Creating a notification policy

You can create notification policies for printers. Users receive an email when the policy requirement is met. The notification email includes printer toner details, asset tag, and other relevant details.

1. From the Fleet Management web portal, click Notifications > Notification Policies.



2. Select either Supplies or Printer Information.

   For supplies

   

   1. On the Notification Policies page, click Create.

   

   2. Configure the following:

      • In the Policy name field, type the name of the policy.
      • In the Policy type menu, select any one of the following:
      • Toner
      • Fuser
      • Transfer Module
      • Waste Toner Bottle
      • Maintenance Kit
      • Photoconductor
      • In the “Notify when percentage remaining is of” section, set the percentage at or below which the notification is sent.
      • In the Applies To section, select either of the following:
      • All printers in this organization—Apply the policy to all printers in the organization.
      • Only printers with specific tags—Apply the policy to printers with specific tags applied from Cloud Fleet Management.
      • In the “Apply the policy to printers with the following tags” field, type the tags, and then click Add.
      • In the “Notify the following email addresses when the conditions of this policy are met” field, type the recipient email addresses, and then click Add.

      Notes:

      • Make sure that the email address is valid.
      • You can type an email address from outside your organization.
      • In the “Additional information to include in the email notification (Optional)” field, type the additional information that you want to include in the notification email.
      • Select Include notification data in a .json file as an attachment to include the JSON file in the notification email.
   

   3. Click Create Policy.

   Note:  The JSON file attached with notification email helps partners to use email processing automation to process the attachment for any existing workflow.

   For printer information

   

   1. On the Notification Policies page, click Create.

   

   2. Configure the following:

      • In the Policy name field, type the name of the policy.
      • In the Policy type menu, select Last data refresh or Last communicated.
      • In the “Notify when data has not been refreshed after” or “Notify when a printer has not communicated for” section, set the number of days to send the notification.
      • In the Applies To section, select either of the following:
      • All printers in this organization—Apply the policy to all printers in the organization.
      • Only printers with specific tags—Apply the policy to printers with specific tags applied from Cloud Fleet Management.

      Note:  You can add a maximum number of 10 tags.

      • In the “Notify the following email addresses when the conditions of this policy are met” field, type the email addresses of the recipients to notify, and then click Add.

      Notes:

      • You can add a maximum number of 10 email addresses.
      • Make sure that the email address is valid.
      • You can type an email address from outside your organization.
      • In the “Additional information to include in the email notification (Optional)” field, type the additional information that you want to include in the notification email.
      • Select Include notification data in a .csv file as an attachment to include the CSV file in the notification email.
   

   3. Click Create Policy.

   Notes:

   • Policies related to printer information are executed during the daily batch process.
   • The body of the notification email can contain information about 15 printers only. For more than 15 printers, download the CSV file that is attached with the notification email.
   • In the case of notification for more than 15 printers, the CSV file is attached to the notification email, even if the user has not selected the Include notification data in a .csv file as an attachment option.