Who can use this feature 👥 Location admins and admins of an organisation 🖥 Schedule in the Safeguard Dashboard 📱 Participants confirm in the App whether they will attend 💎 Part of the exercise module, which Safeguard switches on for your organisation |
You want to hold a practical exercise with a few emergency responders. You schedule it via Planning in the dashboard. The participants receive an invitation straight away, and the planning shows how many have accepted.
Scheduling an exercise
Go to Planning.
Click Schedule and choose Schedule exercise.
You see the exercises that Safeguard has prepared for you, with their duration and the number of people. Use More information to read the scenario first. Click Schedule exercise on the exercise you want to hold.
Under Practical details, enter the date and time.
Choose the location and, if you like, enter the exercise room.
Click Next.
Under Roles, choose the participants and click Next.
Check the overview and click Schedule exercise.
You see Exercise scheduled. Use Prepare to go straight to the exercise. On Planning, the exercise appears as a card with the label Exercise and the number of participants who have accepted.
Things to keep in mind
The location determines which emergency responders can take part. After scheduling, you cannot change the location.
The exercise room is shown in the exercise alert.
You are the exercise leader. You do not receive an invitation or an exercise alert yourself.
Participants shows the minimum number of emergency responders the exercise needs. You can only continue once you have chosen enough.
The list shows for each colleague whether they have done the exercise before or are already scheduled for it. If Regular day off or Working from home appears after a name, that person is not on location that day according to their default schedule. You can still choose them.
If another exercise is already scheduled on the same day, you see a message. You can simply continue.
Users with the role Employee are not listed, because they cannot take part.
Moving an exercise or changing participants
Open the exercise from Planning.
Click the button with the three dots in the top right.
Choose Move exercise for a different date, time or exercise room, or Edit participants to replace or add someone.
Make the changes you need and click Edit exercise.
Under a changed field you see Previously: with the old value. If you choose a different date or time, the participants are notified and confirm again whether they will attend. A new participant receives an invitation. Anyone you remove is told they are no longer taking part.
Cancelling an exercise
Open the exercise and click the button with the three dots.
Choose Cancel exercise and confirm with Cancel exercise.
The participants receive an email saying the exercise is not going ahead. In the calendar under Planning, the exercise is then shown as cancelled. You can move, change and cancel an exercise as long as it has not started.