Public Works User Guide

Learn how MyGeotab helps fleets manage routes, materials, and daily work.

Welcome to Public Works!

Public Works is defined as any reactive or proactive service provided over a defined geography by a centralized service provider.

The term Public Works is often associated with government fleets, including vehicles such as plows, solid waste trucks, and sweepers. However, the Public Works solution and its features are designed to meet the needs of many different types of fleets.

This guide outlines the specific features within the Fleet Management Application that are useful for Public Works fleets and can be applied to any fleet's management needs.

Note: To improve our products, we may at any time, and without warning, change the design, presentation, or functionality of the software. The images shown here are for illustration purposes and may appear slightly different in the software.
Important: In order for the vehicle to transmit data to the Materials Management reports, it must have the IOX-WRKS cable connected, and the Telematics Device must be on the GO Plan.

Material Management

Rules

On the Rules page, there are six rules in the Material Management section required to support the Material Management reports. You must set these six rules to On to run the report.


The Material Management rules on the Rules page, each set to On.
Note: The plow input for Deadhead and Plow Active rules can be changed depending on the installation, but the input number for both rules must be the same.

Enabling Materials Management rules

To turn the Materials Management Rules On:

  1. Navigate to Groups & Rules > Rules in the main menu.
  2. Scroll down to the Material Management rules.
  3. Toggle the required rules to On.

Configuring Materials Management rules

To obtain data in Materials Management reports based on any imported Route Completion service groups, you must configure the Material Management rules for the associated Route-based service groups:

  1. Navigate to Groups & Rules.
  2. Select Rules.
  3. Scroll down to the Material Management rules.
  4. In each rule, click the Select service groups dropdown.
  5. Select the applicable service groups.
  6. Click Save.

The Select service groups dropdown and Reset selection button on Material Management rules.

Reports

Two reports are powered by the Rules mentioned above. Reports support material management for your fleet by displaying material usage on a per-trip basis or by generating a Material Management report for any uploaded Route Completion routes.

The Material Management reports provide detailed and summary totals for Winter Operation materials (solid, pre-wet, anti-ice), and operation activities (spread time, plow distance), per service group, route group, and routes.

Users must have the applicable security clearances enabled to view the Material Management reports.

Note: To run Materials Management reports, the vehicle's Telematics Device must be on the GO Plan.

Required security clearances

Different users have different default security clearances. Users can be categorized as one of the following: Administrators, Supervisors, Default Users, Geotab Drive App Users, and View Only. Administrators can choose from five types of security clearances, or add a Sub-Clearance based on operational needs.

If you can't enable or disable a default security clearance, you can add a Sub-Clearance to change access.

The View material management report security clearance allows users to view the Material Management reports.

Default security clearanceUser type
View material management report is disabled
  • Default users
  • Drive App users
  • Nothing
View material management report is enabled
  • Administrator
  • Supervisor
View material management report disabled can be enabled or disabledView only

Administrators automatically have the following two security clearances enabled so they can enable rules and reprocess them.

  • Administer events rules: Allows the user to enable rules.
  • View route based material management rules from reprocess: Allows the user to reprocess rules.

Enabling required security clearances

For users to view the two Material Management reports, they must have the applicable security clearances enabled.

  1. Navigate to People > Clearances in the main menu to access the security clearances.
  2. Select a user type from the list and check View Material Management reports.
  3. Click Save.

Creating Sub-Clearance

Different users have different default security clearances. If you can't enable or disable a default security clearance, you can add a Sub-Clearance to change access.

  1. Navigate to People > Clearances in the main menu to access the security clearances.
  2. Select the desired user type for your Sub-Clearance. The new sub-clearance will inherit all of that user type's default security clearances.
  3. Click Add Sub-Clearance.
  4. Name your sub-clearance.
  5. Select the security clearances you want this user type to have. Your selection determines which features the user can access.

Configuring Material Management reports

You can generate Material Management reports for any uploaded Route Completion routes.

Navigate to Productivity > Public Works > Material Management in the main menu.

  1. In the options menu, select the date period, report view (Trip or Route) and Assets.
  2. Click Apply changes.
  3. You have the option to download the Excel version of the report by clicking the Report button at the top.

The Material Management Filters menu with date periods, Trip or Route view, and Assets.

Map

Replay

The Replay feature allows you to replay trips for single or multiple vehicles to better understand how the driver's trip progressed. For example, you can view parts of the trip where the driver may have experienced delays, or drove at optimal speed and events or other insights.

Viewing a trip replay

To see a Replay:

  1. Navigate to Trips History in the main menu.
  2. Click the More dropdown and select Map options > Show replay.
  3. Select the trips you want to replay and click play at the bottom of the map.
  4. While watching the animated trip history, you can click 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.

The Trips History page with a trip route on the map and the replay playback bar below it.

Current Trip in progress

On the Map, you can view the vehicles' previous trip and the vehicles' current position during a trip in progress at the same time. For example, a fleet involved with winter operations can see the previous trip activity of the snow plows and the current location of the snow plow in the trip history.


The Trips History page with the message This trip is in progress highlighted.

To use this feature, set Always show latest trip and current trip in progress to On from the Options menu on the Trips History page.


The Options menu with Always show latest trip and current trip in progress set to On.

Custom Maps

The Custom Maps feature allows your organization to design business-specific maps to combine with the application's vehicle information. Some possible usages include maps that show customer-centric information, underground water flow, municipal boundaries, or city infrastructure (power, roads, sewage, etc.). Refer to the Custom Map Guide for information and configuring custom maps.

Asset

In the Devices & Settings tab, you have the ability to see the configuration of your spreader, as well as the firmware version of the spreader. This insight allows you to understand the release configuration and communication of the spreader.

Viewing spreader configuration

To view your spreader configuration:

  1. Navigate to Assets in the main menu.
  2. Select an asset from the list and click the Device & Settings tab.
  3. Scroll down to OTHER DEVICES to see all the associated devices.
  4. For each device, you can view the Last communicated date and time, Serial number, and Status.

The Other devices section of an asset showing last communicated date, serial number, and status.
Note: You can also see a device's currently set configuration from the Public Works Admin page. More details can be found in the Archived service rules section.

Route Completion

Importing Routes

The Route Completion feature ensures that important infrastructure is serviced adequately while controlling costs and tracking material usage. Government agencies who manage assets such as salt spreaders, snow plows, street sweepers, and waste management assets can benefit from the feature for complying with maintenance and service standards.

To import Routes:

  1. Navigate to Public Works > Route Completion Settings in the main menu.
  2. You can import your routes by uploading a Shapefile.
  3. For details and instructions, refer to the Route Completion configuration with a Shapefile guide.

To make future edits to your routes after the initial shapefile is uploaded or to manage multiple services using the same route, it is recommended to upload changes via the Excel option. For details and instructions, refer to the Route Completion Excel/CSV import guide.


The Route Completion Settings page with the Bulk Route Import section and file upload area.

The Instructions for uploading window showing sample Excel columns and Shapefile requirements.

Viewing Route Completion

As the vehicles complete the various imported routes, you can view Route Completion in the Map menu. Ensure the applicable security clearances are enabled for users to view this report: View Route Completion reports and View event rules


The View Route Completion reports security clearance checkbox.

The View exception rules security clearance checkbox.
  1. Navigate to Productivity > Public Works > Route Completion in the main menu.
  2. In the options menu, select the date period, Tracking type, Rules, and Assets.
  3. Click Apply changes.
  4. You also have the option to download the Excel version of the report by clicking the Report button at the top.

The Route Completion page with a service group list and a map of completed routes.

Map View statuses

Note: These display only when polylines are shown on Historical View.
  • Blue: Complete
  • Brown: Partially complete
  • Black: Pending

Live Route Tracking

Live Route Tracking allows users to view near real-time when roads have last been serviced, and provides the ability to monitor and analyze how recently service group routes have been completed by assigned vehicles. Live Route Tracking uses the same Service Groups and routes imported for Route Completion.

Important: Ensure that Route Completion is configured with appropriately defined Service Groups and GIS route data is uploaded to the Fleet Management Application before using Live Route Tracking. For more information, refer to the Route Completion configuration with a Shapefile.

Configuring service rules

  1. Navigate to Productivity > Public Works > Route Completion Settings in the main menu.
  2. On the Route Completion Settings page, click to expand the Live Route Tracking section.
  3. Click the dropdown next to Service rules.
  4. Select a Service rule to view its Service time windows.
  5. In the Service Window section, click the Add new time window button.
    • Enter a Label for the Service time window.
    • Select a Service time interval and color to display on the Live Route map. The color indicates when the route was last serviced.
    Note: If the Service time window is not required, click Remove in the Service Window section.

    The Live Route Tracking section of Route Completion Settings with service time windows and colors.
  6. Once complete, click Save.

Viewing Live Route Tracking map

To view the Live Route Map:

  1. Navigate to Productivity > Public Works > Route Completion in the main menu.
  2. In the Display Options box, select Live for the tracking type.
  3. Select the desired Service Rule and Assets.
  4. Click Apply changes to view the assets and routes on the live map.

The map will display the current status of the selected route and when it was last serviced. The current status is based on the configured service time intervals for the Service Rule.


The Live Route page with service groups listed and vehicles on the map.

Setting the Service Time on the Live Route Map

The date and time are automatically set when viewing the Live Route map.

To change the relative time from which the last service time is calculated:

  1. Navigate to Productivity > Public Works > Route Completion in the main menu.
  2. In the Display Options box, select Live for the tracking type.
  3. Click the Reset button above the Live Route map.

    The Reset button above the Live Route map next to the Live and Historical toggle.
  4. On the Reset Live Route popup:
    • Click the field next to New reset point:.
    • Select the date and time for the new reset point. An example of a reset point you could use is the start of a weather event or an operator shift change.

    The Reset Live Route popup with a New reset point date and time selected.
  5. Click Done to save the New reset point.
  6. Click Apply and the Live Route Tracking map will now reflect service times based on the new reset point.

Archived service rules

Many customers create new rules each season for several reasons, such as annual updates to their routes. Over time, this can lead to a long list of active rules, making it difficult to find the ones you need. Archiving service rules allows you to archive past or irrelevant service rules, keeping your workflow organized and improving database performance.


The Public Works Admin list of service rules, with one rule marked Archived.

You can archive service rules from the Public Works Admin page, which allows you to:

  • List and filter rules: View all existing service rules, filter by status (active/archived), and search by rule name.
  • Archive and activate rules: Archive individual rules or multiple rules in bulk, or restore archived rules by activating them again.

Archiving service rules

To archive service rules:

  1. Navigate to Productivity > Public Works > Public Works Admin in the main menu.
  2. Select the rules you want to archive.

    Two service rules selected with the Archive button available.
  3. Click Archive.
Note: Archiving a rule does not delete its historical data. All historical data will remain available, but no new events will be generated for archived rules.

Selecting active and archived service rules

When you select service rules on any pages they are available, such as Route Completion, you can choose to view active rules only, or include ones that have been archived by using the Show archived (historical) or Hide archived (historical) options at the top of the dropdown menu.

To include archived service rules:

  1. Navigate to Productivity > Public Works > Route Completion in the main menu.
  2. In the modal, click the Rules dropdown to view service rules.
  3. Select Show archived (historical) to include archived rules in the list. Archived service rules are marked with a file icon to indicate their status.

    The Service rule dropdown with the Show archived (historical) option highlighted.

Vehicle Data Display (Beta)

To view any telemetry or diagnostic spreader controller data from the vehicle on the Map, hover over the Vehicle icon to see the vehicle data on the right-hand side of the map.

Important: This app can be found and installed directly from the Fleet Management Application Marketplace. For app installation assistance, contact your Partner.

The Asset Data Display panel showing telematics device data for a vehicle next to the map.

The Add Diagnostic panel with a search field and a list of controller diagnostics.

Street Sweeper Report

The Street Sweeper Report provides reporting for street-sweeper activity. The report can include driving distance, sweeping distance, sweep time, and broom operation time.

Enabling street-sweeper rules

To enable Rules for street-sweeper reporting:

  1. Navigate to Productivity > Groups & Rules > Rules in the Fleet Management Application main menu.
  2. Search for the STREET SWEEPER section and click to enable all three rules in the menu if they're still disabled.

    The three Street Sweeper rules, each set to On.

Configuring Street Sweeper Report

To configure the Street Sweeper Report:

  1. Organize the street-sweeper vehicles into an appropriate group. This is recommended to optimize report filtering and performance.
  2. Navigate to Productivity > Public Works > Street Sweeper Report in the Fleet Management Application main menu.
    Note: The three rules required for street-sweeper reporting should be enabled, refer to the previous section for details relating to that.
  3. Select the date period and assets.
  4. Click Apply changes.

The available data depends on the vehicle equipment, controller configuration, firmware, and reporting status.

Spreader Controller

The Public Works controller configuration module allows Customers and Partners to apply controller configurations to the IOX-WRKS harness without contacting Support. Each Spreader Controller has a unique data protocol which requires a specific configuration that needs to be applied to the IOX-WRKS, so that the controller data can be interpreted and transmitted effectively. This controller configuration module is also used as a validation tool to confirm that valid controller data is being transmitted to the Fleet Management Application.

For a complete list of supported diagnostic parameters and material type mappings for each controller, refer to the Controller Parameters and Material Cheat Sheet.

The Public Works controller configuration module IOX-WRKS hardware must be installed to your Fleet Management Application before attempting the configuration or validation process.

Assigning the Spreader Configuration to IOX-WRKS

To see what telemetry is available for supported controllers, see the Controller Parameters and Material Cheat Sheet.

After the Public Works controller configuration module is installed to your Fleet Management Application, you can begin assigning the Spreader Configuration to IOX-WRKS.

To assign the Spreader Configuration to IOX-WRKS:

  1. Navigate to Productivity > Public Works > Public Works Admin in the Fleet Management Application main menu, then select the Configure Controller tab.
  2. On the Device Information menu, click the dropdown next to Asset.
  3. Select your vehicle from the list.
    Note: Narrow the results by typing part of the vehicle name or serial number into the Select Vehicle text field.
  4. The Device information of the selected vehicle will display.

    The Configure Controller tab on the Public Works Admin page with Device Information fields.
  5. Once the Device Information details are confirmed:
    1. Click the dropdown next to Controller Type.
    2. Select the desired Spreader Controller from the list.
  6. Ensure the vehicle's ignition is on.
  7. Click Set Spreader to send the controller configuration to the IOX-WRKS.
    Note: The vehicle ignition must be on in order to send a configuration to the IOX-WRKS.
  8. An "in progress" message will appear and then change to a "success" message once the process is complete.
    Note: This message should appear within a few seconds but can take up to one minute.

Verifying Controller Measurements

After sending the Spreader Controller configuration, verify simulated controller data.

Important: The vehicle's ignition should be running for at least five minutes, or the vehicle should have a short trip before verifying controller measurements.
  1. Begin Simulation Mode on the Spreader Controller that is connected to the IOX-WRKS.
    Note: The vehicle's ignition must be on during this test.
  2. Open the Fleet Management application and navigate to Productivity > Public Works > Spreader Controller on the main menu.
  3. On the Spreader Controller Configuration page:
    1. Select your vehicle from the Select Vehicle dropdown.
    2. Type part of the vehicle name or serial number to narrow your results.
    Note: You do not need to re-select your vehicle if it is already selected.
  4. Select Verify Measurements to view your data.
  5. Initially, you may not see any data for Spreader Controller details. You can expect to see the controller data reporting within five minutes.
    Note: This data should match the Spreader Controller display in your vehicle.

    The Spreader Controller Configuration page with controller details after verifying measurements.

Frequently Asked Questions

What Rate Plan is required for the IOX-WRKS controller configuration module?

The Telematics Device must be on the GO Plan to send and receive data with the IOX-WRKS. If your device does not have this plan, contact your Partner.

Why does my Telematics Device not display a Rate Plan?

The Telematics Device won't display a Rate Plan until it's installed in a vehicle. It needs to establish its first connection with the server to receive updates and report its plan information.

What should I do if I get a timeout message after using the Set Spreader button?

A timeout message after using the Set Spreader button indicates that the action wasn't completed within one minute. Here's what you should do:

  1. Ensure you have the correct Telematics Device and Spreader Controller selected.
  2. In the Device Information section, confirm the following:
    • IOX-WRKS is Detected.
    • The device has the GO Plan.
    • There is an IOX-WRKS Firmware present.
  3. If all of the checks are successful, try the Set Spreader button again.
  4. If the timeout message persists, contact Support.