Creating Alerts

Overview

You may want to configure notifications for specific actions performed by workers:

  • Exceeding the speed limit
  • Entering a specific location or geofence
  • Submitting a specific form
  • Turning off location services, etc.

Alerts can be sent to the worker who triggered the alert, their manager, and other selected recipients.


Prerequisites

You need to have an account with the Company AdministratorSuper User role, or a custom role with the rights to create Alerts.



Solution

  1. Log in to the Street Smart web portal using your credentials and company ID.
  2. Navigate to Alerts > Configure Alerts.


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  3. You can:
    • Activate and configure one of the pre-built alerts - click on the required alert and select Edit Alert.
      If you have selected this option, proceed to step 6 (the Event Setup step is already filled); some of the settings will be predefined and you will need to modify or configure the missing options (e.g., select groups, define speed limit or the location that will trigger the alert).

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    • Configure an alert from scratch by clicking Create Alert from the Toolbar.

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  4. On the new page:
    • Enter a name for the alert
    • Enter a description for the alert
    • Mark the alert as Active
    • Select the Event Type for the alert from the following options:
      • GPS Event - Alert will be triggered when a worker exceeds the speed limit, enters or leaves a geofence.
      • Stop/Travel Event - Alert will be triggered when a worker stops at a prohibited location or when their stop lasts too long.
      • Login/Exit Event - Alert will be triggered when a worker logs in or out of the StreetSmart application or worker forgets to log in or log out of the application on time.
      • Timecard Action Event - Alert will be triggered when a worker starts their shift or break, ends break or shift.
      • Job Status Event - Alert will be triggered when the status of a job has changed (e.g., from Assigned to Completed).
      • Job Attribute Event - Alert will be triggered when a created job matches the criteria you configured (e.g., type, city, priority; or description contains certain information).
      • Form Submit Event - Alert will be triggered when a mobile worker submits a form.
      • Job Create Event - Alert will be triggered when a mobile worker creates a job from their mobile device.
      • Assign Job Event - Alert will be triggered when a job is assigned to a mobile worker.
      • Monitor Worker - Alert will be triggered when a worker logs more than 40 hours a week or their device hasn't communicated with the server in over an hour. The amount of time that triggers an alert can be configured.
      • Monitor Job - Alert will be triggered when a job wasn't started according to the scheduled time.
      • Monitor Device - Alert will be triggered when workers turn on or off airplane mode, location services, or when battery status is low on their devices.

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  5. Click Next.
  6. Click New Rule.
  7. Select the required Attribute Type and sub-attribute.
    Available attributes depend on the Event Type selected in step 4. Each attribute has unique sub-attributes, operators, and values. 
  8. Select the required Operator (e.g., Is One Of/Is Not One of)
  9. Select the value for the attribute that will trigger an alert.
  10. Click Apply to save the condition.

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  11. Repeat steps 6-10 to configure all of the required conditions for the alert. The alert will trigger when all configured conditions are met.
  12. Click Next.
  13. Select workers (or entire groups) who will be monitored and who can trigger the alert.

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  14. Click Next.
  15. Configure the hours when the alert can be triggered. If you leave these fields blank, the alert will be active all the time.

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  16. Click Next.
  17. On the next page:
    • Define if the alert will be sent to the worker who triggered the alert. In this example, the worker to whom the job is assigned.
    • Define if the manager of the worker will receive the alert.
    • Enter the subject and body of the message.
      You can insert attributes in the subject or message body, such as worker name, job name and status - click Insert Attribute, select the attribute from the dropdown and click Insert.
    • Select additional recipients as needed.

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  18. Click Save & Close.


Testing

The alert is displayed as Active.

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Once the alert is triggered by any of the selected workers, you will be able to review its details:

  1. From the web portal, navigate to Alerts > View Alerts.
  2. Click on the required alert and select View Alert.

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