Drive App Compliance & Implementation Checklist

This checklist is a reference only and is not to replace the Compliance Guide, please refer to the Compliance & Implementation Guide for each section for instructions.

Hardware Setup

• Obtain a mobile device running Android (4.4 or above) or Apple (6.0 or above)
• Install Geotab Drive on the mobile device and ensure the appropriate settings are enabled as listed in the Android & iOS setup
• Enable Automatic date & time on mobile device
• Ensure there’s a method to charge the mobile device in the cab (ie. IOX-USB or other means)
• Optional: Install MDM (Mobile Device Management) software, or remote access software (e.g. Teamviewer, Soti, Airwatch, etc.)

Company Setup

• System Settings: Fill out Company information for compliance
• Set the Maximum personal conveyance distance as desired

Vehicle Setup

• Add the vehicle to the database
• Go on a few trips so that the ELD Device is able to pick up engine data like ODO
• Populate the ODO field with wants displayed on the vehicle dash
• Fill out license plate, state/ province for compliance

User/Driver Setup

For each driver, do the following:

• User Tab: Set user email, name, clearance, and groups as necessary
• Driver Tab: Set the user as a driver and fill out the Driver’s License information
• UI Settings: Set timezone to the same as the home terminal
• Map Settings: Select the default map type, view, and zone display
• HOS Settings: Select the ruleset, fill out Home Terminal, Carrier Number and Authority information for compliance

Note: Do not use any User Timeout options for HOS Users

Driver Deployment

• Demonstrate how to use Geotab Drive to the drivers
• Review videos for Hours of Service Overview and Driver Vehicle Inspection Report
• Have the drivers take the Quiz

Admin Support

• Demonstrate how to use MyGeotab for HOS Administration
• Review the Administrator's Guide to the Drive App
• Train Administrators on day-to-day activities for HOS
• Review the Administrator's Guide to Hours of Service (HOS)