Administrator Training and Resources

Welcome Administrators! TRACOM has created this resource for MAX Administrators. Select a help category below to learn more about MAX. When you are done close your browser tab by clicking on the "X" to return to MAX.

MAX Administrator Training Courses

Course Navigation Instructions

MAX System Overview Course (50 minutes)

Setting Up Sessions Course (80 minutes)

Managing Sessions Course (80 minutes)

Supporting Learners and Raters Course (15 minutes)

Setting up a Self-Perception Session (15 minutes)

Setting up a Multi-Rater Session (15 minutes)

Learner Enrollment Forms & Glossary

Glossary

Learner Enrollment Expanded Spreadsheet

Learner Enrollment Standard Spreadsheet

Norm & Language Reference Lists

Adaptive Mindset for Agility Reference List

Adaptive Mindset for Resiliency Reference List

Behavioral EQ Reference List

SOCIAL STYLE Managerial Reference List

SOCIAL STYLE Sales Reference List

SOCIAL STYLE Universal Reference List

Sample Emails & Reports

Learner Invitation Email

Rater Invitation Email

Reminder Email


SOCIAL STYLE Product

SOCIAL STYLE Composite Report

SOCIAL STYLE Status Report


BEHAVIORAL EQ Product

Behavioral EQ Composite Report

Behavioral EQ Status Report


Adaptive Mindset For Agility Product

Agility Status Report


Adaptive Mindset For Resiliency Product

Resiliency Status Report

MAX Video Maintenance Courses

Creating Sub-Accounts MP4  WMV
Edit Name and Email Address MP4  WMV
Invitations and Reminders in Multiple Languages MP4  WMV
Learner Enrollment with Multiple Norms and Languages MP4  WMV
Managing Client Accounts MP4  WMV
Self Perception Session - Learners with No Email Address MP4  WMV
MP4 Video - Works best on Apple (OSX, iOS) devices
WMV Video - Works best on Windows and Android devices

MAX Quick Steps for Sessions

Copy a Session

Add a Learner with Partial Data

Admin Generate Session Learner Profile Reports

Automatic Task Schedule

Change or Reschedule a Session (with a new date)

Change or Reschedule a Session (without a date)

Download and Print Session Learner Profile, Composite, Status Reports

Download Learner Profile Reports for Facilitators and Session Hosts

Enroll Learners Using an Excel Spreadsheet

Enroll Learners With No Email Address

How to Respond When a User Incorrectly Completes a Survey

Items to Consider When Selecting the Session Start and End Dates

Monitor Learner Progress

Move a Learner from One Session to Another

Registration Process for Facilitators and Session Hosts

Remove a Learner from a Session

Remove a Rater from a Learner

Using a Learner's Existing Profile

Versatility Check Up (VCU) Informational Sheet

MAX Quick Steps for Admin & Client Maintenance

Add an Administrator

Buy Pool Quantities

How to Use Transaction History

Lost Password for Administrators, Facilitators and Session Hosts

Recycle Unconsumed Pool Quantities

Registration Process for Client Administrators

Transfer Pool Quantities Between Clients or Sub-Clients

MAX Quick Steps for Learner & Rater Maintenance

Edit Name or Email Address

How to Respond When a User Incorrectly Completes a Survey

Resend a Learner or Rater Username

Reset a Learner or Rater Password

User Not Receiving Emails

TRACOMLearning.com Registration Process

Registration Process for Learners MP4  WMV
MP4 Video - Works best on Apple (OSX, iOS) devices
WMV Video - Works best on Windows and Android devices

TRACOMLearning.com Quick Steps

Change a Learner or Rater Username or Password

Change Language on Website

Forgotten Username, Password or Security Questions

Login Process for Raters

Problem with Website Security Certificate

Registration Process for Learners

OnDemand eLearning Administrator Support

Introduction to SOCIAL STYLE On Demand with Multi-Rater Admin Support

Introduction to SOCIAL STYLE On Demand with Self-Perception Admin Support

Improving Personal Effectiveness On Demand Plus with Self-Perception Admin Support

Producing Results with Others On Demand Plus with Multi-Rater Admin Support

OnDemand eLearning Sample Emails & Reports

Introduction to SOCIAL STYLE On Demand with Multi-Rater Product

Learner Invitation Email

Learner Reminder Email

Composite Report

Session Status Report


Introduction to SOCIAL STYLE On Demand with Self-Perception Product

Learner Invitation Email

Learner Reminder Email

Composite Report

Session Status Report


Improving Personal Effectiveness On Demand Plus with Self-Perception Product

Composite Report

Session Status Report


Producing Results with Others On Demand Plus with Multi-Rater Product

Composite Report

Session Status Report