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Unify - Create a Training-Based Workflow with Living Security Training Platform

This article provides step-by-step instructions for assigning Living Security training to a group of individuals from an Action Plan in Unify

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 "Workflow" in the campaign name as it will be visible to employees.

  • Select a System Audience

    • The audience will be populated within Unify with insight detections

  • 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: Create the Workflow in Unify

  • Initiate the Workflow:

    • Click on "Create new workflow."

  • Define the Action Plan:

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

  • Select Insight Detections:

    • The workflow will trigger when this insight is detected.

  • Choose identities:

    • Choose the identities you want this Workflow to apply to

  • Link the Training Campaign with Choose Action:

    • Select Deliver Training & Emails and choose your planned campaign. 

  • Save the Workflow

Step 3: Validate and Launch the Campaign

  • Review Notifications:

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

  • Launch the Campaign:

      • Click the "Launch" button in Training.

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