QRC - Working with Rules

OVERVIEW

Rules allow you to be proactive in your Tracking by flagging events as they happen. This is where you decide what Asset behavior you want to monitor, what the thresholds are and how you want to be notified when Rules are triggered.

To set up a rule, there are four things to consider:

1. Conditions
2. Restrictions
3. Notifications
4. Asset Assignment

ADD A RULE

1. Log in to Fleet Complete
2. From the Tracking screen, click the Menu Bar icon on the top left-hand corner to access the Navigation Panel 
3. Click the Manage menu item
4. Click the Rules submenu item
5. Click the Add button 
6. On the Add Rule screen, select a Rule Type
7. Click Proceed

8. On the General tab, type the Description of the Rule
9. Define the Conditions of the Rule which are specific to that Rule Type
10. Click the ON button to Generate Alerts for the Rule
11. Click the ON button to Assign this rule by default when creating a new Asset
12. Define the rule Restrictions. For example, if a work schedule and/or POI, if any, should be considered when determining if a Rule has been triggered

13. Click the Email Notifications tab
14. Select the Email Subject Fields to include in the subject line of the email notifications
15. In the Email Content section, select the checkboxes to include in the body of the email notifications
16. Click the ON button to notify Resources assigned to the Asset when the rule is triggered
17. Click the User Descriptions to notify them when the Rule is triggered

18. Click the Asset Assignment tab
19. Click the Assets Descriptions to assign the rule to them 
20. Click the Save button 

TO LEARN MORE ABOUT RULES

To learn more about Rules, click the Help button located in the top right-hand corner of the tracking screen and perform a keyword search.