Workflows - Compliances

Overview

These type of Workflows are useful to set alerts on device vitals and metrics and then associate actions when the particular compliance is hit. The actions can be set to send emails or to alert the user to take an action. In this section we will see the Workflows of type Compliance Tasks available and how they work.

All the Workflows of type Compliance Tasks require the Devices to be Online and are based on the information that the device periodically syncs with the Dashboard, and in a state to receive Push commands.

The Workflows of type Compliance tasks follow certain rules that apply to all of them. These are,

  1. These Workflows can be created at a Platform/OS level or at a Global level.
  2. When these Workflows are created at a Platform/OS level, these can be set on Device Groups.
  3. When these Workflows are created at a Global level, these work on all the devices in the inventory.There can be only one Global Workflows that can be created for each type except for Geofence Workflows.
  4. These Workflows are based on the Dashboard timezone or the timezone that you select. That is they trigger when the set time is reached based on the selected timezone.
  5. These Workflows are based on the periodic synchronization of information from devices and hence require the devices to be online.

We have migrated the Alerts to Workflows as it enhances the functionality of alerts. However, due to some design considerations, we have prevented the creation of multiple Compliance based workflows. This means that compliance/alerts of type for Battery & Data Usage can be created once at Global level.We are working on enhancing this feature to add more value to the alerts and should be available soon.

Set a Battery Compliance

  1. What does it Do: This allows you to create a compliance based on battery level for all of the devices in inventory or to the devices in a group. You can have the information emailed to the selected Email settings. Additionally choose an action to warn/alert the user via a Broadcast message.
  2. Supported Platforms:
  3. Prerequisites:
    1. For Platform/OS level compliance, needs at least one Device Group with the devices of the platform/os added to the group.
    2. For Global level compliance, no device groups are required.
  4. How to Create:
    1. Navigate to Reports & Workflows > Workflows
      1. To create a platform level compliance, click CREATE NEW > OS/Platform > Set a Battery Compliance
      2. To create a global level click CREATE NEW > Global > Set a Battery Compliance
    2. Enter the following Details,
      1. Name: Name for the Workflow
      2. Select Groups*: Select one or more groups where this Workflow work. This is available only for Platform/OS level workflow.
      3. Battery Level Less than: Choose a % of battery level, below which you want this Workflow to work.
      4. Include Devices that are on Charging: Choose if you want this workflow to work for devices which are in charging.
      5. Time of the Day & Timezone: Select the time of the day and the timezone during which you want this to be monitored.
      6. Send Emails: Select this if you want email notifications for the alerts.
        1. Frequency: Choose the frequency of emails, between Daily or Selected Days.
        2. Recipient List: Select if you want to select the emails to the Global list or enter custom emails here.
      7. Send a Broadcast Message: Select this if you want to send a message to the User/Device to alert them to recharge the device. If selected please enter the message to be sent.
    3. Click SAVE once done.
  5. Example: Clicking on a Workflow shows the expanded view and gives additional details. In the example Workflow shown in illustration below,
    1. This Workflow monitors the device battery level and sends alerts if it is below 5%.
    2. The Success On and Failed On indicates on how many devices the Broadcast Message was pushed.
    3. The Last Run and Next Run indicate the last time the task was run and the scheduled next run respectively.
  6. Action Menu: By clicking on the 3 dots menu, the following actions can be performed,
    1. Edit: Use this option to edit the Workflow.
    2. Report: Provides the report on historical runs of this Workflow.
    3. Run Now: Runs this compliance workflow on the current device information.
    4. Delete: Deletes the Workflow.

Set a Geo-Fence Compliance

  1. What does it Do: This allows you to create a compliance based on Geo-Fence events like Moved In and Moved Out. At a group level you can select the groups which you want to monitor and at a Global level all the created geo-fences are monitored.
Note: Geo-Fence alert on a Group works only if that Group has Geo-Fence applied. Else it will not work.
  1. Supported Platforms:
  2. Prerequisites:
    1. For Platform/OS level compliance, needs at least one Device Group with the devices of the platform/os added to the group and a Geo-Fence applied.
    2. For Global level compliance, no device groups are required and requires a minimum of one Geo-Fence to be created.
  3. How to Create:
    1. Navigate to Reports & Workflows > Workflows
      1. To create a platform level compliance, click CREATE NEW > Android > Set a Geo-Fence Compliance
      2. To create a global level click CREATE NEW > Global > Set a Battery Compliance
    2. Enter the following Details,
      1. Name: Name for the Workflow
      2. Select Groups*: Select one or more groups where this Workflow work. This is available only for Platform/OS level workflow.
      3. Time of the Day & Timezone: Select the time of the day and the timezone during which you want this to be monitored.
      4. Events to Track: Choose the events that you want to track, that is either Moved Out and Moved In or both.
      5. Send Emails: Select this if you want email notifications for the alerts.
        1. Frequency: Choose the frequency of emails, between Daily or Selected Days.
        2. Recipient List: Select if you want to select the emails to the Global list or enter custom emails here.
      6. Send a Broadcast Message: Select this if you want to send a message to the User/Device to alert them to of the compliance violation. If selected please enter the message to be sent.
    3. Click SAVE once done.
  4. Example: Clicking on a Workflow shows the expanded view and gives additional details. In the example Workflow shown in illustration below,
    1. This Workflow monitors the moved-in and moved-out events on the selected device group.
    2. The Success On and Failed On indicates on how many devices the Broadcast Message was pushed.
    3. The Last Run and Next Run indicate the last time the task was run and the scheduled next run respectively.
  5. Action Menu: By clicking on the 3 dots menu, the following actions can be performed,
    1. Edit: Use this option to edit the Workflow.
    2. Report: Provides the report on historical runs of this Workflow.
    3. Delete: Deletes the Workflow.

Set a Data Usage Compliance

  1. What does it Do: This allows you to create a compliance based on Data usage of the devices as reported by Scalefusion clients on Android & iOS. You can choose to send emails when the data usage exceeds and/or send a message to the device informing the user about the data usage alert.
Note: Data usage system APIs and requires the Android & iOS clients to be running always. The data collected might not exactly match with operator/career billing and is an approximate value.
  1. Supported Platforms:
  2. Prerequisites:
    1. For Platform/OS level compliance, needs at least one Device Group with the devices of the platform/os added to the group.
    2. For Global level compliance, no device groups are required and works on all devices in inventory.
  3. How to Create:
    1. Navigate to Reports & Workflows > Workflows
      1. To create a platform level compliance, click CREATE NEW > Android/iOS > Set a Data Usage Compliance
      2. To create a global level click CREATE NEW > Global > Set a Data Usage Compliance
    2. Enter the following Details,
      1. Name: Name for the Workflow
      2. Select Groups*: Select one or more groups where this Workflow work. This is available only for Platform/OS level workflow.
      3. Data Threshold: Select the Data threshold after which the workflow should trigger.
      4. Billing Cycle Starts On: Choose the start of billing cycle to start track the usage.
      5. Send Emails: Select this if you want email notifications for the alerts.
        1. Frequency: Choose the frequency of emails, between Daily or Selected Days.
        2. Recipient List: Select if you want to select the emails to the Global list or enter custom emails here.
      6. Send a Broadcast Message: Select this if you want to send a message to the User/Device to alert them to of the compliance violation. If selected please enter the message to be sent.
    3. Click SAVE once done.
  4. Example: Clicking on a Workflow shows the expanded view and gives additional details. In the example Workflow shown in illustration below,
    1. This Workflow monitors the data usage of the devices in the selected group and sends alerts if consumption exceeds 100MB.
    2. The Success On and Failed On indicates on how many devices the Broadcast Message was pushed.
    3. The Last Run and Next Run indicate the last time the task was run and the scheduled next run respectively.
  5. Action Menu: By clicking on the 3 dots menu, the following actions can be performed,
    1. Edit: Use this option to edit the Workflow.
    2. Report: Provides the report on historical runs of this Workflow.
    3. Run Now: Runs this compliance workflow on the current device information.
    4. Delete: Deletes the Workflow.

Set Security Incident Compliance

  1. What does it Do: This allows you to create a compliance based on security incidents that track the Force exits using a password on Corporate devices or SIM Swaps on the devices as reported by Scalefusion clients on Android & iOS. You can choose to send emails when the incident occurs and/or send a message to the device informing the user about the incident.
  2. Supported Platforms:
  3. Prerequisites:
    1. For Platform/OS level compliance, needs at least one Device Group with the devices of the platform/os added to the group.
    2. For Global level compliance, no device groups are required and works on all devices in inventory.
  4. How to Create:
    1. Navigate to Reports & Workflows > Workflows
      1. To create a platform level compliance, click CREATE NEW > Android > Set Security Incident Compliance
      2. To create a global level click CREATE NEW > Global > Set Security Incident Compliance
    2. Enter the following Details,
      1. Name: Name for the Workflow
      2. Select Groups*: Select one or more groups where this Workflow work. This is available only for Platform/OS level workflow.
      3. Send Emails: Select this if you want email notifications for the alerts.
        1. Frequency: Choose the frequency of emails, between Daily or Selected Days.
        2. Recipient List: Select if you want to select the emails to the Global list or enter custom emails here.
      4. Send a Broadcast Message: Select this if you want to send a message to the User/Device to alert them to of the compliance violation. If selected please enter the message to be sent.
    3. Click SAVE once done.
  5. Example: Clicking on a Workflow shows the expanded view and gives additional details. In the example Workflow shown in illustration below,
    1. This Workflow monitors the security incidents on the devices in the selected group and sends alerts.
    2. The Success On and Failed On indicates on how many devices the Broadcast Message was pushed.
    3. The Last Run and Next Run indicate the last time the task was run and the scheduled next run respectively.
  6. Action Menu: By clicking on the 3 dots menu, the following actions can be performed,
    1. Edit: Use this option to edit the Workflow.
    2. Report: Provides the report on historical runs of this Workflow.
    3. Delete: Deletes the Workflow.

Set a Inactivity Compliance

  1. What does it Do: This allows you to create a compliance based on inactivity of the device, and monitors the inactive devices across the inventory based on the duration selected.
  2. Supported Platforms:
  3. Prerequisites:
    1. For Global level compliance, no device groups are required and works on all devices in inventory.
  4. How to Create:
    1. Navigate to Reports & Workflows > Workflows
    2. Click on CREATE NEW > Global > Set Security Incident Compliance
    3. Enter the following Details,
      1. Name: Name for the Workflow
      2. Send Emails: Select this if you want email notifications for the alerts.
        1. Frequency: Choose the frequency of emails, between Daily or Selected Days.
        2. Recipient List: Select if you want to select the emails to the Global list or enter custom emails here.
      3. Send a Broadcast Message: An effort to wake up the device is made by sending a Broadcast Message. This is not guaranteed to be delivered when the device is inactive.
    4. Click SAVE once done.
  5. Example: Clicking on a Workflow shows the expanded view and gives additional details. In the example Workflow shown in illustration below,
    1. This Workflow monitors the device pings to see if they are connected to internet/dashboard and marks the device as Inactive for the selected duration that is 6 hours.
    2. The Success On and Failed On indicates on how many devices the Broadcast Message was pushed.
    3. The Last Run and Next Run indicate the last time the task was run and the scheduled next run respectively.
  6. Action Menu: By clicking on the 3 dots menu, the following actions can be performed,
    1. Edit: Use this option to edit the Workflow.
    2. Report: Provides the report on historical runs of this Workflow.
    3. Run Now: Runs this compliance workflow on the current device information.
    4. Delete: Deletes the Workflow.

Set a Storage Compliance

  1. What does it Do: This allows you to create a compliance based on the storage of the device, and monitors the storage space on devices across the inventory based on the level selected.
  2. Supported Platforms:
Note: The Workflow is available/listed in the Global section.
  1. Prerequisites:
    1. This compliance can be set on all devices in the inventory and/or devices in selected groups.
  2. How to Create:
    1. Navigate to Reports & Workflows > Workflows
    2. Click on CREATE NEW > Global > Storage Compliance
    3. Enter the following Details,
      1. Name: Name for the Workflow
      2. Scope: Choose the scope of this workflow between All Devices or Devices in the selected groups.
      3. Storage Threshold: Set a threshold to monitor. When the device storage is below this level an alert would be generated.
        1. Monitor External Storage on Android devices: Enable this to monitor the external storage as well for threshold calculations.
      4. Send Emails: Select this if you want email notifications for the alerts.
        1. Frequency: Choose the frequency of emails, between Daily or Selected Days.
        2. Recipient List: Select if you want to select the emails to the Global list or enter custom emails here.
        3. Storage Compliance At: Select a time when you would want to receive the summary emails.
    4. Click SAVE once done.
  3. Example: Clicking on a Workflow shows the expanded view and gives additional details. In the example Workflow shown in illustration below,
    1. This Workflow monitors the storage space of All Devices and sends an email if space goes below 100 MB.
    2. The Last Run and Next Run indicate the last time the task was run and the scheduled next run respectively.
  4. Action Menu: By clicking on the 3 dots menu, the following actions can be performed,
    1. Edit: Use this option to edit the Workflow.
    2. Report: Provides the report on historical runs of this Workflow.
    3. Run Now: Runs this compliance workflow on the current device information.
    4. Delete: Deletes the Workflow.


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