User Guide
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Product Guide — The MyGeotab User Guide
User Guide
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A comprehensive guide to the Telematics Fleet Management Application and the available tools for managing and understanding the data sent by the GO device. This resource offers an in-depth examination of the features available on the MyGeotab platform and is updated to document each new release.
Last updated: September 2024
The Telematics Fleet Management Application offers a robust suite of tools for managing and understanding the data sent by the Telematics Device.
To prepare for, perform and verify your hardware installation, read and follow the Telematics Device Installation & Warnings guide carefully. Additionally, visit Limitations of Use prior to installation.
Now create a database for your fleet using the registration page.
When you get started in the registration process, you have two options:
If you are registering for a database as a new Customer, you will be prompted to enter the information for the primary contact and organization associated with the database. The primary contact must belong to the same organization associated with the database. Once complete, the primary contact receives a confirmation email. The primary contact is added as a MyAdmin (Reseller Support) Authentication type user to the database.
✱ NOTE: The login process for MyAdmin and SAML users with access to multiple databases prompts you to specify the database you want to access.
If you, the Partner, are registering for a database for yourself or on behalf of a Customer, you will be required to log in using your Partner credentials to proceed.
After signing in, select the account to link with the database, then select one of the following options:
Shortly after completion, you will receive an email confirmation with a link to your database. Follow the link to log in.
✱ NOTE: Remember that the company name entered during registration is your database name. You will use this information when you log in.
Use the User Options dropdown to make customizations to the application based on your preferences. Under the User Options dropdown menu you can update your Options, change your password, view any reports you have downloaded, and log out of the system.
The Options menu allows you to select a number of customizable settings to optimize the application for your needs. To change your personal preferences, select your account name in the top-right corner of the screen and select Options from the dropdown menu.
You can customize the following settings:
✱ NOTE: The currently supported languages are English, Canadian and European French, German, Japanese, Italian, Dutch, Polish, Spanish, Brazilian Portuguese, Simplified Chinese, Thai, Indonesian, Malay, Czech, Turkish, and Swedish.
Customize your home page by selecting a page from the Default page at start-up dropdown menu. New users are shown the Product Guide page by default. After getting accustomed to the application, more advanced users may find other pages, such as the Map or the Dashboard, more beneficial.
You have the option to add your Driver license number as well as the License state or province. If you are located outside of North America, select the Other toggle and choose your location from the dropdown menu.
Update your map settings and choose which map provider to use. We offer Google Maps by default. You can change your default view using the Default map type dropdown menu.
Map Views are positions on the map that have been saved. Use them to quickly snap the map to relevant locations and zoom levels. Drag and drop your map views to order them as you want under Saved views. The view at the top will be used as the initial view.
Set the appropriate settings for your fleet’s Hours of Service (HOS). The application supports most of the current HOS regulations. Depending on where you operate your business, select the ruleset that applies to your drivers.
You can customize the following settings:
For a list of HOS rulesets, refer to the Hours of Service Ruleset Matrix.
Beta Features provides early insight into new features that are still in progress. On the Beta Features tab, you can read about the features and activate the ones that make sense for your fleet.
1 | Click your account name and select Options. |
2 | Open the Beta Features tab. |
3 | Review the different features and set the ones you want to try to On. Or click Turn all on to enable all beta features. |
4 | Click Save. |
! IMPORTANT: These features may change, break, or disappear at any time, and we do not recommend using these features in a production setting.
Manage your system notifications under the Systems Communications tab by setting your preferences for receiving emailed reports, in-app news notifications, and service update notifications.
Change your password using the Partner Administration Tool. To learn how to update user passwords, refer to the Resetting or updating a user’s password section.
If you have the Basic Auth authentication type, change your password directly in the Fleet Management Application.
Use the My Reports page to download and save reports that are too large to be emailed. Select and download a report on your database. A notification displays indicating the progress of the report, and when it is ready to download. Once you receive the notification that your report is ready, click the Download now button.
Click the Log out option from the User Options dropdown to log out of the Fleet Management Application.
Click the Log out and remove account option from the User Options dropdown to log out of the Fleet Management Application and permanently remove your account.
When a new database is created, new users have the option to use the Fleet Management Application onboarding experience. This experience learns about your jobs, creates automated configurations of default settings, and a dashboard preloaded with interactive charts based on your needs.
Use this experience to complete the following:
✱ NOTE: For more information about interactive charts, refer to the Using chart options section.
Things to consider when onboarding:
The Fleet Management Application has a variety of options for the default home page – one of these is called the Dashboard. Think of it as a snapshot of what is important in your fleet all in one place.
The Dashboard shows you key events and behaviors across your fleet using easy-to-read graphics. By default, there are some important reports already selected to show you, but you can also pick and choose which ones you want to see. That way, you can customize it to fit exactly what you need.
You can do the following on the Dashboard:
✱ NOTE: This button is available only to newly created databases. These charts are the default charts available.
If you are a new user, you can preview sample data on your Dashboard. These interactive charts are provided to show the types of charts and data that can be gathered and displayed. Once you have your data in the application, these charts will automatically update with your data. To hide sample data, click the Hide sample data button.
With our interactive charts, you are in control of how you see and interact with your data on your Dashboard. If a chart is interactive, you can select the data on the graph to view the pre-filtered report data in the Fleet Management Application.
1 | From the main menu, click Dashboard. |
2 | Click the Manage charts button. |
3 | Select the charts you would like to have on your Dashboard by going through the Productivity, Optimization, Safety, Compliance, and Sustainability tabs, and clicking the Eye icon. ✱ NOTE: These are default charts. To learn more about what each chart represents, click the Information icon. |
4 | Click Save. |
✱ NOTE: Any chart that runs on rules will display a View or edit rules option. This indicates any rules that were powering the data in the specific chart. You can click the rules to adjust them based on your fleet’s characteristics. Or you can click View all rules to view the built-in rules.
1 | From the main menu, click Dashboard. |
2 | Click the More Charts button. |
3 | From the desired chart, click the Pencil icon. |
4 | From the Dashboard tab, edit the necessary chart configurations. To learn more about the Editing chart configurations for your Dashboard section. ✱ NOTE: You may not be able to configure all details on default charts. |
Duplicating a chart allows you to take data that already exists and re-configure the data to display specific information you may need in another chart.
1 | From the main menu, click Dashboard. |
2 | Click the More Charts button. |
3 | From the desired chart, click the Pencil icon. |
4 | From the Dashboard tab, click the Duplicate this chart button. ✱ NOTE: To view duplicate charts, go to More Charts > Custom charts tab. |
5 | Configure your chart, then click Save. |
1 | From the main menu, click Dashboard. |
2 | Click the More Charts button. |
3 | From the desired chart, click the Pencil icon. |
4 | From the Dashboard tab, click the Create new chart button. |
5 | Configure your chart, then click Save. |
1 | From the main menu, click Dashboard. |
2 | Click the More Charts button. |
3 | Under the Custom charts tab, click + Create a new custom chart. |
4 | Configure your chart, then click Save. |
Use the Assets page to monitor all assets in your fleet, including vehicles, trailers, containers, equipment, and others, and adjust settings for individuals or groups. Each asset in your fleet is displayed in a list format, with key information displayed alongside the asset name.
You can do the following on the Assets page:
✱ NOTE: The table displays tracked assets only by default.
✱ NOTE: The View on map, Edit, Archive, and Delete buttons display when you select one or more assets from the table, or click Select all or Select current page.
By default, the Assets table displays:
Other columns are available by opening the Gear icon dropdown:
Use the asset alert cards to quickly view assets that need attention. Select a card to filter the table. Depending on the situation of your assets, you may see the following alerts:
Icons beside the asset name in the assets table indicate that the asset is included in a card.
Offline | |
Low Asset Battery | |
Loose Installation |
Click each icon to quickly scan an explanation about the issue, or select the asset to view more details. Refer to Alert details for more information.
1 | From the main menu, click Assets. |
2 | Click + Asset, then select Add single asset. |
3 | Enter information about your asset:
✱ NOTE: Mobile device users can use their camera to scan the serial number. Tap Scan serial number to scan the barcode. ✱ NOTE: Entering only the asset name before saving adds an Untracked asset for you to edit later. |
4 | Click the Save New Asset button. |
1 | From the main menu, click Assets. |
2 | Click + Asset, then select Add multiple assets. |
3 | Click Download sample file and follow the template to add the assets you want to upload. |
4 | Drop the XLSX file you created following the template to upload multiple assets at once. |
5 | Click Next. |
6 | Review all assets identified in the upload process. If needed, click the Download error file and review your file before uploading it again. |
7 | Click Save all assets. |
1 | From the main menu, click Assets. |
2 | Click + Asset, then select Add multiple assets. |
3 | Click Quick Upload. |
4 | Select the Asset type group (Container, Equipment, Trailer, Vehicle, or custom asset types). ✱ NOTE: To use Quick upload for multiple assets, they must all belong to the same Asset type group. |
5 | Enter the assets’ information following the format examples. |
6 | Click Continue. |
7 | Review all assets identified in the upload process. |
8 | Click Save all assets. |
1 | From the main menu, click Assets. |
2 | Click + Asset, then select Add asset type. |
3 | Click the + icon under the Groups section connected to Asset Type. |
4 | Create a name for your Asset Type group. If desired, enter a description and select a color for the group. |
5 | Click Save. |
✱ NOTE: The Asset Type you select for your asset influences the information you need to add and the data you get from it. For example, if you add an asset to the Trailer group, you will not be able to assign a driver to it, but will be able to link it to a Vehicle.
The asset page displays all the information about an individual asset. Use it to view an asset’s data and edit the asset’s settings, such as device information, driver feedback, Wi-Fi, groups, and more.
✱ NOTE: Wi-Fi functionality is only available on Telematics Device Version 9+. You must first accept the Wi-Fi EULA (End User License Agreement) to access these settings. Refer to Telematics and Wi-Fi Device Installation & Warnings - Version 9+ Device for instructions on how to enable and connect to the Wi-Fi hotspot.
To open details about an asset, select the desired asset from the table on the Assets page.
You can view or edit the following on the Asset tab of the Asset page:
✱ NOTE: Each asset can have up to four available statuses for the driver to select from.
If you make changes to your device settings during your session, a message displays across the top of the screen explaining that changes are pending. When the device has been updated and the changes are made, the message disappears. Click Save when you are done making changes.
Use the Asset Usage graph to quickly glance over the asset’s stopped, driving, and idling times within the last seven days.
View details about any asset alert and recommendations on how to address them.
To help us improve these alerts, verify the alert reason by clicking Is this accurate? and submitting your answers.
Use the Last communicated box to check the date, time, and location on the map of the asset’s most recent connection. Click View trip history to load this asset’s trip history details. Refer to Viewing the Trips History report for more information.
Use the Fuel boxes to quickly glance over the asset’s fuel and battery information.
Use the Exceptions box to quickly glance over the asset’s exceptions within the last seven days. Click Exceptions to open the Exceptions page and view details. Refer to Exceptions for more information.
See information about the asset’s health, including active faults, maintenance history, upcoming events, inspection logs, and more. An icon beside the tab name displays the number of items requiring attention.
For more information about associated devices, refer to the Asset section of the Public Works user guide.
Use audible in-asset alerts to improve on-road driving behavior. The alerts notify them of unsafe or potentially risky driving events. Configure alerts to sound on a number of events, including unbuckled seat belts or speeding. If an event is triggered, the driver will need to correct their on-road behavior for the alert to cease.
Enable audio feedback to select which events will trigger alarms. Each event can be enabled and disabled using an On and Off toggle, but individual settings may have specific input fields to set a minimum threshold for feedback.
The following events are available for enabling alerts:
See the guidelines for the average G-force exertions for various vehicle classes. While the default values found in the application are generally suitable, they are easy to customize.
Event | Passenger Car (G) | Truck/Cube Van (G) | Heavy-Duty (G) |
Harsh Braking | < −0.61 | < −0.54 | < −0.47 |
Hard Acceleration | > 0.43 | > 0.34 | > 0.29 |
Harsh Cornering | > 0.47 & < −0.47 | > 0.4 & < −0.4 | > 0.32 & < −0.32 |
✱ NOTE: When viewing Harsh Cornering, negative values represent acceleration to the right and positive values represent acceleration to the left.
We recommend starting in the middle of the specific vehicle class and adjusting from there based on fleet objectives and unique aspects of your fleet. As the slider moves from left to right through all the vehicle classes, the monitoring becomes more sensitive. When the slider is set to the least sensitive setting for passenger vehicles (far left) it is using the most lenient monitoring and only the most aggressive events will trigger driver feedback.
The function and location of the asset in question are key factors in adjusting the sensitivity of driver feedback. For example, an ambulance is likely to be more closely monitored than a delivery truck, while an urban vehicle is likely to be more sensitive than an off-road vehicle. We recommend that the fleet manager monitor the readings and adjust sensitivity based on their real world experience.
✱ NOTE: The Audio feedback tab is available for the Vehicle asset type only.
Share Telematics Device data from your assets to databases from other organizations. Refer to the Data Sharing User Guide for more information.
View additional settings that allow for more specific and complex functions, such as when using external devices alongside the Telematics Device.
Open the IOX & Auxiliaries menu, if available, to see the following settings:
Open the GO Anywhere Settings menu (available for GO® Anywhere™devices only ) to see the following settings:
Open the Advanced menu to see the following settings:
1 | From the main menu, click Assets. |
2 | From the assets list, select the asset you want to remove. |
3 | Click Remove from the top menu. |
4 | Confirm your selection by clicking Remove asset on the dialogue box. |
Deleting an asset from your database permanently removes all data associated with that asset. If you would like to remove an asset, but do not want to delete the data associated with it, you can archive the asset by clicking Archive asset.
✱ NOTE: Deleting an asset from your database does not automatically deactivate billing. Please contact your Partner to make the appropriate billing changes.
Installation History allows you to view information about the devices installed on your fleet.
You can do the following on the Installation History page:
The Installation History table displays by default:
1 | From the main menu, click Assets. |
2 | Click Installations on the top bar, then select Installation history. |
3 | Select the Date Period and Assets. Click Apply changes. |
Once you accept the requests to Remove, Swap or Service from the Partner Administrative tool, you can use the Installation Pending Changes (Beta) page to accept these records. Customers no longer have to intervene and unplug, archive, or create new profiles. This page allows you to view information about the recently performed installation services and accept or decline the asset information updates.
You can enable this feature in Beta by navigating to User > Options > Beta features tab > Toggle On New installation record notification. Users are only able to see records from the past 90 days – any records prior to this time frame are expired.
On the Assets page, you can view the Installation Pending Changes page by clicking the Installation dropdown menu > Installation pending changes. Or, if you have pending changes, click the notification that highlights the number of records that require installation changes.
You can do the following on the Installation Pending Changes page:
The Installation Pending Changes table displays the following type of record is created through the MyInstall application in the Partner Administrative Tool:
! IMPORTANT: Only users with the DeviceAdminDeleteUnplugReplace clearance can view or accept Removal and Swap records, ensuring secure management of device changes.
1 | From the main menu, click Assets. |
2 | If you see the banner Attention: Review the installation pending changes, click Click here to review. Alternatively, click Installations on the top bar, then select Installation pending changes (X). |
3 | Review the information on the table. Each row displays details about a performed installation service, including date of installation, serial number, status, asset name, and more. ✱ NOTE:
|
4 | Select the checkboxes for the information you want to Accept or Decline including any removals, swaps, and service. |
5 | Click the button on the last column to Accept or Decline the installation information you selected. If you have multiple installations services, you can choose to select Accept all, or Decline all from the last column of the headings row. |
Use the Map page to view the current location of your assets on a map, dispatch assets, verify the closest assets to specific locations, and more.
You can do the following on the Map page:
✱ NOTE: To use Nearest assets, you must zoom or navigate to an area with less than 500 assets.
✱ NOTE: If you have more than 50 assets in your database, the map remains blank until you have selected assets to view from the Search box, or zoom in to an area with 500 assets or fewer.
The following actions are available once you click on a specific road on the map:
The Map feature uses a variety of icons to indicate asset behavior and provide options for viewing data. If the number of assets in a particular area is too large to be displayed with individual icons, they are clustered together with a cluster icon showing the total number of assets present in the area. You will find the following icons amongst the most commonly used on the map:
Driving | Indicates a currently driving asset. Hovering over the icon displays the asset’s location and current driving speed. | |
Stopped | Indicates the location of an asset stop outside of company zones. Hovering over the icon displays the address of the stop and the asset’s arrival time. If the stop indicates the current location of the asset, it is labeled with the asset name and driver. | |
Stopped Inside Zone | Indicates the location of an asset stop inside a company zone. Hovering over the icon displays the zone name, address, and type, as well as the asset’s arrival time. | |
Charging | Indicates an electric vehicle that is currently charging. The vehicle’s state of charge (SOC) is displayed next to the vehicle name. | |
Exception Events | Indicates the asset has active exceptions. |
Select the layers icon on the bottom right of the map to choose the following display options for the map:
The application supports a variety of maps, allowing you to select the most useful map for your area of interest. The following is a high-level overview of different providers:
The following actions are available once you select an asset from the map or the assets list:
1 | From the Map page, search for the asset you want to share location information, or select it from the map. |
2 | From the asset panel, select Share. |
3 | Enter the required information:
✱ NOTE: The location sharing expires when the asset reaches the specified destination, or when the specified time window ends, whichever happens first. |
4 | Click Create link. |
To locate up to 50 of the closest assets to a specific location:
1 | From the Map page, zoom in or navigate to an area with less than 500 assets, and click Nearest at the top of the page. Alternatively, select Nearest from the asset panel or a road on the map. |
2 | View the pin dropped on the selected location on the map, and the list of the closest assets on the left of the map. Nearest uses real-time traffic data to calculate the distance between a selected location and the assets nearest to that location. This feature uses a routing service to locate the closest assets to the selected location, then calculates the distance and the estimated time of arrival based on live road conditions. |
Saved views are positions on the map that have been saved. Use them to quickly snap the map to relevant locations and zoom levels.
1 | From the Map page, position and filter the map in a way that you commonly use it. |
2 | Click More > Saved views > Save view. |
3 | Enable Viewport if you want to save the current map area and zoom level, and Settings if you want to save the filter and sort tools, options and layers, and the selection for updating the list with the map. |
4 | Enter a name for this view under View name. |
5 | Enable Show as default if you want to make this view the default when you open the map. |
6 | Click Save. |
1 | Open the Map page. |
2 | Click More > Saved views. |
3 | Select the view you want to see on the map. |
1 | Open the Map page. |
2 | Click More > Saved views > Manage views. |
3 | Drag and drop views to change the order displayed on the menu. |
4 | Click the Pencil icon beside a view to rename it. |
5 | Click Save. |
Explore what activity occurred in a selected area during a specific period of time.
1 | Open the Map and zoom in to the area you want to explore. |
2 | Click More > Area Activity. ✱ NOTE: If the Area Activity button is disabled, zoom in more into the area. |
3 | Select Today, Yesterday, Past 3 Days, or Custom as the period you want to explore. |
4 | Review the information of the trips displayed. Refer to Trips History for more information. |
5 | Click Exit area activity when you are finished. |
Trips History allows you to access real-time locations of your fleet as well as a full history of where each asset has been. You can use this feature to view and manage previous asset activity. Navigate to Productivity > Trips History to work with archived asset (historical) tracking.
You can do the following on the Trips History page:
The Trips History table displays:
Stops are labeled with the zone name (if the stop occurred within a known zone), or with the stop address. The stop duration and the idling time are also listed.
Use the Options dropdown at the top of the page to select your Date Period and configure your Display Options. These are the following display options:
✱ NOTE: Trips without an assigned driver will have no trip categorization information. If a driver is assigned to the asset, the Category is displayed in the table along with a hover icon that displays any annotation text.
1 | From the main menu, navigate to Productivity > Trips History. |
2 | Select the assets you want to view to load their trip history details. |
3 | Use the Options dropdown to customize the data displayed in the Trips History table. Then click Save. |
Click the Show all trips button to view the trips on the map. Selecting an individual trip adds the trip to the map. Selecting additional trips will show all the selections simultaneously.
This page displays the following information:
✱ NOTE: Refer to Asset page for more information on editing a device. Refer to Speed Profile for more information on an asset’s speed profile or log data.
By moving your mouse along the trip, additional information about your selection is displayed, including:
You can choose to view the asset’s previous trip as well as the asset’s current position during a trip in progress at the same time by setting Always show latest trip and current trip in progress to On from the Options menu.
The Replay feature allows you to replay trips for single or multiple vehicles to better understand how the trip progressed. From the Trips History screen, select the trips you want to replay and choose Show replay from the Map options dropdown list. While watching the animated trip history, you can click play or pause at any time. You can also change the replay speed and use the timestamp bar to jump to a desired section of the trip.
1 | From the main menu, navigate to Productivity > Trips History. |
2 | Select the assets you want to view to load their trip history details. |
3 | Use the Options dropdown to customize the data displayed in the Trips History table. Then click Save. |
4 | Click the Summary button to view a summarized version of the report. |
5 | View the graphical information on time spent in Customer, Non-Customer, Home, and Office zones. As well as assets that have not reported any distance for the specified time frame. ✱ NOTE: The graphical information displays if more than one asset is selected. |
A trip is when your asset moves from the moment it starts to the moment it stops. A stop is logged when the ignition is turned off or when the asset is stationary with a speed of less than 1 km/h for over 200 seconds. Quick stops under 200 seconds without turning off the ignition, like at red lights, are not counted. The first movement of the asset initiates a trip, even if it stays still for a while.
The Telematics Device also detects idling, where the engine runs, but the asset does not move. If idling happens before a trip starts, it is counted as idling time for the previous trip. Idling is recorded when the asset is stationary with the ignition on for 3 minutes and 21 seconds.
To pinpoint the trip start time and idling, we look for a stable stationary point. If you idle less than 3 minutes 21 seconds and start driving, this idle time does not count towards any trip, as it is small enough time to ignore. If it is longer than the first 3 minutes 21 seconds, the remaining idle time counts towards the previous trip.
Due to differences in asset manufacturers, it is not always possible to determine if the asset ignition is turned on or off. For this reason, the Telematics Device attempts to detect the engine running in the following three ways:
The following examples illustrate how trips are calculated.
In this example, let’s assume time A and D are times spent idling. Therefore:
In this example, let’s assume time B and D are times spent idling. Therefore:
In this example, A+B is the first trip, and C+D is the second trip. The idle times are B and D where B is attributed to the first trip, and D is attributed to the second trip.
On the Mobile version, use the Trips History layout to view trips associated with an asset in a collapsible window and select trips individually to view on the Map. View trip details such as location, exceptions, and speed by tracing your finger over the trip line segment.
The Routes feature provides an effective way to reduce fuel consumption, mileage, and CO2 emissions by optimizing the routes your drivers use. You can use it to create route plans for your fleet, compare planned and actual routes, and identify new opportunities for operational efficiency.
The Routes tab in the Drive App allows drivers to efficiently manage their assigned routes, and view any changes made to the routes in the Fleet Management Application. The route-related information in the Drive App is synced with any changes made in the Fleet Management Application.
For more information about how to use the Routes feature, refer to the Routes user guide. To access this feature in the Fleet Management Application, navigate to Productivity > Basic Routing.
Access Advanced Routing to save on costs through automation while enhancing fleet optimization. This ensures that your Resource is at the right location, at the right time. Gain better insights into your day-to-day operations by easily managing branches, order types, groups, patterns, and calendars. Utilize this tool to effortlessly create routes, dispatch resources, and plan ahead for optimal resource allocation. To access this feature in the Fleet Management Application, navigate to Productivity > Advanced Routing.
! IMPORTANT: Advanced Routing is subscription based. Reach out to your Partner to learn more.
Use the Optimization Center to view and launch the following Advanced Routing modules:
✱ NOTE: This is accessible through the Mobile App and Drive App.
Use Routing & Optimization – Route to craft daily routes tailored to your business needs, offering a range of optimization profiles to choose from. Whether you aim to cut drive time or ensure punctual arrivals, the Route module helps you boost your financial goals.
Use Routing & Optimization – Dispatch as a Resource to access and update your assigned appointments, proactively manage daily schedules and support Resources in the field with real-time updates, dynamic metrics, and quick adjustments.
Use Routing & Optimization – Territory to view a map of your data, making it easy to manage and enhance your territory. It helps you allocate Resources efficiently, cut costs, and identify growth opportunities.
Use Routing & Optimization – Admin to set up Appointment Scheduling, Routing, Dispatch, Territory, and Mobile features. Its user-friendly dashboard provides various configuration options like order types, Resources, schedules, branches, advanced scheduling rotations, and more.
The Public works solution simplifies your fleet management by monitoring the effectiveness of public service operations. The solution can help with driving down costs, monitoring operational status and levels of service, promote operator safety, improve citizen satisfaction, and allow you to gain insight into asset location.
For more information about Public Works, refer to the Public Works user guide. To access this feature in the Fleet Management Application, navigate to Productivity > Public Works.
Use Citizen Insights to get visibility into publicly-facing services such as road service status for snow plows, salt spreaders, waste management, and street sweepers. State, Provincial, and local governments can use Citizen Insights to make this information available to the public, allowing them to better plan their travel by identifying and avoiding certain areas which have not yet been serviced.
For more information about Citizen Insights, refer to the Citizen Insights user guide. To access this feature in the Fleet Management Application, navigate to Productivity > Public Works > Citizen Insights.
A zone is a virtual perimeter around a real-world area of interest, like offices, customers' locations, or even entire states. Whether it is workplaces, airports, gas stations, or homes, zones help you keep track of important areas. You can dispatch people to certain zones, create zones that are off-limits, and when you pair them with exception reporting, they become a powerful tool for understanding how your fleet behaves.
Leverage zones to generate precise reports on resource allocation, pinpoint high-cost zones in your daily operations, and set up exception alerts to promptly address any business issues as they arise. To navigate to the Zones feature, from the Fleet Management Application main menu > Productivity > Zones.
Use the Zones page to view, edit, or create your zones. To navigate to the Zones page, go to Productivity > Zones > Zones.
You can do the following on the Zones page:
✱ NOTE: The options to Remove selected zones and Edit selected zones displays when Select visible, individual, or all zones is chosen.
The Zones table displays:
Zones can be added in the application several ways using the Zones and Map features.
1 | Navigate to Productivity > Zones > Zones from the main menu. |
2 | Select Add. The web page automatically opens the Map feature. |
3 | Select a starting point on the map to define the boundary of the zone. |
4 | Select additional points along the perimeter to create the boundary. A line connects the points showing the perimeter in the order you add them. |
5 | The application automatically opens the Zone Details panel, where you can name your new zone, publish to groups, make it visible on the map, add types, stops within the zone and an end date. |
6 | Select Save. |
Once you have saved your zone, it displays on the Zones page in your zones list. If you would like to add multiple zones at once, see Import Zones.
1 | Navigate to the Map page. |
2 | Click More > Add zone. |
3 | Select a starting point on the map to define the boundary of the zone. |
4 | Select additional points along the perimeter to create the boundary. A line connects the points showing the perimeter in the order you add them. |
5 | Click Save. |
6 | The application automatically opens the Zone Details panel where you can name your new zone, publish to groups, make it visible on the map, add types, stops within the zone and an end date. |
7 | Select Save. |
Once you have saved your zone, the application will display it on the map.
Navigate to Productivity > Zones > Zones. Selecting a zone from the list on the Zones page will open an editing panel. The editing panel contains two tabs: Zone Details and Map View.
You can also do the following from the editing panel:
Customize particular zones to allow for advanced reporting on fleet behavior. The Zone Details tab includes the following settings:
✱ NOTE: This is used to separate zones by region, function, or other classification depending on your organization, and can be used to filter through rules.
✱ NOTE: This can also be used to view specific zone linked to zone types on the map, and used to support specific reports regarding zones and the types of assets entering and exiting a specific area.
✱ NOTE: This is enabled by default for Customer, Office, and Home zones.
When you are finished, select Save to return to the zone list.
Use this tab to view the zone on the map. The Map View tab includes the following settings:
When you are finished, select Save to return to the zone list.
✱ NOTE: Changing zone properties will only impact future data. Refer to Reprocessing Data to learn more about reprocessing data from the past.
Zones can be removed from the database by selecting a zone, either in the Zones list or on the Map, and then selecting Remove from the editing panel. Once the zone is removed, it will no longer appear on the map. Any reports that previously displayed the zone name will instead show the zone address, if available.
Use the Multiple Selection Menu to make changes to or remove multiple zones at a time.
Once your zones are selected, select Remove selected zones or Edit selected zones from the top menu to affect all the selected zones.
Once you have defined a geographical zone, it can be used to help dispatch members of your mobile team to and from job sites in real-time. You can easily dispatch new jobs, pickup and drop off locations, zones or entire routes.
To send a zone you have created to an asset:
1 | Navigate to the map. |
2 | Locate the zone by either using the map or using the search box. |
3 | Once the zone displays, select it. |
4 | Select Dispatch vehicle here from the popup. |
When creating a dispatch request, you are taken to the Messages page, where you can select one or more assets to receive the request. Those drivers have the option to receive text messages in which you specify additional instructions about the job. To learn more about this, refer to the Dispatching to Zones section of the Administrator’s Guide to the Drive App.
The Zone Visits report allows you to quickly see where your assets are spending their time. The report can be run by driver or by asset, depending on your needs. To navigate to the Zone Visits page, go to Productivity > Zones > Zone Visits.
You can do the following on the Zone Visits page:
✱ NOTE: This field changes depending on what is selected in the Display Options.
✱ NOTE: Individual entries for multiple stops in a single zone will condense into one entry detailing the first arrival time, the last departure time, the total duration of stops, and a count of how many stops were made inside the zone. Selecting the Details button at the top of the page will return you to the Zone Visits page.
The table displays:
1 | Select one or more Assets from the dropdown list, or click Select all to select all assets. |
2 | Under Options, select a Date Period. |
3 | Select whether you want to include historical data for the zone visit. |
4 | Select whether you want to view the data by Asset or Driver. |
5 | By default, the report will display stops in all zones. Select the Zone Types dropdown to limit the report to a certain type. |
6 | Select a specific zone, or all zones from the Select Zones dropdown list. ✱ NOTE: If you want to return to viewing all zone types, use the Select all Zones option. |
7 | Select Apply changes when complete. |
Zone types are used to aggregate details, rules, and view exceptions made when in a particular zone. To navigate to the Zone Types page, go to Productivity > Zones > Zone Types.
From the Zone Types page, you can complete the following actions:
There are built-in zone types in the Fleet Management Application. These zone types are created into the application as they are commonly used zones, for quick access and usage. The built-in zone types are as follows:
If the built-in zone types do not fulfill your requirements, you can add your own zone types.
1 | From the Zone Types page, select Add. From the Zone Type Edit page, you can complete the following actions:
|
2 | Enter the Name of your zone type. |
3 | Enter any Comments about the new zone type, if needed. |
4 | Select Save. The new zone type displays on the Zone Types page. |
Use the Import Zones page to prepare a list of zones to upload to your account using a CSV file. This saves time when you want to create many zones at once, instead of manually creating multiple zones. To navigate to the Import Zones page, go to Productivity > Zones > Import Zones.
Add your spreadsheet to the drag and drop field. The application will show a total count for the identified zones, as well as a count for valid and invalid zones.
Use the Options dropdown menu to customize the settings for your new zones, including the following:
When you are finished, select Apply changes. Then select the blue Import selected zones icon on the right-hand side of the page to import your zones to the application.
Linked Assets provides a record of all eligible assets that are, or have been, on a trip together. This allows you to view current and historical links, sortable by date and asset, and with a link to view the paired trip. To access Linked Assets, navigate to the main menu > Productivity > Linked Assets.
You can do the following on the Linked Assets page:
✱ NOTE: Assets can complete multiple completed trips and each will have their own record.
The Linked Assets table displays the following:
✱ NOTE: There may be some differences between the start time of the corresponding trip.
✱ NOTE: There may be some differences between the end time of the corresponding trip.
There are two types of links: Automatic links and Manual links.
An Automatic link is a service that works in the background to pair all eligible assets in the same database. No user action is required to enable this linking.
Automatic links can occur for either a vehicle with a trailer, or a vehicle with other non-vehicle assets, however, all assets must use tracking devices reporting into the same database. Vehicles must be tracked using either a Telematics Device or an OEM connection. The trailer or non-vehicle assets can be tracked using any Asset Tracking device that has a minimum reporting frequency of 15 minutes.
A Manual link is used through the Drive App and allows a tractor and trailer to be linked, for purposes of Electronic Log compliance.
✱ NOTE: The Automatic and Manual links are distinct – if two assets are manually linked using the Drive App, they will not be eligible for the Automatic link.
Refer to the Linked Assets User Guide for more information.
The Driver Congregation report allows Administrators to see where and for how long their drivers congregate during the day. To navigate to the Driver Congregation report, go to Productivity > Driver Congregation.
You can do the following on the Driver Congregation page:
1 | Select the Options dropdown menu. |
2 | Select a Date Period or choose a Custom date. |
3 | Select to view the report by Vehicle or Driver. |
4 | Select Yes to include archived (historical) data, or No to exclude it. |
5 | From the Vehicles dropdown menu, select your desired assets. |
6 | In the Distance from one another field, enter the distance needed to define the assets or drivers as congregated (in meters). |
7 | In the Minimum overlap time field, enter the number of minutes the assets or drivers have congregated. |
8 | In the Minimum number of congregating vehicles field, enter the minimum number of assets or drivers that are congregated. The default is 2. |
9 | Select any zone types to exclude from your search when looking for drivers or assets that are congregating in a specific area. ✱ NOTE: Only defined zone types display. |
10 | Click Apply changes. |
The report displays the following:
Keeping track of drivers' Hours of Service (HOS) involves checking if they are following the rules and ensuring they are not overworking. You can easily see which drivers are free for dispatch and how much time they have left before they need to rest. Plus, you can keep an eye on drivers who might be nearing their limits and need a gentle reminder to take a break.
The Fleet Management application supports most current HOS regulations. Depending on where your business operates, you can select the ruleset that applies to your drivers.
Refer to the Administrator’s Guide to the Drive App for more information on viewing and using HOS reports. To access this feature in the Fleet Management Application, navigate to Compliance > HOS.
The Time Card Report provides an easy way to view how your drivers are spending their time while at work. To access this feature in the Fleet Management Application, navigate to Compliance > Time Card Report.
Use the Time Card Report to do the following:
The report displays the following:
✱ NOTE: The graph indicates what percentage of driver time was spent at customer versus non-customer locations. Hovering over the sections in the graph displays labels for each section with the corresponding duration and percentage. Assets that do not visit customer locations will simply have their non-customer duration listed in place of the graph.
1 | Click Options. |
2 | Select a Date Period or choose a Custom date. |
3 | Select to view work hours for All drivers or assets in your fleet, or filter specifically for Vehicle. |
4 | Select to view the report by Vehicle or Driver. |
5 | Enter the Start from hour, indicating the time of day you would like to run the report for. |
6 | Click Apply changes. |
The IFTA Report function allows you to quickly view details pertinent to IFTA reporting in one place. Run this report every quarter to see how much your fleet has driven in each state, province, or jurisdiction. Using the distance driven, you can calculate how much you owe in taxes.
The report lists your selected assets and their associated drivers, as well as enter and exit times and odometer reading for each driver. It will also show the total distance driven in a particular asset for each driver.
To access the IFTA report, navigate from the main menu to Compliance > IFTA Report. Use the Download dropdown menu to download the Standard or Advanced reports.
1 | Navigate from the main menu to Compliance > IFTA Report. |
2 | From the Options dropdown, select your desired Date Period or search for a Custom date range. |
3 | Select the Vehicles you want to include in the report from the dropdown menu, or use Select all to add all assets in your fleet. |
4 | Include or exclude archived data using the Archived (historical) data toggle. |
5 | Select Apply changes. |
The IFTA report relies on the asset’s odometer history, and in most cases, your Telematics Device Automatically records your odometer value.
For some assets, automatic recording of the odometer reading may not be available because the manufacturer does not provide it, or it is not supported. If unsupported, you can update the odometer in your account by manually entering your asset’s current odometer reading.
To manually record your odometer value, navigate to Assets and select the desired asset from the list to open the Asset Edit page. Enter the new odometer value in the Odometer field and select Save from the top menu.
The application retroactively corrects archived (historical) odometer readings based on the most recently entered value (whether manually or automatically recorded). This most recent value is always assumed to be correct and overrides all previous entries or corrections.
Incorrectly entered information can result in inaccurate reports such as:
Recommendations:
Use the Tachograph Solution if you are operating in Europe or dealing with Heavy-Duty assets over 3.5 tons. Our Tachograph Solution within the Fleet Management Application ensures you stay compliant with regulations. Simply use it to manage your records effortlessly.
Effortlessly retrieve tachograph and driver card files remotely with our solution, saving you time and money. Analyze real-time data to ensure compliance and avoid regulatory breaches. Our intuitive rulesets help keep your fleet on track, while empowering you to proactively train drivers for optimal compliance. It is compliance made easy, cost-effective, and time-efficient. To access this feature in the Fleet Management Application, navigate to Compliance > Tachograph.
Refer to the Tachograph implementation guide document to find all the steps for activation/pre-deployment, deployment and ongoing supervision when tachograph is present in any of your assets.
Use the Risk Analytics page to manage safety risks, compare asset performance with similar assets in other fleets, and make decisions based on objective safety data, such as predictive collision risk. Refer to the Safety Center User Guide for more information on using the Risk Analytics page.
Use the Risk Management page to run reports and compare driving behavior across assets, drivers, and groups.
You can do the following on the Risk Management page:
Run and download the following built-in reports based on the exception rules you choose to enable:
Use the Log Data & Collisions page to view all data logged by one or more Telematics Devices for a particular asset or assets.
You can do the following on the Log Data & Collisions page:
From the Options dropdown, select your desired options. Then select Apply changes.
The logged data displays as a list, separated by asset. Each row under the asset name may display:
Select the location icon beside each log to navigate to the Trips History page and view the trip for that log on the map. Refer to Viewing the Trips History report for more information on an asset’s trip.
Use the Speed Profile page to view the speed traveled by an asset overtime compared to the speed limit.
You can do the following on the Speed Profile page:
From the Options dropdown, select your desired options. Then select Apply changes.
The Speed Profile for the asset displays as a graph. The blue line of the graph shows the speed of the asset; the red line shows the known speed limit for the area; and the yellow line shows an estimated speed limit in the absence of a known speed limit.
Hover your mouse over the graph to view speed information for each specific segment.
Asset inspections are vital for safety, efficiency, and compliance. They help ensure that your assets are safe to use, ensuring health and preventing costly repairs. By identifying issues early on, inspections also save time and money in the long run. Plus, they ensure that businesses meet regulatory standards, avoiding fines and legal troubles.
The Asset Inspection page lists all completed Asset Inspection reports. To access Asset Inspections in the Fleet Management Application, navigate to Maintenance > Asset Inspection. Refer to the Administrator’s Guide to the Drive App to learn more about Asset Inspections, including working with custom defect lists.
Use the Diagnostics section to view the data recorded from your assets, such as odometer, engine hour readings, fault codes. Additionally, you can view data recorded from your telematics devices, such as power change records, or device faults. To access this feature in the Fleet Management Application, navigate to Maintenance > Diagnostics.
Use the Faults page to view any faults detected by the asset or Telematics Device for the date range you select. To access this feature in the Fleet Management Application, navigate to Maintenance > Diagnostics > Faults.
You can do the following on the Faults page:
✱ NOTE: Filtering for the Protocol helps reduce the time taken to gather data.
✱ NOTE: This only sorts data by asset.
From the Filter dropdown, select your desired filters. Then click Apply changes.
The Faults table displays:
✱ NOTE: Each Electronic Control Unit (ECU) has its own fault code.
✱ NOTE: This comes from either the Engine or the telematics device.
! IMPORTANT: Dismissing faults does not clear the faults from the asset, only removes the faults from the table.
Use the Measurements page to view the direct signals available from a particular asset, as well as key graphical information about the events. View measurements to analyze the raw data of all the signals the Telematics Device captures. To access this feature in the Fleet Management Application, navigate to Maintenance > Diagnostics > Measurements.
You can do the following on the Measurements page:
✱ NOTE: This only sorts data by asset.
1 | From the main menu, navigate to Maintenance > Diagnostics > Measurements. |
2 | From the Options dropdown, select your desired filters. Then select Apply changes. The filtered signal measurements display as a list. |
3 | Select a signal from the list to view all instances of that measurement, including the date and time when they were recorded. |
4 | Select the spark line graphic to view. The Engine Data Profile page displays a visual representation of the signal data by graph and table.
! IMPORTANT: Selecting multiple diagnostic types from the Options dialog on the Engine Data Profile page will overlay all selected measurements on the graph. |
Set up Maintenance Reminders for when your maintenance is due across your assets. You can target specific assets or groups of assets to be reminded about maintenance considering distance traveled, engine hours used, or by the amount of days passed. To access this feature in the Fleet Management Application, navigate to Maintenance > Reminders.
Maintenance Reminders also include automated Data Insights allowing you to take advantage of Geotab’s data models through the Reminders and Upcoming Maintenance. These reminders include Electrical System Rating (ESR) and Oil Life Remaining (OLR).
Use Maintenance Records to find a history of all logged maintenance performed on the Records page, where you can pull back years of records, create total maintenance cost reports, or even edit old records with updated receipts or new documentation all at any time. To access this feature in the Fleet Management Application, navigate to Maintenance > Maintenance Records.
Use Upcoming Maintenance to review what has come due, or will be coming up soon, for maintenance on the Upcoming Maintenance page. Group needed maintenance by Asset, Maintenance Type, or Reminder type, to quickly see what you need to tackle first for maintenance. Log maintenance records where you can store maintenance costs, documentation receipts and photos of the maintenance. To access this feature in the Fleet Management Application, navigate to Maintenance > Upcoming Maintenance.
Use Fuel and EV Energy Usage to understand how the overall energy and driving efficiency of your fleet changes over time, and learn which assets are top and low performers depending on how they use energy. You can view details about both fuel usage (L/100km) and energy usage (kWh/100km). This supports conventional and Electric Vehicles (EVs), allowing fleets to compare both fuel and electric energy economy in one easy-to-read report. To access this report, from the main menu, navigate to Sustainability > Fuel and EV Energy Usage.
You can do the following on the Fuel and EV Energy Usage page:
✱ NOTE: Sorting by Fuel economy/Electric energy economy allows you to view your most efficient asset.
✱ NOTE: To include EV Charging, you need the View fill-ups, EV charging, and fuel transactions clearance.
The Fuel and EV Energy Usage table displays:
✱ NOTE: Plug-in Hybrid assets will display both Fuel used and Energy used and both these values will be combined to determine the efficiency. Use these values to determine if your drivers are using more fuel or energy usage, and why.
✱ NOTE: Plug-in Hybrid assets will display both Fuel used and Energy used.
✱ NOTE: Plug-in Hybrid assets will display both Fuel used and Energy used.
✱ NOTE: You have the option to view data by sub-period as well.
1 | From the main menu, navigate to Sustainability > Fuel and EV Energy Usage. |
2 | Under Options, select a Date Period. |
3 | Under Display Options, enable whether you would like to include archived (historical) data. |
4 | Select your desired Assets. |
5 | Click Apply changes. |
The Fill-ups report gathers the history of all the stops at a gas station where you have increased your fuel level. A fill-up event occurs every time fuel is added to the asset. Use this to identify any anomalies and potential cost saving opportunities. You can do the following on the Fill-Ups page:
The Fill-Ups table displays:
To run the Fill-Ups report, complete the following:
1 | Complete the steps from the Running the Fuel and EV Energy Usage report section. |
2 | Click the Fill-ups button. |
3 | Update the filtering options by selecting the Options dropdown menu, and updating the Date Period. |
4 | Under Display Options, select Yes to Include archived (historical) data, or No to exclude it. |
5 | Select your desired assets. |
6 | Click Apply changes. |
From the table, click the Graph button to view the fill-ups graph for the selected time period. Click the Location button in each row to view the trip.
Selecting a row from the fill-ups report will show the details of that particular fill-up event. A matching fuel transaction will also be shown if available.
Data from the Telematics Device is used to validate imported fuel transactions. A fill-up row that does not meet the validation criteria displays a yellow warning icon. Hovering the cursor over the icon will display the reason why the system flagged the fill-up.
The Fill-Up details page for a flagged fill-up event will show rows highlighted in yellow when the fuel transaction cannot be validated against Telematics Data.
To understand how fuel reporting works, including features and limitations, refer to Fuel Usage and Fill-Ups FAQs.
Use the EV Battery Health report to understand battery degradation over time for Electric Vehicles. If you are realizing you are not getting the range out of your EV asset that you thought you would, use this report to check if battery degradation is a contributing factor. This helps you think and plan end of life activities, if degradation is accelerating, you may want to consider recycling the battery or removing the asset. Use this to compare assets with similar makes, models, and years to understand more about the battery health of specific assets.
This report highlights the usable battery capacity of your EV, and how that compares to when the asset was new. To access this report, from the main menu, navigate to Sustainability > EV Battery Health.
! IMPORTANT: Nominal battery capacity in manufacturer specifications is not the same as usable battery capacity.
You can do the following on the EV Battery Health page:
The EV Battery Health table displays:
✱ NOTE: This number is determined by historical charging and driving data.
✱ NOTE: This is determined using crowdsourced data based on the make, model, and year of the asset.
1 | From the main menu, navigate to Sustainability > EV Battery Health. |
2 | Under Options, select a Date Period. |
3 | Under Display Options, select your desired Assets. |
4 | Click Apply changes. |
Use the EV Charging report to understand the history of all charging events that have occurred during the selected Date Period. This report provides more insight to when assets needed to charge, where assets were stopped, and how much energy was added for that charging session – use this information to identify any cost saving opportunities. To access this report, from the main menu, navigate to Sustainability > EV Charging.
You can do the following on the EV Charging page:
The EV Charging table displays:
1 | From the main menu, navigate to Sustainability > EV Charging. |
2 | Under Options, select a Date Period. |
3 | Under Display Options, enable whether you would like to include archived (historical) data. |
4 | Select your desired Vehicles. |
5 | Select your desired Zones and zone types. |
6 | Click Apply changes. |
From the table, click the Graph button to view the fill-ups graph for the selected time period. Click the Location button in each row to view the trip.
✱ NOTE: For information on EV charging and firmware compatibility, refer to the EV Reporting and Monitoring User Guide.
Use the BEV Range Capability report to view the full range that your BEVs are capable of on a full charge. This is based on recent real world conditions such as historic energy consumption, distance traveled, and detected battery capacity. Use this data to determine if your asset can complete its necessary routes.
✱ NOTE: There are many factors that could influence the detected range capability of your asset, such as the weather conditions and driving styles.
To access this report, from the main menu, navigate to Sustainability > BEV Range Capability.
You can do the following on the BEV Range Capability page:
The BEV Range Capability table displays:
1 | From the main menu, navigate to Sustainability > BEV Range Capability. |
2 | Under Options, select a Date Period. |
3 | Under Display Options, select your desired Assets. |
4 | Click Apply changes. |
Use the Users & Drivers page to add and manage new users to the Fleet Management Application. Use this feature to add users, manage settings, and update user personas. As an Administrator, you can modify settings for users and customize security clearances through this page. To navigate to the Users & Drivers feature, from the Fleet Management Application main menu > People > Users & Drivers.
You can do the following on the Users & Drivers page:
✱ NOTE: This button displays when Select visible, Select individual, or Select all is chosen from the Multiple selection menu.
The Users & Drivers table displays:
Customize a variety of settings for individual users from the Add Users page. From the main menu, navigate to People > Users & Drivers. Click the + User button.
From the Add user page under the User tab, enter the following information under User Information and Authentication and Security sections:
✱ NOTE: At least four characters are required for ELD users in Canada and the US. If you do not have a valid email address, create a unique username. For example, [your name]_[name of company]. Using an invalid email address will block access to the application.
✱ NOTE: For ELD drivers and support staff, the first name must match government identification.
✱ NOTE: For ELD drivers and support staff, the last name must match government identification.
✱ NOTE: If they are a non-email users, disable this feature and manually enter their password and share with the user.
✱ NOTE: If selecting this option, the user must first be registered using the Partner Administration Tool before they can access the Fleet Management Application.
✱ NOTE: Customers can select this option to manage the login credentials outside the Fleet Management Application.
Under the Driver tab, you can update the following information under the User is a Driver, Keys, Home Group, and Driver License sections:
✱ NOTE: This is needed for regulatory purposes
For more information, refer to the Main Settings section of this document.
For more information, refer to the Map Settings section of this document.
! IMPORTANT: The HOS Settings tab only displays if the Security clearance is set to Drive App user, and you have indicated This user is a driver.
For more information, refer to the HOS Settings section of this document.
Under the Beta Features tab, you can enable features that you want to test and evaluate before its full release. This allows you to gain some insight on what we are working on, and allows you to try out new features and provide feedback.
For more information, refer to the Beta Features section of this document.
Under the Support tab, you can update the following information:
1 | From the main menu, navigate to People > Users & Drivers. |
2 | Select an individual user from the table to open the Edit User page, or use the Multiple Selection Menu to select multiple users and click the Edit selected users button. ✱ NOTE: When editing multiple users, any changes you make will be applied to all users. |
3 | Once you have completed your edits, click Save. |
1 | From the main menu, navigate to People > Users & Drivers. |
2 | Select an individual user from the table to open the Edit User page. |
3 | Click the Remove button. |
4 | The Remove user popup displays. To permanently delete the user from the application, click Delete. To archive the user, click Archive (make historical). |
1 | From the main menu, navigate to People > Users & Drivers. |
2 | Select an individual user from the table to open the Edit User page. |
3 | From the User tab, do one of the following:
|
4 | Click Save. |
Locked users are displayed with a red lock icon beside their name. Administrators answering the call from locked users can unlock them by navigating to People > Users & Drivers > Users page.
1 | Click the locked user’s name to open the User Edit page. |
2 | Click the Unlock button. |
3 | A popup box displays. Click Unlock to unlock the user, or Cancel to return to the User Edit page. |
Use the Clearances page to control a user’s access to specific features in the application, they are essential for ensuring data security, regulatory compliance, and effective collaboration within an application. Security clearances are assigned to users in the User Edit feature, but managed using the Clearances page. To learn more about the standard security clearances, refer to the Standard Security Clearances spreadsheet.
To add or update clearances, from the main menu, navigate to People > Clearances.
New databases have the following parent security clearances:
Create custom clearances based on the user personas you need. Add sub-clearances to provide and limit certain permissions under a parent clearance.
1 | From the main menu, navigate to People > Clearances. |
2 | Select a parent clearance from the list. ✱ NOTE: You can also create another sub-clearance for an existing sub-clearance. |
3 | On the Security Clearance Edit page, click the Add Sub-Clearance button. |
4 | Enter a Name for the sub-clearance. |
5 | Select the features this clearance has access to. |
6 | Click Save. The new sub-clearance displays on the Security Clearance page under the parent clearance. ✱ NOTE: Sub-clearances must be assigned to users before they can take effect. |
Navigate to People > Users & Drivers and select one or more users to edit. Under the User tab, use the Security Clearance dropdown menu to select the appropriate clearance for your user.
Use the Schedule feature to organize the schedule for your fleet. To view or set up work hours, navigate to People > Schedule.
You can do the following on the Schedule page:
1 | Navigate to People > Schedule. |
2 | From the Work Hours page, click Add. |
3 | Add a Name for the schedule you are creating. |
4 | Select the Holiday group ID that may align with your work hours. |
5 | Click Add work time and enter the work hours for your fleet. |
6 | Click Save. |
Use the Holidays feature to identify the days of the year your users are not working due to holidays. To view or set up holidays, navigate to People > Holidays.
You can do the following on the Work Holidays page:
1 | Navigate to People > Holidays. |
2 | From the Work Holidays page, click Add. |
3 | Enter a holiday Name. |
4 | Enter the holiday Date. |
5 | Enter the applicable Holiday group ID. |
6 | Click Save. |
The Telematics Device works with the Fleet Management Application and the Drive App to allow seamless two-way text message communication between the web and the driver. Messages sent to drivers display as alerts and can be answered using single tap responses, or text messages to accept new jobs and tasks. To navigate to the Messages page, from the main menu go to Messages.
Refer to the Administrator’s Guide to the Drive App to learn more about using Messages.
Use the Notifications page to view any notifications you have gotten while using the Fleet Management Application. To access this feature in the Fleet Management Application, navigate to the main menu > Notifications.
You can do the following on the Notifications page:
1 | Navigate to the main menu > Notifications. |
2 | Your notifications display in list format on the My Notifications page. Use the Search bar to look for a particular notification, or select one from the list. |
3 | From the Notification News page, view or Dismiss the notification. Or click the Go to My Reports link to download your report. |
1 | From the main menu, navigate to Groups & Rules > Rules. |
2 | Select the rule you would like to receive notifications from, and click the Pencil icon. |
3 | From the Exception Rule Edit page, select the Notifications tab. |
4 | Refer to the Notifications tab section for more information. |
Use the Reports feature to schedule your reports to be emailed to you daily, weekly, monthly, or on demand. With proactive management, you can create custom rules for your drivers and receive instant updates through email and more. Update dashboard reports to view the insights that are important to you at a quick glance, and view and download any reports on an ad-hoc basis. To navigate to the Reports page, from the main menu go to Reports.
Use the My Reports page to download and save reports that are too large to be emailed. Select and download a report on your database. A notification displays indicating the progress of the report, and when it is ready to download.
You can either download your reports once you receive the notification that your report is ready, or navigate to Reports > My Reports.
The My Reports table displays:
Easily track your fleet's performance with our application's versatile reporting features, designed with you in mind. Keep an eye on crucial metrics like deliveries per driver, average fuel consumption, and instances of speeding, or pinpoint drivers who often run behind schedule. And if our range of standard reports does not quite fit your requirements, rest assured: you have the power to create custom reports tailored specifically to your needs.
To set up your reports, navigate to Reports > Report Setup.
To learn more about what you can do from the Dashboard tab, refer to the Dashboard section.
1 | Navigate to Reports > Report Setup > Dashboard. |
2 | Select a report from the Report Setup page. |
3 | From the Dashboard tab, click the Create new chart button. |
4 | Configure your chart, then click Save. |
1 | Navigate to Reports > Report Setup > Dashboard. |
2 | Select a report from the Report Setup page. |
3 | Under the Dashboard tab, select the chart, Chart name, and add a Chart description. |
4 | Select viewers from the Group dashboard viewers and Individual dashboard viewers dropdown lists. |
5 | Set Include me as a dashboard viewer to Yes to view the report on your dashboard. |
6 | Select a Date range. |
7 | Select a Refresh period, which is how often the data will refresh itself on the dashboard. |
8 | Select the Next run, which is when the report will begin. |
9 | Select any groups from the Belonging to dropdown list. Select any groups from the list that should be displayed in the report. The default is everything (data for all groups). |
10 | Additional Report Options lists additional features you can use; use as required. |
11 | Click Save. |
1 | Navigate to Reports > Report Setup > Dashboard. |
2 | Select the report you want to edit from the Report Setup page. |
3 | Edit the necessary fields under Chart Configuration, Display Options, Report Data Configuration, and Additional Report Options. |
4 | Click Save. |
Use the Report Views page to access all the reports in the system, ranging from Custom Reports to Built-In Reports (default reports). To view reports, navigate to Reports > Report Setup > Report Views.
On the Report Setup page, you can do the following:
You can do the following under the Report view tab:
✱ NOTE: A best practice is to check certain pages for an Options or Report button. If these are present, it generally means there is a report that can be exported and viewed.
1 | Navigate to Reports > Report Setup > Report Views. |
2 | Click the Create custom report button. |
3 | Drag and drop the file, or click to browse your computer. |
4 | Choose who can see the report from the dropdown list. The default is Everyone. |
5 | To show the report in Report Views, or to run an on-demand report, set Show report in dropdown list to On. |
6 | If desired, select the name of the report and rename. |
7 |
You can update the following under the Emailed reports tab:
1 | Navigate to Reports > Report Setup > Emailed reports if you have email templates set up. If not, navigate to Reports > Report Setup > Report Views. |
2 | Select a report from the provided list. |
3 | Under the Email report tab, set Email options to Yes. |
4 | Select recipients from the Group recipient list and Individual recipient list dropdowns. |
5 | Set Email the report to me to Yes if you want to receive the report. |
6 | Set Redirect report to Yes if desired. |
7 | Select the Type of report and Date range. |
8 | Select a Refresh period. |
9 | Select the Next run. |
10 | Select any groups from the Belonging to dropdown list. Select any groups from the list that should be displayed in the report. The default is everything (data for all groups). |
11 | Additional Report Options lists additional features you can use; use as required. |
12 | Click Save. |
Use Groups to organize your assets, users, and zones. To help organize your fleet, you can create groups to separate assets into different areas. If multiple user accounts use the application, users can be given access to all groups or only selected groups. Grouping can be used for asset types, regions, managers, or exceptions — the configuration is open to your organization.
You can organize your assets, exceptions, zones, and users into groups to match the layout of your own organization. For instance, if your organization has East and West divisions, then you can easily separate your account in this way. This allows important information for each division to be presented only to those responsible for managing them. To access this feature in the Fleet Management System, navigate to Groups & Rules > Groups.
You can do the following on the Groups page:
✱ NOTE: You must have the appropriate clearances in order to create and edit groups. Reach out to your Administrator to ensure you have access.
1 | Navigate to Groups & Rules > Groups. |
2 | Under the Group or the Built-in Group branch, click the Plus icon under the desired Parent group. |
3 | Enter the Name of your Group. |
4 | Choose if you would like to enable the Visible to all users toggle. ✱ NOTE: Setting this to On make the group a global reporting group. This removes the need to explicitly associate the group with each individual user. This is only available for Built-in Groups. |
5 | Enter a Description for your Group. |
6 | Select a Color to use to represent your Group. |
7 | Click Save. |
Groups are managed using a graphical interface that shows the hierarchical organization of your organization, including the base set of groups provided by the application.
Groups can be placed inside other groups. This allows your account to be set up to match your organization’s hierarchy.
By default, when a database is created, it will have a Company group and Built-in Groups. Any groups under the Groups heading are created by you based on your company’s requirements. Built-in Groups are defined by the Telematics Provider based on use cases and specific to the Telematics Provider’s products.
1 | Navigate to Groups & Rules > Groups. |
2 | Click the Edit button. |
3 | Edit the Name, Description, or Color of the Group. |
4 | Enable or disable the Visible to all users toggle. |
5 | Click Save. |
1 | Navigate to Groups & Rules > Groups. |
2 | Select the desired Group you want to move. |
3 | Click Move. |
4 | Select the Parent Group you want to move it under. |
5 | Click the Move to Selected button. |
Use the Rules feature to understand when and where issues arise within your fleet. These rules are conditions that outline the ideal behavior of a fleet. When an asset breaks a rule, an exception is recorded within the system. Exceptions can be used to trigger notifications to be sent out to specific users, such as the rule-breaker, their manager, and other relevant parties. Fleet managers can then review their exceptions' history through reports to understand the trending behaviors of their fleet.
We provide a comprehensive set of built-in exception rules listed with brief descriptions and customization options. These built-in rules display first, and then advance rules/custom rules. You can customize or create new rules to tailor to specific conditions. To access this feature, navigate to Groups & Rules > Rules.
You can do the following on the Rules page:
Safety Exceptions | These rules enable fleet-wide safety and driver improvement through live notifications of dangerous in-asset behaviors. Enabling these rules allows early detection and response to driver activity, which greatly increases the road safety of your drivers and those around them. Under the Safety rules, enable the Minor Collision and Major Collision rules to get notified of collision events. The rules use data models to analyze accelerometer and GPS data. Refer to the Collision Detection User Guide for more information. |
Productivity Exceptions | These rules will notify you of exceptions such as late arrivals, early departures, idling, unauthorized home or customer stops, excessive office time, long lunches, and even long stops during work hours. |
Fleet Optimization | These rules assist with managing driver behaviors such as speeding and idling, which help proactively keep your fuel costs down. They also detect engine issues before they become costly problems. These exceptions have the potential to realize significant cost-saving benefits. |
Compliance | These rules help track compliance issues within your fleet, including missing asset inspections and HOS exemptions. |
Sustainability | These rules are designed to help manage your carbon footprint and support electric vehicles (EVs). Receive notifications when EVs are done charging or are low on charge, and track idling across your fleet to reduce waste. |
System | A system notice rule tracks critical errors, originating either in the application software, or from each individual Telematics Device. While the system notice rule is always active, only those Administrators who opt in to this rule’s notifications are alerted when exceptions occur. As with any rule, you may select the type of notification you desire. |
Material Management | These rules focus on assets that spread solid, pre-wet, or liquid material, and must be set to On in order to run the Material Management reports. |
1 | Navigate to Groups & Rules > Rules > Add. |
2 | From the Exception Rule Edit page under the Name tab, add a Name for the rule. |
3 | Choose a color for the rule. If the rule is broken, and you have selected Visible, it will show on the map. |
4 | Select the groups you want to apply the rule to. For more information, refer to the Publishing rules to groups section. |
5 | Add any additional comments |
6 | Under the Conditions tab, set up the logic behind the rule. For more information about the types of Conditions, refer to the Rule Conditions user guide. ✱ NOTE: Click the Scroll icon to view the Advanced Conditions Editor. |
7 | Once you have edited the conditions, click Add. |
8 | Under the Notifications tab, set up notifications for the exception rule. For more information, refer to the Notifications tab section. |
9 | Click Save. You can search for your custom rule on the Rules page. |
Publishing a rule to the Company group will make it visible to all users. When using the Publish to groups menu, the user can select a group other than the Company group. In this case, the rule will be available to view and edit for all users of the selected group and the parent groups, but will only be viewable to users belonging to the subgroups. In either case, the user will need sufficient security clearances to be able to edit or view the rule.
Additionally, the groups selected with the Publish to groups menu determine the assets and drivers to which the rule is applied. If set for the Company group, the rule will apply to all assets and drivers, whereas selecting a specific group will apply the rule to only the assets and drivers in that group and its subgroups.
✱ NOTE: Making a user the driver of an asset to which a rule applies does not grant the user any additional editing or viewing permissions to that rule.
To edit the Name, navigate to Groups & Rules > Rules and select the rule to which you want to edit from the list. Select the Name tab of the Exception Rule Edit page.
You can do the following on the Name tab:
Use the Conditions tab to set up the logic behind the rule. To edit the Conditions of a rule, navigate to Groups & Rules > Rules and select the rule to which you want to edit from the list. Select the Conditions tab of the Exception Rule Edit page.
Depending on the rule you have selected, you can edit the logic that displays under the Conditions heading.
For more information about the types of Conditions, refer to the Rule Conditions user guide.
Once you have edited the conditions, click Add. Then click Save. Click the Scroll icon to view the Advanced Conditions Editor. Use this editor to create custom conditions that combine different aspects of your asset, such as engine health, asset speed, and location. The rule that you create will be shown using specially formatted syntax. Once you have edited the advanced conditions, click Save.
For more information about Auxiliary rules, refer to the Auxiliary rules section.
Once you have set up the appropriate notification templates, you can add notifications to your exception rules. To add notifications, navigate to Groups & Rules > Rules and select the rule to which you want to add a notification from the list. Select the Notifications tab of the Exception Rule Edit page.
You can do the following on the Notifications tab:
✱ NOTE: Use these options to further customize the conditions that need to be met for a notification to be sent out. You can combine multiple conditions together to specify exact business cases.
Add email | Select your email template, or select Add new template to create a new template. Add your intended recipients in the Email field. |
Add alert | Choose the type of alert you wish to send (Popup, urgent popup or log only) and then select a template for the alert and your intended recipients. |
Add driver feedback | Use the toggle to turn late notifications to assets on or off. A late notification will send feedback to the driver even if the exception that triggered it has already passed. Then select the type of feedback the notification will trigger. |
Web request | Select More… > Web request. This allows you to make an HTTP GET or POST web request. |
Assign to group | Select More... > Assign to group. This allows you to assign an asset to a specific group. |
Email to group | Select More… > Email to Group. This allows you to email users in a selected group (such as an auxiliary group). |
Put assets into or out of Restricted Data Mode | Select More… > Put assets into or out of Restricted Data Mode. This allows you to put an asset into Restricted Data Mode, or remove them from Restricted Data Mode. |
1 | Select Add email. |
2 | Choose the appropriate template from the dropdown Template menu, or select Add new template to create a new email template. |
3 | Add your intended recipients to the Email feed. |
4 | Select Add to prepare the notification |
1 | Choose the type of alert you wish to send, and then select a template from the Template dropdown menu. |
2 | Select the recipient from the dropdown menu. |
3 | Select Add to prepare the notification. |
1 | Select the Add driver feedback button. |
2 | Toggle Allow late notifications On or Off depending on your needs. ✱ NOTE: Allowing late notifications is useful when you would like notifications to be sent to the asset even if the exception has already passed. This is best used in situations where connectivity is poor. |
3 | Select one of the driver feedback options. The driver feedback option is automatically added to the exception rule upon selection and appears below the notification recipients field. ✱ NOTE: Adding driver feedback does not require a direct recipient. If this notification type is assigned to a device, the device produces driver feedback. |
✱ NOTE: Built-in exception rules cannot be removed.
1 | Navigate to Groups & Rules > Rules. |
2 | Select the rule you wish to remove from the exception rules list. |
3 | Select the Remove button from the Exception Rule Edit page. |
4 | To remove the rule, select Delete. |
To set up notifications for your exception rules, start by creating notification templates. These templates determine the content of the notifications and can include variable tokens and static text for customization. There are three types of templates: email, web, and text.
Customized notifications can serve various purposes, such as:
The Notification Templates page can be reached by navigating to Groups & Rules > Rules and then selecting the Notification templates button.
You can do the following on the Notification Templates page:
✱ NOTE: An exception report can also be attached to the template to provide an in-depth look at the rule infraction.
✱ NOTE: For your convenience, notification templates can also be added directly through the Rules page. Select the Envelope icon and select the type of notification you would like to set up. Then select Add new from the template dropdown menu.
1 | Navigate to Groups & Rules > Rules > Notification template > Add email template. |
2 | Add the Name of the new email template. |
3 | Add the Subject line that will be used when sending an email. |
4 | Enter the content of the template, consisting of the different Available Tokens in the Body. The tokens in the body will be replaced by the data in the exception. ✱ NOTE: Advanced users can use HTML and CSS to design their templates. |
5 | Select the type of Exception report to add as an attachment to the email. |
6 | Click Save. |
1 | Navigate to Groups & Rules > Rules > Notification template > Add web template. |
2 | Add the Template name. This should serve as the description of the web request. |
3 | Add the URL that the web request will be made to. Use this field to add Available Tokens. |
4 | Select either GET or POST HTTP request type. |
5 | Click Save. |
1 | Navigate to Groups & Rules > Rules > Notification template > Add text template. |
2 | Add the Name of the text template. |
3 | Add the body Text of the template. Static text along with the Available Tokens can be used to customize the message. ✱ NOTE: When the notification template is sent out, the Available Tokens in the text will be replaced by the exception data. |
4 | Click Save. |
By default, the application generates exceptions starting from the time the rule is created. In the event that policies have changed, and your rules need to be updated, exceptions do not apply the rule to asset activity that occurred in the past (retroactively). If you want to apply the rule to previously generated data, you can use the reprocessing feature. The reprocessing feature allows users to specify a new start date, then recalculates all exceptions from that date onward. To reprocess data, navigate to Groups & Rules > Rules and select Reprocess data.
1 | Navigate to Groups & Rules > Rules and select Reprocess data. |
2 | From the Reprocess options popup, select a Start date. |
3 | Select your Assets from the dropdown menu. |
4 | Select the Rules that you want to apply to previously generated data. |
5 | Click Apply changes. |
✱ NOTE: The maximum range for reprocessing data is 13 months from the current date. If an older date is selected in the calendar, the application will automatically move it to the last date in the 13-month window.
A distribution list is a reusable collection of multiple recipients and their corresponding notification types. Use a distribution list when configuring the same group of users to receive notifications of different exceptions. To create a distribution list, navigate to Rules & Groups > Rules and select Distribution lists.
You can do the following on the Distribution List page:
1 | From the Distribution List page, click Add. |
2 | Add the Name for the distribution list. |
3 | Configure your distribution list by choosing to Add email, Add alert, Add driver feedback, or More… To learn more about Notification Recipients, refer to the Understanding notification types section. |
Auxiliary rules are exception rules that help you manage sensors and external input devices connected to the Telematics Device. As with exception rules, auxiliary rules are handled in real-time.
Because Auxiliary Rules are applied on a per-group basis, a user will need access to that specific auxiliary group to be able to work with it. Giving a user access to an auxiliary group outside their “Data Scope” may result in them having access to assets they are not intended to see. For this reason, you can give a user access to the auxiliary group within their reporting scope. This allows the user to view the exceptions on the map, as well as to create reports from these exceptions.
If the user in question does not have the Entire Organization data scope, then select the auxiliary group you would like the user to be able to make reports of under the Additionally allow reporting by these groups label on the User Edit page (People > Users & Drivers) for that user.
Auxiliaries are best managed from their own Group branch under the Company group. To create a new group, go to Groups & Rules > Groups and do the following:
1 | Add a new group called Auxiliaries. |
2 | Add a subgroup under Auxiliaries named, for example, “Salt Truck”. |
Once you have created the appropriate group, you can begin adding auxiliary rules to it. To create an auxiliary rule:
1 | Go to Groups & Rules > Rules and select Add to begin adding a new rule. |
2 | Under the Name tab, give the rule a name, for example, “Salter”. |
3 | Select the appropriate auxiliary rule subgroup as the group this rule is published to. |
4 | Select the Conditions tab and select the connected auxiliary port from the More… menu. |
5 | Select True for the value from the opened Condition Value Selection then select Add to associate the new rule with this auxiliary input. |
6 | Add any additional conditions you might require — such as the ignition being on, a minimum duration, or speed — and save the rule. |
✱ NOTE: Your new rule applies to future data. If you would like to apply the auxiliary rule to archived (historical) information, you must first reprocess your archived (historical) data using the Reprocess data button on the Rules page.
1 | Navigate to Assets from the main menu and select one or more assets to which you want to apply the auxiliary rule. |
2 | From the Asset tab, choose the appropriate auxiliary rule subgroup from the Groups dropdown and then click Save. |
Use the Exceptions feature to view a summary of all exception rules that have been broken within a selected time period. To view an Exceptions report, navigate to Groups & Rules > Exceptions.
You can do the following on the Exceptions page:
1 | Navigate to Groups & Rules > Exceptions. |
2 | Select the Options dropdown. |
3 | Select your desired Date Period. |
4 | Choose to view the data by Vehicle or Driver. |
5 | Select the Assets you want to view the exceptions for. |
6 | Select the Rules you want to see that were broken. |
7 | Select whether you want to Include dismissed events in your report. |
8 | Click Apply changes. |
The Marketplace allows you to purchase and install third-party apps within the application. The Marketplace page displays a list of software Add-Ins, hardware Add-Ons, mobile applications, and integrated software solutions for a specific partner account. To navigate to the Marketplace page, from the main menu go to Marketplace.
✱ NOTE: The Marketplace also includes additional product-related documentation and resources.
Use the Support feature to address any issues, questions, or concerns with the Fleet Management Application. Depending on your needs, there are many avenues of support offered. Use these methods of support to resolve issues and prevent downtime, give valuable feedback, and contribute to the success and growth of the application. To access this feature, navigate to the main menu > Support.
Use Live Chat to either chat with our English-speaking AI-powered Virtual Agent, or with one of our Support agents if the Virtual Agent is not able to help.
1 | Navigate to the main menu > Support > Live Chat. |
2 | Use the Live Chat feature to ask questions to Support agents. |
3 | At the end of your chat experience, you can ask the agent to email a transcript of your conversation if needed. |
Use the Get Help feature to find quick resources and information when trying to solve any issues on your own. To access this, navigate to the main menu > Support > Get Help.
1 | Navigate to the main menu > Support > Get Help > In-App Help. |
2 | The Help | Quick Start Guide panel displays. ✱ NOTE: You can also access this by clicking the Book icon in the toolbar. |
3 | Search for the resources you need and choose between step-by-step instructions, articles, blog posts, any applicable user guides, or release notes. |
You can do the following on the Open a Support Ticket page:
1 | Navigate to the main menu > Support > Get Help > Open a Support Ticket. |
2 | Click Add support ticket. |
3 | Enter the Title for your ticket. |
4 | Select the impact this issue has towards your business by selecting from the Business impact dropdown menu. |
5 | Indicate whether the issue is Connected to vehicle. If Yes, then select the Device from the dropdown menu. Use the Filter by group dropdown to narrow the assets. |
6 | Add an attachment by dragging and dropping a file, or browsing your device. |
7 | Enter any relevant and necessary information in the Comments field regarding the issue. |
8 | Click Save ticket. A Support agent will contact you through email. |
✱ NOTE: You can select your ticket from the Support Ticket list, and click Solve ticket if you have discovered a resolution before a Support Agent reaches out to you.
You can do the following on the Open a Training Ticket page:
1 | Navigate to the main menu > Support > Get Help > Open a Training Ticket. |
2 | Click Add training ticket. |
3 | Enter the Title for your ticket. |
4 | Select the Length of training you require. |
5 | Select the Type of training you require. |
6 | Enter any Other training interests. |
7 | Indicate your Company name. |
8 | Enter your Name, Email, Title/Role, Phone number, and Timezone. |
9 | Add any additional Comments. |
10 | Click Save ticket. A Support agent will contact you through email. |
✱ NOTE: You can select your ticket from the Training Ticket list, and click Solve ticket if you have discovered a resolution before a Support Agent reaches out to you.
Use the Community to connect with other community members and experts — including other users, Partners, developers, and in-house experts. Here you can learn how to solve your problems, share your knowledge, learn about SDKs, and get the most from the Fleet Management Application. To access this feature, navigate to the main menu > Support > Get Help > Community.
Use the Product Guide to learn more about the Fleet Management Application. The Product Guide is the default homepage for new users. To access this feature, navigate to the main menu > Support > Get Help > Product Guide.
Use the Additional Training feature to access the external training webpage detailing additional support and training options. Choose from the options at the top of the page to access How-to videos, How-to guides and training. To access this feature, navigate to the main menu > Support > Get Help > Additional Training.
Use the Product Updates feature to learn more about any updates, issues, or improvements that are being made to the Fleet Management Application. To access this feature, navigate to the main menu > Support > Product Updates.
Use the Blog to learn more about updates to fleet management and telematics that covers a wide range of topics that may be of interest to users. To access this feature, navigate to the main menu > Support > Product Updates > Blog.
Use the Updates Blog to learn more about major feature updates to the Fleet Management Application. The What’s New blog is released monthly and contains information that may impact your user experience. You can also find previous blog posts on this page as well. To access this feature, navigate to the main menu > Support > Product Updates > Updates Blog.
Use the Release Notes to learn about recent changes and new features in the application. This convenient resource is updated weekly and contains a complete list of any changes or enhancements to the application, including detailed information on major features. To access this feature, navigate to the main menu > Support > Product Updates > Release Notes.
Use the Known Issues page to view issues that have been brought up regarding the Fleet Management Application and Telematics Devices. On this page, you can view the date issues were last updated as well as their status. To access this feature, navigate to the main menu > Support > Product Updates > Known Issues.
Use the information provided on the Contact Information page if the other available options for support do not suit your needs. Use this page to find information on how to contact your Partner. To access this feature, navigate to the main menu > Support > Contact Information.
Use the About page to learn more about the End User Agreement when using the Fleet Management Application. To access this feature, navigate to the main menu > Support > About.
Use the Systems feature to manage your fleet. System Administrators can apply a number of different preferences to their fleets and users to customize the application to their needs. To access this feature, navigate to the main menu > System.
Use the Settings page to customize the Fleet Management Application settings for your organization. To access this feature, navigate to the main menu > System > Settings.
Use the General tab to edit and add information to your company profile. On this tab, update your company profile, partner information, risk management, and new user onboarding. To access this feature, navigate to the main menu > System > Settings > General.
You can do the following on the General tab:
Use the Maps tab to select the map provider you wish to use for the Map function of the application, create a custom web map, or to add a map from a template. To access this feature, navigate to the main menu > System > Settings > Maps.
You can do the following on the Maps tab:
Use the User account policy tab to ensure account security, protect user information, and prevent unauthorized access to the application using a variety of security settings. To access this feature, navigate to the main menu > System > Settings > User account policy.
! IMPORTANT: If you are using the default settings for the Fleet Management Application, the User account policy tab does not display. You can only access this tab if you have custom settings.
You can do the following on the User account policy page:
✱ NOTE: Enabling this feature results in a brief timeout for drivers using the application that may result in non-compliant ELD operation.
✱ NOTE: Failed login attempts are automatically set to 3, with a lockout time of 15 minutes.
We recommend the following User Account Policy settings:
The Software Development Kit (SDK) is a powerful set of tools for automating tasks and working with the data in the Fleet Management Application. Within https://developers.geotab.com, you will find information on how to build and integrate Add-Ins and review the technical documentation for our Application Programming Interfaces (APIs).
Use the Add-Ins page to manage existing and new Add-ins for the application. To access this feature, navigate to the main menu > System > Settings > Add-Ins.
1 | Navigate to the main menu > System > Settings > Add-Ins. |
2 | Select whether you want to Allow unverified Add-Ins. These are manually installed outside the Marketplace, and could have potential security risks. |
3 | Click + Add-in. |
4 | Click the Files tab and select a file to add, or drag and drop it into the window. |
5 | Select the Add button to browse your computer for files, and select the red Remove button to remove unwanted files from the window. |
6 | When you have made your selections, select OK in the bottom right-hand corner of the popup window. |
For more information about the Purge tab, including how to use the feature, the categories for purge and retention time periods, refer to the Purge Settings user guide.
Use the Marketplace tab to control the visibility of third-party apps within the application and to toggle permissions on and off for users to make purchases in the Marketplace. To access this feature, navigate to the main menu > System > Settings > Marketplace.
Applying these settings here enables or disables them for all users. To configure these settings on a per-user basis, you can use the Clearances function of the Users page to assign users clearances that allow them to access these privileges. Refer to Clearances for more information.
Use the Support tab to designate contacts within your organization to answer questions about company support, training, and procurement. To access this feature, navigate to the main menu > System > Settings > Support.
Use the dropdown menus to select users who can fulfill these roles, or click Add new user to add a new user as a contact.
Designating users as contacts can help provide training opportunities for new features that may be relevant to your organization, and helps streamline communication for support issues.
Use the Certificates page if you are a single sign-on SAML user. To access this feature, navigate to the main menu > System > Settings > Certificates.
1 | Navigate to the main menu > System > Settings > Certificates. |
2 | Click + Certificate. |
3 | Enter the Certificate issuer, Login URL, and Logout URL. |
4 | Use the drag-and-drop window to add files from your computer. |
5 | Click Save. |
Use the Restrictions tab to add or remove restrictions for emailed reports, notifications, and restricted data mode. To access this feature, navigate to the main menu > System > Settings > Restrictions.
You can do the following on the Restrictions tab:
For more information about the Route completion tab, refer to the Route Completion Configuration guide.
Use the Compliance tab to customize the settings for your drivers. To access this feature, navigate to the main menu > System > Settings > Compliance.
You can do the following on the Compliance tab:
Use the Additional properties tab to add additional properties for your assets based on the Group the asset is part of. Use this to add property sets to your assets and manually track additional information that is not built in the application. To access this feature, navigate to the main menu > System > Settings > Additional properties.
1 | Navigate to the main menu > System > Settings > Additional properties. |
2 | Click + Property set. |
3 | In the Set ID field, provide the name of the asset property set. |
4 | Select the applicable group from the Apply to groups dropdown menu. |
5 | Click + Property. |
6 | In the Field label field, enter the property name. |
7 | Use the Field type dropdown to indicate whether it is a Number, Text, or Toggle. |
8 | Click Save. |
Use the Audit Log feature to view notable activity within the application, and is useful for tracking changes to your account when multiple users have administration access. To access this feature, navigate to the main menu > System > Audit Log.
You can do the following on the Audit Log page:
We recommend a regular review of the Audit Log as part of your account management process. Key audit log items to review include: User login, User logout, and Edit system settings.
Other audit log items to review periodically include: View users, Add user, Email sent, Edit user.
1 | Navigate to the main menu > System > Audit Log |
2 | Click Options. |
3 | Select your desired Date Period. |
4 | Select Audit types, Users, and Vehicles. |
5 | Choose whether you want to Exclude System Logs. This makes it easier to find and track changes made by users. |
6 | Click Apply changes. |