Zones

Zones are virtual perimeters around real-world areas of interest that help you keep track of important areas.

Zones are areas you create to track places of interest for your fleet. You can make zones for places like offices, customer locations, or even entire states. You can dispatch people zones, create zones that are off limits, create rules based on zones, and, when you pair zones with event reporting, they become a powerful tool for understanding how your fleet behaves.

When combined with event reporting, zones become a powerful tool for understanding how your fleet behaves. You can use zones to create reports on resource use, find high-cost areas, and set up event alerts to quickly handle business issues. To navigate to the Zones feature, navigate to Productivity > Zones > Zones in the main menu.

Use the Zones page to view, edit, or create your zones. You can also use the page to access your zone types and run reports based on zones.

The Zones page showing a list of available zones and their details.

The Zones table displays the following information for your zones:

  • Name – Shows the name of the zone.

  • Zone Type – Shows the zone type that the particular zone belongs to.

  • Active From – Shows when the date the zone becomes active.

  • Status – Shows whether the zone is active, inactive, or expiring.

  • Comment – Shows any comments associated with the zone.

You can see where your drivers are spending time in zones using the Zone Visits report.

Adding zones

Learn how to add zones in MyGeotab.

  1. Navigate to Productivity > Zones > Zones from the main menu.
  2. Select + Zone. This automatically opens the Map page.
    Note: You can also add zones directly from the Map feature by selecting the Add zone icon on the map and following these steps.
  3. Select a starting point on the map to define the boundary of the zone.
  4. Select additional points on the map to create a perimeter for your zone.
  5. Complete your zone boundary by clicking on your original starting point. This automatically opens the Zone Details page.
    The Zone Edit page, showing the available fields to customize for your zone.
  6. Create a name for your zone.
  7. Choose your zone settings:
    1. Apply your zone to assets and drivers in your database using the Publish to groups dropdown. The default group is the company group.
    2. Add comments to your zone.
    3. Select whether you want the zone to be Visible on the Map.
    4. Indicate the zone type.
    5. Select whether you want stops to be indicated inside the zone.
    6. Specify an end date for the zone if you want it to be a temporary entity in your database.
  8. Click Save.
New zones are immediately available in the list on the Zones page.

Importing zones

Learn how to add multiple zones to your database by importing them using a CSV file.

Before importing your zones, you'll need to create a spreadsheet following the example on the Import Zones page. MyGeotab supports coordinate, address, and polygon-based imports.

  1. Navigate to Productivity > Zones > Import Zones.
  2. Drop your spreadsheet file in the drag and drop field, or click the field to browse files on your device.
  3. The page displays a total count of valid and invalid zones. Click each heading to view the details of the zones included in each category.
    The Import Zones summary, showing a total of valid and invalid zones prepared for import.
  4. Export your invalid zones for review by clicking the Export button.
  5. Click the Options dropdown to customize options for your zones:
    1. Select the groups to which the zones will apply.
    2. Select a zone type or types.
    3. Select a color and transparency. The transparency sliders affects the opacity of your zone colors on the map.
    4. Select whether the zones will be visible on the map.
    5. Select a shape for your zones.
    6. Select whether stops will be indicated inside the zones.
    7. Select an end date for your zones if you want them to be temporary.
    8. Click Apply changes.
  6. Click the Import icon to import your zones.
A notification banner displays the number of zones that were successfully imported.

Editing zones

Learn how to edit zones in MyGeotab.

  1. Navigate to Productivity > Zones > Zones from the main menu.
  2. Select the zone you want to edit from the list.
  3. Edit your zone settings:
    1. Change the name of the zone.
    2. Apply or remove your zone from assets and drivers in your database using the Publish to groups dropdown.
    3. Add or remove comments to your zone.
    4. Select whether you want the zone to be Visible on the map.
    5. Change the zone type.
    6. Select whether stops will be indicated inside the zone.
    7. Specify or change the end date for the zone if you want it to be a temporary end date in your database.
      The Zone Edit page, showing the available fields to customize for your zone.
  4. Click Map view > Change zone shape to edit the zone perimeter.
  5. Click Save.
Editing a zone's shape or type can impact exception data for your assets. If you to apply your zone's new configuration to rules that are governed by zones, you'll need to reprocess your data.

Removing zones

Learn how to remove zones in MyGeotab.

Zones can be removed directly from the map by right clicking on the zone, or on the Zones page using the following steps. Once you have removed a zone, any reports that displayed the zone name previously will instead show the zone address, if available.
  1. Navigate to Productivity > Zones > Zones from the main menu.
  2. Select the zone you want to remove from the list.
  3. Click Remove. Confirm your selection by clicking Remove in the confirmation dialog box.
The zone will be automatically removed from the list on the Zones page.