I propose a feature enhancement for automating the assignment of users to groups based on specific profile rules within SafetyCulture. This feature aims to streamline user management, ensuring that users are automatically added to appropriate groups based on their job title, roles, and other relevant profile attributes.
Proposal Overview:
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Extended User Profile Fields:
- Additional Fields: Enable more fields to be added to a user's profile, such as job title, department, and other relevant attributes, with the ability for Custom Fields.
- Dropdown Items: Allow for dropdown selections for various disciplines, such as First Aider, Fire Marshall, Fork Lift Truck Driver etc.
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Automated Group Assignment:
- Develop a rule-based system to automatically assign users to specific groups based on their profile information.
- Rules could include combinations of job titles, roles, and custom attributes to ensure precise group membership.
Current System Example: To illustrate how this can be effectively implemented, I have attached a screenshot from our current Learner Management System, Absorb. This system allows us to scrape user profiles and automatically add them to specific groups based on defined criteria. This functionality has significantly improved our user management efficiency and could provide a valuable reference for the implementation within SafetyCulture.
Benefits:
- Efficiency: Automating the group assignment process reduces the administrative burden on managers and ensures that users are always in the correct groups.
- Accuracy: By using predefined rules, we can ensure that group memberships are consistently accurate, reducing the potential for human error.
- Scalability: This system can easily scale with the organization as new roles and groups are created.
Request for Development: I kindly request that this feature be considered for inclusion in an upcoming sprint. Implementing this functionality will greatly enhance the user management capabilities within SafetyCulture, providing significant value to administrators and end-users alike.
Attachments:
- Screenshot of Absorb LMS demonstrating the automated user group assignment based on profile scraping.
Thank you for considering this proposal. I am happy to discuss this further and provide any additional information or clarification needed.
