Unify - Create a Training-Based Action Plan with Living Security Training Platform

Step 1: Prepare the Training Campaign in Training

• Access Campaign Builder:

  • Navigate to Training and open the Campaign Builder.

• Create a Campaign:

  • Name your campaign appropriately (e.g., "December Data Classification Training").
  • Avoid using terms like "Action Plan" in the campaign name as it will be visible to employees.

• Don't Select an Audience

  • Leave the Audience field blank for now, as the audience will be created during the Action Plan setup in Unify.

• Set Up Training Content:

  • Select training content to assign, such as videos or modules.
  • Specify the assignment and due dates (e.g., assigned on launch, due in 15 days).

• Configure Notifications:

  • Define notifications to inform employees of their training responsibilities. Example email cadence for training due in 15 days:
    • Day 1: Assignment notification.
    • Day 10, Day 15: Reminder notifications.
    • Day 16, Day 18: Overdue notifications.
  • Use the Notification section to customize templates with your company’s branding.
  • Save and test each notification.

• Review and Save Campaign:

  • Ensure all components (content, notifications) are properly configured.
  • Save the campaign for later use, do not hit launch!

Step 2: Identify the Audience in Unify

• Navigate to Unify:

  • From the Unify dashboard, identify the individuals that you would like to train. Common mechanisms for identifying these individuals include:
    • A Lens filtered on Highly Risky identities.
    • A Lens specific to your organization's risk tolerances.
    • Utilize a Recommendation
  • You can view the Identities that meet the criteria selected within the People tab.

• Refine the Audience:

  • Adjust filters if necessary to ensure the group includes the desired individuals.

Step 3: Create the Action Plan in Unify

• Initiate the Action Plan:

  • Click on "Create Action Plan."

• Define the Action Plan:

  • Name the action plan (e.g., "December 2024 High-Risk Training Plan").
  • Optionally, add a description for internal reference.

• Set Insights for Tracking:

  • Select up to five Insights to track (e.g., MFA adoption, phish reporting, blocked data transfers).

• Define the Audience:

  • Label the audience (e.g., "High-Risk Employees December 2024").
  • This group will be used for the training campaign.

• Link the Training Campaign:

  • Select the planned training campaign. This step links the audience from the Action Plan to the campaign.

• Save the Action Plan:

  • Click "Create Action Plan." This begins the tracking of the employee subset but does not send training.

Step 4: Validate and Launch the Campaign

• Review Notifications:

  • Revisit Training to verify that all notifications are configured and tested.

• Confirm Audience Selection:

  • The Campaign in Training will now reflect the Audience created within the Unify Action Plan.

• Launch the Campaign:

  • Click the "Launch" button in Training.

Step 5: Monitor Progress and Metrics

• Track Completion in Unify:

  • Use the Action Plans section in Unify to monitor training completion rates and behavioral metrics.

• Address Non-Compliance:

  • Set up additional reminders or corrective actions for overdue employees.

By following these steps, you can effectively assign and manage training for high-risk individuals, ensuring improved compliance and security awareness within your organization.