Create a Watchlist

Overview

Instructions

1. In BluSKY, navigate to Watchlists. Main Menu-> Administration-> Watchlists
2. In the lower left hand side click the  icon.
3. Depending on the user's Role, a number of available options are available to specify the Owner of the Watchlist. The selection here impacts who is able to view/edit/delete the Watchlist, as well as the scope of its application.
   • See the Watchlist Owner Definition section below for more information on each Owner type.
   •  When the Owner selection is changed, users must specify the entity by clicking "Please Select" to open a picker window or making a selection in the drop-down menu (in the case of System Owner). This step is not necessary if Me is selected.
4. Use the Name text field to give the Watchlist a name.
5. If applicable, specify a Distribution List to receive Watchlist Notifications using the Notification Distribution List Id dropdown menu. Or, specify a list of static email addresses to receive these Notifications using the Notification Emails field.
6. When finished, click the  button to save the new Watchlist.

You are now ready to add Members to your new Watchlist. Follow this guide for steps on how to do just that:

• Add a Watchlist Member

Watchlist Owner Definition

A Watchlist only flags a Visitor as a match within the scope of its Owner. However, anyone with the appropriate Watchlist permissions (as part of their Role) can view, edit, or delete a Watchlist if its Owner falls under their Role scope (ex. someone with Watchlist permissions at the Facility scope can see Watchlists owned by Occupancies if they are under the Facility; however, someone with Watchlist permissions at the Occupancy scope can't see Watchlists owned by the Facility they are under).

Please see below for how each Owner type affects the scope of Visitors that are monitored by the Watchlist:

• Me: The Watchlist is only visible and editable to the user who created it. The Watchlist only applies to Visitors created by this user.
• Occupancy: The Watchlist applies to Visitors created by anyone in this Occupancy.
• Facility: The Watchlist applies to Visitors created by anyone in this Facility.
• Company: The Watchlist applies to Visitors created by anyone in an Occupancy under this parent Company. Use this when a tenant Occupancy has multiple offices across multiple Systems/Facilities that need Watchlist monitoring.
• System: The Watchlist applies to Visitors created by anyone in this System.