Alert rules¶
Alert Rules are trigger-based notifications that watch the depot's data and fire when a condition is met — a container has dwelled too long, an invoice has gone overdue, the yard is nearly full. Rules are evaluated every 15 minutes and notify through whichever channels you configure.
Before you start¶
- Alert rules reference data from several other modules (see the trigger catalogue below), so they're most useful once at least some of that data exists — but there's no hard technical prerequisite to creating a rule itself.
- If you plan to use Email, SMS, or WhatsApp channels, those need their own settings configured (Settings → Communications → SMTP / SMS / WhatsApp) or notifications on those channels won't actually deliver.
Walkthrough¶
From Settings → System → Alert Rules, click New Rule:
- Rule Name (required)
- Description
- Trigger Event (required) — the condition catalogue:
| Trigger | Configurable condition | Cross-references |
|---|---|---|
| Container dwell exceeded | Threshold (days) | Yard |
| Invoice overdue | Days past due | Billing / Invoices |
| Yard capacity above threshold | Threshold (%) | Yard configuration |
| PTI certificate expiring | Days ahead | Containers |
| Survey certificate due | Days ahead | Containers |
| Estimate pending approval | Minimum pending count | Work Orders / Estimates |
| Gate volume low | Min daily gate passes | Gate |
| Custom metric | (no configurable condition in the base form) | — |
- Notification Channels — checkboxes for Email, SMS, WhatsApp, and In-App (any combination)
- Email Recipients — comma-separated list
- Phone / WhatsApp Recipients — comma-separated list
- Cooldown (minutes) — minimum time between repeated alerts for this rule (default 60), so a persistent condition doesn't spam the same recipients every 15-minute evaluation cycle
- Active checkbox
Click Save Rule. Each rule in the list shows its trigger, channels, cooldown, and (once it has fired at least once) the last-fired timestamp. Rules can be edited or deleted from the list.
Related pages¶
- Yard configuration — feeds the yard capacity trigger
- Billing / Invoices — feeds the invoice overdue trigger
- Containers — feeds PTI/survey triggers
- Work order estimates — feeds the estimate pending trigger
- Gate operations — feeds the gate volume trigger
- How features connect
Who can access this¶
Admin and Manager — Settings is gated to these two roles (see Logging in & roles).