Below you will find examples of some common alerts set-up that you may wish to replicate.

Vehicle Alerts

Defects Reported

Vehicle Maintenance Activity

Drives in London Ultra Low Emission Zone

N.B When creating an Alert of this type, you must first create a territory before it will appear in the dropdown menu.

• Navigate to the Map → Eye [icon] → Territories [list] → Manage → Territories.

You can then choose to either create your own territory or import one from the preset suggestions. You can also edit either option to assign them different flag colours.

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Resource Alerts

Skill Expiring

Requests an Absence

Idles for More than 5 Minutes

Drives (x) mph/kph over the speed limit OR Drives (x) mph/kph or over

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Job Alerts

Job is Late to Start

Job is Confirmed

Job has a Quotation Accepted

Job has Answer at Risk

In order to successfully set this type of Alert up you must first create some answers at risk. To do this, navigate to [Top menu]Profile (icon) → Admin Settings →Schedule → [side menu]→ WorkSheets → view → Question → Answer at risk

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Financial

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Financial document Payment Due Alert

Notes

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