Creating Rules in iMonnit Online

Rules in iMonnit software represent an escalation based on configured Conditions which result in a Task being executed (such as a notification). There are two primary components of a Rule: The Condition and the Task. The Condition is the trigger that initiates the escalation, and the Task is the action executed by the software as a result of the Condition trigger having been met. Generally, the Condition trigger will be based on a sensor reading reported by a sensor, and the Task will be a notification sent to a user. This article will provide guidance on creating a new Rule to perform a function based on a Condition trigger. Note: Rules were called Actions in previous versions of Monnit software (and were called Notifications in the Classic View of iMonnit Online). The terms Rules, Actions, and Notifications are often used interchangeably.

Summary of Steps

  1. Log into your iMonnit Online account.
  2. Select the Rules tab in the left-hand sidebar.
  3. Select the “+ Create New Rule” button toward the top right of the page.
  4. Choose the Rule Type - (Sensor Reading is the most common type of Rule Condition).
  5. Pick a Device - select the sensor you wish to trigger the Condition.
  6. Select the Condition parameters then select Save.
  7. Select the desired Task (for alerts select send Email, SMS, etc.).
  8. Select the + icon to add a User in the “To:” field.
  9. Select the desired recipient User in the list.
  10. Set the desired delay.
  11. Select Save.
  12. Enter the Subject and desired message in the Message field.
  13. If so desired, add additional tasks; otherwise select, “I’m done adding tasks”.
  14. Enter a Name for your Rule.
  15. Select Save.
  16. If you wish to add additional devices to trigger the Condition or add other kinds of Tasks, do so; otherwise, select “I’m done adding Rules”.

You may want to execute a test after creating the Rules.

Details of creating a Rule

There are 6 steps to creating a Rule using the Create Rule wizard:

  1. Create a Rule
  2. Pick a Device
  3. Choose a Condition
  4. Set up Tasks
  5. Name the Rule
  6. Complete
    iMonnit - Create New Rule
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1. Choose the Rule Type

There are various types of Rules you may consider creating. The following Rule Types can be selected:

  • Sensor Reading
  • Device Battery Level
  • Device Inactivity Status
  • Scheduled Time
  • Advanced Rule
    iMonnit - Choose Rule Type
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The Most common Rule Types are Sensor Reading, Device Inactivity Status, and Advanced Rules. There are important consideraions with these Rules, and you will want to review the following articles to understand more.

2. Pick a Device

This is the step a device is selected to trigger the Rule and its subsequent Task. A list of compatible trigger devices is listed. Selecting a trigger device will advance to the next step.

Note: A single device is selected. However, there is an option to select additional devices later in this wizard.

iMonnit - Rule Choose Device
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3. Choose a Condition

The Condition is the event that will trigger the Task to be executed. In this example of a Sensor Reading Rule, a Humidity sensor is selected. Humidity sensors report several types of values (Humidity, Temperature, Dew Point, etc.). Since there are multiple datums to select, you would select the desired datum (in this case Humidity).
iMonnit - Rule Choose Datum
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After selecting the datum, you will be prompted to enter the triggering threshold. In this example, the desired Humidity percentage threshold and “Notify when reading is:” condition would be selected. (You may also consider selecting a preset in the “Or choose existing rule.” pane.)

iMonnit - Rule Set Threshold
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4. Set Up Tasks

The Task is the action that will be executed when the triggering Condition is met. Be sure to have any associated User’s Notification Details configured. The available Tasks are:

  • Send E-Mail
  • Send Text (External Delivery is no charge, Direct SMS is a paid feature)
  • Send Voice Call (Paid feature)
  • Command Local Alert (visible if a Local Alert was added to the account)
  • Command Control Unit (visible if a Control Unit was added to the account)
  • Control Thermostat (visible if a Thermostat was added to the account)
  • Create System Actions
    iMonnit - Rule Select Task
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For this example, an email recipient was selected:

  • Select Send E-Mail.
  • Select the “To:” field.
    iMonnit - Rule Select Recipient
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  • Select the desired recipient.
  • Select the Delay time.
    iMonnit - Set Rule Delay
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  • Add any additional recipients.
  • Select Save.
  • Enter the desired text in the “Subject” field and message area of the “Send Email” pane.
  • Select Save.
  • Add any additional desired Tasks, and select “I’m done adding tasks”.
5. Name the Rule
6. Rule Complete

Once reaching this step, the Rule is mostly complete. Though there are additional configurations you can change as listed below. For example, if you need to add more devices to trigger this Rule, this is where it would be done.

  • Add Additional Devices to Rule
  • Add A Schedule To Rule
  • Edit Advanced Settings
  • Create a New Rule

iMonnit - Complete Rule
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If you have no more configurations to adjust, you can select “I Am Done Adding Rules” to complete the process. Once complete, you may considering testing the rule.

Scheduling a Rule

Once the steps above have been completed, you can go into the Rule and apply a schedule if so desired.

Note: It is important to understand that when a Rule has a schedule, the Rule can only be triggered during the Scheduled active time. However, if a Rule is triggered during the active schedule and has a Snooze time set (which is default 60 minutes), the notification will continue to send until the Rule is Disarmed or the triggering condition returns to normal. This can sometimes result in a notification recipient continuing to receive a notification (from the Snooze) outside of the scheduled time. For more information on this, see the following article: Understanding “Before and After” in Rule and Sensor Schedules.

After selecting the Rule:

  • Select the Schedule tab (Calendar icon toward the top right of the page).
  • A Month & Day Schedule pane will appear; to schedule the Rule for certain times on days of the week on a repeating weekly schedule, toggle the Rule Schedule Time switch.
  • A list of days of the week will appear; click the drop down menu for each day to set the daily schedule. The options include All Day, Off, Between, Before and After, Before, and After.

!!Important!! It is important to understand the different options in the Notification Time options. Each day is considered a 24 hour period from 12:00:00 AM to 11:59:59 PM. Therefore there are unique considerations when applying a schedule. For more information on this, see the relevant article.

  • If you wish to schedule the Rule to be active during certain days of each month and repeat on a yearly basis, toggle the Schedule Notification Months and days switch.

A calendar will appear; select each calendar day (which highlights the day of the month) you wish to deactivate (Highlighted = Rule Will Not Trigger).

  • Select the Save button.

A message indicating, “Success!” will appear at the bottom of the Month & Day Schedule pane. The Rule will now operate with the configured schedule.

Conclusion

Creating Rules is one of the more common interactions users will have in the iMonnit Online portal. This article should guide you through creating a basic Sensor Reading Rule successfully. If you have related inquiries, contact Monnit Support.



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