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.
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 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!
How to create a 'Badge' Security Rule
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Select ‘Documents’ from the main menu.
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Select ‘Settings’ followed by ‘Security Rules’.
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Select the ‘Add’ button.
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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 need to add it to a Document.
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Select the 'Badge' tab.
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Select a Badge from the 'New Badge' drop-down list, followed by the 'Add' button.
This can be repeated as many times as required.
Badges can only be awarded or used in a Security Rule when paired with Reader Login, Employee Number, or SSO. This ensures that visitors are properly identified, allowing them to earn their Badge!
How to remove a Badge
Simply select a Badge from the list followed by 'Deleted Selected' if you wish to remove it.