This type of Security Rule is really powerful, as it enables you to lock access to a document based on whether the visitor has been awarded a ‘Badge’ in a previous document.
What is a Badge?
A Badge is awarded upon the completion of an Assessment in a document. For example, if a visitor passes a Level 1 H&S Quiz they can be awarded a badge.
Recommended Reading - Badges.
Example
A member of your team is completing a Health & Safety Training course. They are required to complete a H&S test on the 'Level 1 Document' where they will be awarded a Badge, before they can access the 'Level 2 Document'. If they haven’t been awarded the Badge, they can’t access it – it's that simple!
Badges can only be awarded or used in a Security Rule in conjunction with Reader Login, Employee Number or SSO. This is because the visitor must be identified in order for them to earn a Badge.
How to create a 'Badge' Security Rule
Select ‘Documents’ from the main menu.
Select ‘Settings’ followed by ‘Security Rules’.
Select the ‘Add’ button.
Start by entering a name for the Security Rules in the 'Details'.
💡 Make sure the name is clear and recognisable so you know which Security Rule you're looking for when you wish to add it to a Document.
Select the 'Badge' tab.
Select a Badge from the 'New Badge' drop-down list, followed by the 'Add' button.
This can be repeated as many times as required.
How to remove a Badge
Simply select a Badge from the list followed by 'Deleted Selected' if you wish to remove it.