Manage Bulletins
About Bulletins Management
- Our Bulletins feature enhances your ability to send important safety information to your team members. Our goal is to elevate the significance of the information to a higher level of urgency and require the receiver to acknowledge that they received and understand the information.
- PLEASE NOTE: Bulletins will be available for all current and new members of the recipient group until the Bulletin is deactivated.
Who can manage this feature
- Any user assigned as a Client Administrators (CAs) or Form Owner.
Creating a bulletin
- Click +Create New Bulletin to open the edit page.
- On the edit page, you can:
- Specify the title.
- Add in the bulletin contents. Use the editing tools to manage font, insert links, upload images, remove existing formatting, and more.
- Select the bulletin category (Categories are connected to admin roles. You will only see categories associated with the admin access you have.)
- Set future Publication or Deactivation dates.
- Example: A new policy goes into effect on a certain date. Set the publication date to publish automatically on the date the new policy is effective.
- Example: You know a bulletin will only be relevant for 3 months. Set a deactivation date for 3 months from now and it will automatically deactivate.
- Note: If toggle is set to no, bulletin will publish immediately upon clicking Save and Publish. Bulletin will have to be manually deactivated.
- Select Recipients. Send to all users in your organization or specific group(s).
- Bulletins can be saved as a Draft to finish later or Published for all recipients to view.
Publishing a bulletin
- NOTE: Once a bulletin is published, it CANNOT be edited. Allowing editing would force users to acknowledge each edited version of a bulletin.
- As soon as a bulletin is published, all users designated to receive the bulletin will get an email notifying them of the bulletin.
- It will also appear in the To Do list on their dashboard.
Viewing bulletin acknowledgement data
- Go to main Manage Bulletins page
- Clicking the three dots to the right of the bulletin will open a new menu
- Select Report from the list.
- You will now see the acknowledgement report.
- Clicking Remind Recipients will automatically send an email reminder to everyone who has not yet acknowledged that bulletin.
- View the percentage of acknowledgements in the first two weeks of Bulletin being published.
- View all recipients and their acknowledgement status.
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