Configure Critical Event Management groups

Create groups and assign roles to individuals in the group.

Before you begin

Role required: admin

About this task

Admins can create agent groups, add members to these groups, and add roles to these members.

• Create Agent and On-site Responder Groups:

  Set up agent or assignment groups and on-site responder groups based on your organization’s requirements.

• Assign Roles to Group Members:

  Add members to these groups and assign appropriate roles for their responsibilities.

• Map On-site Responder Groups to Locations:

  A CEM admin can map each on-site responder group to a specific location to promote accurate assignment during critical events.

After you configure group-to-location mapping, the responder groups are automatically populated based on the critical event's location.

Procedure

1. Navigate to All > System Security > User and groups > Groups.

2. Create a new group by selecting New.

3. In the form, fill in the fields.

   Field	Description
   Name	Name of the group being created.
   Manager	Individual responsible for overseeing the group.
   Group email	Email address associated with the group.
   Parent	Parent group if applicable.
   Description	Additional information about the purpose and scope of this group.

4. Select Submit.

5. Open the new group and add members and roles for the members.

   Note: Assign the following roles to agent groups to enable them to create Health and Safety incidents through Critical Event Management:

   • sn_ohs_im.incident_reader
   • sn_ohs_im.incident_writer
   • sn_ohs_im.incident_create

6. Add members to the group
   Add members to the group mapped to a location.

7. Add roles to a member
   Add roles to a member of the group mapped to a location.
8. Add roles to the group
   Add roles to groups that are mapped to a location.
9. Map on-site responder group with location
   Map the on-site responder groups with the location, enabling these groups to be automatically populated when the location is selected in a new critical event.

Parent Topic:Configuring Critical Event Management