How to create a Caps & Alerts rule

Before you start

You will need:

• The Mobile Station International Subscriber Directory Number (MSISDN) of each SIM you want a rule to apply to. This can be in a CSV. (Not needed if you're applying the rule to a whole tariff — see below.)
• Confirmation that your SIMs are supported (see Caps & Alerts - Supported MNOs)

Permissions required

You must have permission to manage Caps & Alerts rules. If you cannot create a rule, contact your administrator. The roles you need are "Role Cap" and "Role Alert". 

Create a new rule

1. Go to the Caps & Alerts menu
2. Click New rule

3. Enter a name for the rule
4. Set the usage threshold

Note: There are 1,024KB in 1MB and likewise, 1,024MB in 1GB

5. Choose the action:
   • Alert (email notification)
   • Cap (restrict SIM usage and send a notification of cap being applied)
6. For Apply the rule to, choose:
   • A list of SIMs — select the SIMs yourself, using MSISDNs (type them in or upload a CSV)
   • All SIMs with a particular tariff — apply the rule to every SIM on a chosen tariff
7. Depending on which you chose:
   • A list of SIMs: click Add SIMs and enter or upload the MSISDNs for the SIMs you want covered
     
     Note: There is a limit of 2,000 MSISDNs per rule
      
   • All SIMs with a particular tariff: click Choose a tariff, pick a tariff from the list (tariffs are shown as Suggested or Not supported so you know upfront which ones you can use), review the SIMs currently on that tariff, then confirm your choice
8. Click Save

What each setting means

Threshold

The data usage level that triggers the rule. You can set this in KB, MB or GB

Alert

Sends an email when the threshold is reached.

Cap

Restricts the SIM once the threshold is reached. Further, also sends an alert when the cap is applied.

Apply the rule to

• A list of SIMs: you choose the SIMs directly. A single rule can cover up to 2,000 SIMs this way.
• All SIMs with a particular tariff: the rule covers every SIM on a chosen tariff, and updates itself automatically as SIMs join or leave that tariff — there's no SIM-count limit for this option. Only tariffs with at least one supported MNO/APN combination can be chosen (see Caps & Alerts - Supported MNOs).

Manage existing rules

From the Caps & Alerts page, you can:

• View all rules
• Edit a rule
• Delete a rule

If you remove a SIM from a rule that applied a cap, the cap will be lifted. (If the rule applies to a tariff, this happens automatically as soon as the SIM leaves that tariff — you don't need to edit the rule.)

What happens after you create a rule

• The rule applies immediately – if any affected SIM has already breached the threshold then an alert will be sent and (if appropriate), a cap will be applied the next time that SIM consumes data
• Each SIM is monitored individually
• You will receive separate notifications for each SIM each time it breaches a threshold

Set alert recipients

To receive notifications:

1. Go to Settings
2. Add the relevant email recipients

Make sure the correct people are included so alerts can be acted on quickly.

Note: The alert recipients list is global, all recipients will receive all triggered alerts for every rule. 

Note: If you do not set up any alert recipients specifically, all alerts will go to the email address associated with the user who creates the first rule.

How to remove a cap manually (uncap a SIM)

If a SIM has been capped and you want to let it start using data again before the billing period ends:

1. Go to the SIM's page (or select the SIM(s) from your SIM list) and open More Actions
2. Choose Remove Cap and click Apply
3. Confirm the action when prompted

This requires the "Role Uncap" permission — because removing a cap means choosing to allow further usage (and potential overage charges), this is kept separate from the general Caps & Alerts roles. If you can't see this option, ask your administrator to grant you the role.

Removing a cap doesn't happen instantly — like other SIM actions, it goes through the normal request queue.

What happens next: the SIM starts consuming data again as normal. The rule that applied the cap won't cap that SIM again for the rest of the billing period. If a different rule with a higher threshold also covers the SIM, that rule can still cap it later — so a SIM can be capped and uncapped more than once in a month if more than one cap rule applies to it.