Creating a Rule: Rule Screen Overview

The set up of a Rule is configured using Parameters, States, Transitions and Alerts.

A Rule is the process for setting up the logic that triggers an alert. This is built on a state machine, which uses a Rule to check when an asset changes state rather than triggering on one specific event or measurement. It does this by checking for changes to a Parameter, based on a Formula for each Transition.

When the Parameter data Transitions (moves) between States an Alert instance is generated and Notifications are sent to users.


Follow these steps to create a Rule.

  • Go to Homepage > Manage > Rules and click New Rule in the top right of the screen.
  • Select Asset – choose an Asset from the dropdown list.
  • Define States – Add a State by selecting the + symbol then use the radio button to select the default State. Custom States can also be added if they are required.
  • Define Transitions between States > Use parameters in formulas.
  • Set up an Alert > Complete Alert information > Apply optional Alert Buffer > Set Alert destination (SMS, email).


Editing a Rule

Edit Rule - here you can name, and select from a dropdown of Assets.

Selected States - here is where the State selection is configured. Different combinations can be applied to set up depending on the type of alert required. For example: Normal & High, Too Low & Too High or Low & Critical.

Transitions - under transitions there are separate tabs for each of the States along the top. There is also a field to give the specific transition a name.

Formula - use the Parameters and logical operators to build a Formula. 

Static Values - consider using Static Values when creating similar Rules.

Rules - Checklist

  • States must be set up first when creating a Rule.
  • Every Transition must have a balancing Transition - the system will not save an unbalanced Transition. For example, if a Transition Alerts when it is ‘Too High’ it needs a transition back to ‘Normal'.
  • Rules can be edited at any time to create additional Transitions and adjust Transition values and Formulas.

Tip:  Start with simpler rules, with just one pair of Transitions.

Tip: If the ‘Save’ button is not active, check all the Transitions and Formulas.