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Follow-Up Process

Follow-up processes are interactive step-by-step checklists that help supervisors follow up alerts. This ensures alerts are followed up efficiently and correctly. They can be assigned to one or multiple alert types, allowing for flexibility.

When a user triggers an alert and a process is assigned to that alert type, a 'Follow-Up Process' section is added to the activity details page (underneath the activity status). They are only presented to the user's supervisors. For more information about following up an alert, click the following article: Following Up Alerts

Processes are typically completed by the supervisor following up the alert. As steps are completed, they are marked as done. Completing a process won't automatically cancel the alert or mark the follow-up as complete. Follow-ups can be completed without completing the process.

Creating a Follow-Up Process

Admins can create and manage follow-up processes. Steps should be clear and concise.

  1. Open 'Follow-Up Processes'.
  2. Select 'New Follow-Up Process'.
  3. Add a title.
  4. Assign alert types.
  5. Add steps.
  6. Save.

Configuring Alert Triggers for Follow-Up Processes

Overview

The Alert Triggers feature allows administrators to assign follow-up processes to automated third-party hardware and GPS device alerts. By tracking how external alerts are initiated, the system can automatically route them to the most appropriate follow-up workflows based on the alert's status and its specific trigger source.

This ensures that critical events—such as a vehicle crash or an SOS button press—immediately launch the correct standard operating procedures for your team.

Common Trigger Sources

The system supports routing based on a variety of external hardware and device events, including:

  • Vehicle crash detection
  • GPS SOS button activation
  • Driver fatigue detection algorithms

How to Configure Alert Triggers

You can map trigger sources to follow-up processes at both the Organisation and Enterprise levels.

Step-by-Step Instructions:

  1. Navigate to Configuration: Log in to your administrative dashboard at either the Organisation or Enterprise level.
  2. Access Follow-Up Processes: Click on the Follow Up Processes configuration menu.
  3. Select or Create a Process: Choose an existing follow-up process you want to edit, or click to create a new one.
  4. Locate Trigger Sources: In the configuration panel, find the Trigger Sources field.
  5. Assign Events: Click the Trigger Sources multi-select dropdown. Choose one or multiple supported events (e.g., "GPS SOS Button", "Driver Fatigue") that should automatically initiate this specific follow-up process.
  6. Save Changes: Click Save to assign the follow up process to selected alert triggers.

Important Note: Once saved, any incoming alert matching your selected trigger source and status criteria will automatically bypass default routing and follow the process you have just configured.