How to Create a Rule and Group for Driver Activity Notifications
Please note: Geotab is in the process of doing updates in their system so your left hand menu may look slightly different than the one pictured in the screen shots, however the tabs should still have the same name. If you menu is different, please locate the corresponding tab.
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Click "Rules & Groups"
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Click "Rules"
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Find the Out of the Box rule we want to customize.
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Click this icon to use the Parameter's of the Out of the box rule and define custom settings.
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Name your Rule something to represent the group it affects EX: Group Name Possible Collision Rule
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You can add an optional color if you want to reflect on trip history, etc. Keep it Visable
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Click this button.
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Find the Driver, Asset, or Company group you want to apply this rule to.
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We will use Cassie as our example
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Click "Cassie" to select her group, this will apply to anything in Cassies Group and anything underneath her, but will not apply to Liz or Tyler here
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Click "All in Cassie"
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Click the "Comment:" field if you want to add a note about this rule
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Click "Conditions"
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These conditions should all port over from the possible collision rule, so we should not have to change anything here.
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Click "Notifications"
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Click "Add email"
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Choose your template, in most cases default is fine.
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enter the email of the supervisor. they will get an email anytime a driver/asset in the same group experiences a possible collision.
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Click the recipient you want to receive the alert.
