TripVision Remote Diagnostics — User Guide
Support Document
56 mins to read
USER GUIDE March 2024
USER GUIDE
CONTENTS
1. PRODUCT OVERVIEW5 2. LOGIN PAGE6
I. FORGOT USERNAME6 II. FORGOT PASSWORD7
3. HOME PAGE8
I. NAVIGATION MENU8 II. HOME PAGE MAP9 III. VEHICLE LIST 11 IV. STATUS ICON LEGEND 12 V. VIN/ASSET ID 12 VI. HEALTH AND SAFETY SCORES 13 VII. FILTERING& SEARCHING 13 VIII. BUSINESS GROUPINGS 15 IX. BUSINESSES WITH CRITICAL HEALTH VEHICLES 17 X. VEHICLE SUMMARY 17 XI. SUMMARY TAB 17 XII. FAULT DETAILS 20 XIII. FAULT HISTORY 28 XIV. VEHICLE DETAILS 29
4. REPORTS 30
I. RUN REPORTS 31 II. REPORT TYPES 32 III. REPORT GENERATION 34 IV. SCHEDULED REPORTS 34 V. ADD/EDIT REPORT SCHEDULE 35
5. ACCOUNT MANAGEMENT 37
I. CHANGE PASSWORD 37 II. MANAGE MY ACCOUNT 38 III. LOGOUT 40 IV. SESSION EXPIRATION 40
6. SETTINGS 41
I. MANAGE USERS 41 a) USERS LIST 43 b) ACCESS LEVELS 44 c) ADD NEW USER 44 d) EDIT USER 44
II. CHANGE RISK MODIFIER 45 a) EXAMPLE OF MODIFYING THE RISK MODIFIER 45 III. MANAGE BUSINESSES 45 a) ADDA SUB-BUSINESS 46 b) DELETE BUSINESS 47 c) MANAGE THEME 48 IV. MANAGE VEHICLES 49 a) BULK TAGGING 51
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b) FILTERING& SEARCHING 53 c) REASSIGNING VEHICLES 54 d) RENAMING VEHICLE ASSET ID 54
V. MANAGE ALERTS 55 a) ADD/EDIT ALERT 56 VI. MANAGE PREVENTIVE MAINTENANCE 59 a) ADD/EDIT PREVENTIVE MAINTENANCE 60 b) INTERVAL MAINTENANCE LAST REVISION 61 VII. PREVENTIVE MAINTENANCE TAB 63 a) DUE NOW, DUE SOON, AND DUE LATER DEFINED 64
7. GEOFENCING 71
I. GEOFENCING USER PERMISSIONS 71 II. VIEWING GEOFENCES 71 III. CREATING GEOFENCES 74 IV. MANAGING GEOFENCES 76 V. GEOFENCING ALERTS 76 VI. GEOFENCING REPORTS 76 VII. ADDITIONAL GEOFENCING FEATURES 78
8. FILTERING AND TAGS 79
I. FILTERS AND TAGS USER PERMISSIONS 79 II. CREATING/EDITING TAGS 80 III. CREATING/EDITING FILTERS 83
9. HELP 88
I. CONTACT US 88 II. ICON LEGEND 89 III. SUBMITTING FEATURE REQUESTS 89 IV. USER GUIDE 90 V. WHAT IS CSA 90 VI. WHAT’S NEW 91
10. DASHBOARD 93
I. DASHBOARDS FILTERS 93 II. DASHBOARDS TABS 93 a) SUMMARY DASHBOARD 94 b) EXECUTIVE DASHBOARD 96 c) MAINTENANCE DASHBOARD 99
11. BUSINESS IMPERSONATION 102 12. MAINTENANCE MANAGER (HANDLED/UNHANDLED) 104
I. UPDATE STATUS 104 II. HANDLED STATUS HISTORY 105 III. UNHANDLED CRITERIA 105
13. ADD-INS 106
I. PARAMETERS 106 a) VEHICLE LIST PARAMETER ICON 106 b) FILTERING& SEARCHING PARAMETERS 107 c) MANAGE PARAMETER ALERTS 110 d) PARAMETER REPORTS 110
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e) MANAGE PARAMETERS IN SETTINGS 110 14. MEDIUM DUTY 115 I. LXIV.MEDIUM DUTY SUPPORT 115 15. GENERAL QUESTION 117
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1. PRODUCT OVERVIEW
The web portal is designed to provide fleets using telematics systems with a solution for managing their vehicle(s) when a fault occurs. It is a web-based user interface that allows a fleet to view the health status of all their enrolled vehicles, targeted toward Class 6-8 vehicles. Information about those vehicles is provided back to the fleet enabling them to make decisions that suit their business needs.
The web portal takes vehicle fault codes and other data provided by telematics service providers and returns information about the fault that is specific to that vehicle. This information includes:
• Overall Health Score
• Overall Safety Score
• Predicted Health Score
• Performance (Health) Effect
• Safety Effect
• Recommendation
• Action Plan
• Potential CSA Violations
• Fault History
• Fault Severity
• Sensor Data
• ADAS Issues
• Oscillating faults
A team of experts continuously analyzes and researches vehicle data including faults. This team includes data scientists and ASE certified technicians with multiple years of experience working on heavy-duty diesel vehicles. This team evaluates faults and assigns fault severity based on technician and industry knowledge and experience. The results of thefault assignment are further verified by examining vehicles under repair and comparing the severity with outside, independent diesel technicians.
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2. LOGIN PAGE
When accessing the Login Page, you should be presented with a view like the figure below.
Figure 1 – Login Page
i. FORGOT USERNAME
Entering your username and password followed by pressing the Enter key or clicking the Log In button will grant access tothe site. In the event your account was automatically generated, your username is likely to be the same as your emailaddress.
If you are unable to remember your username, clicking “Forgot Username” on the Login Page will bring you to the following view.
Figure 2 – Forgot Login
Entering the email address associated with your web portal account and clicking the Send button will send a message to
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that email address with the web portal username.
If issues persist, please note the message regarding contacting the support team for assistance. ii. FORGOT PASSWORD
If you are unable to remember your password, clicking “Forgot Password” on the Login Page will bring you to the following view.
Figure 3 – Login Password
Entering your name and email address associated with your web portal account and clicking the Send button will send an email to that address with details on recovering your password. If your account was automatically created, it is possible that your username is the same as your email address.
If issues persist, please note the message regarding contacting the support team for assistance.
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3. HOME PAGE
i. NAVIGATION MENU
The navigation menu serves as the primary means of navigating the various pages of the website. 
Figure 4 – Navigation Menu
These headers and pages will be explained in greater detail later in this guide with the available menu items depending on user access level (see Access Levels). From left to right:
• Home
▪ Navigatesto the Home page.
• Reports
▪ Opens a menu which allows accessto:
• Run Reports
• Schedule Reports
• Settings
▪ Opens a menu which allows management of:
• Risk Modifiers
• Alerts
• Businesses
• Fault Settings
• Filters and Tags
• Geofences
• Preventive Maintenance
• Users
• Vehicles
• Help
▪ Opens a menu which allows accessto:
• Contact Us
• Icon Legend
• Submit Feature Request
• User Guide
• CSA Information
• What’s new
• Dashboards
▪ Navigatesto the Dashboards page.
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ii. HOME PAGE MAP
The purpose of the Home Page Map is two-fold:
i. Quick reference for location as it relatesto Vehicle Health
ii. Ability to locate Points of Interest, including repairfacilities
Figure 5 – Home Page Map
CLUSTERS
The map will automatically group vehicles which are close together relative to the level of zoom. These groups or clusters are represented with a gray circle (vehicles) or lavender circle (points of interest) with a number in the middle indicating how many items are being grouped in that area. As you adjust the level of magnification on the map, clusters and counts will change.
COLORED DOTS
A vehicle, once out of a cluster, will be represented by a colored circle on the map. The color of the circle corresponds to the vehicle’s health score. Filtering the vehicle list will also filter the list of vehicle circles on the map. Clicking on a colored circle will show more information about that vehicle and provide a link to navigate to that vehicle’s summary page.
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Map Views
To switch between satellite and standard map view, click the map format box found in the top left- hand corner of the map.
ADJUSTING THE MAP SIZE
To adjust the size of the map on the homepage, select the grey divider found between the fleet list and map, and drag the divider until the map is the desired size.
TIMING OF UPDATES
Each time the home page isrefreshed, the latest available information is displayed. How often new information is available, however, will vary depending on the settings and policies adopted by the telematics service provider (TSP).
POINTS OF INTEREST
The web portal provides the ability for you to view their customized Points of Interest (POIs). To select specific POIs,click the Show/Hide Points of Interest and the resulting check mark boxes to display only the relevant locations.
Figure 6 – Points of Interest
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ADDING POINTS OF INTEREST
How to add new POI – each customer may provide their specific POIs. To add new POIs, contact your TSP representative for more information.
iii. VEHICLE LIST
The vehicle list is a high-level view of all vehicles which have recently reported fault/location information. This view includes a Asset Type, VIN/Asset ID, a Health Score, a Safety Score, and indicators for Fuel/CSA/Emission issues. A general warning icon may also appear depending on your add-in support.
As with the timing of updates under the Home Page Map section, the availability of new or additional information is dependent on the settings and policies of the telematics service provider. Each time the vehicle is selected, the latest available information which has been received will be displayed.
Figure 7 – Vehicle List
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iv. STATUS ICON LEGEND
• Fuel Dispenser
o Indicates the presence of a fault with impact on fuel economy
• Dash within Circle
o Indicates the presence of a fault with impact on CSA score
• Exhaust Stack
o Indicates the presence of a fault with impact on emissions
• General Warning
o Indicates a General Warning or Issue is present
• Repair Tools
o Indicates preventive maintenance
• Predictive Faults
o Indicates the presence of a fault that is predicted to result in escalating faults if not addressed • Off-Line Vehicle
o Indicates the vehicle has not reported any data in the last 7+ days
• In Geofence
o Indicates that the vehicle is currently in a Geofence
• ADAS
o Indicates the presence of issue in the ADAS System
• Fault Oscillation
o Indicates the presence of an Oscillating Fault
v. VIN/ASSET ID
Vehicles are listed on the left side of the page by either VIN (default) or by a customer friendly name specified by you. By default, vehicles are sorted by Health Score in ascending order.
• Pages
o The list is limited to fifteen vehicles per page. The number of pages available is at the bottom of the list.
o If looking for a specific vehicle(s), use the search or filter features explained under Filtering & Searching.
• Vehicle Display
o For the web portal to display a vehicle, that vehicle must be registered with the service. Depending on your TSP settings, vehicles will be automatically registered. For assistance registering vehicles in your TSP service, please contact your TSP representative.
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vi. HEALTH AND SAFETY SCORES
• Health Score
o The Health Score enlists a proprietary method for ranking a vehicle’s overall health or readiness based on the aggregated fault and vehicle data received via your TSP and the connected device.
• Safety Score
o Like Health Score, the Safety Score enlists a proprietary method for ranking the overall safety of thvehicle. This includes, but is not limited to, items from the CSA list which can be electronicallmonitored. Additionally, the service considers other safety related faults (e.g. ABS).
• Predicted Health Score
o Thisis a composite of the Health Score plus any predicted / downstream faults.
• Color/Score Ranges
o Scores are based on a 0 to 100 scale with 0 being the worst possible score and 100 being the best possible score. In addition to score, there is a color system.
• Red indicates a Critical Issue
• Orange indicates a Severe Issue
• Yellow indicates Maintenance Needed
• Green indicates No RepairNeeded
• Status
o This column indicates whether the fault has an impact on fuel, CSA points, and/or emission levels by displaying fault type indicator icons. A warning sign may also appear to indicate another issue with the vehicle. See Status Icon Legend for more information.
• Handled
o This column indicates whether a vehicle has been assessed by a web portal user after a new fault has been reported.
vii. FILTERING & SEARCHING
• Search
o The search field allows you to search for a specific vehicle by VIN/Asset ID.
Figure 8 – Search Field
• Health Filters
o Above the Map are selection options for various stages of vehicle issue by color.
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Note: The color filter option only applies to Health Score.
Figure 9 – Health Filters
NOTE: The Gray filter option is used to filter vehicles with PM’s Due Soon and Due Now. Refer to the “Preventive Maintenance Tab” section for more details.
• Advanced Filters
o This option will display a pop-up dialog which allows you to specify any of the following filter criteria:
• Filter – Provides a Drop-down menu ofsaved filters to choose from
• Vehicle ID/VIN – Full or partial VIN or customer-defined asset name
• Tags – Allowsthe user to select tagsto filter by
• Active – Displays vehiclesthat have reported within a specific time period
• Show All – Displays all vehicles which have been enrolled and not disabled
• Telematics Device– Telematics Service Provider
• Vehicle Year Range
• Fault Type – CSA Faults, Fuel Economy Faults, Emission Faults, ADAS, Predictive • Handled Status – Unhandled, Handled, All
• Asset Type – Tractor, Trailer, Medium Duty, All
• Data In Range – In Range, Out of Range, All
• Health Score Range
• Safety Score Range
• Predicted Health Range
• Other Filters – Vehicle Not Communicating, PM Due, and In Geofence
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Figure 10 - Vehicle Filters
All applied health and vehicle filters can be removed by clicking the button in the top-right of the screen labeled “Clear Filters” or by clicking the “Clear Filters” button in the Filter Pop-up window.
viii. BUSINESS GROUPINGS
The Business Grouping feature provides customers with the following abilities.
• Display a hierarchy of businesses and the number of vehicles needing attention
• Select a business and display only vehicles assigned to that business, including sub-businesses
The Business Groupings View expands or collapses by dragging the divider between the Business Grouping List and the Vehicle List or by setting the default view via “Manage My Account”. When fully expanded, the businesses and sub businesses displayed in a hierarchy. The business/sub-business may be expanded by selecting the plus (+) to the right of the business. The minus (-)symbol will hide the businesses nested below that top level business. Selecting a business from the Business Tree Grouping section, ‘impersonates’ that business as if you were logged in to just that business.
The search box allows you to quickly search by the business orsub-business name.
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Figure 11 – Business Grouping Tree
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ix. BUSINESSES WITH CRITICAL HEALTH VEHICLES
For a high-level view of your Fleet’s Health, we provide an indication beside the Business Name to indicate how many vehicles have critical issues.
Figure 12 – Businesses with Critical Health Vehicles
This is denoted by a red square with a number. The number indicates how many vehicles in or below the Business have critical issues. In the above example, the Top-Level Business “MCE” shows to have nine vehicles with a Critical Health status. Below that, the “Business #1” Sub-Business “Business #1” hasthree and Business #2” has 6 vehicles with a Critical Health status.
x. VEHICLE SUMMARY
Once a vehicle is selected from the Vehicle List, the large map view on the right will be replaced with a view showing information specific to the selected vehicle. Maintenance manager may also be available.
xi. SUMMARY TAB
The Summary tab is loaded by default once a vehicle is selected. It contains a box with the
selected vehicle’s year, make, model, VIN, Asset ID if one has been set, and any status icons.
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• Vehicle Information
Figure 13 – Vehicle Summary
o Color Health Indicator(based on current overall vehicle health) o Vehicle Year (where available, decoded by VIN)
o Vehicle Manufacturer (where available, decoded by VIN) o Vehicle Model (where available, decoded by VIN)
o VIN
o Asset ID (if defined in the TSP interface or Manage Vehicles page) o Fault Type Indicators-see Status Icon Legend for more information • Performance (Health) Effect
o Thisindicatesthe current effect on vehicle performance. • Safety Effect
o Thisindicatesthe current effect on vehicle safety.
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• Predicted Health Effect
o Current faults and predicted future faults.
• Recommendation
o This provides overallrecommendation based on the overall vehicle health score. • Action Plan
o This provides suggested course of action regarding continued operation and maintenance of the vehicle.
• Driver Action Plan
o This provides a suggested course of action which the driver of the vehicle may be capable of enacting.
• Handled Status
o Update Status allows a web portal user to indicate whether a vehicle has been assessed along with a description of the action(s) taken.
o The handled status grid indicates whether a vehicle has been assessed by a web portal user after a new fault has been reported as well.
• Lamps(as available by TSP)
o This indicates whether the vehicle currently has active Malfunction Indicator,Warning, Stop, Protect, or Diesel Particulate Filter lamps, each having impact on scoring.
• CSA Score
o The web portal provides you with the number of points which could be assessed by the DOT for items related to faults occurring on the vehicle.
• Fuel Economy Faults
o Thisindicates how many faults are currently affecting the vehicle’sfuel
economy.
• Emission Faults
o Thisindicates how many faults are currently affecting the vehicle’s emission
levels.
• Predictive Faults
o This indicates how many faults may evolve into more severe faults in the near future. • Telematics
o This indicatesthe telematics device on the vehicle currently sending data to TripVision.
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o Vehicles with multiple TSP devices will be reported here with their respective last heard dates and time.
• Other Data Points
o Total Active Faults
o Total Inactive Faults
o Odometer (last reported)
o Engine Hours(last reported, as available by TSP)
o ReportedOn (last reported time)
o From Location (last reported location by physical address)
• PDF/Email Buttons
o Export to PDF will generate with a file of containing the current vehicle summary information and current fault details information.
o Send Email will allow you to enter a recipient’s email address and custom notesto be included in the body of that email. Attached to the email will be the same PDF described in Export to PDF.
• Tag Type
o This column showsthe current Tag typesthat are associated with the vehicle (if applicable) • Tags
o This column showsthe tagsthat are assigned to this vehicle. (See “Manage
Vehicles” for more details)
xii. FAULT DETAILS
FAULT GRID
Faults reported by the TSP will remain in the fault grid until the TSP reports them as inactive or until the fault has not been reported as active for 12 hours. Powering off a vehicle with faults will not remove a fault from the fault grid until one or both previous criteria have been met.
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Figure 14 – Fault Grid
• Severity
o This column provides a color and icon representation of the fault’s severity level. Red Stop Sign indicates most severe (Critical), Orange Wrench indicates severe, Yellow Wrench indicates Maintenance Needed, and a Green severity is informational.
• Fault Type
o This column indicates whether the fault has an impact on fuel, CSA points, emission levels or future problems (predictive). See Status Icon Legend for more information.
• Component
o This column indicates the component on the vehicle which has reported the fault. • Report Date
o This column provides the date which the fault was last reported by the vehicle. If a fault is no longer present in this list, it may be no longer occurring and may appear under Fault History.
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• Origin
o This column providesthe TSP data source in which the fault originates from.
• Descriptions
o This column provides a detailed description of the fault, descriptions which appear are prioritized in order of OEM, ASE-certified technician provided, and SAE.
• Status
o This column provides the current reported status of the fault – either Active (still occurring) or Inactive (no longer occurring). Some faults can oscillate between active and inactive. To help determine fault oscillation, check the fault count (details under Fault Drop-Down below). • Code
o This column provides the look-up code for the fault either by OEM code or by SAEcode with FMI.
FAULT DROP-DOWN
Selecting a fault provides more information about the individual fault and its effects on the vehicle.
Figure 15 – Fault Drop-Down
• Status
o This providesthe current state of the fault – either Active or Inactive.
• Fault Code
o This providesthe actual look-up code for the fault either by OEM code or
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by SAE code with FMI.
• CSA Violation Points
o This provides you with the number of points which could be assessed by the DOT for items related to faults occurring on the vehicle.
• Vehicle Effect
o This provides a more specific description of the effect of the fault on the vehicle – a plain
English understanding of what is happening to the vehicle based on the currently selected
faults.
• Recommendation
o This provides a recommendation based on the severity of the selected fault.
• Action Plan
o This information is customizable and can be used for users to communicate their Action Plans. This can be accessed for editing by higher level users under Fault Settings.
• Predictive Faults
• When a fault is likely to precede another, more seriousfault if not addressed, the other fault(s) will appear here. These faults, including their probability and occurrence, are proprietary to Noregon Systems, LLC. and are not provided by the vehicle manufacturer. These are provided as a courtesy to TripVision customers. Select the Predictive Faults text to view more information.
Figure 16 – Predicted Faults Indicator
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Figure 17 – Predicted Faults
• Oscillating Faults
o Thisis a fault that toggles between statusesfrequently in a limited time frame.
• Fault Settings
o This will open a window, allowing additional, custom scoring, effect text and recommendation text to be added for the displayed fault.
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Figure 19 – View Oscillation Details
• Create an Actionable Fault Alert
o This will redirect you to the page for setting up a new alert for the specific fault selected. Thdetails for this fault will be automatically filled in where applicable during the alert creationprocess.
FAULT SETTINGS
This button will appear under CSA Violation Points for Admin level users. It allows account administrators to add information for a fault which will display as appended for all other read-only users.
Changing these settings will affect all instances of the fault for a specific component or, if the component has not been identified in TripVision, for all instances of the generic SAE fault.
Use these fields to customize information for your fleet, and operating region, e.g. TripVision also provides a method to raise or lower a fault’s severity.
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Figure 20 – Fault Settings (OEM)
Changing a fault’s severity/color will not update any vehicle health scores until the fault is next processed. For example, when a fault is modified from the most severe level (red or 75-100 range) to the least severe level (green or 0-25), the fault’s color as depicted in TripVision will not immediately change from red to green.
• Health Severity Score
• Safety Severity Score
• Additional Vehicle Effect
• Additional Recommendation
• Additional Action Plan
• Don't include this fault forHealth and Safety Alerts
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o Checking this box will no longer include this fault in future Health and Safety Alerts
Under the ‘Customize Fault’ heading on the dialog, the text will appear indicating which component(s) are affected. If a fault appears for multiple components orOEMs, an admin level user must change the fault foreach component or OEM. For example, if a fault severity is changed for a specific OEM, vehicles by other OEMs that have that same fault will NOT reflect the same change.
Note: Changing a fault for a component or OEM will not affect the same fault reported by other components or OEMs. For instance, if a fault is changed for a specific Cummins Engine, other engines will not be affected. The same applies to SAE Components. When you customize an SAE Fault, the “Scope” message will be in Red to help distinguish between OEM and SAE.
Figure 21 – Fault Settings (SAE)
xiii. FAULT HISTORY
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Figure 22 – Fault History
If a vehicle was previously connected to a JPRO Professional diagnostic software or previously enrolled in the service, Fault History may be available for that vehicle up to the past 50 faults. Faults in the Fault History view will display their original status but do not necessarily reflect the current status of the vehicle. Currently occurring faults will appear in the Fault Grid.
xiv. VEHICLE DETAILS
This tab provides you with details about various component systems and telematics devices on the vehicle. The level of accuracy and detail is determined by the method of data being pulled. If a vehicle has been connected to a JPRO Professional diagnostic software previously, the data from the VIN will be pulled from Noregon’s internal database. If the TSP can provide component identification, then the web portal will pull directly from the TSP. If none of these are available, the service will use a VIN decoding system to attempt to identify the components. The identification of component level systems helps in the accuracy of fault monitoring.
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Figure 23 – Vehicle Details
• Severity
o This column provides a color and icon representation of the component’s currently most severfault. Red Stop Sign indicates mostsevere (Critical), Orange Wrench indicatessevere, Yellow Wrencindicates Maintenance Needed, and a Green severity is informational.
• Component
o This column indicatesthe term forthe vehicle sub-system (e.g. engine, brakes, e.g.).
• Description
o This column provides a brief description of the component.
• Drop-down
o Description – repeatsthe previous description
o SerialNumber – Component serial number if available by TSP/JPRO Professional
o Software Version – Component software version if available by TSP/JPRO Professional
4. REPORTS
The reports menu allows you to accessthe following report features:
• Run Reports
o One-time reports; run immediately.
• Schedule Reports
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o Scheduled reports; run at user-defined intervals.
Figure 24 – Reports Menu
i. RUN REPORTS
The reports page allows you to generate a CSV file of various high-level views of enrolled vehicles based on the businesses/groups you are assigned with some reports considering a user-defined date range.
Figure 25 – Run Reports Page
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ii. REPORT TYPES
Available reporttypes will vary by user level and add-in support. Generally, lists will include:
• Alerts Fired
o Providesthe User with a summary of Alerts that have Fired off over a defined period. • Completed Preventive Maintenance
o Providesthe User with a Summary of Completed PM's.
• Distance Driven Per State
o Provides the user with a report that displays the estimated Distance Driven Per State of each vehicle, per business.
• Distance Driven Per State (ND2 Only)*
o Provides the user with a report that displays the estimated Distance Driven Per State of each vehicle, per business. This only applies to vehicles equipped with an ND2 Device.
• Fault History
o Provides a summary of every single fault that Assets have set, as reported by a Telematics device, for a user defined period.
• Scheduled Appointments report
o Providesreportfor Preventive Maintenance appointments.
• Fleet Health Summary
o Provides a current on-the-spot TripVision centric snapshot of every Asset visible to a user. • Geofence Dwell Time
o Provides users a historical record of Asset dwell activity specific to a Geofence and/or a Geofence Group.
• Handled Comments
o Provides users with the ability to see a historical record of all applicable Assets.
• Health Trending
o Showcases the number of distinct Assets that have reached a Critical Health level over a few defined periods of time.
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• New Vehicle Registrations
o Shows users the number of Assets brought on into the system
(Registered/Enrolled/Onboarded) for a user-defined period of time.
• Parameters Out of Compliance**
o Provides users with an Asset levelsnapshot overview of the parameters
• Health Trending Detail Report
Provides users with number of critical faults that occurred for certain time line per VIN. The report provides data for critical faults occurring last month, this month, last week, this week, today.
• Preventive Maintenance (All)
o Provides Asset-specific details related to PM events/routines, that are assigned to Assets as configured by a User/Business.
• Preventive Maintenance (Due Now and Soon)
o Provides the same information as Preventive Maintenance (All), except the scope of visible information is limited to only those PM events/routines that have a Due Now or Due Soon status.
• Top 10 Faults(SAE Descriptions)
o This report providesthe User a list of the 10 highest occurring faults and their SAE Description for a user-defined period of time.
• User Login
o Provides a historical record of each User that has logged into the system, for a specified period of time.
• Vehicle Components
o Provides users with the ability to get a summary of the components (i.g. ECUs, electronic controllers, e.g.) determined by the system to be present on the Asset.
• Vehicle Enrollment Report
o This report providesthe User with a list of vehicles/assets that have been enrolled in TripVision during the user-defined period of time.
• Vehicle Fault Count
o Provides users with a list of their visible Assets, and a count of how many Unique/Distinct fault codes have occurred on an Asset, over the User defined period of time.
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• VIN Last Fault Request
o Provides users a summary of the Assets in their Business or Sub-Businesses, and when that Asset last reported a Fault Code to the system for processing.
*NOTE: Only when assets are equipped with a Noregon ND2 Telematics device, will the Distance Driven Per State (ND2 Only) report provide users with an actual report deliverable. This report is a focused report consisting of only ND2 derived data only.
**NOTE: Thisreport and the supporting feature is only available to TripVision Uptime customers
iii. REPORT GENERATION
To generate a report:
1. Select a Report type
2. Enter orselect start and end dates if applicable
3. Select a User Defined Filter if applicable*
4. Select the groups or businesses to be included in the report
5. Click Submit
You will either be prompted to save the generated CSV file, or the generated CSV file will be automatically downloaded to your browser’s default downloads location.
*Note: The “User Login” report does notsupport the Filtering feature
iv. SCHEDULED REPORTS
Scheduled reports allow you to set up reports which will recur at user-defined intervals.
Figure 26 – Scheduled Reports Page
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• Scheduled reports can be searched by using the search bar in the upper left of the screen. • New scheduled reports can be created by clicking the Add Scheduled Report button.
• Existing scheduled reports can be activated/deactivated by using the toggle switch under the Status header. • Existing scheduled reports can be edited by clicking the pencil icon in the right-most column. • Existing scheduled reports can be deleted by clicking the recycle bin icon in the right-most column.
v. ADD/EDIT REPORT SCHEDULE
The available scheduled report types and businesses available will be based on your current user group assignment and permissions. Scheduled reports will be sent in CSV format in a ZIP file.
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Figure 27 – Add/Edit Report Schedule
• Frequency
o Daily - Choose an estimated time ofreport delivery
o Weekly - Choose the time of report & day of the week
o Monthly - Choose the time of the report and Choose 1st, 15th, or last day ofmonth • Email Recipient(s)
o Enterrecipient email (multiple recipients can be defined)
• Use Emails from Business Groups
o If checked emails from the users in the selected business groups will receive the report • Filters
o Select a saved Filter to filter the report by
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• Name
o Enter a friendly name forthe report to be easily identified in the scheduled report list • Report
o Choose a report type (list available under Report Types)
• Update Report withNew Sub Businesses
o Checking this box will automatically add any new sub businesses to the report
• Business
o Select one or more businesses with the toggle controlto be included in the report.
5. ACCOUNT MANAGEMENT
Account Management is located on the top right of your screen.
i. CHANGE PASSWORD
Thissetting will allow you to change the password that is used to log in to TripVision website.
Figure 28 – Change Password Menu Item
Figure 29 – Change Password Screen
o Enter your current password
o Enter your new password
o Re-enter your new password for confirmation
o Check the EULA box
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▪ Click this hyperlink to view TripVision’s end-user license agreement.
o Select Save to have your new password take effect
ii. MANAGE MY ACCOUNT
Figure 30 – Manage My Account Menu Item
Manage My Account page allows you to view and partially edit information associated with your web portal account. A gray text box indicates a field which is unable to be edited.
Figure 31 – Manage My Account Screen
SHOW DETAILED HEALTH/SAFETY/PREDICTED HEALTH SCORE
Selecting this box will display all numerical (0-100) health/safety/predicted health scores in your view of thweb portal. Even when the box is unchecked, these scores will persist in the system and can be displayedagain at any time by selecting this checkbox.
• Unchecked (default): Numerical scores will not appear on the website, but color severity will be visible. Most score-based slide controls will be replaced with color severity selections.
• Checked: Numerical scores will appear on the website. Score based selections
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will be control by slide controls.
METRIC
Selecting this box will toggle a metric view for odometer information wherever it appears. These will include items such as vehicle summary odometer, odometer values in reports, parameter speed values, and email summaries.
• Unchecked (default): Odometer and speed-based values will appear in US customary units, i.e. miles, mi, or mph.
• Checked: Odometer and speed-based values will appear in metric units, i.e. kilometers, km, or km/h.
SHOW HANDLED COLUMN
Selecting this box will toggle a new column related to the maintenance manager when viewing the vehicle list. The handled column shows a user-selectable checkbox per vehicle indicating whether the vehicle status has been recently addressed since indicating new faults.
• Unchecked: The handled status column will not appear in the vehicle list.
• Checked (default): The handled status column will appear in the vehicle list and contain user selectable checkboxes to indicate the vehicle has been triaged, addressed, e.g.
DISPLAY DASHBOARDS AS LANDING PAGE
Selecting this box will toggle the user’s default page loaded upon logging
in.
• Unchecked: The home page map and vehicle list will be displayed upon successful login. • Checked (default): The dashboards page will be displayed upon successful login.
DISPLAY BUSINESS TREE EXPANDED
Selecting this box willtoggle the user’s default preference forthe
Business Grouping View.
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• Unchecked: The Business Grouping will be collapsed upon user login.
• Checked (default): The Business Grouping will be expanded upon user login.
EULA
• Click this hyperlink to view TripVision’s End-User License Agreement.
Username
• Email Address
• Name
• Phone Number
• User Preferences
o Show Detailed Health/Safety Score
o Metric
o Show Handled Column
o Display Dashboards as Landing Page
o Display Business Tree Expanded
o EULA– Click “EULA” to open the hyperlink to view TripVision’s End-User License Agreement.
iii. LOGOUT
Clicking this option (located in the top-right corner of each screen) will log you out of your currentsession. Any othernavigation to the website will be redirected to the login screen until login is completed again.
Figure 32 – Log Out Menu Item
iv. SESSION EXPIRATION
For security reasons, login sessions will automatically expire after 8 hours. At this point, selecting vehicles will display an error message regarding an invalid token. Attempting to navigate to any other page of the web portal or clicking Logout will return you to the login screen where you can login and begin a new session.
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6. SETTINGS
USER GUIDE
• The settings menu offers multiple options for managing various areas of the web portal and your
Figure 33 – Settings Menu
Options available may vary depending on user access level (see Access Levels).
i. MANAGE USERS
This page allows you to set up and edit additional users to access your fleet’s web portal information. Depending on your TSP settings, user enrollment may occur automatically.
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Figure 34 – Fault Users
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Figure 35 – Manage Users (More Detail)
If businesses exceeds is greater than the number that can be displayed, a Read more Hyperlink will appear allowing you to see all businesses that are associated with that user.
Figure 36 –Business List
a) USERS LIST
This list provides a summary for each web portal account set up under the currently logged in user. This is the default view after clicking Settings > Manage Users.
• #
o A simple reference number for the listed entries
• Username
o The name used to log in to the web portal account, typically your email address
• Name
o Listsfirst and last names currently associated with that account’s usersettings
o The email address currently associated with that account’s usersettings
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• Phone Number
o The phone number currently associated with that account’s usersettings
• Access Level
o The level of access granted to that account – determines user’srights and permissions • Business Name
o Selection determines what groups of vehicles are viewable to you
• Status
o ‘On’ designates the account is enabled, ‘Off’states the user no longer has accessto TripVision • Password Status
o ‘On’ designates the account locked and the user has tried to enter their password more than 3 times unsuccessfully, any Account Admin can unlock the user's account. ‘Off’ states the user is not locked out of their account.
• Edit
o Navigatesto a page that allows you to edit certain settings for that user
b) ACCESS LEVELS
Currently, the web portal supports four levels of user accounts. All permissions are cumulative meaning Adminshave all rights of Managers, Members, and Viewers. Managers have all rights of Members and Viewers.Additional rights may be available depending on add-in support.
• Account Viewe
o Run Report
• Account Member
o Run Reports
o Enter Handled Comments
o Close Scheduled Preventive Maintenance
• Account Managers – Additional Permissions
o Change Risk Modifier
o Maintenance Manager (Handled/Unhandled Vehicles)
• Account Admins – Full Permissions
o Schedule Reports
o Manage Users
o Manage Businesses
o Manage Vehicles
o Manage Alerts
o Change Risk Modifier
o Fault Settings
c) ADD NEW USER
This page allowsthe creation of a new web portal user account.
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Figure 37 – Create User
New users will receive an email at the specified email address to complete setting up their accounts. The email will include a temporary password which must be changed upon the first login. Each email address can only be used once and must be unique. If you are unable to register
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using a specific email address, it is possible the account was automatically created by the TSP for that address. Please use the Forgot Password page to receive a password reset link at that email
address. Access level granted can only be equal to or less than your own.
d) EDIT USER
The edit user (accessed from the Pencil icon in User List) allows you to edit certain details of any individual account placed under your business. Username and email address cannot be edited.
Figure 38 – Edit User
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ii. CHANGE RISK MODIFIER
Selecting Change Risk Modifier from the Settings menu will display a pop-up window for Health Score Settings.
Figure 39 – Health Score Settings
This window allows you to globally set your risk adversity within +/- 10 points of the original value after all othevehicle health factors have been calculated. Recalculation of a vehicle’s health score will occur once a new fault ireceived.
a) EXAMPLE OF MODIFYING THE RISK MODIFIER
1. For example, if you adjust the slider to -10 and save settings, a vehicle’s health score which previouslwould have been 80 (No Repair Needed) would instead be calculated to 70 (Maintenance Needed) aftea new fault is received.
2. Conversely, if you tend to consider vehicles labeled with a Severe health score are being graded too harshly, you can increase the slider to +10 which will mean more even more severe issues will need to be present before the vehicle is graded with a Severe health score.
iii. MANAGE BUSINESSES
This page allows you to manage the hierarchy of businesses (also referred to as “groups”) to which users and vehicles can be assigned. Depending on your TSP settings, business/sub-business creation may automatically mirror your TSP setup
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On the left, a hierarchy of business structure is displayed. Selecting a business from this list allows several options to be managed.
Figure 40 – Manage Businesses
a) ADD A SUB-BUSINESS
Once a business has been selected from the business hierarchy tree, you may add a sub- business to the tree directly underneath it. The selected business will appear next to the “Add Sub-Business for:” line. Typing in a name for the sub-business and clicking the Add Sub- Business button will add it to the hierarchy tree accordingly.
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Figure 41 – Add Business
b) DELETE BUSINESS
Once a business has been selected from the business hierarchy tree, you may delete the selected sub-businessThe selected business will appear next to “Delete Business:” and clicking the Delete Business button will removit from the hierarchy tree.
It is important to note that any vehicles which were registered to the deleted businesses will be inherited by thparent business of the business hierarchy tree. If a deleted business was created automatically and is still activin your TSP portal, it will be reactivated upon the next TSP update.
Figure 42 – Delete Business
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c) MANAGE THEME
Once a telematics providerlevel or parent company business has been selected from the business hierarchy treeyou may change the graphical appearance of some site features. The selected business will appear next t“Manage Business Theme”.
Clicking in the “Theme Hex Color” box presents the options of typing in a hexadecimal color value or using the included color picker to choose a color. Samples of the selected color will be displayed beneath the color picker and to the far left of the Theme Hex Color box.
Figure 43 – Theme Color Picker
Clicking Choose File next to “Theme Logo” will allow you to browse your computer for an image file to bdisplayed as the logo on the web portal. This logo appears in the top-left of all pages of the web portal fousers assigned to this business. If no color/logo is set, it will be inherited from the parent.
Acceptable image file formats include .jpg, .jpeg, and .png. If the image chosen islarger than 206px by 42px, it will be resized.
Clicking the Save Theme button willsave and apply the changes to the Theme Color and Theme Logo.
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Figure 44 – Contact Info
Contact Info – This field is designated asthe main point of contact for the business iv. MANAGE VEHICLES
This page allows you to manage vehicles by moving them between businesses or deactivating them. Depending on your TSP settings, this may occur automatically. You may only manage vehicles at your account’s business level and for the business levels below your own.
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Figure 45 – Manage Vehicles
• Vehicle Identification
o This column displays client-assigned Asset ID and VIN. If Asset ID was not set, it isset to the VIN. If VIN is not available, it is set to the Asset ID.
• Business
o Thisis the list of businessesto which the vehicle is currently assigned.
• Tags
o This displays a list of the Tags that are assigned to each Asset
• Status
o This displaysthe current Status of the vehicle and allows a User with sufficient privileges to activate/deactivate individual Assets
• Edit
o Clicking the Pencil icon will open a menu that allows the Asset ID to be renamed and the business/group list for that vehicle to be edited.
o Clicking the Tag icon will open a menu that allows the User to add/edit Tags to a vehicle
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a) BULK TAGGING
Bulk tagging will allow the user to upload the list of VINs and select multiple tags to be applied to those VINs.
• Select file : User can select only .csv file
• Upload file : Upon upload user will see list of VINs.
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• The VINs and tags selected will be shown in summary screen
• User has an ability to either replace all existing tags on the VIN’s with the newly selected tags or Append the newly selected tags to existing tags on the vehicles. User will be presented with an option
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• Appropriate action will be taken once user clicks on Replace/Append buttons. The tags will be reflected in the Manage vehicles screen.
b) FILTERING & SEARCHING
Searching and filtering are currently available by four methods:
1. Filter/Search by ID/VIN
• If you have “All businesses” selected in the first dropdown box, entering a full or
partial Asset ID or VIN, and clicking the search button (represented by a
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magnifying glass) will display allmatches in the vehicle list.
2. Filter/Search by Business
• Selecting a business from the first dropdown box will filter the vehicle list to only vehicles currently belonging to that business.
3. Filter/Search by Business and ID/VIN
• The business filter must be applied first followed by an entry in the ID/VINfield.
4. Filter/Search by Active/Inactive/All
• Applying the “Show Recently Active” filter will filter the vehicle list to only vehicles that have been active within the last 90 days. All will return results from BOTH Active and Inactive vehicles.
c) REASSIGNING VEHICLES
1. Filter/Search for your desired vehicle(s) as perthe filter/search steps above.
2. Select Edit (pencil icon) next to your desired vehicle.
3. Select your new business assignment from the Business dropdown box.
4. Click the Save button.
Depending on your TSP settings, this may occur automatically. Any reassigned vehicles will no longer appear inthe vehicle list for users associated with the old business when they are logged in, instead appearing in the vehicllist when users of the recipient business are logged in.
d) RENAMING VEHICLE ASSET ID
1. Filter/Search for your desired vehicle(s) as perthe filter/search steps above.
2. Select Edit (pencil icon) next to your desired vehicle.
3. Enter the new name of the vehicle.
4. Click the Save button.
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Figure 46 – Manage Vehicles Assignment
v. MANAGE ALERTS
This page allows you to manage email and text message alerts which will trigger based on user configurable health or safety scores, individual faults, or faults with additional attributes on vehicles.
Figure 47 – Alerts List
• #
o A simple reference number for the listed entries
• Alert Name
o The name of the alert as configured by you
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• Alert Type
o Type of alert
• Value
o The threshold for the alert – vehicles under this score for the chosen alert type will trigger an email alert, text message alert, or both depending on alert settings
• Status
o Whether the alert is currently active
• Edit/Remove
o Edit, represented by a pencil icon, allows you to change the alertsettings
o Remove, represented by a recycle bin icon, allows you to delete the alert
a) ADD/EDIT ALERT
Clicking the Add New Alert button or the Edit icon on an existing alert row will display a new window for alert settings.
HEALTH AND SAFETY ALERTS
When selected from the Alert Type dropdown menu, health and safety alerts allow you to receive notifications when a vehicle in the selected groups has a health score or safety score falls below a specific threshold.
Figure 48 – Health/Safety Alert
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• Alert Name
o The name of the alert as configured by you
• Alert Type
▪ ADAS Alert
▪ CSA Violation Fault
▪ Driver Actionable Alert
▪ Emission Fault
▪ Fuel Economy Fault
▪ Geofence Alert
▪ Idle Shut Down Time Parameter
▪ Low Health Score
▪ Low Safety Score
▪ PM Event
▪ Predictive Fault
▪ Road Speed Parameter
▪ Specific Fault
• Filter
o Select a saved Filter to filter the Alert by
• Value Slider / Severity Selector
o If numerical values are set to show, a slider will appearfor you to choose the threshold for the alert trigger
o If numerical values are set to hidden, a color-coded severity selector will appear for you to choose the threshold for the alert trigger
• Businesses
o Which businessesthis alert will monitor
• Email Recipient(s)
o If present, the email address(es) which will receive the alert notification
• Use Emails from Business Groups
o If checked, emails from the users in the selected business groups will receive an alert • Phone Number
o If present, the phone number which will receive the text alert notification
• Is Active
o Whether the alert is currently active
SPECIFIC FAULT ALERTS
When selected from the Alert Type dropdown menu, specific fault alerts allow you to receive notifications when a vehicle in the selected groups has reported a specific fault code.
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Figure 49 – Specific Fault Alert
While creating a new specific fault alert, you will be prompted for the following:
• Fault Type
o SPN/PID
▪ Numerical identifiersforJ1939 and J1708 parametersrespectively
o SID
▪ A numerical identifier for J1708 components
o Proprietary/OBD
▪ An alphanumeric identifierforstandard OBD or manufacturer defined fault codes ▪ Selectthis only if your TSP is capable of reporting non-standard vehicle faults
• Fault Code
o The numeric or alphanumeric (see fault type) fault code
• FMI
o The failure mode identifier associated with the fault code
o Proprietary/OBD faults do not have associated FMI values
CSA ALERTS
When selected from the Alert Type dropdown menu, fault attribute alerts allow you to receive notificationswhen a vehicle in the selected groups has reported a fault that is known to have an impact on CSA score violations, emissions performance, or fuel economy.
ACTIONABLE ALERTS
When selected from the Alert Type dropdown menu, actionable alerts allow you to receive notifications when a vehicle in the selected groups has reported a fault that has a suggested course of action that may be enacted by the driver of the vehicle.
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vi. MANAGE PREVENTIVE MAINTENANCE
TripVision allows customers to define Preventive Maintenance Events. Individual accounts at the ‘Top Level’ Business with Administrator or Manager Privileges may define this type of Preventive Maintenance. Other users, except for basic account member users, may assign vehicles to the PM.
Figure 50 – Manage PMs List
On the “Manage Preventive Maintenance” page, you can view/edit current PM’s or add new ones. To create a new PM(Preventive Maintenance), click on the “Add PM” button. From here, you can define the PM to fit your business needs.Interval based preventive maintenance can be defined by the odometer, engine hours, or month. Please note that these arintervals, not specific odometer readings, e.g. PM may also be defined for a specific date. However, the date specified PMcannot be recurring events.
• #
o A simple reference number for the listed entries
• Title
o This column displays the name of the PM
• Description
o This column displaysthe used-defined description of the PM
• Recurring
o This column states whether or not the PM has been defined as Recurring or not
• Status
o This column showsthe current status of the PM and allowsthe user to set the status of a PM to active (slider to the right) or inactive (slider to the left)
• Edit
o This column provides a means to edit the existing PM
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Figure 51 – User Defined PM
a) ADD/EDIT PREVENTIVE MAINTENANCE
The Add/Edit Preventive Maintenance screen allows the user to create/edit PM’s. Below is a list of the fields and their meanings.
• PM Event Name
o This is the name that will appear in the Manage Preventive Maintenance and under Non-Mechanical Maintenance within the vehicle’s Preventive Maintenance tab.
• Describe the preventive maintenance procedure below
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o This description will appear under Non-Mechanical Maintenance within the vehicle’s Preventive Maintenance tab.
• PM Event Occurs(By Interval)
o Selecting these will set the PM event to trigger when the vehicle(s) reach any of the defined thresholds. Any combination of Odometer, Engine Hours, or Month(s) can be selected.
• PM Event Occurs(By Date)
o Selecting this will set the PM event to trigger when the vehicle(s) reach the defined date.
• Recurring Events
o Selecting this will cause the PM event to persist and update after it has been closed. Once an event has been made a recurring event, it cannot be reverted.
o E.g. An interval-based PM event of 40,000 miles is closed for a vehicle at 50,000 miles. The PM event will be updated to show the next event due at 90,000 miles.
• Business
o A list of businesssub-groups is selected to find vehicles more quickly.
o Vehicles can be searched by VIN or Asset ID and then be selected, if AssetID was not provided, the Asset ID will be presented as a VIN.
• Vehicle List
o The user must select all vehicles they wish to apply the PM rule to and click the > button to move it to the right hand view. Vehicles in the left-hand box will not be affected by the PM being created/edited.
b) INTERVAL MAINTENANCE LAST REVISION
Creating an interval-based PM event will give the option for added vehicles to have alternate starting points for the last revision times.
Figure 52 – PM Event Last Revision
When creating an interval-based PM event, adjust the odometer or engine hours for each
vehicle to accurately reflect when the prior maintenance was done. If the ‘Last Revision’ is not
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specified, the next service interval will be based on the vehicle’s currentstate.
As an example, a maintenance event needs to occur every 40,000 miles (40,000, 80,000, 120,000, e.g.). The odometer currently reads 100,000 miles, and the maintenance last occurred on schedule at 80,000 miles. When adding the vehicle to a new PM event, the Last Revision for Odometer should be entered as 80,000 miles so the PM event can adjust the maintenance interval correctly.
If the ‘Last Revision’ was not entered, the PM event will be triggered at 140,000, resulting in an initial 60,000 mile interval with 40,000 mile intervals thereafter.
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vii. PREVENTIVE MAINTENANCE TAB
To view PM’s at the Vehicle level, simply click on the Preventive Maintenance Tab to view the PM data.
Figure 53 – Preventive Maintenance Tab
In addition to the ability to filter the vehicle list by vehicle health, a user can also view vehicles that have a PM Due Now or Due Soon by clicking on the gray box beside the “Filter by Health”.
Figure 54 – Select Gray Box to Filter by PM Due
Hovering over the gray box with the computer mouse will show the number of vehicles with PM due now or due soon.
Figure 55 – Hovering Displays Number of Vehicles with PM Due
To complete Scheduled Maintenance, simply click the black ‘close’ button found next to the PM event description. The “1” in the example below indicates that the Scheduled Maintenance is “Due Now”.
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Figure 56 – Close Button Completes a Non-Mechanical PM
a) DUE NOW, DUE SOON, AND DUE LATER DEFINED
TripVision’s Preventive Maintenance implementation categorizes Preventive
Maintenance events in one of three ways.
There is no “Overdue” designation. Vehicles with overdue maintenance are “DueNow”. Figure 57 – Color Coded Wrenches for Due Now (Red) and Due Soon (Yellow)
• “Due Now” indicatesthat the service is within 5% (distance, engine hours, e.g.) or within 1 day of a date-based event. Vehicles with ‘Due Now’ have red service icons ( ) on the Vehicle listing.
• “Due Soon” indicates that the service is within 20% or within 14 days of a date-based event. Vehicles with ‘Due Soon’ have yellow service icons ( ) on the Vehicle listing.
• “Due Later” indicates thatservice is outside of the above ranges and is not currently due. These Vehicles will not have a service icon listed for them.
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Figure 58 – Vehicle with PM Due Now or Due Soon
Vehicles with PM Due Now or Due Soon also have a wrench displayed on the Vehicle view’s label. The back color (green, yellow, orange, or red) indicates the vehicle's health and not whether the PM is Due Soon or Due Later.
5. PM Appointments
PM appointments is a new feature that enables user to create and reschedule PM appointments. A new button is provided. NEW APPOINTMENT
Figure 59 – PM Appointment Button
When there is no appointment scheduled, the PM Appointment date. Upon clicking a new window will open to create a new appointment.
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Figure 60 – New Appointment Screen
When no appointment date is set, “Not Set “ Status will appear.
After appointment date is saved, the screen will return back to the Preventive Maintenance and “New Appointment” button will change to EDIT Appointment for the existing date.
Figure 61 – PM Completed Screen
If user needsto change the set appointment date, a reason needs to be provided and notes need to be added.
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Figure 62 – Reschedule Appointment Screen
Following reasons can be chosen.
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Once reason is selected, new appointment date can be saved by clicking SAVE button.
6. ALERT HISTORY
Figure 63 – Alert History
• Alert history provides a historical snapshot of the Health, Safety, and overallstatus of the truck when an alert was sent.
Figure 64 – Alert History Detail
7. LOCATION HISTORY
Figure 65 – Location History
The location History provides the GPS coordinates of a truck as it is driven so you can see the start and stop
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points. This data can be viewed at different time frames; Today (24 hours), Last 1 week, Last 2 weeks, Last 3 weeks, Last 4 weeks, 60 days and 90 days.
Figure 66 –Location History Details
The map will automatically group vehicles that are close together relative to the level of zoom. These groups or clusters arerepresented with a gray circle (vehicles) with a number in the middle indicating how many items are being grouped in thatarea. As you adjust the level of magnification on the map, clusters and counts will change.
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Figure 67 – Location Waypoints
All of the waypoints are exportable into a CSV report, which provides Asset ID, VIN, Request Time, Latitude and Longitude, and the Telematics service provider.
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7. GEOFENCING
The Geofencing feature allows web portal users to define areas of interest and track vehicles entering and exiting areas of interest. The frequency of geolocation reporting updates is limited by the vehicle’s onboard telematics device.
i. GEOFENCING USER PERMISSIONS
• Account Viewer, Account Member
o Run Reports
o View Geofences in Map Views
• Account Manager (TSP or Top-Level Business), Account Admin (TSP or Top-Level Business)
o Create/Edit/Delete Geofences
o Create/Edit/Delete Geofence Groups
o Create/Edit/Delete Geofence Alerts
ii. VIEWING GEOFENCES
1. Click the Geofences button above the Map view.
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Figure 68 – Geofence Map Filter Button
2. Toggle Show Geofences.
Figure 69 – Geofence Map Filter Screen
3. (Optional) Click within theGeofencesfield to selectspecific Geofences.
Figure 70 – Filter by Geofence(s)
4. (Optional) Click within theGroupsfield to select specific Groups. Figure 71 – Filter by Geofence Group(s)
5. Click Apply Filters.
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Figure 72 – Filtered Results
6. Usemap controlsto navigate to orzoom in/out on defined geofences.
Figure 73 – Geofence Overview
7. (Optional) Clicking on a geofenced area will list the vehicles in that area.
Figure 74 – Vehicle List in Geofence
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iii. CREATING GEOFENCES
To add a new Geofence (see Geofencing User Permissions), click Settings > Manage Geofences > Add New Geofence. This will populate a page where the user can create new Geofence groups with a variety of tools. Figure 75 – Geofence Management
• Tips Recommendations
• Use the Satellite view to make drawing your geofence easier
• Geofencesshould be drawn slightly beyond the location to avoid GPS creep
• New Geofences cannot overlap existing Geofences
• Only one geofence can be added at a time
Map
• Holding the left button on your pointing device and moving the pointer will allow you to see different parts of the map
• Using the keyboard CTRL key and moving your pointing tool you can change the orientation and perspective of the map
Creating Geofence
1. How to use Geofence Tools
• Drawing - You can add as many points as you want, but a minimum of three points is required. Double clicking with the left button of your pointing device completes drawing the geofence
• Adjusting - If the geofence is blue, click on the geofence to turn it pink so you can adjust the shape perimeter and then move the perimeter to new positions
• Reposition - When the geofence is pink, you can place your pointing device in the center of the geofence and hold the left button on your pointing device to allow you to move your geofence on the map
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• Completing - Click anywhere outside your newly drawn geofence or click the Polygon tool icon to finish your Geofence and the area will turn blue, now you can move to the next steps below
• Recycle Bin - Use this tool to delete your Geofence.
Figure 76 – Create New Geofence
2. Geofence Name – A reference name for the geofence in progress.
3. Coordinates (Latitude, Longitude) – List of coordinatesfor each point of the geofence’s polygon area. Note: The Coordinates are Read-Only. You cannot Copy and Paste Coordinates in this text box. 4. Add New Group – Button to create a new group for the current geofence if it does not yet exist. 5. Available Groups – Existing groups to which the current geofence can be assigned. Select and click the [+] or [-] buttons on-screen.
6. Groups Assigned – The groups to which the current geofence will be assigned once saved. Select and click the [+] or [-] buttons on-screen.
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USER GUIDE
iv. MANAGING GEOFENCES
To edit an existing Geofence (see Geofencing User Permissions), click Settings > Manage Geofences > Edit. Edit is indicated by the pencil icon in the row of an existing geofence. This will populate a page where the user can change an existing geofence with a variety of tools. See the previous section for details.
v. GEOFENCING ALERTS
To add a new Geofence Alert (see Geofencing User Permissions) navigate to Settings > Manage Alerts > Create New Alert. Setting up a Geofence Alert is the same as a typical alert except for the following options:
• Vehicle Direction
o In – Sends an alert when a vehicle enters one of the selected geofences.
o Out – Sends an alert when a vehicle exits one of the selected geofences.
o Both – Sends an alert when a vehicle enters or exits one of the selected geofences.
• Geofence
o Available Geofences – Full list of geofences created forthe current business account.
o Geofencesin Alert – List of geofences that will be considered forthis alert.
vi. GEOFENCING REPORTS
With this feature, a Geofence Dwell Time Report is also available under:
1) Reports > Run Reports
2) Reports > Schedule Reports > Add Scheduled Report
Running a Geofence Dwell Time Report orsetting up a Geofence Dwell Time Report is the same astheir typical report types except for geofence selection (see Geofence under Geofencing Alerts).
The Geofencing Report contains the following data:
• Geofence Name
o Name of the geofence containing the vehicle in this row.
• Group Names
o Groups associated with the geofence listed in this row are separated by a forward slash ( / ). • Vehicle Friendly Name
o Vehicle’s asset ID or Non-VIN identifier if one was assigned.
• Vehicle VIN
o 17-digit vehicle identification number.
• Date/Time vehicle entered the Geofence
o Date/time the vehicle entered the Geofence.
• Date/Time vehicle exited the Geofence
o Date/time the vehicle exited the Geofence.
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• Time in Geofence (hours)
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o The total number of hours, and minutes within the Geofence shown reported in hours.
vii. ADDITIONAL GEOFENCING FEATURES
In addition to the features listed above, a quick start guide is available to help you get the most out of Geofencing. Click here to learn more.
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