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Articles

What are Rules & Automations?

Set up rules that prompt staff and create tasks automatically based on real conditions like the weather and forecast.

Create your first automation

Use a starter template to set up a working rule in a couple of minutes.

Actions explained

The things a rule can do when it fires, from showing a panel to creating a task.

Add manager notes to the handover report

Leave attributed notes on the day's handover so the next shift knows what changed.

My automation did not fire

Work through the usual reasons a rule did not run or create its task.

Weather or tide data looks wrong or missing

What to check when the check-in panel has no weather, wind or tide.

Staff did not get the task or notification

Why a rule fired but the person did not see the task or alert.

React when a temperature is logged out of range

Automatically create a corrective task and alert managers the moment a fridge or freezer is logged out of safe range.

Apply a rule to specific locations

Run a rule everywhere or only at the sites it suits.

The check-in panel is not showing

Steps to take when staff check in but see no weather or tide panel.

Show weather, wind and tide at check-in

Give staff live conditions for their location the moment they check in.

Conditions explained

How weather conditions work, and how combining them controls when a rule fires.

Send staff a task when the forecast matches

Create a task automatically when the day is forecast sunny, hot or wet.