Setting Up Alerts
Alerts let Overview tell you about problems without you having to look, such as trackers that stopped reporting, low batteries, or a truck due for service. Alerts are set up by an administrator on Admin > Alert.
1 Open Admin > Alert | 2 Add Click + and pick a user. | 3 Choose Alert type and schedule. | 4 Save Click Save. |
Before You Begin
- An Overview portal login
- The person who should get the alert. They need an Overview user with an email address.
Alert Types
| Alert Type | Tells You About | Extra Setting |
|---|---|---|
| Equipment Tag Age | Tags that are getting old and may need replacing. | None |
| Job Site Not Created | Equipment that looks like it's at a job, but no job site has been created there. | Query Interval (days): how far back to look. Default 3. |
| Low Battery | Tags or trackers with a low battery. | None |
| Tags Not Reporting | Tags that haven't been heard by any tracker. | Date Range (days): how long without a report. Default 7. |
| Tracker Not Reporting | Vehicle or warehouse trackers that have stopped reporting. | Date Range (days). Default 7. |
| Unknown Asset Location | Equipment Overview can't place at a job site, warehouse or vehicle. | None |
| Vehicle Mileage Interval | A vehicle reaching every set number of miles, for example every 5,000 miles for oil changes. | Vehicles and Vehicle Mileage Interval (mi). Default 5,000. |
| Vehicle Mileage Specific | A vehicle reaching one set odometer reading, for example 100,000 miles. | Vehicles and Vehicle Mileage Specific (mi). |
Add an Alert
1Open Admin > Alert
From the left-hand menu, select Admin, then Alert. The list shows every alert that's set up: who gets it, for which groups, the type and its settings.
2Click Add
Click the + button next to the page title. The Add Alert window opens.
3Choose who gets it
Pick the person in the User list. Leave Groups set to All Groups, or click the list icon to limit the alert to some groups, such as one branch.
4Choose the Alert Type
Pick the type from the Alert Type list. The settings on the right change to match.
5Set the schedule
For every type except the two mileage alerts, set how often the alert is checked and sent:
- Every: a number and Day, Week, Month or Year. For example, Every 1 Week.
- For weekly alerts, click the days it should go out (S M T W T F S). The selected days are dark.
- Alert Time: the time of day to send it.
- Start Date: the first day it runs.
- Fill in any extra setting for that type, such as Date Range (days).
For the mileage alerts, choose the Vehicles and enter the miles instead.
6Save
Click Save. The alert appears in the list. Click Cancel to close without saving.
TIP Start with Tracker Not Reporting and Low Battery, sent weekly to the person who looks after your equipment. They catch most problems before a job is affected. |
Change or Remove an Alert
- To change an alert, click its row, then the pencil (Edit). Make your changes and click Save.
- To remove an alert, click its row, then the trash can (Delete).
- Click Download to save the list of alerts.
Troubleshooting
| Issue | What to Try |
|---|---|
| Save is grayed out | Choose a User and an Alert Type. Both are required. |
| The person isn't in the User list | They need an Overview login first. See Adding and Managing Users. |
| Alerts aren't arriving | Check the user's email address, the alert's days and time, and their spam folder. |
| I don't see Admin > Alert | Your login may not have Administrator access. Ask your company's Overview administrator. |
Quick Reference
| Do | Remember |
|---|---|
| Admin > Alert, click + | User and Alert Type are required |
| Pick User, Groups, Alert Type | Mileage alerts need vehicles and miles |
| Set Every, days and Alert Time, then Save | Pencil to edit, trash can to delete |
Related articles: Adding and Managing Users · Equipment Tag Age Report · Vehicle History Report
NEED HELP? Overview Customer Support Email: overviewcustomerservice@logikos.com Please include the alert type and the user's name with any support request. |