Using file folders in EPIC
Creating and using folders and subfolders within the EPIC system lets you
keep track of respondents that you have entered into the system. All of your
respondents can be stored in this way to help you organize records for easy
retrieval.
If you're a consultant you might create folders for each company you work with, if you're in HR you might list departments. In the example, the Sales Department uses DiSC in their quarterly sales meetings for new hires so that folder has sub-folders listed by date.
Organizing your records by folder and sub folder when you enter them in the system makes finding specific individuals or groups of individuals much easier in the future.
Reports can be moved into new folders and new sub-folders can be created as needed.