Rules for an alert policy
To receive alerts, set the rules for the alert policy - which vehicles to monitor, the time range and frequency of the alert, and who receives the alert.
Vehicle & Alert Options:
Fleet or Vehicle
Set the alert to apply to your entire fleet, or a particular vehicle, driver or group.
Each type of alert has a trigger that will set it off, and options for that trigger.
Times & Frequency:
Set the time range for when the alert will trigger. For example, if you only want alert notifications within working hours, set it here.
Set the max number of alerts per driver, or a total daily limit of notifications to receive.
Set who receives a notification that this alert has been triggered - Reveal users, administrators, drivers, non-users of Reveal, or a group of any of those recipients.
Set how the alert recipients get the notification, for example on-screen in Reveal, by email or text message.
For each type of alert, there are specific rules that you need to set. Learn more about the different types of alerts.
Create a new alert policy
To create an alert policy, select the Create a new alert policy button from any of the tabs in Alerts.
Creating any alert policy involves following these steps. Only Step 6 is different for each alert type.
- Select Create a new alert policy from any of the three tabs in Alerts.
- Select the type of alert you want, from the Alert Type dropdown list.
- Decide if it is a High Priority alert or not. A High Priority alert email will be flagged as a “High Importance/Priority” message in the alert recipient's inbox. Additionally, high priority alerts will remain unread in the Alert Log until you click to review the details.
- Name the policy so it is distinguishable from other alert policies.
- Click Next to enter the three page alert policy creation process.
- The Vehicle & Alert Options page changes according to the type of alert you want to create. See details for each type of alert.
- On the Times & Frequency page, select a time range for when you want this alert to be active. For example, if you do not want to receive alerts on a vehicle outside of working hours or on weekends, or you do not want to limit the number of alerts per driver, indicate that here.
Your options are:
- Every day (24 hours)
- Weekdays only (Monday - Friday, 24 hours)
- Weekends only (Saturday - Sunday, 24 hours)
- Custom - select a day(s) and choose a time range. More than one time range is possible for each day, so you could exclude lunchtimes, for example.
If you choose Custom, you can enter times for Monday and apply those to each day, by clicking on the words Apply Monday's times to all.
It is important to specify the frequency of the alert notifications, and set the number of notifications to send per driver, and as a daily total. It is always possible to edit an alert later, to change the frequency.
- On the Alert Recipients page, decide which users will receive the alert notifications and the method they will be sent by. If you select display, the alert notification will be shown on-screen in Reveal (or the Reveal Manager app) as a pop-up. Other methods are Email or Text message (SMS). You can also select recipients by group, using the Entire Fleet dropdown menu.
User profiles for recipients are created in Reveal by an Admin - they can manage user details and contact preferences, including email and phone number.
If you want to send a notification to a non-user of Reveal (who has no Reveal profile), enter their email address in the Additional Emails field.
Note: Choose recipients for alert notifications carefully. Does that person really need or want a notification about this activity? Do they need to get a text message about this alert, or would an email be sufficient?
If you are the creator of an alert policy, you are automatically set as one of the recipients of that policy. If you do not want to receive notifications, find your name in the user list and remove the checkmark from your name.
- You can also choose to send a notification of this alert to the driver in the vehicle responsible, using Delivery Options (How to set up a driver profile in Reveal).
- Save your alert policy and monitor the amount of notifications you get. Once you Save, that alert policy is Enabled. If you want to change anything about the alert policy, use the edit function.
Note: There is a 20 minute processing period following the creation of an alert policy.