Add Reminder Rule

A reminder rule is a feature that allows users to set up reminders for maintenance and renewal activities of the assets. Reminders can be set up for Car wash, General Servicing, driver license renewal, insurance renewal, and more.

Users have the ability to create personalized reminder rules according to their unique requirements and can specify their desired timings for these reminders.

Reminders can be categorized into three distinct types: Time-based Reminders, Distance-based Reminders, and Work Hour-based Reminders.

Time-based Reminders are the reminders that are set on the basis of time period. For example, a user can set a reminder rule to notify them when a state permit is due for renewal every year.

Distance-based Reminders are the reminders that are set on the basis of distance travelled. For example, a user can set a reminder to notify them when a vehicle is due for a service after travelling every 1500 kilometers.

To Get Started

• Log in to your account.
• Go to Settings > General > Reminder Rule.

To Set Reminder

• Click on the ➕ button on the taskbar.
  
  
  • Choose the Reseller and Consumer from the drop-down menu.
  • Select Reminder Type from the dropdown.
    
  • Select the Schedule type for the reminder: Recurring or One Time.

• • Remind every (x) month: Specify the number of months in this field to receive reminders on a monthly basis.
  • Notify Before (x) Days: To receive a notification several days prior to the end of the month, please enter the desired number of days in this field.
  • Every (x) Distance: Please specify the distance at which you would like to receive a notification when your vehicle reaches a specified number of kilometers.

• • Notify Before Every (x) Distance: Please specify the distance at which you would like to be notified prior to your vehicle reaching the designated kilometer mark.
  • Select the method you want to get reminded from the Remind Using field.
    
    
    • Notification: Select Notification to notify subusers.
      • Notify To: Select users from the dropdown list to whom you want to send reminder notifications.

• • • SMS: Add the mobile number in the provided text box on which you want to send the reminder. Use a comma (,) as a separator if you are adding multiple mobile numbers.

• • • Email: Add the email address to which you want to send the reminder. Use a comma (,) as a separator if you are adding multiple email addresses.

• • Define the below parameters for each object in the table located next to these reminder configuration fields to start the Reminder based on the specific date requirement. 

• • • Choose the specific Objects for which you would like to apply the reminder rule.
    • Specify the Reminder Start Date to initiate the reminder and trigger the notification as scheduled.
    • Distance Before Reminder Start Date: Specify the distance travelled by the object prior to the reminder start date when utilizing Distance-based Reminders.
    • Issue Date: Specify the Issue Date of the document.
    • Expiry Date: Specify the Expiry Date of the document.
• Click on the Save 💾 icon to save the reminder rule.