Creating a Bulletin (Leadership Only)

Bulletins are the primary communication tool for sharing critical, time-sensitive information with your Safety Team. This guide covers how to create and publish bulletins effectively.

Who Can Create Bulletins?

• Safety Leadership
• Organization Admins

Accessing the Bulletin Creator

1. Navigate to Bulletins in the sidebar.
2. Click the New Bulletin (or +) button.
3. The bulletin editor opens.

Bulletin Fields

Field	Required	Description
Title	✅ Yes	Brief, descriptive headline
Priority	✅ Yes	Critical, Warning, or Info
Body	✅ Yes	Main content of the bulletin
Expiration Date	Optional	When the bulletin should auto-archive
Attachments	Optional	PDF or image files
Person of Concern	Optional	Link to a POC profile
Restricted	Optional	Limit visibility to Leadership only

Priority Levels

Choose the appropriate priority based on urgency:

Priority	Use For	Behavior
🔴 Critical	Immediate threats, active POCs	Pins to top, requires acknowledgement, sends notification
🟡 Warning	Operational hazards, equipment issues	Standard visibility, passive tracking
🔵 Info	Administrative updates, weekly briefings	Standard visibility, passive tracking

Step-by-Step Creation

1. Set the Priority

Select the appropriate priority level first — this determines the bulletin’s behavior.

2. Write a Clear Title

• Be specific: “Parking Lot A Closed Sunday” not “FYI”
• Include the key information upfront
• Keep it scannable

3. Compose the Body

Write the full details:

• What happened or is happening
• When it’s relevant (dates/times)
• Where geographically (if applicable)
• What action to take (if any)

4. Set Expiration (Optional)

If the bulletin is time-limited:

• Set an expiration date
• After this date, the bulletin archives automatically

5. Add Attachments (Optional)

Attach supporting documents:

• PDF — Weekly briefings, protective orders, reference documents
• Images — Surveillance photos, maps, diagrams

6. Link a POC (Optional)

If the bulletin relates to a Person of Concern:

• Search and select the POC profile
• The bulletin will display their photo and status

7. Restrict Visibility (Optional)

For sensitive internal matters:

• Enable “Leadership Only” restriction
• Standard members won’t see this bulletin

8. Publish

Click Create or Publish to make the bulletin live.

Critical Bulletin Acknowledgements

For Critical priority bulletins:

• Every team member must explicitly acknowledge
• Leadership can track acknowledgement percentage
• Members cannot dismiss critical bulletins without acknowledging

Editing a Bulletin

After publishing:

1. Open the bulletin.
2. Click Edit.
3. Make changes.
4. Save.

Archiving a Bulletin

To remove a bulletin from active view:

1. Open the bulletin.
2. Click Archive (or set an expiration date).
3. The bulletin moves to the archive but is not deleted.

Best Practices

• Be Concise — Get to the point quickly.
• Use Correct Priority — Match urgency to content.
• Include Attachments — Visual references improve recognition.
• Set Expirations — Prevent stale bulletins from cluttering feeds.
• Link POCs — Helps team quickly access full profiles.

See Also

• Bulletins Overview — Understanding bulletins.
• POC Management — Creating and managing Persons of Concern.