Now in Axon, a Thinker can “share” their assessment with another Certified Practitioner. This is very helpful when a Thinker has completed an assessment Practitioner 1 (from Company 1) asked them to complete, and now Practitioner 2 (from Company 2, for example) would like to have access to that Thinker’s assessment for reporting, etc.
We’ll go through both the Thinker’s process and then how the Practitioner accepts this assessment “share”.
How to Share an Assessment with a Practitioner
First the Thinker goes to their Axon Journey page: (Note this page will be updated in the next few weeks, so the screenshot will be updated soon too.)
On that page, the Thinker simply clicks “Share”.
When the Thinker clicks “Share” a box opens like this:
The Thinker types in the email address of the Practitioner they would like to “Share” the assessment with, and then clicks the “Share assessment” box.
Axon checks to be sure that the email address entered is linked to a Certified Practitioner with the proper permissions. If so, an confirmation box appears:
Or an alert is displayed if the email address is not linked to a Certified Practitioner:
In this case, the Thinker can verify they entered the correct email address, or they can contact the Practitioner for further instructions.
How a Certified Practitioner Accepts a Shared Assessment
Once the Thinker has successfully entered the email address and “shared” their assessment, the Practitioner will receive an email like this:
The Practitioner clicks on the link in the email, and must login to Axon to continue the process. As soon as the Practitioner logs in, they will be presented with a page that looks like this:
On this Axon page, the Practitioner is given the opportunity to share this data or include this assessment in a “Data Role”. (Reminder: Data Roles are the tiers within the Practitioner’s data in Axon, like an Organizational chart with tiers.) The Practitioner clicks within the “Shared With” box and selects the appropriate Data Role. This is where the data will be located within the organizational of the Practitioner’s data. Many times a Practitioner will only have one Data Role, but they still need to step through this process and select that one Data Role.
When the Practitioner selects a Data Role, it is possible that other Practitioners have access to that same data. This is why the Thinker is told in the initial “Share” box, that the Practitioner may share the data with additional practitioners and others.
Once the Practitioner has selected the appropriate Data Role, they click the “Grant Access” button, and now this assessment is accessible within that Data.
The Practitioner is then taken to the Assessments page and can use the Assessment, or they can add it to an existing group for further processing.
This feature in Axon, allows the Thinker to have much more control over ”who” can access their assessments, and it puts the responsibility of “sharing” the assessment in the Thinker’s hands, where it belongs.