1. Configuring Roles
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
With this information, you will a better understanding of how to efficiently utilize this new feature of WIN-911
A. Creating a Role
Opening the WIN-911 GUI, you can navigate to Contact > Roles to bring up the Roles workspace. In the example below, 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 for 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 them to your users.
As you create new users, you will notice a number of different settings that you can add. For the purpose of this article, we will stick to Roles. You can find this by following 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 window shown below. Once there, you can shift-click multiple selections, or click the top-left checkbox to select all Roles. With your current selections, click the checkmark icon to add them to the connection.
Any number of Roles can be attached to any user's contact information, but once they are created an attached, it is the implantation in the Tactic that makes Roles what they are.
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 workspace timeline.
NOTE: 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 middle will bring up the Edit Properties page. You can select the Role you wish, along with some other functions.
- Edit Properties: This option will allow you to notify anyone with a particular Role attached to their connection.
- Ignore Schedule: Checking the Ignore Schedule option 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: This option becomes available 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, WIN-911 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: Users can define a specific amount of time before moving on to a different user with the same role.
With the desired settings configured, hit the checkmark icon and save your Tactic.
Roles are a way of simplifying configuration in a manner that makes it easy to add and delete users. For systems with larger data sets, the only requirement for setting up notifications is to make sure they are configured with the correct Role. With the correct Role in place, rather than having to go edit new tactics, the new operator will fall into the existing tactic.