Introduction


WIN-911 introduces the new concept of Roles, a way of categorizing and developing logic for notification and reporting. The Role setting is user-defined and not required to configure, it is used to simplify Tactic configuration and adds a level of convenience for adding new users to your connection definitions.   In the following document, we will discuss the following subjects:


  • Creating a Role
  • Configuration
  • Implementation


With this information, you will a better understanding of how to efficiently utilize this new feature of WIN-911


Creating a Role


Opening the WIN-911 GUI, you can navigate to Contact>Roles to bring up the Roles workspace. In the below example, we have several Roles already configured. Create a new role by clicking the add icon on the bottom left. Creating a new Role will open the "General" settings:



The settings include:


Name: User-defined name of the Role 


Description: A description of the Role (optional)


Foreground Color: The color of the text defined in the "Name" field


Background Color: The banner color that wraps around the "Name" text


The purpose of Roles is to help categorize and organize users into Tactics and Strategies. Once a Role is created, you can continue to attach to your users


Configuration


As you create new users, you will notice a plethora of settings that you can add, but for the purpose of this subject, we will stick with Roles. In this example, we are under Contacts>Email>Connections, this is where we add the Roles that we just created. By clicking the add icon to the right of the "Roles" Field, a window will bring up a bank of all available roles



Multiple Roles can be configured for any single user. Clicking the add icon will bring up the below window, from there, you can shift click multiple selections, or click the top left check box to select all Roles. With your current selections, click the check mark icon to add them to the connection.

Any number of Roles can be attached to any users contact information, but once they are created an attached, it is the implantation in the Tactic that makes Roles what they are.


Implementation


With your roles created, you can now utilize them in your Tactic. Navigating to Notification>Tactics>Advanced will bring up the Tactic workspace. Begin the Tactic by dragging and dropping the "Notify All" Notification Block in the the workspace timeline.


tip: the same steps can be implemented with "Send Report to All"




Click on the block to bring up the editing tool.

Selecting the Edit icon in the very middle will bring up the "Edit Properties" page, from there you can select the Role you wish, along with some other capabilities.



Edit Properties: This particular Block will allow you to notify 

anyone with a particular Role attached to their connection


Ignore Schedule: Checking that will ignore the defined schedule and notify regardless.


Wait for Notification to Complete: Rather than waiting for the notification to successfully send out, WIN-911 will open up multiple queues through whatever available channels. 


Notification Timeout will un-grey when you enable Wait for Notification to Complete, giving you a time frame to wait for a successful notification. 


Number of Retry Attempts: In the event of an unsuccessful notification, it will retry the defined amount of times. 


Delay Between Retries: With 1 or more retries defined, you can define the amount of delay before it retries.


Delay After Connection: This will wait the defined time before it moves to the next person with the same Role (this is done in no particular order).


With the desired settings configured, hit the check mark icon and save your Tactic.


Conclusion


Roles are a way of simplifying a configuration in way that makes it easy to add and delete users. For systems with larger data sets, the only requirement for setting up notification, is to make sure they are configured with the correct Role. With the right Role in place, rather than having to go edit new tactics, the new operator will fall into the existing tactic. If you are experiencing a problem, or have additional questions, please submit a Support Ticket or contact Product Support at 512-326-1011 x3 or toll free in the US and Canada at 1-800-331-8740 x3