Introducing User Updates

User Updates (UUs) are a simple and versatile tool for user-system interactions and for triggering user-related processes. The intuitive User Update interface combined with its ability to connect with multiple system functions make it a powerful tool.

User Updates can be accessed in the mobile app with a tap on a button, they may include a simple 2 word title, a text update or a responsive form. The update can be set to include the users' location and an update alert. All UUs are registered to the User's log as time tagged log entries. Historical User Updates can be searched for investigation, see Searching Users.

User Updates can be sent the individual user via the mobile app or by the operator (via Dispatcher) or by a third party system (via API). User Updates can also be set to impact other operational processes (such as Policies) or even trigger events in external systems (like access control). User Updates are a simple and at the same time a powerful tool in your NowForce system.

This article covers:
1. User Updates settings - how the admininistrators define and modify behavior of User Updates.

2. User Updates in the mobile app - how the mobile user can post updates to the user's log

3. Operational tools for operator/dispatcher monitoring user-system interactions

4. The role User Updates play in the Policies framework

Note: User Updates are available for all mobile licenses from Monitored Reporter and above.

User Updates Settings

To view the User Update settings:

  1. Click on the gear icon to open the Settings page, and select USERS>User Updates.

2. Hover over an Update's icon select Edit User Updates to edit that Update.

To add a new User Update.

  1. Click on the gear icon to open the Settings page, and select USERS>User Updates.

2. Select the + to add a new update.

3. In the General tab, enter a Name in the box.

4. Select an Icon from the list.

Note: You define icons in the Icon settings page.

5. Select a Category from the dropdown.

Note: Click Create new category to create new categories.

6. Select the Format of the user update from the list:

  • Title only - this is the simplest format. The mobile user will only have to click the button with the title on it.
  • Title + Text - this format allows the user to attach text to the update.
  • Form - this is the more sophisticated format allowing the Admin to design a form that will be attached to the user update. If Form is the option selected, then also select a form type from the Select Form dropdown. See Customizing User Update Forms.

7. Attach Location by toggling the switch to Yes. This option will attach the user's location to the UU. This means the app location will be saved to the user's location history.

Note: this option will upload a single user's location also for Monitored Reporter licenses that do not upload app locations routinely.

8. Attach Alerts by toggling the switch to Yes. This option will trigger an alert on the operator screen every time a user sends the user update.

Tip: it is recommended to activate the alert only for unique important updates to ensure routine alerts do not flood the system.

9. Click Save.

Sending User Updates from the Mobile App

User Updates are available on the Mobile App under the Update page. The Update page can be accessed either via the main menu or via a home screen shortcut bar.

Your User Update will be recorded in your User Log after sending.

Note: You will only have User Updates available to your user profile and specific policy.

To send a User Update from the Mobile App:

  1. On the Home screen, tap Update in the main menu,

or select Update on the Home screen shortcut bar.

The User Update pop-up opens.

2. Tap the User Update you want to select.

Note:

  • Title and text only UUs are sent directly to the dispatch operator upon selection.
  • Free-text UUs require you to tap the free-text box and add in your update, then tap the send icon (airplane) to send.
  • UUs that include a form, open the form upon selection of the UU.

To Send a Free-Text User Update

In the example shown below the “General Update” is configured as a free-text user update. Selecting the General Update user update option opens like:

1. In the User Update, tap on the User Update type you want to select.

The UU opens with the free-text box.

2. Tap inside the free-text box to begin typing your message.

3. Tap the Send icon (airplane) to send your update.

A pop up message with Update sent successfully appears.

To Send a User Update with a Form

The Morning Health Check update is configured with a form. Selecting this user update opens like this:

1. In the User Update, tap on the User Update type you want to select.

The UU opens with the attached form.

2. Tap on the selection boxes to respond to the form questions.

3. Tap Submit to send your update.

The Update Sent! message appears on your screen.

5. Tap the X to close the message screen. Tap inside the free-text box to begin typing your message.

Searching for User Updates in the User Log

You can use the search function in the Users panel to search by User Update, Sending Status and within a defined timeframe

To search for User Updates

  1. In the Users panel toolbar click the Search icon at the top right corner.

2. Select User Updates.

3. From the Select User Updates dropdown select the user update to search on.

Note: You can also set Sending Status and a From date and Timeframe parameters for the search.

4. Click Search.

The results display in the panel below.

Read more about the User Panel and Searching for Users.

User Updates in Policies

User Updates are one of the logical triggers that define a user's transition from one policy to another, for more information about transitioning in Policies see the NowForce Policies Guide.

To apply a User Update as a transition trigger in a Policy

  1. Click on the gear icon to open the Settings page, and select USERS>User Updates.

2. Hover over an Update's icon select Edit User Updates to edit that Update.

3. Select the TRIGGERS tab.

4. Select the relevant checkboxes.

Note: Only one User Update can have a trigger selected as the Trigger 'Infected' update in covid-19 Exposure Notification (Contact Tracing) Cycle.

5. Select the required policy from the Switch to policy list.

6. Click Save.

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