Quick Links > Rule Management
Account > Account Information > Rule Management
Usage > View Usage Rule
Usage rules can automatically be added to a SIM during activation or anytime after the SIM is activated. Because of the flexibility of rules, SIMs may have more than one. Your rules can be as complex or simple as you need.
The article includes:
- Video
- Rule management table
- Usage rule types
- Create a new rule
- Update a rule
- Enable a rule
- Disable a rule
- Remove a rule
- Rule emails (courtesy alerts)
Video
Review the rule management and usage prodcast video for an overview of the process.
Note: You must submit your name and business email address to view the video.
Rule management table
Account > Account Information > Rule Management
Quick Links > Rule Management
Refer to the rule management article for table information.
Usage rule types
You can create usage rules at the SIM (subscription) level or the pooled plan total usage level. Each rule tracks usage separately. You can add as many rules as you need to monitor or block usage.
Usage received from the carrier after the end of the billing period (23rd) will be added to the usage timelines but will not trigger emails or block usage.
| Rule type |
Description |
| Pooled plan | Usage rule A pooled plan rule allows you to monitor the total usage for the pooled plan. You have two options:
|
| Pooled and non pooled plan - Subscriptions or |
The rule monitors the usage of a SIM and includes the ability to automatically apply the rule to all current and future SIMs based on the customized parameters. The rule can be applied to non pooled and pooled plans. We recommend this option to easily monitor all SIM usage without manually adding or removing usage rules from SIMs; just adjust the rules (if needed). Create a usage rule for each plan, and you are done! Note: Individual SIMs cannot be removed from this type of rule. |
| Non pooled plan - Select SIMs or Paste SIMS or |
The option monitors the usage of a SIM. The rule only includes usage triggers and must be manually added to SIMs, requiring ongoing maintenance. Does not apply to this rule type. |
Create a new usage rule
Account > Account Information > Rule Management > New Rule
Quick Links > Rule Management > New Rule
The section includes:
Start a new rule
Select the New Rule button, select Usage, and then select CONFIRM.
Create rule information
Rule properties or add SIMs
The section includes:
- Non pooled plan - SIM (properties)
- Non pooled plan - SIM (attached) select or paste subscriptions list
- Pooled plan
Non pooled plan - SIM (properties)
The subscription rule is selected by default and will display the rule "state contains active."
Add your properties and values. You must select at least one property, and you can only select one option from each property group.
Property choices include:
- SIM state - select as many states as needed
- Data plan - select one
- SMS plan - select one
- Cost center - select as many cost centers as needed
Non pooled plan - Select or paste subscriptions
Select subscriptions allow you to choose from a list of SIMs for that service type. Use the search filter to search by ICCID or sort the table columns (ICCID, MSISDN, state, or service type)
Paste a subscription list listing one ICCID on each line.
Note: Maximum 100,000 ICCIDs. If more ICCIDs need to be added, update the alert and paste the additional ICCIDs.
Pooled plans
Choose the data or SMS option, then search by plan name, select from the list, or subscriptions allow you to choose from a list of SIMs for that service type. Use the search filter to search by ICCID, or sort the table columns (ICCID, MSISDN, state, or service type)
Settings
The section includes:
Trigger
The triggers are set based on the type of rule.
Non pooled plans (SIM (attached) or SIM (properties)), select a specific amount for the types of usage you would like in your rule.
| Field | Description |
| Data | Options are Bytes, KB, MB, and GB. |
| SMS | Any number, no limits. |
| Voice | Any number, no limits. |
Pooled plans only have the option of the plan threshold. We recommend using the percentage (%) value to adjust automatically to the size of your pool.
Period
Select between the billing period (monthly) or daily.
Actions
Both actions are optional. You can choose none, one, or both.
Send email alert
Selecting this action will send an email for any usage over the set limit. An alert will be sent to the account alert 
list even if you do not add an email address.
| Options | Description |
| Send alert to |
Manually add the email address or addresses you would like to receive the usage notifications. |
| Trigger criteria (how often emails are sent) |
Immediate
|
| Action time | The action time is only available for daily alerts. Select the time to receive the alert emails that work best for you. |
Block usage
The option will suspend or deactivate the SIM or SIMs when you select. We recommend using the send alert email option with this option.
Note: Not available for all service types and pooled plan level alerts.
| Block options | Description |
| Block usage until manually reactivated | You must activate the SIM before it is available for use again. |
| Block usage for one day | The system will automatically reactivate the SIM after one day. |
| Block usage until the next billing period. | The system will automatically reactive the SIM on the 24th. Note: The SIM will transition to suspend or deactivated state depending on service type. This will cause the IP address to be lost and a new one assigned when the SIM is reactivated. |
Confirmation
Review the confirmation that includes all your rule information. Select PREV to make any adjustments, or select CONFIRM to create the rule.
Update a usage rule
Account > Account Information > Rule Management - Update Rule
Quick Links > Rule Management > Update Rule
Use this option for two purposes:
- Update alert usage options or actions
- Apply the alert to additional SIMs
Any updates made to a rule will be applied to all SIMs with that rule. You can only update one alert at a time.
Only a few fields can be changed on an alert
| Field | Allowed changes |
| Alert name | All alert types. |
| ICCIDs | All alert types. |
| Plan | Plan alerts only. |
| Triggers | Alert amounts only, not the types. All alert types. |
| Actions | All alert types. |
Enable an alert rule
Account > Account Information > Rule Management - Enable
You can enable a disabled alert at any time. The SIMs attached to this list will once again receive the alert.
Disable an alert rule
Account > Account Information > Alert Management - Disable
Disabling an alert allows you temporarily turn off an alert that you may have a use for in the future. The alerts will be turned off for all SIMs attached to that alerts.
Note: A disabled alert will still show on the SIM Usage Details page.
To disable an alert, search the alert table as needed, select the alert or alerts, and select Disable. The alert or alerts will switch over from enabled to disabled automatically.
Remove an alert rule
Account > Account Information > Alert Management - Remove Alert
Removing an alert will remove the alert from all ICCIDs it is assigned to.
Tip: If you need to move the plan or SIMs to another alert, we recommend selecting Update Alert first and taking screenshots of SIM lists or plans before removing the rule.
Rule emails (courtesy alerts)
The subject line of the usage alert email will state whether it is a subscription (SIM) or plan (pooled plan) alert and the name of the alert rule.
Subscription or SIM level usage rule alert
Pooled plan rule usage alert
A pooled plan usage alert is for total plan usage. These alerts will never contain SIM information (ICCID, IMSI). 