INTRODUCTION:
When Safety Directors communicate about safety related issues, not everyone needs to receive every message that’s generated. With Safety Indicators, you can define a specific set of stakeholders for receiving certain types of communications.
This is achieved through Communication Roles, which might include ‘Project Managers’ or ‘Field Safety Auditors.’ Some Roles may already be established in the system, but you can add others. You can assign Users to one or more Communication Roles, and you can designate which type(s) of recurring Communications are to be received by each group.
WORKING WITH COMMUNICATION ROLES
ACCESSING COMMUNICATION ROLES
• Click the Settings/Gear Icon at the lower left of the Safety Indicators interface
A In the Process & Permission Control window, click the Communication Roles tab on the left
ADDING A NEW COMMUNICATION ROLE
B Above the list of existing Communication Roles, click + Create New (see above)
C In the Communication Role window that appears (see below), enter the name of the new Role
D Enter a brief description of the Role (optional)
E Click the green Save icon at the bottom
DELETING AND EDITING ROLES
To delete a Communication Role:
• Select it in the list; click the red Trash icon; then click Yes to confirm
To edit the Name or Description of a Role:
• Select the item in the list, then click the black Pencil Icon OR double-click the Role name
• Make your edits; then click the green Save icon
ASSIGN A USER TO A COMMUNICATION ROLE
OPTION 1: FROM THE COMMUNICATION ROLES WINDOW
• Select the Role name, then click the black Pencil Icon OR double-click the Role name
A Click the Role Members tab on the left, to see a current list
B At top, click + Assign Personnel to add a new Member
C In the Person field, click the down-arrow on the right. From the drop-down list that appears, click on the name you want to add to this Role
D Click the green Save icon at the bottom, then close out of that window
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OPTION 2: FROM THE PERSONNEL LIST
If necessary, close out of the Process & Permission Control window
• In the main interface, click Administrative Tools in the left menu
• In the Personnel card, click on the large icon
• Find and double-click on the name you want to add to the Communication Role
A Click on the Communication Roles tab on the left, to see the Roles they're already assigned to
B Click + Create New at top
C In the Roles screen, click the checkbox next to the Communication Role you want to assign them to
D Click + Add Selected at the bottom, then close out of the window
CONNECT A COMMUNICATION TYPE TO A COMMUNICATION ROLE
A From the Communication Roles window, click on the Communications tab on the left
B From the categorized list, find and double-click Communication type you wan
C In the Details form that opens, under Recipient Details, click the down-arrow in the ‘To Roles’ field.
From the drop-down menu that appears, click on the Communication Role you want to that communication type connected to
D Click the green Save icon at the bottom, then close out of that window
