This guide will walk you through the process of creating an engagement activity and importing attendance data in CybSafe. This feature allows you to record participation in off-platform security awareness events, which contributes to the engagement risk factor.
Preparing your CSV file
Before creating an activity, prepare your CSV file with attendance data. The file should not contain a header and can have one of two structures. Which option you choose will depend on if you want to explicitly show the people who weren’t in attendance.
Single column CSV
This structure will mark all users as attended for the associated activity. The CSV contains only emails for the people who attended. Header row is required and needs to be email.
Example:
Double column CSV
First column: emails
Second column: attendance status (1 for attended, 0 for not attended)
Header row is required and needs to be email and attended.
Example:
email,attended
[email protected],1
[email protected],1
[email protected],1
[email protected],0
This format is processed as a specific list of attendees and their attendance status.
Creating and uploading an Engagement activity
Follow these steps to create an activity and upload attendance data:
Step 1: Create a New Activity
Navigate to the "Engagement reports" section.
Click on the "Engagement activities" tab.
Click the "Add new activity" button.
In the "Create activity" form, fill out the following fields:
Title: Enter a descriptive title for the activity
Description: Provide details about the activity
Provider: Enter the name of the activity provider
Duration: Select the appropriate duration (e.g., "Short" for less than 30 minutes)
Activity type: Choose the relevant type (e.g., "Unknown" if not specified)
Mandatory: Toggle on/off depending on whether the activity is mandatory
Date: Enter the date of the activity
Click "Next" to proceed to the Security Behaviors section.
Select relevant security behaviors and complete the activity creation process.
Step 2: View the Newly Created Activity After creating the activity, you'll be taken to the Activity details page. Here you can review the information you entered, including:
Activity name, date, provider, duration, and type
Associated security behaviors
Current attendance count
Whether the activity is mandatory
Upload CSV for Attendance Data
On the Activity details page, scroll down to the "Upload attendees" section.
Click the "Choose file" button to select your prepared CSV file.
Once selected, the system will process the file and update the activity with attendance data.
Error Handling
If the CSV file contains errors, no records will be created. The system will provide error messages to help you identify and correct issues. Common errors include:
Invalid email addresses: Ensure all emails in the CSV correspond to users in your organization.
Invalid attendance values: For double column CSVs, attendance must be marked as 0 or 1.
Incorrect CSV format: Check that your file matches one of the specified formats.
Best Practices:
Double-check your CSV file before uploading to ensure correct formatting.
For mandatory activities, make sure to include all required attendees in your CSV.
Regularly review your engagement activities to ensure data accuracy.