By setting up rule notifications, you can automate monitoring and ensure compliance, reducing manual oversight and improving overall operational efficiency. In this tutorial, learn how to enable notifications for built-in or custom rules in MyGeotab.

Tutorial

Beginner

MyGeotab

Enabling built-in and custom rule notifications

Enabling built-in and custom rule notifications! Let's get started. Navigate to the Rules page in MyGeotab by either clicking Groups & Rules, then Rules, or searching for Rules in the menu. Search for the rule to add a notification to. To add a notification, your next step depends on the type of rule you're working with. Click the envelope icon to add a notification to a built-in rule, or click the pencil icon if you are working with a custom rule. Click Add email to set up an email notification for the rule. Select if you want to send the default email template or a custom template you have created. Enter the recipient for the email. Click Add when finished. Click Add alert to add MyGeotab popup alerts. Select the type of alert. Select the Template and Urgent popup recipient, then click Add. Click Add driver feedback to add audio notifications. Please note that if you want the GO device to beep, you must also enable driver feedback on the asset itself. Select the type of driver feedback. Click More... to view additional notification options. Select from the additional options. Some options, such as Create Work Request, will have additional settings to select. Click Add when ready. For SMS notification, only users who added a phone number to their profile and accepted the Geotab SMS Terms will appear in the Users list. If you need to set up SMS alerts, please refer to the setting up your profile tutorial on Geotab Academy for instructions. Click Save when finished adding notifications to the rule. Click the Notifications tab. Click Add email to set up an email notification for the rule. Select if you want to send the default email template or a custom template you have created. Enter the recipient for the email. Click Add when finished. Click Add alert to add MyGeotab popup alerts. Select the type of alert. Select the Template and Urgent popup recipient, then click Add. Click Add driver feedback to add audio notifications. Please note that if you want the GO device to beep, you must also enable driver feedback on the asset itself. Select the type of driver feedback. Click More... to view additional notification options. Select from the additional options. Some options, such as Create Work Request, will have additional settings to select. Click Add when ready. For SMS notification, only users who added a phone number to their profile and accepted the Geotab SMS Terms will appear in the Users list. If you need to set up SMS alerts, please refer to the setting up your profile tutorial on Geotab Academy for instructions. Click Save when finished adding notifications to the rule. Congratulations! You've completed this tutorial for how to enable notifications for built-in or custom rules.

Video Transcript