Content Options

Activate Content Options

The Content Options popup can be activated in several ways:

• When scheduling content using the Advanced Scheduling or Send Now controls.

• Clicking content on the calendar (the horizontal bar containing the content title) that is scheduled in the future or active (the call to action has not expired).

Note that the options displayed when activating content options will vary based on the content status.

To choose an option, click the check box beside the desired option. Clicking the check box will reveal other, associated settings (if applicable).

Choose Content Options

Change Content

The "Change Content" button allows you to replace the selected content. Click this button for a list of published content. This window contains the same search and preview functions as the Content Chooser on the Scheduling page. Click the icon to the right of the content you want to use instead of the currently selected content.

Update the Send Date

The send date field can be updated to a different date. This date must be tomorrow or later.

Set Recipient Filter

Clicking the Set Filter Icon () will activate the Recipient Filter dialogue. The Recipient Filter tells modONE which Team Members are within the scope of this content. See the Recipient Filter Guide for detailed instructions.

Customize Notification Send Time

Team Members are notified when new content is available for review. These notifications are sent at the time set at the Organization level (see Manage My Organization for details). When scheduling content, you can change this timing. Note that this change only applies to the content being scheduled.

• Click the checkbox beside Customize Notification Send TIme

• Update the email send time and text send time

Set Recurring Schedule Rule

Setting a recurring schedule rule will activate the content on the scheduled date and automatically reschedule the content based on this rule. Each rule has two components:

• Interval (an integer)

• Time Frame (Days, Weeks, Months (Days in Month), Months (Days of Week))

The following is a guide to each rule type:

Days: Content will repeat daily at the specified interval. For example, if the interval is set to 2 and the Time Frame is Daily, the content will repeat every other day.

Weeks: Content will repeat on a weekly schedule at the specified interval. When you choose Weeks as the timeframe, you can specify the specific days of the week that the content will be scheduled. In the example below, the content will recur every Monday.

Months (Days in Month): Content will repeat monthly on specified dates. When you choose Months (Days in Month) as the timeframe, you can specify the specific dates that the content will be scheduled. In the example below, the content will recur every other month on the 15th and the last day of the month.

Months (Days of Week): Content will repeat monthly on specified days. When you choose Months (Days of Week) as the timeframe, you can specify a day coupled with when the day occurs within the month (e.g., First, Second, Third, etc.). In the example below, the content will recur every month on the second Thursday of the Month.

Add a Call to Action

A call to action (CTA) indicates an action that the recipient must take for the content to be set to confirmed status for that recipient. When activating Content Options, this option is checked by default. See the Call to Action guide for step-by-step instructions.

Customize Theme Message

When content is presented to a Team Member, a message consistently appears at the bottom of the content viewer. This message often contains the year's safety theme or brief instructions on who to call if a team member is injured. This message is set at the Organization level (see Manage My Organization for details).

When scheduling content, you can customize this message. Note that this change only applies to the content being scheduled.

1. Click the checkbox beside Customize Theme Message

2. Update the message accordingly

Take Attendance

To enable the attendance module for this content, click the checkbox beside Take Attendance. Note that this option will only be visible when a call to action is defined for this content. For more information on the Attendance process, see the Manage Attendance guide.

The "Location Lead First" option is enabled when the Attendance checkbox is checked. When checked, this option enforces the rule that the Location Lead (defined when maintaining locations in Organization Settings) must first respond to the call to action before attendance is available to their Team Members.

Use the Quiz Associated with this Content

If a comprehension quiz is associated with this content, this option will be visible.

1. Click the checkbox beside Use Quiz Associated with this content

2. If attendance is enabled, two options will appear 1) Attendance and 2) Content (if attendance is not enabled, the only choice will be Content).

3. Click the checkbox beside Attendance to present the quiz when a Team Member logs their attendance.

4. Click the checkbox beside Content to present the quiz when a Team Member reviews the content in the content viewer.

Validate and Schedule Content

When you have completed selecting and setting content options, click the "Validate and Schedule Content" button. modONE will conduct a series of validation checks and schedule the content. If an issue is encountered during validation, a message will appear describing the issue, and the content will be placed in suspense. Suspended content will appear on the calendar in purple. To resolve the issue, click on the content, update the options, and click the "Validate and Schedule Content" button to revalidate.