How to import participants from the EQ 360

On occasion, you might want to import a participant’s assessment from the EQ 360 into the EQ-i 2.0. This might be because the participant did not have enough raters to generate an EQ 360 report, or you want to see the assessment results in an EQ-i 2.0 report.

Only EQ 360 participants with a status of Completed or Scored can be imported into the EQ-i 2.0. However, once imported, the participant’s status in the EQ-i 2.0 will be set to Completed, even if you had generated a report for the participant in the EQ 360.

To import participants from the EQ 360

1. Click the Assessments tab on the EQ-i 2.0 manage page.
2. Click the Import 360 Participants button.

   A pop-up with three tabs appears. The Select Participants tab is highlighted, and displays a table of your EQ 360 participants.

3. Select the EQ 360 participants that you want to import.

   If you cannot locate a participant, you can search by Name, or filter the table by selecting an EQ 360 folder from the drop-down list and clicking SEARCH.

4. Click Next.

   The Select Folder page appears.

5. Place the participants into an EQ-i 2.0 folder by either
   • Selecting an existing EQ-i folder from the drop-down list, or
   • Entering a new folder name and clicking Save New Folder.
6. Click Next.

   The Confirmation screen appears with a list of participants to be imported.

7. Review the list of participants. If you need to make corrections, click Back.

   If everything is correct, click Done.

The participants are now listed on the Assessments tab and are placed into the EQ-i 2.0 folder that you selected or created.