Bulk Usage Guide

1Add the e-mail addresses as safe senders

Our main address for all communication and correspondence.

For system-generated e-mails only. Do not send e-mails to this address.

If you can’t see our e-mails, first check your Spam / Junk folder.

2Logging in and creating a password

You log in with the e-mail address registered to your school or organisation.

1. Go to characterix.global and click Panel Login.
2. Select Forgot My Password.
3. Enter the e-mail address registered in the system.
4. Create your new password using the link in the e-mail.
5. Log in to the panel with your new password.

3Fill in the report settings file (Excel)

Download the latest file from the panel

You can always download the latest version of the report settings file (send list) from the panel:

1. From the left menu, open Panel Contents → Training Documents.
2. In the Category Tree, open the English (GB) folder and select Send List.
3. Click the Send List file in the Category and Content area on the right to download it.

• 1Training Documents: found under the Panel Contents menu.
• 2Send List: located in the English (GB) folder. For other languages, check the relevant language folder.
• 3File: click to download the latest Excel file.

What the file looks like

How to fill it in

1. Open the downloaded file and click Enable Contentin the yellow warning bar at the top.
2. You will see a settings screen containing only 1 and 0 values (as in the image).
3. In your own column, enter 1 (Yes) for the settings you want and 0 (No) for those you don’t.
4. Save the file and send it to .

4How does the sending process work?

"When we are ready, will we receive a link from you to forward to participants (students, candidates or employees)?"

There is no need to wait for a separate link:

• In bulk applications, invitation e-mails are sent only by characterIX®.
• The rest of the process runs automatically: the participant completes the inventory, the report is generated and sent according to your report settings.
• You track the entire process in the panel: you can see in real time who was invited, who has completed and who has not started yet.

5Who was sent what? Correcting a wrong e-mail

From the left menu, open Consultant Operations → My Inventory Invitations. Here you can see the inventory type, code, person, e-mail address and status of each invitation.

• 1Search: find an invitation by name, e-mail or code.
• 2Status: shows whether the invitation has been completed.
• 3Resend: sends the invitation again.
• 4Approve / Delete: use ✎ to correct the e-mail or validity date, and 🗑 to delete the invitation.

6Accessing reports in the panel

Even if a report e-mail does not reach you, the reports are not lost. You can view all reports on the Consultant Operations → Reports page.

• 1▣ Report Request: generates the report in another language.
• 2⌄ Summary Report: opens the short report.
• 3︾ Detailed Report: opens the detailed report.
• 4Search box and column filters: search by name, e-mail or institution.

Getting a report in another language

Use the ▣ Report Request button on the left of the row to generate the report in a new language. For example, if you select GB for a Turkish report, the system sends the English version in about 15 minutes. Reports are available in 5 languages.

7Read the guidance and brief participants

When you open a report, the right side of the screen shows a guidance note explaining how to read the report. It explains what the indicators mean, how internal consistency is assessed and how to approach the report.

What do the indicators tell you?

The indicators in the report describe not the participant but the quality of their answers. Opposing statements appear on different lines of the inventory. For example, one line reads:

Another line reads:

If the participant answers “I agree” to both, this counts as a contradiction and internal consistency drops. The smart algorithm steps in not only for contradictions but whenever there is a problem with any of the indicators, and resolves it. No report is produced until sufficient data is available, so you can read the report with confidence.

• 1Report guidance: explains how to read each report section; click the heading to expand or collapse it.

For better results: brief participants beforehand

If participants read the instructions and watch the short introductory video before completing the inventory, their answers are more consistent and the reports more reliable. Ask your participants to go to the Answer the Inventory page and watch the roughly 2-minute “How Should the Characterix Personality Inventory Be Applied?” video.

8Sending the inventory to people not on the list

Open the Homepage in the panel. At the top you can see your purchased, used and remaining usage rights. In the Usage Details table below, you have two options for each inventory type:

• 1Usage amounts: your purchased, used and remaining rights.
• 2Invite (Single-Use Access Code): sends a personal invitation.
• 3General Access Code: a shared code that anyone who opens the link can use.