What this function covers
Ordering and holding credits
Credits are the currency inside EPIC. You buy them into your account, and every assessment and every report draws from the same balance — so you decide what to run at the moment you run it, rather than ordering product by product and waiting.
Issuing assessments and sending access codes
You generate the access a learner needs and send it out, one at a time or in bulk. Everything DiSC® and The Five Behaviors® are issued from the same place, against the same balance.
Organizing learners
Learners are grouped into organizations, departments, and teams inside the account. That structure is what later makes a group report mean something rather than being a pile of individual results.
Pulling reports for the people who need them
Group and Group Culture Reports, Facilitator Reports, Comparison Reports, and Team View Reports are generated from completed assessments — usually for the facilitator, sometimes for the learners themselves.
Keeping people moving
Before, during, and after: who has been invited, who has finished, who needs a reminder, and who receives which report when. This is the work that decides whether a program lands on schedule or slips a month.
Sync EPIC with Catalyst™ before you run anything
The Catalyst™ Administrator Experience requires the EPIC administrator to be synced to a Catalyst™ learner account, and so does Worksmart. It is a one-time step, and it is easy to skip by accident.
In EPIC, open Personal Options > My Personal Settings and choose Synchronize my EPIC and Catalyst users. Confirm it took by opening Manage Your Account > Manage Users and checking that the Learner Email field is populated.
Skip it and your administrator can still issue from EPIC — but the Catalyst™ side of the experience stays closed.