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Steps for

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the New FO Role Task

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Creating the New FO Role

1.  Follow the steps outlined within /wiki/spaces/OEM/pages/13242927039 guide
   
   
   1.  In the above referenced guide:
      
      
      1.  For Step 5.a., use "FO COVID-19 Notification Team"
   in Everbridge
   1. 1. 
         
         

      2.  For Step 9.b., use "FO COVID-19 PL Notifier"
         
         

      3.  DO NOT do Step 9.d.
         
         
      4. For Step 9.f., all check-boxes under "Group Management" and "Rule Management" should be checked, as shown below:
         

         
         

         Group Management Create, edit and delete Groups, Remove contact from group Create, edit and delete Groups Add contacts to Groups Move and remove contacts from Groups

         Rule Management Create, edit and delete rules Create, edit and delete rules for same role only

         
         

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Importing FO specific records (466, to be precise)

1. Backup Everbridge user base
   
   

2. Run the curated FO CSV file in Everbridge, using the UI as Organization Admin role

   Warning
   title VERIFY/CONFIRM:
   That the selected CSV file is being used as the Update option!

   
   

3. Export Everbridge user base
   
   
4. In the exported CSV file, confirm:
   
   
   1. The count from Step 2 1 is the same as the count from Step 4
      
      
   2. Filter by "Groups" column; confirm it results in 467 affected record (1 more record is because I am including my own record as part of this group)
      
      
      1. If either 5.a. or 5.b. fails, REVERT by uploading the CSV file from Step 2.1
         
         
5. Assign the group that was created in Step 1 the previous section "FO COVID-19 Notification Team" to the new FO role
   
   
6. Login using Break-Glass, and confirm access
   
   
7. Notify Team on completion