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Scheduling: Defining Parameters for Automatic Playlist Scheduling

Set how often, when, and with which simulation types the automated playlist targets each employee.

ℹ️ Info
Part of the Getting Started guide, Step 6. Activate the automated playlist.

The automated playlist decides for itself when each employee gets their next simulation. Three settings shape those decisions: how often, based on each employee's awareness; when, based on working hours; and which simulation types, based on risk profiles. The first and last are under Settings → Playlist Configuration, and working hours under Settings → Business Hours, both in Simulations.

1. Set how often employees get simulations

On the Frequency tab of Playlist Configuration, set the interval between simulations for each awareness maturity level. Employees with lower awareness get simulations more often; advanced employees get them less often, but harder.

  • Awareness maturity: revel8 places each employee in a level, from Onboarding to Very High, based on how they perform.

  • Awareness score boundaries: the score range of each level.

  • Frequency: the interval between simulations in weeks, from 1 to 52. Use the + and − buttons.

  • Number of affected users: how many employees are in each level right now.

The Frequency tab of Playlist Configuration with an interval per awareness maturity level

Click Save to apply your changes.

2. Set when simulations are sent

Simulations only go out during working hours, in each employee's own time zone, so 09:00 means 9 AM wherever the employee is. revel8 derives the time zone from the employee's country.

  1. Open Settings → Business Hours.

  2. Set the start and end time for each working day.

  3. Click Save.

The Business Hours settings with a start and end time for each weekday

3. Assign risk profiles

Risk profiles decide which kinds of simulation each group receives. High-risk groups can get specialized channels such as voice phishing, while others get standard white-collar or blue-collar simulations.

  1. On the Risk Levels tab of Playlist Configuration, review the profiles, for example Executive, High Risk and White Collar, and how many employees each has.

    The Risk Levels tab with each risk profile and its number of employees

  2. Click Assign groups. The wizard walks through the profiles one step at a time.

  3. In each step, choose groups from Select from available groups. For example, put department heads in Executive, or IT security and network admins in High Risk.

  4. Check People in selected groups, click Next to move on, and Save at the end.

    The Assign groups wizard with selected groups and the People in selected groups summary

Groups you do not assign to another profile count as white collar.

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