Creating and Managing Alerts/Notifications

TABLE OF CONTENTS

• 1. How Alerts Are Triggered
• 2. Setting Up Alerts on a Dashboard Component
• 3. Managing Your Notification Preferences (Email & Push)

The Insytly platform allows you to set up powerful, proactive alerts to notify you the moment a critical event occurs. Alerts are triggered directly from the components on your device dashboards, giving you full control over what you get notified about and when.

This guide explains how to configure alert thresholds on your dashboard components and how to manage your notification preferences.

1. How Alerts Are Triggered

Alerts in Insytly are not created on a separate page; they are an integral part of your dashboard components (like graphs and gauges). You create an alert by defining the Colour Thresholds for a specific sensor on a dashboard tile.When a sensor's reading crosses into a Red (Fault) or Orange (Warning) threshold that you have defined, an alert is automatically generated.

2. Setting Up Alerts on a Dashboard Component

1. Navigate to a Device Dashboard: From Mission Control, select the device you wish to configure.

2. Edit a Component: On the device dashboard, find the graph or gauge for the sensor you want to create an alert for (e.g., "Panel Voltage"). Click the [Edit Component] button on that tile (available once the black spanner in the lower right hand corner is clicked to enter edit mode).

3. Go to Colour Thresholds: In the settings menu that appears on the left, select the Colour Thresholds option.

4. Set Your Alert Levels: You will see four threshold options. You define the value at which the sensor's reading will change colour and trigger an alert.

   • Upper Fault (Red): Triggers a critical alert if the value goes above this number.

   • Upper Warning (Orange): Triggers a warning alert if the value is between this and the Upper Fault.

   • Lower Warning (Orange): Triggers a warning alert if the value is between this and the Lower Fault.

   • Lower Fault (Red): Triggers a critical alert if the value goes below this number.

5. Pro Tip: If you only care about a sensor dropping too low (like battery voltage), you can effectively disable the upper alerts by setting them to an impossibly high number (e.g., over 100% for State of Charge).

6. Enable Graph Notifications: Ensure the "Send Graph Notifications" toggle is switched ON (green). This activates the alert functionality for this specific component.

7. (Optional) Customise Alert Titles: You can edit the default titles for each threshold (e.g., change "Lower Warning" to "Low SoC - Check Asset") to make your notifications more descriptive.

8. Save Changes: Click the [Save] button.

Your alert is now active. You will be notified the next time the sensor data meets one of your defined fault or warning criteria.

3. Managing Your Notification Preferences (Email & Push)

While alerts are created on individual devices, you can control how you receive these notifications globally for your user account.

1. Click on your User Name at the bottom of the main left-hand navigation menu.

2. Select Settings.

3. Navigate to the My User Settings > Notifications tab.

4. From here, you can use the toggles to globally enable or disable Email Notifications and Push Notifications (for the mobile app) for your account.

By combining component-level alert thresholds with your global notification preferences, you have complete control over what you get notified about and how you receive those alerts.