Managing Exception Rules

Managing Exception Rules

Click here or see below for instructions on managing exception rules in MyGeotab

Understanding when and where issues arise within the fleet is made simple with the use of exception rules.

Exception rules are conditions that outline the ideal behavior of a fleet. When a vehicle event breaks a rule, an exception is recorded within the system. Exceptions can be used to trigger notifications to be sent out to specified users.

In this way, an exception notification can be sent out to the rule-breaker, their manager, and other relevant parties. Fleet managers can then review their exceptions history through reports to understand the trending behaviors of their fleet.

The application offers a robust suite of built-in exceptions separated into the categories of fleet, safety, and productivity. In addition to these, you can create an custom rules that combine various different conditions to suit your needs.

Managing Exceptions

Exception rules are managed by selecting Rules & Groups > Rules from the main menu.

You can make direct changes to built-in rules through the interface — adjusting values like speed and g-force where applicable. The question mark button opens a detailed explanation of each rule. The envelope button opens a list of notification recipients for the rule, allowing you to manage who is notified when an exception rule is broken.

If a built-in rule doesn’t fit your requirements, use the pen button to begin creating a customized copy of the selected rule. Once a custom rule is saved, it can be found in the custom rules list below the built-in rules.

Note : Custom rules cannot be edited directly through the Rules page. Click on a custom rule to go to the Exception Rule Edit page to make your changes.

Built-In Exception Rule Types

Safety Exceptions

The application enables fleet-wide safety and driver improvement through live notifications of in-vehicle behaviors. All exceptions can be configured to interactively alert the responsible driver at the time of exception by using an audible alarm built into the Telematics Device. This feedback allows early detection and response to driver activity, which greatly increases the road safety of your drivers and others on the road with them.

Listed here are all of the built-in safety-related exceptions that the application offers.

Productivity Exceptions

We are consistently raising the bar when it comes to driver productivity tracking. You can be notified of exceptions such as late arrivals, early departures, idling, unauthorized home or customer stops, excessive office time, long lunches, and even long stops during work hours.

Listed here are all the built-in productivity-related exceptions that the application offers.

Fleet Exceptions

Thousands of vehicles equipped with our technology have realized significant cost-saving benefits. We offer the most extensive metrics available to help you reduce fuel consumption. We help you stay proactive in keeping your fuel costs down by managing driver behaviors such as excessive speeding, idling and detecting engine issues before they become costly problems.

Listed here are all the built-in fleet-related exceptions that the application offers.

System Exceptions

A system notice rule tracks critical errors, originating either in the application software, or from each individual Telematics Device. While the system notice rule is always active, only those administrators who opt in to this rule’s notifications are alerted when exceptions occur. As with any rule, you may select the type of notification you desire.

Your system notice rule may be found here . Click on the envelope icon to customize your notifications.

Adding Exception Rules

Click Add at the top of the Rules page. Under the Name tab, fill in the rule name and any additional customizations you require — including selecting the groups to which the exception rule applies to with the Publish to groups dropdown.

Under the Conditions tab, use the conditions editor to set the conditions that will trigger the exception rule. Exception rule notifications can be added under the Notifications tab.

Click Save to add your exception rule.

Removing Exception Rules

Select the rule you wish to remove from the exception rules list. Click the Remove button at the top of the Exception Rule Edit page. A dialog will prompt you to verify your decision. If you are certain you wish to remove the exception rule, click Delete .

Note : Built-in exception rules cannot be removed.

Exception Rule Notifications

When exception rules are broken, you have the choice to send out automatic notifications to the relevant parties. A notification can be sent out in the following ways:

  • An email to one or more recipients:

  • An alert that is displayed inside the application to a specified user:

  • An audible in-vehicle alert from the Telematics Device

  • Additional alerts — such as SMS — as made possible by third-party systems

Note : There may be a minor delay between when data is sent from the vehicle to when the server sends a notification depending on the type of notification and exception being handled.

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