EV management rules

Built-in exception rules

The following built-in rules are available for monitoring EV charging behavior.

EV Low Charge

Get notified when an EV becomes at risk of running out of charge on route, which is a high productivity loss. This rule triggers when the electric vehicle battery charge percentage (State of Charge) drops below the configured value.

• The specified Battery charge looks at the Engine Measurement Generic state of charge.
• Setting this rule to On via the built-in rule enables it for all vehicles reporting values for Engine Measurement Generic state of charge, which includes PHEVs, BEVs, and sometimes HEVs. If you have PHEVs and HEVs in your database, customize this rule and use the Publishing rules to groups option to apply the rule only to a subset of the EVs in a Group.

EV Enters Charging Zone with Low Charge

When an EV returns to a lot or depot with sufficiently low charge, it is time to plug in. This rule is useful for plug-in reminders and identifying which EVs need to be prioritized for charging.

• This builds on the EV Low Charge rule, and is more specific to plug-in reminders.
• The specified Battery charge looks at the Engine Measurement Generic state of charge.
• Create Zones around areas where your EVs stop and charge. Then, assign those Zones to one or more designated Zone Types, and specify them here.
• Setting this rule to On via the built-in rule enables it for all vehicles reporting values for Engine Measurement Generic state of charge, which includes PHEVs, BEVs, and sometimes HEVs. If you have PHEVs and HEVs in your database, customize this rule and use the Publishing rules to groups option to apply it only to a subset of the EVs in a Group.
• Have the plug-in reminder go directly to the driver by customizing the rule and selecting the Add driver feedback option. See Understanding notification types in the Product Guide for more information.

EV Exits Charging Zone with Low Charge

This rule triggers when EVs exit a charging zone of the specified type while the battery charge is below the configured value. This is useful for identifying EVs that:

• Leave the depot at the start of their day with insufficient charge to complete their routes. This works well for cases when the EVs need a minimum charge to complete their expected route distance.
• Leave a wider geographic safe zone with insufficient charge, potentially preventing the EV from returning to its regular charging location.

• This builds on the EV Low Charge rule, and is more specific to notifying drivers that they are at risk of not having sufficient charge to complete their routes or make it back to their usual location to charge.
• The specified Battery charge looks at the Engine Measurement Generic state of charge.
• Create Zones around areas where your EVs stop and charge. Then assign those Zones to one or more designated Zone Types, and specify them here.
• Setting this to On via the built-in rule enables it for all vehicles reporting values for Engine Measurement Generic state of charge, which includes PHEVs, BEVs, and some HEVs. If you have PHEVs and HEVs in your database, customize this rule and use the Publishing rules to groups option to apply it only to a subset of your EVs in a Group, such as to a BEVs group. See Publishing rules to groups in the Product Guide for more information.
• Have the driver be alerted by customizing the rule and choosing to Add driver feedback. See Understanding notification types in the Product Guide for more information.

EV Done Charging

This rule triggers when the EV battery is charged to the configured value. This is useful to indicate when the EV is ready for use, or when its charging plug can be provided to another EV.

• The specified Battery charge looks at the Engine Measurement Generic state of charge. Change from the default 100% value should you have your EVs configured to end charging lower than 100%.
• Enabling this built-in rule may generate a high volume of exceptions (one for every single charge session, for every vehicle in your database). If your staff do not need to be notified when every EV reaches full charge, do not enable this built-in rule.

EV Stopped in Charging Zone and Not Charging

This rule triggers when an Electric Vehicle stops (ignition off) in a zone that has known charging stations, and does not start charging within the configured amount of time.

It is possible to enable this rule to trigger only when the EV has a battery charge percentage (state of charge) less than the configured value. This ensures exceptions are only triggered for truly concerning cases, and avoids triggering exceptions for cases where it is acceptable that the vehicle is not charging (for example, if the vehicle has sufficient charge already).

This rule is useful for identifying charging issues:

• EV has not been properly plugged in.
• EV operator has failed to take the necessary steps (such as swiping an access card, or typing in a PIN) to initiate charging at the charging station.
• EV has been plugged into non-functioning charging infrastructure (hardware or software problem with the charging station).
• Charge sessions have been interrupted (for example, by a power outage).

Custom exception rules

With EV data diagnostics, the Rules feature offers support for additional event-based notifications and reporting, outside of those built-in rules.