
Click View Codes inside a summary card to display a window with a list of specific bundles containing that code type, and options to find a specific bundle or distribute codes from bundles.
Bundles window
Distributed Codes
The Distributed Codes section of the Codes page lists the specific access codes you have sent to individuals. To filter the list, use the Status and Code Type drop-down lists. You can also use the Search field to find a specific access code.
Distributed Codes section
The Distributed Codes section includes the following columns:
Access Code
The specific code you distributed. Click the code to display its information in a side panel.
Code Type
The type of assessment or product the code grants access to.
Distributed On
The date you distributed the code.
Status
The redemption status of the code:
Pending
The individual has not redeemed the code.
In-Progress
The individual has redeemed the code but has not completed the assessment.
Complete
The individual has redeemed the code and completed the assessment.
Completed On
The date the individual completed the assessment.
More Options
Click a code's More Options menu (⁝) to view the following options:
View Details
Display the code and individual's information in a side panel.
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 Selected
Export the selected code's information to a CSV file.
More Options menu
Code Details
Click an access code in the Distributed Codes section to display a side panel containing specific distribution details and assessment results for the individual who received it.
Details side panel
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.
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.