Once a climate rule is created, you can set up a notification rule so the right people are alerted when a threshold is breached.
You can reach the notification setup in two ways:
- From the confirmation screen after creating a rule, click Set up notification rule
- From an existing rule, open the Notification Rules tab and click Create notification rule
The setup has three steps: Recipients, Customise and Summary.
Step 1: Recipients
Choose who should receive the notification. Every user in your project is listed with their role and email address. Click + Add next to each person you want to include, and they are marked Added ✓. Use the search bar to find someone by name or email.
Under Choose notification channel, pick how they are contacted:
- Custodian: a notification inside the Custodian app
- Email: an email to the address on their account
- SMS: a text message to their registered phone number
You can pick more than one. A recipient with no phone number on their account cannot receive SMS. Phone numbers are added from the user settings.
Click Next to continue.
Step 2: Customise
The step has three rows. Each row covers everything until you change it, and has a Customise button that opens a panel of its own. Once you change a row, it shows your choice and an Edit button instead.
Notify for all units: choose which of the rule's sensors this notification rule covers. The panel lists them by site. Use Remove all to clear a site, then add back the ones you want, for example only the sensors in one room.
Notify for all thresholds: choose which thresholds send a message. The panel is called Custom thresholds and lists each measurement with its bounds. Use All Added to include every one, or add them individually. Notifications fire on the critical bounds, marked in red. Readings in the warning zone are logged but never send anything.
If the rule sets a light or UV budget, two more triggers appear in this panel: one at the warning percentage set on the rule, the other when the budget is reached. Add either, both, or neither. Adding only the warning percentage suits a display you intend to review well before the limit; adding both gives a reminder at the point the budget runs out. A budget without a notification rule still accumulates and still records its events. See Light and UV budgets.
Notify for all times of the day: limit when email and SMS messages go out. The panel is called Custom Notification window (SMS/EMAIL). Pick the days of the week, or use the Weekdays or Every day shortcuts, then set a start and end time under Timeframe. The end time must be after the start time.
Click Next to continue.
Step 3: Summary
Name the rule in the Notification Rule field at the top. It is pre-filled with a default you can change. Below it you get:
- Climate Rule: the climate rule this notification belongs to
- Recipients: how many people will be contacted
- Thresholds: which measurements trigger a message
- Units: how many sensors are covered
The pencil beside a row takes you back to change it. Click Save Notification Rule to finish.
The notification rule is active once saved. You can view, edit, or delete it at any time from the Notification Rules tab inside the climate rule.