Notification Set Up

RTA’s new notification engine will allow customizable settings so you can get real time notifications by email, text, or push notification keeping you informed about important updates. Notifications streamline communication, help you stay organized and focused on your daily tasks.

Admin Set Up

Receiving Notifications

User Set Up

Admin Notification Set Up (Setting up for others)

1. Navigate to the Contacts tab under Organization in the left-hand menu path and click “Contacts”

2. You will see the contact search screen open and a list of contacts in the system. These come from user creation or entering primary contact info in customer files. See Contacts here to add contacts to the system

3. Click on the contact you want to set up notifications for, ensure you have contact information here so notifications can go out to the contact

   1. Email required for email notifications to be successful

   2. Phone number required for SMS (text) notifications to be successful

4. You need to add assets this contact needs notifications for. If this is the operator, it may only be one. If it is a fleet representative for a customer group, it may be several. This panel is collapsable, so if you are reviewing the assets someone is subscribed to, make sure it is expanded!

5. Click the plus button in the top right to get a list of available vehicles, assets and equipment

This list can be filtered and sorted to group assets by Customer, Dept, and many others

6. Checkmark the boxes of assets you want to add to the contact

7. Click “ADD” at the bottom to add the selected Assets

8. Next check box the boxes in the notifications you would like the contact to receive

   1. Email = notification emails are sent

   2. SMS = notifications are sent via text message to a mobile device

   3. Push = notifications flag in the bell icon in top banner of the software and RTA Mobile

User Notification Set Up

1. Navigate to the bell at the top right and click on the “Bell” icon

2. Click on the “Gear” icon and your user contact page will open

3. Ensure all contact information is filled out if you want notifications sent in that format. In the example I cannot receive SMS text notifications due to a phone number missing from my contact form

4. Next, select the assets in the RTA system you want to “watch” or receive notifications for

5. Select which notifications you want to receive for each of the added assets

Click here to learn about receiving notifications