Guardian Setup & Configuration

How-To Guides for Setting up and Configuring various aspects of Guardian

Configure IR Alert Thresholds
Mon, 8 Jul, 2024 at 7:51 AM
Configure ability to create cases via an email to a specified email address
Prior to your configuration of this feature, please submit a support ticket and inform our team that you are wanting to use this feature. The support tea...
Fri, 9 Aug, 2024 at 12:52 PM
Configuring Default Email, Attachment, and Letter Settings for Incident Types
Tue, 12 Nov, 2024 at 11:33 AM
Risk Feature Enhancement - Addition of D-Scale and E-Scale fields
Tue, 12 Nov, 2024 at 11:33 AM
Understanding Guest/Public vs Logged-In Incident Report Forms
TABLE OF CONTENTS General Guest/Public Incident Reporting Link Incident Access Control Direct Reporting Form Links Guest/Public Form vs. Logged-In Form...
Thu, 9 Jul, 2026 at 12:18 PM
Displaying Involved Party Names on the Workflow Screen
TABLE OF CONTENTS Configure the Workflow Role How Workflow Role Works Adding a New Incident Role Important Notes Guardian can display the names of...
Wed, 19 Aug, 2026 at 5:48 PM
Understanding Incident Access vs. Employee Roles in Guardian
TABLE OF CONTENTS What determines who can submit a report? What determines who can view and manage cases? Key Takeaway Common examples Before changing...
Wed, 7 Oct, 2026 at 3:28 PM
How to Assign or Update Employee Roles in Guardian
TABLE OF CONTENTS Before you begin Assign or update an employee role Available employee roles Limit access by location or building Assigning access ac...
Wed, 7 Oct, 2026 at 3:17 PM