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Example automations

Rules worth building, in roughly the order most fleets find them useful. Each one is narrow on purpose — they're written to be safe to switch on, and you can widen them once you've seen how they behave.

Hold a vehicle after an accident

Critical defect on accident form submission

When

An inspection is submitted

If

The outcome is failed, and it was submitted on your accident report form

Then

Mark the asset out of service · set all defects to critical

The case where paperwork should never be the reason a damaged vehicle goes back out. It's also the safest rule to start with, because a failed accident report is one you'd never want to ignore anyway.

An automation card showing its WHEN, IF and THEN blocks

Any of the rules below reads like this once built — trigger, conditions and actions in three blocks.

Raise work orders on critical defects

Critical defect raises a work order

When

A defect is created

If

Its severity is critical

Then

Create a work order

Closes the gap between a serious fault being found and a job existing for it. Because it's driven by severity rather than by form, it catches critical defects however they arose — including ones added by hand.

Check your severity definitions before switching this on. If your inspectors use critical loosely, you'll create more work orders than you want. That's a good reason to look at the severity distribution in your defects first.

Enforce your DVIR policy

Failed daily inspection holds the vehicle

When

An inspection is submitted

If

The outcome is failed, and it was submitted on your daily walkaround form

Then

Mark the asset out of service

Turns a written policy into a control. This one fires far more often than the accident rule, so build it after you've watched a narrower rule for a week — and brief your drivers before you switch it on.

Watch one problem vehicle

Close watch on asset 202

When

A defect is created

If

It's on a specific asset

Then

Create a work order

For a vehicle that's been through the shop repeatedly and needs a tighter leash than the rest of the fleet. Easy to remove once it settles down — and because it's scoped to one asset, it can't surprise you at scale.

Act on diagnostic faults

Diagnostic faults get a job raised

When

A defect is created

If

ts severity is critical

Then

Create a work order

The defect trigger fires for faults reported by diagnostic codes as well as ones found by people, so a rule built on severity covers both without any extra setup. If your telematics integration raises defects, this catches them.

Widening a rule safely

The pattern that works: build the narrowest version, leave it a week, then open the Runs tab and look at what it caught and what it skipped.

The skipped runs are the interesting ones. They show you the events that were close but didn't match, which tells you exactly what a wider version of the rule would have acted on. Widen one condition at a time, and check again.

Before widening a rule that takes vehicles out of service, tell the people it affects. A rule that fired twice a month behaving differently after a change is the sort of thing drivers notice before managers do.

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