Configuring custom company resources and actions

You can add your own company resources and actions in Peakon to complement suggested resources and actions. Peakon supports your customized resources and actions across all question sets.

This article will contain steps on how to configure custom company resources and actions. To learn more about custom company resources and actions, see About custom company resources and actions and how they work.

This article will contain the following sections:

• Adding custom resources
• Adding custom suggested actions
• Access control

Adding custom resources

1. Click on Administration, then Resources
2. Select the question set, and the driver this relates to
3. Add a title and description
4. Upload an optional thumbnail image that will appear on the resource
5. Add the link to your resource and select whether it’s an article or video
6. Set the Publish or Draft toggle 
7. Save changes

Once saved, it is possible to switch the resource back and forth between Publish or Draft. To make changes to the resource, click on the Edit icon.

A maximum of 25 custom resources can be added per linked driver.

Adding custom suggested actions

1. Click on Administration, then Actions
2. Select the question set, and the driver this relates to
3. Add a title, notes, and optional duration for the action
4. Select the relevant language under the Localization dropdown menu. If the action should be displayed in multiple languages, add a separate action for each relevant language.
5. Set the Publish or Draft toggle 
6. Save changes

Once saved, it is possible to switch the action back and forth between Publish or Draft. To make changes to the action, click on the Edit icon.

A maximum of 25 custom actions can be added per linked driver.

Access control

Below are some considerations in regards to access control permissions for managers. For more information around access control, see About access control groups and how they work:

• Once a custom resource or suggested action is published it will be available to all managers that have access to the question set in their access control group.
• On the other hand, once a suggested action is published, it will be available to all managers who have Access to actions enabled under the action group of permissions, as well as access to that question set in their access control group.
• Permission to add and manage custom resources and actions can be enabled in the Improve section of access control permissions. This is only available for administrator-like groups that provide access to 'all employees'.