Using Goal Templates

Modified on Mon, 17 Nov at 10:22 PM

Using Goal Templates

Overview

Goal templates are the fastest way to start monitoring your fleet's performance. They provide pre-configured goals based on common operational needs, allowing you to implement proven monitoring strategies in minutes rather than building goals from scratch.

This guide shows you exactly how to select and use a template to create your first goal.

Time to Complete: 3-5 minutes

Required Role: Account Admin or Super Admin

Quick Start: Creating a Goal from a Template

Step 1: Open Goal Creation

Navigate to Administration → Goal Management
Click "+ Create New Goal"
The template selection screen appears automatically

Step 2: Browse Template Categories

Templates are organized by category. Click a category button to filter:

All Templates - View every available option
Runtime - Operating hours and utilization goals
Distance - Travel and coverage targets
Efficiency - Charging time, idle time, optimization
Production - Shift-based and output goals

Step 3: Select a Template

Each template card shows:

Template Name - What the goal monitors
Description - Detailed explanation of the metric
Category Icon - Visual indicator of goal type
Use Case - When and why to use this template

Click on a template card to view full details, then click "Use This Template".

Step 4: Customize the Template

ARMOR pre-fills the goal form with the template's settings. Review and adjust:

What's Pre-Configured

✅ Data field to monitor (e.g., runTimeToday)
✅ Constraint type (At Least or At Most)
✅ Suggested target value
✅ Checking frequency (daily, weekly, monthly)
✅ Alert messages (set and clear text)

What You Need to Configure

? Goal Name - Give it a unique, descriptive name
? Account - Select the account (Super Admins only)
? Target Value - Adjust the suggested threshold if needed
? Scope - Choose which assets this applies to

Step 5: Define Scope

Choose where this goal should be applied:

All Assets - Fleet-wide monitoring
Specific Sites - Select one or more locations
Specific Assets - Choose individual equipment
Tag-Based - Apply to assets matching tags (e.g., "forklift", "warehouse-a")

? Recommended: Start with a small scope (5-10 assets) to test the threshold values before expanding fleet-wide.

Step 6: Save and Activate

Review all settings
Ensure "Active" toggle is enabled
Click "Save Goal"

Your goal is now live! ARMOR will begin monitoring based on the template's schedule.

Popular Templates Explained

Daily Runtime Goal

What it monitors: Daily operating hours (runTimeToday)

Default target: At least 4 hours per day

Best for: Ensuring minimum equipment utilization

Use case: Alert when assets are underused or sitting idle

Typical customization:

Increase to 6-8 hours for full-shift operations
Decrease to 2-3 hours for backup/reserve equipment
Apply to specific asset types (forklifts, delivery vehicles, etc.)

Weekly Runtime Goal

What it monitors: Cumulative weekly runtime (runTimeWeek)

Default target: At least 20 hours per week

Default schedule: Monday through Friday

Best for: Tracking 5-day work week performance

Typical customization:

Adjust to 40 hours for full-time equipment
Change week days to include weekends for 24/7 operations
Lower target for part-time or seasonal assets

Daily Distance Goal

What it monitors: Miles or kilometers traveled (distanceToday)

Default target: At least 5 miles per day

Best for: Route-based operations, delivery vehicles, mobile equipment

Typical customization:

Increase for delivery routes (50+ miles)
Keep low for warehouse equipment that stays on-site
Monitor transport vehicles separately from stationary equipment

Charging Time Goal

What it monitors: Daily charging duration (chargeTimeToday)

Default target: At most 6 hours per day

Best for: Identifying inefficient charging patterns

Typical customization:

Adjust based on battery capacity and charger type
Lower for fast-charging equipment (3-4 hours)
Monitor opportunity charging vs. full charge cycles

Idle Time Alert

What it monitors: Time spent idle with motor running (idleTimeToday)

Default target: At most 2 hours per day

Best for: Reducing wasted time and energy consumption

Typical customization:

Lower threshold to 1 hour for high-efficiency operations
Apply to assets known for excessive idling
Create separate goals for different shifts or locations

Customizing Template Values

Adjusting Target Thresholds

Template values are suggestions based on typical operations. Always adjust to match your specific needs:

If your operation is...	Adjust templates by...
24/7 shifts	Increase runtime targets to 8-12 hours
Part-time use	Decrease runtime targets to 2-4 hours
High-intensity routes	Increase distance targets significantly
Stationary equipment	Focus on runtime, not distance
Fast charging available	Lower charging time targets to 3-4 hours

Modifying Alert Messages

Customize the pre-written messages to match your team's language:

Template default:

"Daily runtime goal not met."

Customized examples:

"Forklift underutilized - check with warehouse supervisor"
"Equipment runtime below shift target - please investigate"
"Low utilization detected - asset may need reassignment"

Template Selection Tips

Choosing the Right Template

For general utilization monitoring:

Start with Daily Runtime Goal
Simple, universally applicable
Easy to understand and act on

For route-based operations:

Use Daily Distance Goal
Ensures coverage area requirements are met
Tracks mobility and deployment effectiveness

For efficiency improvement:

Combine Idle Time Alert and Charging Time Goal
Identifies waste and optimization opportunities
Reduces operating costs

For shift-based tracking:

Use Weekly Runtime Goal with specific days selected
Aligns with work schedules
Better for cumulative performance vs. daily spikes

When to Skip Templates

Create a custom goal instead when:

You need to monitor a unique telemetry field not in templates
Your target metric doesn't fit any category (very specialized equipment)
You're setting up maintenance-based goals tied to custom intervals

After Using a Template

Verify the Goal is Working

Check Goal Management list - Confirm goal appears with "Active" status
Wait for first check cycle - Daily goals check overnight, weekly on selected days
Review alerts - Navigate to Alerts page to see if goal-triggered notifications appear
View asset details - Check individual asset pages for goal status widgets

Fine-Tuning Template Values

After running for a few days:

Review alert frequency - Are you getting too many or too few alerts?
Analyze actual performance - Compare threshold to real-world data
Adjust target values - Edit the goal to refine thresholds
Modify scope - Add or remove assets based on results

? Iterative Approach: It's normal to adjust goal thresholds 2-3 times before finding the right values. Use actual performance data to guide your refinements.

Common Template Combinations

Complete Fleet Utilization Package

Daily Runtime Goal (minimum utilization)
Idle Time Alert (waste reduction)
Charging Time Goal (efficiency optimization)

Route Operations Package

Daily Distance Goal (coverage requirements)
Daily Runtime Goal (shift productivity)
Battery Level Goal (operational readiness)

5-Day Work Week Package

Weekly Runtime Goal (Monday-Friday cumulative tracking)
Idle Time Alert (waste monitoring during work hours)

Best Practices

Start with one template at a time - Don't overwhelm yourself with multiple goals immediately
Test on a pilot group - Apply to 5-10 assets before fleet-wide rollout
Give it a week - Let the goal run for at least 5-7 days before adjusting thresholds
Document your customizations - Keep notes on why you changed template defaults
Share with your team - Ensure operators and managers understand what's being monitored

Troubleshooting

Template Not Triggering Alerts

Possible causes:

Threshold value is too lenient (all assets easily meet it)
Scope is too narrow (no assets match the selection)
Assets aren't reporting the required telemetry field

Solution: Check the Goal Management page to verify the goal is Active, review scope settings, and ensure assets are sending telemetry data.

Too Many Alerts from Template

Possible causes:

Threshold value is too strict for your operation
Scope is too broad (includes assets that shouldn't be monitored)

Solution: Edit the goal to increase/decrease the target value, or narrow the scope to exclude assets that don't fit the profile.

Next Steps

Editing & Updating Existing Goals - How to modify goals after creation
Goal Alerts & Notifications - Understanding the notification system
Recommended Goals for Fleet Customers - Industry-specific suggestions

Getting Help

If you need help selecting or customizing templates, contact the ARMOR Support Team.