Rule notifications

Rule notifications alert key parties when a rule is broken.

Notifications can be set up as emails, popup alerts, SMS messages, and in-cab driver feedback. This lets you to choose the type and content of your notifications depending on the rule it applies to. For example, a rule governing speeding could be set up with in-cab driver feedback to alert the driver to their behavior and give them the chance to correct it.

To help save time setting up the notifications you want to use, you can create notification templates. These allow you to customize the content of the notification for future use. Templates can include variable tokens and static text to compose your message.

Notification types

Rule notification types allow you set up your notifications to suit your unique business needs.

MyGeotab supports a number of different notification types, which can be used independently or in combination depending on your needs.
EmailEmail notifications are configured using templates and generate an email that is sent to the specified user or users detailing the exception.
Note: The Add email option allows you to set up an email notification for a single recipient. The Email to group option is used to set up an email notification for a group.

Alert

Alerts display one of the following:

  • Popup – Displays a yellow, low-priority alert at the top of the screen in MyGeotab for a specified user.

  • Urgent Popup – Displays a red alert for each instance of the event at the top of the screen in MyGeotab for a specified user.

  • Log only – Displays a notification on the Notifications page of MyGeotab.

Driver feedbackDriver feedback notifies the driver that they have broken a rule using one of the following methods directly in-cab:

  • Audio feedback from the GO device, such as beeping three times

  • Text messages to compatible devices associated with the driver

  • An audio message relayed to the driver using a IOX-GOTALK device (only available in vehicles where a IOX-GOTALK is installed)

Web requestsWeb requests allow you to make an HTTP GET or POST requests in order to use exception data outside of MyGeotab.

Adding alert notifications

Learn how to set up alert notifications for users when a rule is broken.

  1. Navigate to Groups & Rules > Rules in the main menu.
  2. Select the rule you want to add a notification for from the list.
    1. If you are adding notifications to a built-in rule, click the Notifications button beside the rule name (marked by the Envelope icon) to open the notifications options.
    2. If you are adding notifications to a custom rule, click the rule name to open the Edit rule page and click the Notifications tab.
  3. Select Add alert, and choose the type of alert you want to send.
  4. Choose your template from the Template dropdown menu, or select Add new template to create a new alert template.
  5. Select your recipient from the Popup dropdown list.
  6. Select Add.
  7. Click Save.
Active notifications are listed on the notifications tab for ease of access.

Adding driver feedback notifications

Learn how to set up driver feedback to alert drivers in-cab when a rule is broken.

  1. Navigate to Groups & Rules > Rules in the main menu.
  2. Select the rule you want to add a notification for from the list.
    1. If you are adding notifications to a built-in rule, click the Notifications button beside the rule name (marked by the Envelope icon) to open the notifications options.
    2. If you are adding notifications to a custom rule, click the rule name to open the Rule Edit page and click the Notifications tab.
  3. Select Add driver feedback, and choose the type of alert you want to send:
    1. Selecting a beep feedback option automatically adds the alert to the rule.
    2. When selecting Text message, add the message contents in the Test message field, then click Add.
    3. When selecting GO TALK, choose a message option in the GO TALK field, then click Add.
    4. Selecting Change status automatically adds the alert to the rule.
  4. Click Save.
Active notifications are listed on the notifications tab for ease of access.

Adding email notifications for a single recipient

Learn how to set up email notifications for a single user when a rule is broken.

  1. Navigate to Groups & Rules > Rules in the main menu.
  2. Select the rule you want to add a notification for from the list.
    1. If you are adding notifications to a built-in rule, click the Notifications button beside the rule name (marked by the Envelope icon) to open the notifications options.
    2. If you are adding notifications to a custom rule, click the rule name to open the Rule Edit page and click the Notifications tab.
  3. Select Add email.
  4. Choose your template from the Template dropdown menu, or select Add new template to create a new email template.
  5. Add your intended recipients to the Email field.
    Note: When adding email recipients, always select the recipient from the dropdown list. Manually entered email addresses are treated as external and will ignore data scope settings.
  6. Select Add.
  7. Click Save.
Active notifications are listed on the notifications tab for ease of access.

Adding email notifications for a group

Learn how to set up email notifications for a group when a rule is broken.

  1. Navigate to Groups & Rules > Rules in the main menu.
  2. Select the rule you want to add a notification for from the list.
    1. If you are adding notifications to a built-in rule, click the Notifications button beside the rule name (marked by the Envelope icon) to open the notifications options.
    2. If you are adding notifications to a custom rule, click the rule name to open the Rule Edit page and click the Notifications tab.
  3. Select More > Email to group.
  4. Choose your template from theTemplate dropdown menu, or select Add new template to create a new email template.
  5. Add your intended recipients using the Email to groups field.
  6. Select Add.
  7. Click Save.
Active notifications are listed on the notifications tab for ease of access.

Adding web request notifications

Learn how to set up web request notifications that trigger when a rule is broken.

  1. Navigate to Groups & Rules > Rules in the main menu.
  2. Select the rule you want to add a notification for from the list.
    1. If you are adding notifications to a built-in rule, click the Notifications button beside the rule name (marked by the Envelope icon) to open the notifications options.
    2. If you are adding notifications to a custom rule, click the rule name to open the Rule Edit page and click the Notifications tab.
  3. Select More > Web request.
  4. Add an endpoint for the request in the Web request field.
  5. Select Add.
  6. Click Save.
Active notifications are listed on the notifications tab for ease of access.

Removing notifications from built-in rules

Learn how to remove notifications for built-in rules so you no longer receive alerts when the rule triggers exceptions.

  1. Navigate to Groups & Rules > Rules in the main menu.
  2. Find the built-in rule you want to remove notifications from in the rules list and click the Envelope icon.
  3. Find the notification type and recipient you want to remove from receiving notifications and click the X icon in that row.
  4. Click Save.
Notification removal takes effect immediately.

Removing notifications from custom rules

Learn how to remove notifications for custom rules so you no longer receive alerts when the rule triggers exceptions.

  1. Navigate to Groups & Rules > Rules in the main menu.
  2. Select the custom rule you want to remove notifications from in the list.
  3. Click the Notifications tab.
  4. Find the notification type and recipient you want to remove from receiving notifications and click the X in that row.
  5. Click Save.
Notification removal takes effect immediately.

Notification templates

Notification templates allow you to set up customized alerts that you can add to any rule to quickly set up the information sent to users when the rule is broken.

Notification templates give you an easy way to set up the content of your alerts. They are created using variable tokens and static text to customize the content to your needs. Templates are available for email, web, and text notifications.

Customized notifications can be used in cases such as:

  • Sending short notifications to mobile devices to save data.

  • Giving drivers a contact phone number during emergencies.

  • Giving drivers a web link for directions to a service station when an engine failure is detected.

A list of your notification templates is available on the Notifications Templates page. You can view the page by navigating to Groups & Rules > Rules and then selecting the Notifications templates button.

Creating email templates

Learn how to create an email template to set up the information sent to users by email when a rule is broken.

  1. Navigate to Groups & Rules > Rules in the main menu.
  2. Select Notification templates > Add email template.
  3. Add the Subject line that will be used when sending an email.
  4. Enter the content of the template, consisting of the different Available Tokens in the Body. The tokens in the body will be replaced by the data in the exception.
  5. Select the type of Exception report to add as an attachment to the email.
  6. Click Save.
Once saved, templates are immediately available for use.

Creating text templates

Learn how to create a text template to set up the information sent to users by text when a rule is broken.

  1. Navigate to Groups & Rules > Rules in the main menu.
  2. Select Notification templates > Add text template.
  3. Add the Name of the text template.
  4. Add the body Text of the template. Static text can be used along with the Available Tokens to customize the message. When the notification is sent out, the tokens in the text will be replaced by exception data.
  5. Click Save.
Once saved, templates are immediately available for use.

Creating web templates

Learn how to create a web template to set up the information sent to a specified URL when a rule is broken.

  1. Navigate to Groups & Rules > Rules in the main menu.
  2. Select Notification templates > Add web template.
  3. Add the URL that the web request will be made to. Use the field to add Available Tokens.
  4. Select either GET or POST in the HTTP request type field.
  5. Click Save.
Once saved, templates are immediately available for use.