In order to schedule a send out for an assessment, please follow the steps below. Notice that you first need to setup a template and import e-mail recipients.
- Login to Security Center.
- Click Fraud Risk Assessment > Schedules > Add schedule.
- Under General information enter the following:
- Name: the name of the assessment, e.g. Assessment all staff July 2017.
- Owner: select the owner of the assessment.
- Template: select the template for the assessment.
- Starts on: select the date and time when the send out will be done and the assessment is started.
- Assessment duration: the duration for the assessment. After the number of days have passed the assessment is closed and no more statistics are collected.
- Under Sendout make the following settings:
- Sendout
- Starts on: select when the assessment starts.
- Timezone: select the timezone.
- Assessment duration: select the duration of the assessment.
- Frequency
- All emails at once: this setting will send out all emails at once.
- Distributed over time period: this setting will let you select a distribution period for when the emails will be sent.
- Distribution period(min): this setting needs to be greater than or equal to 30 or less than or equal to 10080 (one week)
- In batches: this setting will let you select if the emails will be sent in batches on a set time.
- Batch size: the amount of recipients in the batch that will be sent.
- Sent every (min): how often the emails will be sent
- Sendout
- Under Recipients make the following settings:
- All: select this option if you want the assessment to target all recipients in the system.
- Custom recipients: select this option if you want the assessment to target a specific group of recipients. Under Tags select the groups you want to target,
- Under Exclude you can exclude specific recipients and groups by doing the following:
- Recipients: select specific recipients to exclude.
- Tags: select specific recipients to exclude.
- Under Education make the following settings:
- Automated education: when activating automated education each recipient will receive a tailored educational email based on the user's actions in the simulation.
It’s important to setup a SPF record before the assessment is launched.
Read how this is done here
- Educational template: select what educational template that should be used.
- Trigger: select when the recipients should receive the educational sendout.
- Send educational emails when the assessment is finished
- Send educational email after action is preformed by user (excluding opening the email)
- Send educational email instantly after action is preformed by user (excluding opening the email)
- Send educational emails when the assessment is finished
- Automated education: when activating automated education each recipient will receive a tailored educational email based on the user's actions in the simulation.
- Under Notifications you can enable notifications before and after the assessment.
- Click OK.
- Done!
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