Automated Security Awareness Program (ASAP)

Automated Security Awareness Program (ASAP) Guide

Our Automated Security Awareness Program (ASAP), is a simple tool designed to yield powerful results. ASAP is offered as a free tool and has exclusive features for KnowBe4 customers. Regardless of your subscription level, ASAP is quick to set up and easy to follow. If you'd like to watch a quick overview of how ASAP works check out our video, What is ASAP?

First, you’ll answer a short questionnaire about your organization’s needs, goals, and culture. Those answers are used to generate a custom task list. Each task includes detailed instructions and resources to help you along the way. ASAP is your guide to creating a fully mature security awareness training and culture program.

Getting Started

To get started with ASAP, follow the steps below.

  1. Log in to your KnowBe4 account.
  2. From your KnowBe4 console, navigate to the ASAP tab. Then, click the Get Started button.
  3. You will be asked seven questions about your organization. Each multiple-choice question allows you to select as many answers as you need.
    • If you would like to review or change an answer, you can click Back at the bottom of the page to navigate to previous questions.
  4. After answering the last question, click the Generate Program button
  5. After your security awareness program is automatically generated, you will be taken to your organization's custom ASAP Task List.

ASAP Tab Overview

Once your program has been generated, the ASAP tab of your KnowBe4 console will display the information listed below.

  1. Task List: Your Task List contains all of the steps we recommend you take to create a fully mature security awareness training program. Click on any task name to view that task's details.
  2. Download PDF: From the Download PDF drop-down menu, you can choose to download this information in one of the following styles:
    • Select Download Full Program to download a detailed report of all of the tasks listed in your program. This PDF file includes an introduction to ASAP, detailed descriptions of each task, step-by-step instructions to complete each task, and more.
    • Select Download Executive Summary to download a PDF file that includes information about ASAP as well as a list of all the tasks in your program. The list includes the name of each task, recommended start dates, and estimated durations. We recommend using this summary when introducing ASAP to your management or executive team.
  3. ASAP Profile: Click the ASAP Profile button to view the information used to generate your program. Your ASAP Profile includes organizational information and the responses provided when your ASAP questionnaire was originally completed.
  4. Settings: If you need to restart the ASAP process or adjust the scheduled start date, click the Settings button. The window shown below will open:
    • To adjust the scheduled dates for your program, select your preferred start date and then click the Save button. The dates for all of your incomplete tasks will automatically be updated based on the new start date.
    • Additionally, if one or more of your tasks are overdue by at least 14 days, you will automatically be prompted to change this start date.
    • To restart the ASAP process, click the Reset Program button. You will be asked to retake the questionnaire and a new task list will be generated for you. Any related phishing and training campaigns will remain in your console, but all records of completed tasks will be deleted.
  5. Calendar: In the calendar view, your tasks are shown on their estimated start and end dates. As tasks are completed, the calendar will update to show the actual completion date of each task.

You also have the option to edit the start and end dates of a task from the task list. See the Task Details section below for more information.

Task List

ASAP uses your questionnaire responses to generate a custom Task List for your organization. At the top of the page, you will see which task you should complete next. The Upcoming tab lists all of your future tasks ordered by start date. The Completed tab lists all of the tasks that have been marked as complete. If a task has been marked as complete by mistake, you can click the Mark Incomplete button.

Each task includes the date it should be started, step-by-step instructions, and a list of resources. Click on a task’s name to view the task details and to learn more about how to complete that task.

Task Details

In the example below, the task named Create and complete a baseline phishing campaign includes a description, a suggested start and end date, links to related articles on our knowledge base, and the recommended campaign settings.

If you are already a KnowBe4 customer, you can click on the Create This Campaign button to automatically populate these settings into a new campaign. The New Phishing Campaign page will open in another window so that you can customize these settings before creating the campaign.

On some tasks, you may see the View ModStore Content button.  This button will take you to a filtered ModStore search that includes recommended content.

For tasks related to groups, you may see the Create this Group button. Clicking this button will take you to the user group creation page and the group name field will be automatically populated with the recommended name. For Diamond and Platinum customers, clicking the Create this Group button may automatically create a smart group, when applicable.

To edit the dates associated with a task, click on either the start or end date for that task. From the window that opens, select your preferred start and end dates, and then click Edit Dates to save this information.

Completing Tasks

Once you have completed a task, be sure to click the Mark Complete button in the bottom-right corner. A window will open asking for details such as the specific completion date and the campaign associated with the task.

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