EV Charge Assurance V1.0- User Guide
Learn how to use the EV Charge Assurance Add-in to help ensure your EVs are charged and ready by proactively identifying vehicles that are potentially experiencing charging problems.

Support Document

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A Reference Guide for Users

Version 1.1.0

Table of Contents

Overview

EV Charge Assurance helps ensure that your Electric Vehicles (EVs) are charged and ready each day by identifying vehicles that are potentially experiencing charging issues.

The dashboard checks specified vehicles during the monitoring period and displays warnings for any vehicle that may have a charging issue and won’t reach the specified battery level.

Each status contains information to help staff triage and address issues. Only vehicles in the selected zone(s) and vehicle group(s) are monitored.

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! IMPORTANT: Vehicles must be fully supported for Charging Data from Geotab’s EV Model Support List.

Installing EV Charge Assurance

If EV Charge Assurance is not already installed for your myGeotab database, log into your myGeotab account and navigate to the Geotab Marketplace to install it. Contact your myGeotab administrator if you need assistance.

Launching EV Charge Assurance

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You can find the EV Charge Assurance dashboard under the “Sustainability” sub-menu on the left panel of MyGeotab. You can also search for “EV Charge Assurance” using the search field provided at the top of the left panel.

Can’t find EV Charge Assurance? Check the following things:

  1. Is EV Charge Assurance installed for this database?
  2. Does my security clearance allow me to access EV Charge Assurance? The following permissions must be switched on to view EV Charge Assurance:
    1. View engine units of measurement
    2. Manage Add-In data
    3. View Add-in data
    4. Launch custom reports or Add-ins
    5. View fill-ups, EV charging, and fuel transactions
    6. View zones
    7. View exception rules
    8. View exceptions
    9. List assets
    10. View asset status information
  3. If you are unsure of your security clearance, contact your administrator.

EV Charge Assurance Options

When opening EV Charge Assurance for the first time, a prompt will be displayed to Set up your Dashboard.

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Charging Zone(s)

The Dashboard only monitors vehicles inside this/these zone(s).

NOTE: Choosing the Zone(s). Ensure that the charging zones for the EV Charge Assurance contain the charging stations and the parking lot where the EVs would park if they are not plugged in.

How to Create a Zone?

Selected zones for the Dashboard must have Indicate Stops within Zone set to Yes in the zone edit page in MyGeotab.

Vehicle Group(s)

The Dashboard only monitors vehicles that are part of this/these vehicle group(s).

NOTE: Choosing the Group(s). Ensure that the vehicles in your group are the electric vehicles that will be charging at the zone(s) selected.

How to Create a Group?

Full Battery Target (%)

The statuses are given based on whether the vehicle will be at this battery % by the end of the monitoring period.

Monitoring Start Time

Time that the monitoring starts based on the browser’s timezone.

Target Full Charge Time

Time that vehicles need to reach the Full Battery Target % by. Monitoring also ends at this time, based on the browser’s timezone.

NOTE: Continuous Monitoring. If the Monitoring Start Time and Target Full Charge Time are set to be the same time, the EV Charge Assurance will continuously monitor the Dashboard.

Vehicle Not Charging (Alert Delay)

The amount of time a vehicle can be stopped and not charging inside a selected zone before the Orange status warning displays.

! IMPORTANT: 14 Day Logout. The MyGeotab portal automatically logs users out after 14 days, regardless of activity within the portal. This is a security protocol and cannot be adjusted or removed. You will need to relog back into MyGeotab when this happens to ensure the Dashboard continues to monitor vehicle charging.


Dashboard View

Status Meanings

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Red Status

The leftmost icon with the X symbol indicates that the vehicle will not make the target battery % by the end of the monitoring period. This is based on the max charge rate, determined using the vehicle’s historical specific max charge rates.

Orange Status

The middle icon with the ! symbol indicates that one of these conditions is true for the vehicle:

  1. The vehicle has been stopped inside the selected zone(s) and has not been receiving power for longer than the allowed Alert Delay setting defined in the Dashboard Setup and is below the target battery %.
  2. This is most likely because the vehicle hasn’t been plugged in or there is an issue with initiating the charging.

  3. The vehicle will not make the target battery % by the end of the monitoring period based on the vehicle's current charge rate, but can make it based on the max charge rate, determined using the vehicle's historical specific max charge rates.
    1. If the vehicle does not have enough historic charging data, the vehicle will show up with an orange status as long as it is below the target battery %.

Green Status

The rightmost icon with the ✓ symbol indicates that the vehicle is already at the target state of charge or given their current charge rate, will be ready by the specified Target Full Charge Time.

! IMPORTANT: Vehicles must have at least 5 significant charging sessions before all status thresholds can be considered.

Status Filters

The statuses on the EV Charge Assurance can be filtered to be only red, orange, or green vehicles shown on the Dashboard. Click the status to filter, and click again to deselect that filter. The blue square around the status indicates that only that specific status is displayed.

In this screenshot, the EV Charge Assurance is currently filtered to only display Orange Status vehicles.


Vehicle Not Charging (Dashboard indicator)

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This blue text will be displayed under the column Status for a vehicle with a red, orange or green status when it is not charging. The statement presents the time passed since the vehicle's last stop or since the vehicle’s last charge session, whichever came later.


Target Completion Time (Dashboard Indicator)

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This blue text will be displayed with a red, orange, or green status under the column, Estimated battery % at 00:00 AM/PM, when a vehicle will reach 100% at a time earlier or later than the Full Charge Time Target.

NOTE: This Dashboard indicator will only show up if the vehicle is currently charging.


Monitoring Window

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The monitoring window displays the time until the monitoring period starts or the time left until the monitoring window ends. For last mile delivery fleets, the monitoring period is typically set to end around when the first routes start.

NOTE: Continuous Monitoring. If the Monitoring Start Time and Target Full Charge Time are set to be the same time, the EV Charge Assurance will continuously monitor the Dashboard.


“Unknown” tag

The “Unknown” tag is displayed when a vehicle does not have sufficient historic charging data to precisely calculate some of the dependencies for the alerts. These will go away as the vehicle performs more charging sessions.

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