Rules
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 specific users, such as 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 exception rules organized by categories such as, safety, and productivity. In addition to these, you can create custom rules that combine various different conditions to suit your needs.
Exception rules can be managed via the Rules page. Each default rule is listed with a brief description and, where applicable, customization options. Use the On/Off toggle to enable or disable built-in rules. The application prompts the user to confirm when rules are enabled or disabled to prevent accidental changes to exception reporting.
You can make direct changes to built-in rules through the interface, such as adjusting values like speed and g-force where applicable. Selecting the envelope button to the right of each rule opens a list of notification recipients, allowing you to manage who is notified when an exception rule is broken.
Built-In Exception Rule Types
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Safety Exceptions |
These rules enable fleet-wide safety and driver improvement through live notifications of dangerous in-vehicle behaviors. Enabling these rules allows early detection and response to driver activity, which greatly increases the road safety of your drivers and those around them. Listed here are all the built-in safety-related exceptions that the application offers. |
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Productivity Exceptions |
These rules will notify you 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. |
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Fleet Exceptions |
These rules assist with managing driver behaviors such as speeding and idling, which help proactively keep your fuel costs down. They also detect engine issues before they become costly problems. These exceptions have the potential to realize significant cost-saving benefits. Listed here are all the built-in fleet-related exceptions that the application offers. |
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Compliance Exceptions |
These rules help track compliance issues within your fleet, including missing vehicle inspections and HOS exemptions. Listed here are all the built-in compliance-related exceptions that the application offers. |
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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. The system notice rule can be found here. Select the envelope icon to customize your notifications. |
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Expandability Exceptions (Feature Preview) |
These rules focus on vehicles that spread solid, pre-wet, or liquid material, and must be set to On in order to run the Material Management reports (currently in Feature Preview). Listed here are all the built-in compliance-related exceptions that the application offers. |
Adding Exception Rules
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- Navigate to Rules & Groups > Rules from the main menu.
- Select Add from the top menu on the Rules page.
- Under the Name tab, name the rule and customize the rule’s color and visibility.
- Select the Publish to groups dropdown and select the groups to which the rule will apply.
- Under the Conditions tab, set conditions for when the exception rule is triggered using the available headings and their corresponding options.
- Under the Notifications tab, add exceptions rule notifications — including emails, alerts, or driver feedback.
- Select Save to add your exception rule.
Publishing Exception Rules
Publishing a rule to the Company group will make it visible to all users. When using the Publish to groups menu, the user can select a group other than the Company group. In this case, the rule will be available to view and edit for all users of the selected group and the parent groups, but will only be viewable to users belonging to the subgroups. In either case, the user will need sufficient security clearances to be able to edit or view the rule.
Additionally, the groups selected with the Publish to groups menu determine the vehicles and drivers to which the rule is applied. If set for the Company group, the rule will apply to all vehicles and drivers, whereas selecting a specific group will apply the rule to only the vehicles and drivers in that group and its subgroups.
Note: Making a user the driver of a vehicle to which a rule applies does not grant the user any additional editing or viewing permissions to that rule.
Removing Exception Rules
Select the rule you wish to remove from the exception rules list. Select 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, select Delete.
Note: Built-in exception rules cannot be removed.
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