About trigger rules
Rules are used to narrow down the trigger event to more specific scenarios. The trigger rules available to use are based on the trigger event and can be generic, like name, or specific to the person type, like employee department.
Any rules that are specific to a person type will appear for all events with that person type and location level rules. For example, total people on-site and time-specific rules.
Some trigger rules are only available for select trigger events. Rules are also hidden if some features in your account have not been enabled, and other rules will not be applicable without using other features.
You do not have to have a rule for your trigger to activate. If you do not have any rules, the trigger will activate every time the trigger event occurs.
Add a trigger rule
To add a rule to an existing trigger:
- Go to Locations, then select the location from the drop-down list.
- Select Triggers.
- Click View next to the trigger.
- Select the Trigger Rules tab, and click Create a New Rule to create a rule for the ALL or ANY sections.
- Choose the rule settings (see below)
- Click Save & Close.
Rule settings
When creating most rules, there are three parts:
- The rule – The actual rule to be applied, e.g., hostname, organization, access point, etc.
- The condition – If the rule is inclusive, exact, exclusive, etc., of the value
- The value – The specific attribute that is being checked by the rule
You can create multiple rules for one trigger, which can be set under the ALL or ANY sections. You can set rules under both sections for more specific rules. If you are only setting one rule, the section does not matter.
Match ALL
Rules set under the Match ALL section must all be true for the trigger to activate. If any rules are not met, the trigger will not activate. You can use these to create a very specific trigger.
Match ANY
Only one rule set under the Match ANY section must be true for the trigger to activate, as long as any rules set under the Match ALL section are met. You can use this to create broader rules which apply to multiple situations.
Rule options
Visitors
The following rules are available if you're using a visitor event:
- Alcolizer - Breath test result
- Day of the week
- Location - Contractors on-site
- Location - Employees on-site
- Location - Employees working remotely
- Location - Total people on-site
- Location - Visitors on-site
- Pre-registered visitor - custom question answer
- Pre-registered visitor - questionnaire completed
- Submitted by
- Time of day
- Visitor - Access denied reason
- Visitor - Acknowledgment notice
- Visitor - Custom question answer
- Visitor - Evacuation assistance required
- Visitor - Flagged record during pre-registration
- Visitor - From or organization
- Visitor - Host name
- Visitor - Host status
- Visitor - Matches a person on a watchlist
- Visitor - Name
- Visitor - Number of days visited location
- Visitor - Pre-registration method
- Visitor - Purpose of visit
- Visitor - Selected duration on-site
- Visitor - Sign in access point
- Visitor - Sign in mode
- Visitor - Signed out access point
- Visitor - Signed out mode
- Visitor - Zone from
- Visitor - Zone to
Employee
The following rules are available if you're using an employee event:
- Alcolizer - Breath test result
- Employee - Access denied reason
- Employee - Acknowledgment notice
- Employee - Certification has expired
- Employee - Certification is expiring
- Employee - Certification is valid
- Employee - Certification not verified
- Employee - Custom question answer
- Employee - Department
- Employee - Does not have the certification
- Employee - Host name
- Employee - Host status
- Employee - Induction course has expired
- Employee - Induction course is expiring
- Employee - Induction course never passed
- Employee - Name
- Employee - Number of days visited location
- Employee - Role Type
- Employee - Selected duration on-site
- Employee - Sign in access point
- Employee - Sign in mode
- Employee - Signed out access point
- Employee - Signed out mode
- Employee - Title
- Employee - Working alone
- Employee - Working remotely
- Employee - Zone from
- Employee - Zone to
- Location - Contractors on-site
- Location - Employees on-site
- Location - Employees working remotely
- Location - Visitors on-site
- Location - Total people on-site
- Time of day
Contractors
The following rules are available if you're using a contractor event.
- Alcolizer - Breath test result
- Contractor - Access denied reason
- Contractor - Acknowledgment notice
- Contractor - Certification has expired
- Contractor - Certification is expiring
- Contractor - Certification not verified
- Contractor - Contract has expired
- Contractor - Contract not active
- Contractor - Custom question answer
- Contractor - Does not have the certification
- Contractor - Has insurance policy
- Contractor - Host name
- Contractor - Host status
- Contractor - Induction course has expired
- Contractor - Induction course is expiring
- Contractor - Induction course never passed
- Contractor - Insurance policy has expired
- Contractor - Name
- Contractor - Number of days visited location
- Contractor - Organization (free text)
- Contractor - Organization (list)
- Contractor - Organization category/group
- Contractor - Purpose of visit
- Contractor - Role type
- Contractor - Selected duration on-site
- Contractor - Sign in access point
- Contractor - Sign in mode
- Contractor - Signed out access point
- Contractor - Signed out mode
- Contractor - Working alone
- Contractor - Zone from
- Contractor - Zone to
- Day of the week
- Location - Contractors on-site
- Location - Employees on-site
- Location - Employees working remotely
- Location - Visitors on-site
- Location - Total people on-site
- Time of day
Occupancy
The following rules are available if you're using an occupancy event:
- Day of the week
- Location - Contractors on-site
- Location - Employees on-site
- Location - Employees working remotely
- Location - Visitors on-site
- Location - Total people on-site
- Time of day
- Zone: Only available for triggers using the 'Zone Occupancy Decreases' and 'Zone Occupancy Increased' events.
- Zone - Total people in zone: Only available for triggers using the 'Zone Occupancy Decreases' and 'Zone Occupancy Increased' events.
Time
The following rules are available if you're using a time-based event:
- Day of the week
- Location - Contractors on-site
- Location - Employees on-site
- Location - Employees working remotely
- Location - Visitors on-site
- Location - Total people on-site
- Time of day
OnEvac
The following rules are available if you're using a OnEvac event:
- Day of the week
- Location - Contractors on-site
- Location - Employees on-site
- Location - Employees working remotely
- Location - Visitors on-site
- Location - Total people on-site
- Time of day