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How to create an alert

Alert rules define when to generate alerts and how to notify you. For example, you can set a rule that notifies you when an occupancy limit is reached in a specific zone, or when the air quality gets too low.

To create a new rule:

1. Desktop: navigate to Alerts > Manage rules. Mobile: Tap 🔔 Alerts on the home screen.

2. Click New rule

3. Configure the rule

Create new alert rule

Name: Give a short, clear name to your alert. It will be used as email subject and in the Alerts inbox.

Description: Add an optional explanation for your team members to know why this alert was triggered or how to resolve it.

Trigger:

  • Metric: choose the metric that will trigger the alert. Any of the supported metrics can be selected.
  • Operator: select if the metric needs to be less than/more than/equal to a desired value.
  • Criticality: add threshold value for each criticality band. You can select from predefined levels: low, medium and high. At least one level is required.

Sustained for: define for how much time the condition needs to be true for alert to trigger.

Cooldown period: define how often the alert should re-fire while condition is true.

After completing the condition details, click Next to define the scope and recipients of the alert.

create alert step 2

Scope: Select sites and zones or passages to which the alert should apply to.

Notify: Pick the recipients of the alert and the channels by which they should receive the alert.

  • You can choose any user from your organization, regardless if they have access to a particular site.
  • Alerts can be sent only to other Technis users.
  • Only users with a phone number in their profile or with mobile app installed are listed in the Notify via SMS/via Push fields.

4. Click Save

Once saved, the next time alert conditions are satisfied selected users will be notified by email or SMS about the condition change.

You can edit or delete created rules any time from the Alerts > Manage rules.

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