Filtered Smart Fence Triggered Rules

There may come the time where you have a bit too many SmartFence rules and you need to focus just on specific ones. At the moment, the SmartFence Triggered Rules Report will give all of the information whenever a rule was triggered, but depending on the amount of rules and employees you have, it can be a bit more work to find just the ones you need.

So, we have come up with a solution, a way to filter and see on a separate report only the rules you are interested in. Of course, the SmartFence Triggered Rules Report will still give you the detail for all of the rules, but the new Filtered SmartFence Triggered Rules Report will provide with specific details for the ones you want.

The only thing you need to do is enable or disable the specific rules, so that you are only left with the ones you desire.

For this, you can enable "Show Rulein SmartFence Triggered Rules Report" setting, which is done in the "Manage Rules" section for any rule. Keep in mind this can be done when creating a new rule or also editing an existing one:

In this example, we only want so see "Entering Econz CR Office" and ignore any other rules. So we click on the checkbox, Save it, and make sure to unclick any other rule we don't wish to see.

If we generated the standard "SmartFence Triggered Rules" report we will find a number of results we don't need at the moment:

(Click on the image to enlarge)

But if we open the "Filtered SmartFence Triggered Rules" report,

we will be able to see our desired filtered results:

(Click on the image to enlarge)

That's all for now, we will be back with more exciting news on our next post!

--Econz Team

Timecard GPS: Uploading Tasks with Default GeoFences

Our system has the power feature that allows you to use smart fences for each specific task. You can use it to enable Entering/Leaving Area rules or even enabling Clock-In Lock using a default smart fence.

The great thing about adding a rule to the default smart fence is that you can use the same one for each task and the application will automatically recognize the address and apply the rules to it.

We have just made a change that will make your life even easier, now you don't need to enable the default smart fence to each task individually, if you have a long list of jobs with addresses and need to add some rules, you can apply the default fence right from the CSV file!

Here is how you do it, first go to the Administration tab and select "Maintain Task/Customer List:

Then click on the checkbox to the left of the team (or teams) you are going to upload tasks to:

Open the dropdown menu and select the option "Load tasks/customers from Comma Delimited File to selected teams".

You will be taken to the upload screen, notice how all of the steps are pretty much the same way we have been doing it for a while, but the example image shows what has changed: (notice columns N and O):

The External ID can be used for internal purposes, in case you have additional codes attached to your tasks or need it for an integration, but the last column "Smart Fence" is where you can define if you want to use the default fence by using the word "default", or if you won't use any smart fence rules, leave it at "none".

Keep in mind that you will need to have created at least a default rule so you can take advantage of this feature. If you aren't sure that you have one, go the Administration tab and select "Rules, Action and Fences", select the "Manage SmartFences" options and the Default rule will be the first one on the list, click on Edit to view its contents:

This example has a "Clock in Lock" rule created:

If there are no rules, make sure to add one so you can add it as a default rule to all the tasks within your CSV file.

Let us know if you have any questions in the comments section!

--Econz Team