Add a Safe Workplace audience

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 3 Minuten Lesedauer

    • Add a collection of users for Emergency Outreach notifications. Target individual users or specific users based on criteria such as location, department, or group.

    Vorbereitungen

    Role required: sn_imt_core.admin, sn_imt_checkin.checkin_admin, or admin

    Prozedur

    1. Navigate to All > Employee Health and Safety Status > Safe Workplace Audience and click New.
    2. In the Name field, enter a descriptive name for the audience.
      For example, Building C Network Group or Facilities employees reporting to Bob.
    3. Indicate the users who should receive notifications.
      MethodAction
      Add users manually

      Select the users that you want to add to the audience in the Users field.
      Upload a spreadsheet of users

      Select the link to add a file in the Upload file field.

      The header of the first column of the spreadsheet must be user_name if you upload a list of user IDs or email if you upload a list of email addresses.

      Hinweis:
      If you have more than 500 entries, split the spreadsheet into multiple files.
      Use additional criteria based on common User [sys_user] table fields
      1. Select values for the Groups, Roles, Companies, Locations, or Departments fields.
      2. Select a value in the Audience criteria field.
        • Include all of the users listed in the Users field and any additional users who fulfill at least one of the other criteria by selecting Any of the criteria (OR).
        • Include only users who fulfill all selected criteria by selecting All the criteria (AND). Any users listed in the Users field are included in the audience only if they also fulfill all the additional criteria.
      Enter conditions in the condition builder

      1. Either retain the default setting of the User [sys_user] table or select a different table and select a column in that table to view its fields.

        The condition builder lists fields based on your selection. Scroll to the bottom of the list and select Show related fields to view fields from related tables.

        The number of users that the audience will contain is shown below the Audience criteria field. As you add criteria, check this number to ensure that users are added and filtered as you intend.

      2. Create the condition.

        For example, you could specify one floor of a particular building or users who report to a particular manager.
    4. You can add users to the audience manually or upload a spreadsheet (.csv or .xlsx file) with multiple users.
      • To add users manually, select the users that you want to add to the audience in the Users field. You can include a combination of groups, roles, companies, locations, and departments to further define your audience.
      • To upload a spreadsheet of users, select the link to add a file in the Upload file field. The header of the first column of the spreadsheet must be user_name if you upload a list of user IDs or email if you upload a list of email addresses.
        Hinweis:
        If you have more than 500 entries, split the spreadsheet into multiple files.
    5. If you want to use additional criteria to define the audience, such as groups, roles, or locations, select a value in the Audience criteria field.
      • If you select Any of the criteria (OR), the audience contains all of the users listed in the Users field and any additional users who fulfill at least one of the other criteria.
      • If you select All the criteria (AND), the audience only contains users who fulfill all of the criteria. Any users listed in the Users field are only included in the audience if they also fulfill all the additional criteria.
    6. To add criteria, select values for the Groups, Roles, Companies, Locations, or Departments fields.
      You can also select conditions in the condition builder. The condition builder lists fields from the User [sys_user] table. Scroll to the bottom of the list and select Show related fields to view fields from related tables.

      The number of users that the audience will contain is shown below the Audience criteria field. As you add criteria, check this number to ensure that users are added and filtered as you intend.

    7. Add conditions as desired.
      The condition builder lists the fields in the User [sys_user] table. For example, you can select the city, manager, or building. Scroll to the bottom of the list to select Show related fields. You can select fields from related tables such as Building, Company, Location. For example, you can specify one floor of a particular building.

      The conditions are applied in conjunction with the criteria that you specified.

    8. Wahlweise: To require that all criteria and conditions be met to include users, select the Match all check box.
    9. Select Submit.