What's New

• Relationship Reports -- Emailed Directly
• Client Wizards -- Simplified
• Free Webinars
• Customizing the 5 Dynamics Banner

Now you can create and send a pdf report of any two people -- regardless of their user level. This means you can create Custom Coaching or Peer-to-Peer reports on-the-fly. In addition, if you are a Superuser, you can create Relationship Reports with people in different groups. As a Coach, you can create Relationship Reports with any two people in your group.   

To access this new feature as, for example, a Superuser:

• Log in to 5 Dynamics.
• See the box called “Relationship Reports” in the top/right.
• Select which type of relationship you’d like to receive a report for, either Working Together or Client/Colleague, and follow the instructions on the page (and just below).

(As a Coach, you will see the box on the top/left.)

Report Option 1: Working Together – Create a Custom Coaching report showing any person coaching another person. 

1. Fill out the form to indicate who is the coach and who is the person to be coached.
2. Indicate who will receive the report by email.  You can select the coach, the person being coached, and/or yourself.
3. Click on “Create and Send Report”
4. Those selected to receive the email will receive a pdf attachment containing the Working Together report.

 

Report Option 2: Client / Colleague – Create a peer-to-peer report for any two people.

1. Fill out the form to indicate the two peers (person A and person B).
2. Indicate who will receive the report by email.  You can select person A, person B, and/or yourself.
3. Click on “Create and Send Report”
4. Those selected to receive the email will receive a pdf attachment containing the Client/Colleague report.

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Great news for users of the Client Wizard! We've consolidated this function to one Estimate-a-Person tool. This special tool can be used to assess the energy intensities of another person. You can also use this tool to assess energy requirements for a particular project or create an ideal profile. The Estimate-a-Person tool is available only to Coaches and Superusers, however they can issue a request to a Client to complete the wizard.

To access this new feature:

1. Log in to 5 Dynamics
2. Select your Group, and then select a Client Folder.
3. Click on the Client Wizards tab.
4. See the right side box under the “View Estimated Persons” button.  Fill in the Title and Objective.
5. Select who will complete this wizard. You may either invite a person from the Group or you may complete it right now.
6. Click the “Submit” button.
7. If you invite another person from the Group to complete the wizard, an alert box will appear when they log in. Alternatively, you can email the person directly to take the wizard. Otherwise, complete the wizard yourself.
8. After you complete the wizard, or after your selected other person has completed the wizard, click on the “View Estimated Persons” button to view the completed wizards.

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We’ve introduced a variety of Free Webinars.  Some are designed for the general public to introduce people to the 5 Dynamics product.  Other webinars are specifically to follow up with the those who attended the Affiliate Certification classes. 

• View our public Webinar schedule. 
• To view the Affiliate-only webinars, go to our Affiliates page and log in.

For Corporate Clients: Did you know you can use YOUR CORPORATE BANNER in place of ours in the 5 Dynamics application?  See an example page with "Your Banner Here."   If you'd like to have a customized banner, please contact us.