Workflows for Responders and Assets

• Overview
• Setting up a Responder Workflow
• Editing a Responder Workflow
• Deleting a Responder Workflow

Overview

The workflow engine can be used to optimize management of responders and vehicle assets with triggers available for:

• Asset enters a region
• Asset exits a region
• Response assurance condition fails (no asset available for alerts in an area)

Example use cases could be:

• Notify a supervisor when an OmniGuard responder arrives at a remote site
• Notify the OmniGuard user when they leave site while still logged in and advise them to log out to maintain their privacy
• Send a notification to security management if the response capabilities for a region drop below a defined level (part of the Responder Assurance setup)
• Notify assets to leave an area and then escalate to a supervisor if they have not left within 15 minutes

Setting up the Responder Workflow

1. Go to Admin - Workflows and use the icon at the bottom right of the page to launch the workflow setup.
2. You will be taken to the Define section where you need to
   • Add Unique Name for the Workflow Rule
   • Add a descriptive summary for the Workflow Rule
   • Either set it to the "Enabled State" or not using the slider
3. Once complete, use the right arrow at the bottom right of the page to proceed or the "X" button to cancel
4. You can then Select Triggers and use the right arrow to proceed to conditions. For the asset management use case, the key triggers are:
   • An asset enters a region (Go to step 5 for conditions)
   • An asset exits a region (Go to step 6 for conditions)
   • A response assurance alert failed (Go to step 7 for conditions)
5. Specify the conditions for assets entering an area then proceed to step 8 (note all conditions optional based on requirements)

   In region after (minutes)	The workflow will only run if the asset has been in that location for more than "n" minutes up to 55 minutes. Select a region from the list and a duration.
   Asset type	Select whether this should apply to OmniGuard Responder, a Bus, or a Vehicle
   Region	Select the region where the workflow should apply
   Triggering Region Group	Select the region group where the workflow should apply
   Schedule	Select a schedule when the workflow should run
   Originating User	Define to which user the workflow should apply
   Originating User Group	Define to which user group the workflow should apply

6. Specify the conditions for assets leaving an area then proceed to step 8 (note all conditions optional based on requirements) 

   Asset type	Select whether this should apply to OmniGuard Responder, a Bus, or a Vehicle
   Region	Select the region where the workflow should apply
   Triggering Region Group	Select the region group where the workflow should apply
   Schedule	Select a schedule when the workflow should run
   Originating User	Define to which user the workflow should apply
   Originating User Group	Define to which user group the workflow should apply

7. Specify the conditions for a failed responder assurance check then proceed to step 8 (note all conditions optional based on requirements)

   Triggering Region Group	Select which region group
   Response Assurance Alert	Select which Response Check failed (allowing you to have different notification actions depending on where there is no coverage)
   Schedule	Select a schedule when the workflow should run
   Originating User Group	Define to which user group the workflow should apply

8. Setup the Actions for the workflow:

   Send a notification to a user group	Uses a selected Notification Template to send a message to a specified User Group
   Send a notification to all group supervisors of the originating group	Sends a template to either - All supervisors of any group the triggering asset is a part of. - Supervisors from a single specific named group
   Send a notification to all groups of the originating user	Sends a selected Notification Template to all groups the user is part of
   Send a notification to the originating user	Sends a selected Notification Template to the asset who triggered the workflow
   Send a notification to all group supervisors of the originating user	Sends a template to either - All supervisors of any group the triggering asset is a part of. - Supervisors from a single specific named group
   Add a delay before executing the next action	Sends a template to either - All supervisors of any group the triggering asset is a part of. - Supervisors from a single specific named group

9. After setting up this section, you will get a confirmation screen summarizing the workflow.
   • Press Save to confirm
   • Press X to cancel
   • Press the back arrow to go back through the Workflow and make changes

Editing a workflow

You can go back and edit a workflow after saving by going to Admin - Workflows - Workflow Rules and clicking on the workflow you want to edit from the list.

After opening the workflow you can press the Edit icon at the bottom right to make changes. This will take you back through each page of the Workflow setup, see above for guidance on the options available. 

Deleting a workflow

You can delete a workflow by going to Admin - Workflows - Workflow Rules and clicking on the workflow you want to delete.

After opening the workflow you can press the Delete icon to remove the workflow.

Click "Yes" on the confirmation pop-up to delete the workflow or "No" to cancel