The Cold Chain Solution — Compliance and Implementation Guide
The purpose of this document is to provide all the information necessary to successfully deploy a customer’s Cold Chain solution, so either our Partners or our Support team can help with the steps required.

User Guide

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Overview

The purpose of this document is to provide all the information necessary to successfully deploy a customer’s Cold Chain solution, so either our Partners or our Support team can help with the steps required.

! IMPORTANT Use of the Cold Chain solution elements outside of the manner in which they are presented in this document and associated documentation may not be compliant with Cold Chain regulations. Please reach out to your Geotab Partner or Support for questions.

This document is organized into the following sections:

  1. Background
    1. This section contains details and basic concepts of the Cold Chain solution.
  2. Differences between regions
    1. This section contains the differences between the North American region (Canada, US and Mexico) and European/Australian regions. This is an important aspect to consider in order to understand how our Cold Chain solution works.
  3. Step 1 for Geotab HW: Pre-Deployment Steps
    1. This section lists refrigeration unit and/or thermograph (for EU region only) compatibility, required harnesses, and supported features for each compatible refrigeration unit controller/thermograph. The section also covers the steps you should take before purchasing a GO/GO Rugged device, IOX-COLD/IOX-COLD RUGGED, and Cold Chain harnesses for your needs.
    2. ! IMPORTANT: Obtaining the make and model of the refrigeration units and/or thermographs (for Europe region) is critical to ensure the solution will work as expected, and so the customer knows what features will be supported.
  4. Step 2 for Geotab HW: Deployment Processes
    1. This section describes the installation process for when Geotab hardware is required to be used.
  5. Step 3: Ongoing Supervision
    1. This ongoing supervision section covers the steps to ensure proper use of the Cold Chain view in MyGeotab portal.
    2. The Basic Cold Chain Implementation process for Geotab hardware scenarios is complete after finishing Steps 2 and 3.
  6. FAQs
    1. Review this section if you run into any issues or have questions.
  7. Appendix
    1. This section contains useful tools and tips for Cold Chain solution use. It is recommended to review and follow the instructions for anything that may be relevant to your use cases.

Background

The documents in the sections below will help you understand the basics behind the Cold Chain solution. It is critical that you review this material to understand the various features of the system before progressing with the pilot or rollout.

Note that the 166-Famous_favorite_featured_important-128.png icon denotes a particularly important section or piece of information.

Understanding the Cold Chain solution

Fleets using vehicles with refrigerated units need visibility and control over their cold chain operations to comply with regulations and operate efficiently.

Geotab’s cold chain solution delivers key data to fleet managers to help them manage their fleet operations, and seamlessly monitor and control cargo temperature during transportation for industries such as:

Food & beverage

Monitor temperature throughout the delivery process to satisfy customers, and prevent the loss of goods from spoilage.

Pharmacy

Regulations require specific temperature ranges throughout the transportation process to maintain the integrity of the cargo.

Transportation & logistics

Optimize operations and remain in compliance with full visibility of drivers and shipments.

Basic concepts

In this section, we will review some basic concepts required to understand the Cold Chain solution:

  1. Refrigeration Unit: The refrigeration system installed on a straight/box/rigid truck, trailer, or van used to regulate and adjust the temperature of the cargo.
  2. Refrigeration unit controller: The control system, which consists of an ECU and a display screen.
  3. Thermograph: The device used in Europe for any Cold Chain solution that needs to be present to store/log all temperature readings of the cargo. It is used to print out the temperature readings to ensure cargo has not been compromised.
  4. GO device (GO9 or GO9 Rugged): A telematics device, required to send all data gathered by the IOX-COLD and IOX-COLD RUGGED to the MyGeotab database.
  5. IOX-COLD or IOX-COLD RUGGED: the IOX device that connects the GO device to the refrigeration units
  6. Harness: A special cable used to connect the IOX-COLD and IOX-COLD RUGGED to the refrigeration units and/or thermograph.
  7. Cargo temperature: Temperature retrieved from the thermograph sensor, or from the return air sensor of the refrigeration unit.
  8. Setpoint temperature: The desired cargo temperature.
  9. Threshold: The temperature range within which the setpoint temperature is allowed to vary above or below to avoid cargo spoilage. In order words, the safe temperature range for the cargo.
  10. Hardware error codes: Any errors that are flagged by the refrigeration units that are related to hardware.
  11. MyInstall: The tool used to verify GO device and IOX-COLD/IOX-COLD RUGGED installation, and needed to send the necessary configuration to the IOX-COLD/IOX-COLD RUGGED to communicate with the refrigeration units. It is mandatory to use this tool once the devices are installed.
  12. Extra temperature sensors: in case of unsupported refrigeration units, there is the possibility of installing up to three 1-wire wired temperature sensors (they require to be DS18B20 1-wire type) and connect them to either the IOX-COLD (HRN-CCAC harness will be required) or IOX-COLD RUGGED (HRN-RCCAC harness will be required)
  13. Legacy solution:

  14. Device Installation Wizard (DIW): The legacy tool used to verify the IOX-UREADER (legacy IOX launch only in EU), IOX-COLD and IOX-COLD RUGGED installation and properly configure the IOXs to communicate with the refrigeration units.

Understanding the offered features

Via the MyGeotab Cold Chain solution, Geotab delivers real-time temperature monitoring, custom alerts, proof of delivery reporting, and hardware error code detection to improve cold chain operations.

The Cold Chain solution offers two views: real-time and historical.

  1. The real-time view (Cold Chain view) allows fleet managers to monitor each of their refrigerated vehicles, and empowers them to act as soon as possible when an issue is detected to avoid cargo spoilage.
  2. The historical data view (Engine data profile view) allows fleet managers to either investigate the data to ensure cargo has not been compromised, or to provide proof of desired temperature data for a specified period of time.

Another important feature of the Cold Chain solution is the required hardware, which is a combination of a GO device, an IOX device (IOX-COLD/IOX-COLD RUGGED), and one or more harnesses that connect the refrigeration unit and/or thermograph to the IOX. This is important because the available features offered by the Cold Chain solution are directly restricted to the hardware aspect, and this means the limitation is on the refrigeration unit compatibility and what information they can communicate through the connector the harness needs to be plugged into.

To understand what features are available per make/model refrigeration unit, refer to the Cold Chain Supported Features section in the IOX-COLD support document or the Cold Chain Supported Features section of the IOX-COLD RUGGED support document, and verify each controller’s available functionalities.

Understanding the Compatibility of Refrigeration Units and/or Thermographs

The Cold Chain solution depends on the compatibility between the refrigeration unit and/or thermograph (for EU customers) with Geotab hardware (GO + IOX-COLD/IOX-COLD RUGGED + Cold Chain harness). This limitation restricts what data and features of the solution is supported, and is not based on Geotab’s solution but what data each refrigeration unit provides.

! IMPORTANT: Ensure that thermographs and/or refrigeration units are checked for compatibility before the solution is installed. To perform this check, see the Pre-deployment steps below.

Differences between regions

There is a difference between the North America region (Canada, US and Mexico) and Europe/Australia region:

  1. For North American customers, there are two installation scenarios: the regular installation scenario, and a different process for Thermo King® units, since a cloud-to-cloud integration between the Geotab cloud and the Thermo King TracKing® platform is supported.
    1. For Thermo King® units, customers must:
      1. Have the Thermo King® OEM device installed in the asset
      2. Have an active subscription for the refrigerated asset in the Thermo King TracKing® platform
      3. Activate the cloud-to-cloud integration by the partner, please follow the steps in Thermo King (NA) Integration Guide
      4. Once all this is done, go to Step 3: Ongoing Supervision
  2. For all refrigeration units other than Thermo King®, customers must install Geotab hardware to obtain data from the refrigeration unit:
    1. Step 1 for Geotab HW: Pre-Deployment Steps to verify that the unit is supported
    2. Step 2 for Geotab HW: Deployment Processes to understand how the hardware is installed
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  4. For the European and Australia market, all refrigeration units require installing Geotab hardware:
  1. Step 1 for Geotab HW: Pre-Deployment Steps to verify that the unit is supported
  2. Step 2 for Geotab HW: Deployment Processes to understand how the hardware is installed

Step 1 for Geotab hardware: pre-deployment steps

Before you start using the Cold Chain solution, you must verify if the refrigeration units and/or thermographs on the vehicles are compatible with Geotab hardware.

NOTE: If the refrigeration unit model is unknown, please try to follow the guide in order to find out, as it will be required to identify which harness is needed to install the Cold Chain devices

166-Famous_favorite_featured_important-128.png To check compatibility, please follow these steps:

  1. Ensure that the refrigeration unit is supported by Geotab’s solution:
    1. Using the document Cold Chain Harness Compatibility:
      1. Define the installation environment depending on the vehicle type (column A in the document):
        1. Indoor installation (ex: Installation in a van/LCV/straight-box-rigid truck cabin), in this case a hardware set of GO device + IOX-COLD + Cold Chain harness will be needed to be purchased.
        2. Outdoor installation (ex: Installation on a trailer), in this case, in this case a hardware set of GO Rugged device + IOX-COLD RUGGED + Cold Chain harness will be needed to be purchased.
      2. Look for the make and model of your refrigeration unit installed in the refrigerated asset
      3. Find the controller’s name to later check on point “b” below the supported features
      4. Obtain the SKU of the specific Cold Chain harness for the make/model of refrigeration unit in the asset
    2. Once confirmed, visit the Cold Chain Supported Features section in the IOX-COLD support document or the Cold Chain Supported Features section in the IOX-COLD RUGGED support document, and verify the available relevant functionalities depending on the controller’s name.
  2. During this step, fleet information must be filled using the following spreadsheet
    1. Copy this spreadsheet using the following URL:
    2. Rename the file according to the subject company name.
    3. Grant editor access to this spreadsheet to any internal or external stakeholder who is qualified to complete it accurately.
    4. Fill the document with all the fleet relevant information.
  • NOTE: This spreadsheet includes two main tabs:

    1. "Fleet Information": This tab contains vehicle information. Please be careful not to overwrite the "automatically filled" columns, as these are populated based on the vehicle data.
    2. "Material Needed": With the exception of the GO9 device harness information, all data in this tab is automatically calculated based on the data entered in the "Fleet Information" tab.
    3. Hide columns related to EU Market-only products if they're not relevant to your opportunity.
  • If the make/model of the refrigeration unit is not supported, only wired temperature sensors can be offered. The only supported sensors are 1-wired DS18B20 temperature sensors that will need to be purchased by the partner/customer. If that is the case then either the harness HRN-CCAC (in-cabin) or HRN-RCCAC (outdoor/trailer) would be required.
  • Understand which Geotab hardware set is required to be used per type of refrigerated asset that will be connected to MYG. To purchase the required hardware and harnesses, contact your Geotab partner to make sure that you order the right harness based on the findings from the previous step.
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    1. For more information about the required SKUs and the required harness per make/model of refrigeration unit, please visit the Cold Chain Solution Ordering Sheet and the GEOTAB Truck Solution - Harnesses Identification and Application document.
  • Step 2 for Geotab hardware: deployment process

    This step covers how to install the Geotab hardware Cold Chain solution once the hardware is received.

    ! IMPORTANT: the following steps are required prior to the installation of the devices, in order to communicate with the IOX so it can be configured and the Myinstall process be completed:

    1. The GO needs to be assigned to the relevant customer in MYAdmin prior to the installation.
    2. The GO device needs to have the correct Rateplan (GOPlan, Pro or ProPlus) in MYA.
    3. The GO device needs to have been added to the MYG database in an existing MYG asset.

    NOTE: It is mandatory to use the non-public MyInstall tool to complete an installation, which requires an installer account (How to create MyInstall partner installer credentials guide) created in MyAdmin, to verify the installation and configure the devices. Ensure that an installer account has been created and the credentials have been shared with the installer prior to the installation.

    1. Proceed with the GO/GO Rugged device + IOX-COLD/IOX-COLD RUGGED + Cold Chain harness installations depending on the type of vehicle:
      1. Vans/LCVs (GO devices connected to OBDII port):
        1. Installation instructions are outlined in the Quick start guide document. Access to the quick start guide document here: gtb.link/ioxcold. And the link to the MyInstall tool.
        2. (Optional) In case there are any issues with MyInstall tool, please try using the Device Installation Wizard (Device Installation Wizard user guide) that is the legacy installation tool for Cold Chain installations.
      2. Straight-box-rigid trucks (GO devices connected to either OBDII port, or 3-wire installation that requires harness HRN-CW03K3):
        1. Installation instructions are outlined in the Quick start guide document. Access to the quick start guide document here: gtb.link/ioxcold. And the link to the MyInstall tool.
        2. (Optional) In case there are any issues with MyInstall tool, please try using the Device Installation Wizard (Device Installation Wizard user guide) that is the legacy installation tool for Cold Chain installations.
      3. Trailers (GO RUGGED using 3-wires installation that requires harness HRN-RW03K4-A):
      4. NOTE: When refrigerated trailers are powered off, the Geotab hardware may drain the refrigeration unit battery while connected because it tracks the location of the trailer. However, if battery readings are low, the Geotab device will automatically stop functioning to preserve the battery.

        1. Installation instructions are outlined in the Quick start guide document. Access to the quick start guide document here: gtb.link/ioxcoldrugged. And the link to the MyInstall tool.
        2. (Optional) In case there are any issues with MyInstall tool, please try using the Device Installation Wizard (Device Installation Wizard user guide) that is the legacy installation tool for Cold Chain installations.

      Step 3: Ongoing supervision

      This step covers how to access the Cold Chain view in the Compliance section of MyGeotab. The Cold Chain view shows refrigerated vehicles and their relevant cold chain data. The only setup required in MyGeotab is to enable Cold Chain rules in the Compliance subsection of the Rules page and specify threshold and duration values for your use case:

      1. Set the relevant “thresholds” and “duration” settings in the customer’s database for each cargo temperature rule to have the Cold Chain solution running as expected. Refer to the Using the Cold Chain page section of the Cold Chain User Guide. To understand how the Cold Chain rules work, refer to the following example for a single-zone scenario:

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      Appendix

      Software guides

      Using the Cold Chain solution in MyGeotab

      The Cold Chain User Guide is a comprehensive, step-by-step guide on how to use the Cold Chain solution in MyGeotab.

      MyInstall tool for installations

      The MyInstall tool for GO device is a tool used to validate whether the GO device installation has been performed correctly and to allow communication between GO and IOX-COLD/IOX-COLD RUGGED devices.

      NOTE: It is mandatory to use the non-public MyInstall tool to complete an installation, which requires an installer account (How to create MyInstall installer credentials guide) created in MyAdmin to verify the installation and configure the devices. Ensure that an installer account has been created and the credentials have been shared with the installer prior to the installation.

      Device Installation Wizard (DIW), legacy installation tool

      The Device Installation Wizard for IOX-COLD/IOX-COLD RUGGED is the legacy tool used to verify that the IOX-COLD/IOX-COLD RUGGED installation has been performed correctly, and to send the necessary configuration to the IOX-COLD/IOX-COLD RUGGED to allow communication with the refrigeration unit. This tool should be used only when there are issues with the MyInstall tool.

      Refer to the Device Installation Wizard User Guide for more information.

      Hardware Guides

      GO Device Installation Guide

      The GO device installation guide is a short guide featuring the GO device installation steps to ensure the device installation is performed correctly.

      GO Device Rugged Installation Guide

      The GO device installation guide is a short guide featuring the GO device installation steps to ensure the device installation is performed correctly.

      IOX-COLD and IOX-COLD RUGGED Installation Guide

      The IOX-COLD/IOX-COLD RUGGED device installation guide is the guide featuring the installation steps to ensure the device installation is performed correctly.

      To understand the supported/read data points per refrigeration unit controllers (see Step 1 for Geotab HW: Pre-Deployment Steps to find the right controller depending the make/model of a refrigeration unit), please visit the Cold Chain Supported Features section in the IOX-COLD support document or the Cold Chain Supported Features section in the IOX-COLD RUGGED support document, and verify the available relevant functionalities depending on the controller’s name.

      Harnesses Guide

      The list of the required harnesses to connect to different make/model of refrigeration units is GEOTAB Truck Solution - Harnesses Identification and Application. And to find out which harness is needed per make/model of refrigeration unit can be found in Cold Chain Harness Compatibility [PUB].

      Installation guides per refrigeration unit make/model

      Vans/LCVs/Straight-Box-Rigid trucks

      Found the different tailored installation guide per make/model in the IOX-COLD and IOX-COLD RUGGED - Refrigeration Unit and Accessories Solutions Installation Guide (section Installation instructions)

      Trailers

      Found the different tailored installation guide per make/model in the IOX-COLD and IOX-COLD RUGGED - Refrigeration Unit and Accessories Solutions Installation Guide (section Installation instructions)

      Extra:

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