Overview of the Admin/Facilitator Process

Roles and Platforms Involved

• Purchaser – Uses Online Store: Anyone can order assessments. However, a Certified Facilitator is required to receive feedback reports. An assessment Administrator is assigned at the time of ordering.
• Facilitator – Uses CCL Access: has completed the ACC course and delivers the feedback. (Could also be the purchaser and administrator.)
• Administrator – Uses IAS: created at time of purchase. The administrator sets up and manages the assessment process.
• Participant – Uses Assessment Portal and Compass: the leader being evaluated.
• Rater – Uses Assessment Portal: anyone evaluating a Participant.

Process

1. First, you need to purchase your assessment online.
   You can also contact one of our Client Advisors at 336.545.2810, selecting Option # 1 to place an order. Once your purchase is processed, your inventory will populate in the Internet Assessment System (IAS) portal (https://ias.ccl.org) to the assigned Administrator. Look for the email invitation to create a password and security question to access the portal.
2. From the IAS portal, you may View/Tag Inventory, Create a New Session, Register Participants in the session (which pulls an assessment from your inventory for each participant), and Send an Email Invitation to each participant. You will see these segments once logged into IAS.
3. The participants will receive an invitation to set up an account on the Assessment portal (https://assessments.ccl.org) and assign their raters. All participant and rater surveys will be completed in this portal. 
4. You can check the status of your participants in IAS by Viewing Status Reports. This will indicate if the participant has accessed/completed the survey, as well as rater status. To request a report (scoring) a participant must have completed their self-survey and have received a minimum of 4 rater surveys. There must be at least 2 complete rater categories. Peer and Direct Report categories are confidential categories. This means, to protect a rater’s anonymity, a minimum of 3 respondents must complete the survey to get feedback at the individual question level. We recommend a participant assign 5 Peers and 5 Direct Reports to make sure they get 3.
5. Once the Participants have completed their self-assessment, and enough raters have submitted surveys, you may Request Scoring in IAS. Select the participants you wish to score and enter the certified facilitator information that will deliver the feedback to participants. (Qualification/certification is required.)
6. Once scoring is complete the Facilitator will receive an email invitation to access CCL Access (access.ccl.org).
7. The facilitator uses CCL Access to review the feedback, retrieve the reports, and release Compass to the participants. We do not send reports via email. Please note the statement regarding the 60-day expiration of the PDF downloads.
8. You should meet with your participants and review the report.

Note: Benchmarks for Executives and Benchmarks by Design are hosted on a different platform. After placing your order, you will receive a form to submit participant information to the 360Suite team. The preceding instructions will not apply to these assessments.