Tactical RMM: checks, alerts and automation policies
For RMM administrators who design monitoring: when to use a check and when a task, how often checks run and what that costs the server, automation policies and their inheritance and enforcement, alert templates (notifications, severities, actions, agent-overdue settings and the order templates are chosen in), script checks with custom return codes, maintenance mode, and database retention.
- Level
- Intermediate
- Length
- About 55 minutes
- Contents
- 3 lessons · 1 video · final exam
- Status
- Published · updated 2 Oct 2026
- Tactical RMM · free, source available
Skills you'll practise
- Choose between a check and an automated task for a monitoring need
- Predict which automation policies reach an agent, including blocked inheritance and enforced policies
- Configure an alert template that actually notifies, and review one for documented pitfalls
- Set up a script check with Warning and Informational codes and handle the reserved timeout code 98
- Use maintenance mode and retention settings to keep alerts and the database under control
Course outline
- 1.Tactical RMM: checks, alerts and automation policiesVideo · 1 min
- 2.Checks, intervals and the cost of monitoringLesson · 16 min
- 3.Automation policiesLesson · 17 min
- 4.Alert templatesLesson · 20 min
- 5.Tactical RMM: checks, alerts and automation policies: knowledge checkKnowledge check · 16 questions
- 6.Final exam9 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
- Checks
- Automation policies (inheritance, enforced, patch policy)
- Alerting (alert templates, severities, actions, inheritance)
- Maintenance mode
- Global settings (general, retention, API keys)
- Email and SMS alert setup
- Web hooks
- User roles and permissions
- Scripting (script types, arguments, environment variables, snippets)
- FAQ
- Tips and tricks (monitoring endpoint, run intervals, MeshCentral, Chocolatey)
- Install considerations (standard vs Docker, DNS names, larger installs)
See it with your own jobs and topics
Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.