Your Complete Guide to Geotab's Products


OPEN FULL DOCUMENT

Product Guide

See what’s new here.

Introduction

The Telematics Fleet Management Application offers a robust suite of tools for managing and understanding the data sent by the Telematics Device.

Supported Software

Browsers

As we continue to innovate, many modern features of the web are integrated into our products. In order to use all the advanced functionality of the application, a modern browser like the following is required:

Note: Some legacy functionality requires the use of a desktop application (customers with old passive units with downloaders).

Frameworks

Getting Started

Hardware Installation

To prepare for, perform and verify your hardware installation, please read and follow this guide carefully. For the Limitations of Use, please visit this document for the most up-to-date version.

Software Setup

Now create a database for your fleet using the registration page. Shortly after completion, you will receive an email confirmation with a link to your database. Follow the link to log in.

Note: Remember that the company name entered during registration is your database name. You will use this information when you log in.

Once logged in, follow the steps below to configure your vehicle:

Add your vehicle

Navigate to Vehicles from the main menu. Select Add and then Add vehicle. Enter the Telematics Device serial number and a vehicle name, then click OK. We recommend a vehicle name such as “[Make] [Model] [Year]” or simply the driver’s name.

Go for a drive

The best way to see all the great features available to you is by taking your Telematics Device out on its first trip.

View your trip

Log back into your database and select Map from the main menu. Select your vehicle from the dropdown list to see its current location on the map. Select Trips history to see where the vehicle has been.

Vehicle Configuration

The Vehicles view (Menu > Vehicles) displays the vehicles in your database and allows you to add new vehicles or to modify the settings of existing ones.

Adding a Vehicle

Select Add and then Add vehicle. The Add Device page will allow you to pair your Telematics Device serial number with your vehicle description. Select OK at the top of the page to complete your addition.

Importing Multiple Vehicles

Multiple vehicles can be imported at the same time using the Quick Import tool. Select Add and then Quick import to open a new dialog. Within the text field, enter one device serial number — along with a brief description of the device — per line.

Select the Import button to begin importing your devices.

Editing a Vehicle

Select a vehicle from the list to access the Vehicle Edit page. Here you can edit the device information, the driver feedback options, or the groups to which the vehicle belongs.

Note: In most cases, the pre-configured settings for new vehicle installations are suitable.

Driver Feedback

Audible in-vehicle alerts can improve the on-road driving behavior of your drivers by notifying them of unsafe or potentially risky driving events. You can configure alerts to sound on a number of events including unbuckled seat belts or speeding. If an event is triggered, the driver will need to correct their on-road behavior for the alert to cease.

Driver feedback helps your organization develop a fleet-wide safety program that works without direct intervention. Your fleet managers can review this information with real-time reporting (see Reports). Additionally, the system can be configured to send out email or text message notifications to fleet managers when drivers trigger events (see Exceptions).

Groups

Groups are used to organize your vehicles, users, and zones.

To help organize your fleet, you can create groups to separate vehicles into different areas. If multiple user accounts use the application, users can be given access to all groups or only selected groups. Grouping can be used for vehicle types, regions, managers, or exceptions — the configuration is open to your organization.

For more information on creating new groups and managing existing groups, refer to the chapter titled Groups.

Install History

The installation history for all vehicles can be accessed by selecting More > Install history. The install history is a report that displays the data that was recorded when the device was initially installed in the vehicle. This can include information such as the date of installation, the name of the installer, and the serial number of the device.

Back to Top

Maps

To view the current location of your vehicles on a map, select Map from the main menu or select here. Select your vehicles using the Search box. The current position of your vehicle(s) will be displayed on the map. If you have more than 50 vehicles in your database, the map remains blank until you select Select all from the Search box.

Filter

When viewing the map or other components of your fleet, you can choose to view only certain groups of vehicles at a time. Use the filter box located in the top-left corner of the screen to select which vehicles are shown.

Note: The filter is only visible after vehicles have been added to one or more groups. Additionally, ensure that your user account has the proper permissions to view the selected group using the filter.

Map Options

Searching the Map

The search box on the Map page simultaneously searches:

The dropdown arrow to the right of the search box is used to browse vehicles and groups. Selecting the vehicle will show its current position on the map. You can search for and select more than one vehicle at a time.

Map Dropdown

Views

Select Map > Views > Save this view to save specific map views for returning to areas of interest quickly.

Map Type

The application supports a variety of maps which allows you to select the most useful map for your area of interest. You can change the map you use at any time by selecting Map > Map Type, then selecting one from the list of available providers.

Refer below for a feature comparison between our map providers. For a more detailed list, visit here.

Google_2015_logo_256.png

OSM_Logo.png

1here-logo.png

• Road and satellite maps

• Street View maps

• Supports touch

• Updated daily

• Open source

• Supports touch

• Road and satellite maps

• Supports touch

Using Custom Maps

The application supports custom maps. This powerful feature allows your organization to design business-specific maps that 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).

The application supports custom map implementations based on OpenLayers, such as:

Get started with custom maps by setting up your own tile or ArcGIS server. 

When using the application, all trips, exceptions and zones will appear on your custom maps. After the custom map has been configured, it can be selected for use from Administration > System… > System Settings under the Maps tab.

Show Legend — Displaying Exceptions

With the map displayed, there is a smart legend at the bottom of the screen that shows color-coded exceptions to assist with identifying problems. The legend itself can be hidden via the map dropdown.

From the legend, individual exceptions can be toggled on and off on the map by selecting the exception name from the legend. (Only exceptions in the view will appear.) Non-exception states such as Stopped, Stopped inside zone, and Driving are always on.

Zone Visibility

You can choose if zones are shown on the map. With the map open, select the Map button then select Show zones to toggle the visibility of zones. For additional visibility options, select the arrow beside the Show zones button. The visibility options are:

Note: Zones are used to denote areas of interest such as customer areas, workplaces or people’s homes and can be used in exception reporting. Refer to the chapter titled Zones.

Dynamic Map Elements

The colors for vehicle icons are assigned automatically from a predefined palette.

The first vehicle takes on the left-most color, the second vehicle takes on the next color in the order, and so on. If there are more vehicles than colors in the palette, the vehicles will take on lighter or darker variants of the colors in the palette. No two vehicle icons on the map will have the exact same color.

Moving vehicles have an additional glow effect to differentiate them from stopped vehicles.

When a vehicle is classified as not communicating, its color is set to black. A vehicle is considered to be not communicating if one of the following conditions is true:

  1. The installed telematics device is a legacy device and has not been in communication for a minimum of 72 hours.
  2. The installed telematics device is not a legacy device and:
  1. The most recent communication indicates that the vehicle is moving and the last contact was more than 10 minutes ago; or
  2. The most recent communication indicates that the vehicle has stopped and the last contact was more than 24 hours ago.

Group Highlighting

The Highlight groups setting will set all vehicle icons belonging to a specified group to the group’s predefined color and all excluded vehicles to gray. Both the descriptor text and the relevant side-menu entries will be set to match the group’s color to indicate the group's participants.

To highlight groups:

  1. Select the Map drop down menu.
  2. Select Highlight groups.
  3. Choose the group you wish to highlight.

Back to Top

Tracking

Standard Tracking

You can select multiple vehicles to display on the map. The map automatically adjusts the zoom level to include all vehicles in your selection. Device locations are refreshed every 15 seconds, based on the last known position. If the position cannot be transmitted (i.e. underground garage, poor coverage), the display update may be delayed. You can obtain more information by hovering your cursor over the vehicle to display the status, name, and address of the device.

Active (Near Real-Time) Tracking

Devices subscribed to an Active Tracking plan deliver positional updates to the server at a higher frequency. The map automatically refreshes device locations every second for up to 20 moving vehicles.

Privacy Mode

Privacy Mode allows drivers and fleet managers to temporarily hide vehicle tracking in the fleet management application. When Privacy Mode is assigned to a vehicle, features that use GPS such as position, trips and speed profiles are not displayed in the application. Features that do not use GPS such as engine and accelerometer data are displayed in the application. Since GPS data is not accessible in Privacy Mode, other features such as reports may not function as expected.

Privacy Mode is intended for market-specific cases in which the driver requires intervals of privacy such as using a work vehicle for personal time. Privacy Mode should not be used in conjunction with compliance features such as Hours of Service (HOS) or International Fuel Tax Agreement (IFTA) reporting.

There are two ways to enable Privacy Mode:

Exception Rules

Set conditions to automatically turn Privacy Mode on and off, e.g. after work hours rule.

Marketplace Add-In

Install the Privacy Mode Add-In to manually toggle Privacy Mode on and off while using the fleet management application, or the Drive App.

For more information on using Privacy Mode, refer to the Privacy Mode User Guide.

Interacting with the Map

The map view provides two methods of interaction:

Vehicles

Left-clicking on a vehicle will open a menu with several options pertaining to editing the device, assigning a driver, and finding the address at the current position.

Roads

Left-clicking on a road will open a menu with the following options:

  • Add square zone here: Create a zone at this location. The zone will be an editable square centered on your selection. You can then name the zone and change its size and shape.
  • Nearest: Find the nearest vehicles to your selection.
  • Find address: Displays the street address of your selection. The latitude and longitude will be used if no street address is available.
  • Show street view: Displays Google StreetView imagery for your selection.

Back to Top

Trips

Trips

When vehicles are driven from place to place, the application will automatically save records of each trip made. Depending on the vehicle in which your Telematics Device is installed, it will use many different factors to determine when a trip starts and ends.

It is important to understand how a trip is defined. A trip begins when the vehicle starts moving and ends when the vehicle starts moving again after a stop. A stop is recorded when the vehicle ignition is turned off, or when the vehicle has a speed of less than 1 km/h for more than 200 seconds.

Idling occurs when the engine is running, but the vehicle is not changing position. Idling that occurs before a trip starts is included as part of the idling for the previous trip.

Implications

Examples

Example — Time Spent Idling Before and After Driving

In this example, let’s assume time A and D are times spent idling. Therefore:

Previous trip idle time = A

Current trip = B + C + D

Current trip idle time = D

Example — Time Spent Idling in One Trip

In this example, let’s assume time B and D are times spent idling. Therefore:

Current trip = A + B + C + D

Current trip idle time = B + D

Example — Time Spent Idling During Two Trips

In this example, A+B is the first trip, and C+D is the second trip. The idle times are B and D where B is attributed to the first trip, and D is attributed to the second trip.

Historical Tracking

With the application, you have access to the real-time locations of your fleet and the entire history of where vehicles have been. You can use this feature to go back in time to examine what happened on a previous date. Select the Trips History button to work with historical tracking.

When using Trips History, your selected vehicles will have their trips displayed automatically. The table will show each individual trip as a single row. The first item in the row is the address or zone name at which the vehicle was stopped.

Note: Zone names will be used in place of addresses after you have created zones for customers’ locations, workplaces or other places of interest.

If the location is a zone then it will be underlined in a color which corresponds to the type of the zone. The example above shows purple, orange, and yellow lines for specified zones.

Mapping Historical Trips

The list of trips also shows when the vehicle arrived, how long it was stopped for, how long the trip lasted, and the distance that was driven over the course of the trip.

Selecting an individual trip will add the trip to the map. Selecting additional trips will show all of the selections simultaneously. The selected trips do not need to be consecutive. The selected trips will have a black number to the left of their address or zone name indicating the trip’s order in the sequence. The number corresponds to the number on the map. In the example below, 3 trips are selected.

Tip: A shortcut for adding all of the trips for the day is to select the date button.

To the right of the trip is an arrow. Select the arrow to view options to Edit device, Assign driver, Show speed profile for that trip, or Show Accidents and Log Data. These options are discussed in more detail in other sections.

An automatic legend is shown at the bottom of the map which denotes important events along the trips.

The stops and the exceptions that occurred during the trip are shown on the map. You can filter the exceptions on the map by selecting or deselecting one of the areas from the smart legend.

The trail line of the vehicle is color-coded with the exception type which occurred. When multiple exceptions occur, the color will alternate in a banding pattern. If the exception line is too short to be visible, a warning triangle is used in its place:

The direction of travel along the trip is denoted with arrows. A star with a number indicates a a stop inside of a known zone, and a square with a number indicates a stop outside of a known zone.

Note: A star is only visible to members of the group in which the zone was published. If the device is not a member of the group, the zone is unknown and the stop remains a square.

By moving your mouse along the trip, additional information about your selection is displayed including:

When viewing trips on a map, the main menu will automatically collapse to allow for more room to view the map. To re-open the main menu, select the arrow located above the main menu.

Trip Summary

From within the Trips History view, selecting the Summary button will show you summarized trip information throughout your fleet.

The trip summary view allows you to compare essential driving data for your entire fleet. By default, the vehicle list is sorted based on the distance driven for the specified time period. The pie chart on the right side shows the durations of the stops inside customer, office, home and non-customer zones.

Note: Hover your mouse over the pie chart to examine where the driver is spending their time.

Hover your mouse over the green distance line of each driver to see the percentage of distance compared to the longest distance traveled.

You can examine the idle time compared to the overall drive time by hovering over the clock icon.

Speed Profile

Navigate to the real-time speed graph by selecting Activity > Speed Profile from the main menu. The Speed Profile page can also be accessed through the dropdown on the Trips History page.

Reading the graph: The blue line shows the speed of the vehicle; the red line shows the known speed limit for the area; and the yellow line shows an estimated speed limit in the absence of a known speed limit.

Speed Limit Data Providers

This allows street level accurate notifications to be sent when a driver exceeds local speed limits. Posted speed limit data comes from two sources:

Road Speed Data Availability

Countries in which we support posted road speed data:

Posted road speeds can change frequently and may contain inaccuracies. You can update the posted road speed of any road by left-clicking on a road from the live map and selecting Update posted road speed from the popup window.

We share the changes you make to posted road speeds with all customers. That way, everyone benefits from each other’s changes. On a monthly basis, we will send the latest posted road speeds to OpenStreetMaps, where they will make them available to everyone else on the Internet.

Note: Due to the possible inaccuracies caused by road construction or other hazards, we recommend that posted speed limits be used as part of a larger safety strategy.

Back to Top

Zones

A zone is a virtual perimeter around a real-world area of interest. You can use zones to denote locations such as offices, customers, workplaces, airports, gas stations, entire states and provinces, or people's homes. When combined with exception reporting, zones become a critical component for analyzing the behavior of your fleet.

In the picture below, a vehicle trip is shown where the driver stopped inside a zone. When you hover your mouse over the stop, the name of the zone is displayed.

Creating a New Zone

To create a zone, follow the steps below:

  1. Navigate to Map from the main menu.
  2. Select Add zone from the Map page, or select Add from the Zone page.

  1. Left-click on the map and select Add square zone here — customize at a later time.
  2. Select a starting point on the map to define the boundary of the zone.
  3. Select additional points along the perimeter to create the boundary. A line connects the points showing the perimeter in the order you add them.
  4. To finish, re-select the first point to close the zone.
  5. The web page automatically redirects to the Zone Edit page.
  6. Name the new zone and select Save.

Tip: While the zone is being created, the round markers on the corners of the perimeter lines can be moved. To remove a point, drag the point off the map.

Customizing a Zone

After creating a zone, you will be taken to the Zone Edit page. From here you can give the new zone a name. This name will be used in reports and on the map.

Many of the fields for the new zone are automatically set to an initial value. However, you may want to specify your own customizations such as which group the zone should belong to. Additionally, you can provide any other details about the zone in the comments field, disable the zone from being displayed on the map, and change the color used to display the zone.

Another important aspect of zones is their type. The zones that you create can belong to different classes such as Customers, Offices or Homes. By using zone types, you can create very specific reports. For example, if you create zones at customers, you can report and filter by the customers’ zone type. This allows you to easily see when drivers arrived and departed from your customers’ location.

Note: You can manage your zone types by selecting Types from the top menu.

By using zones in combination with real-time location tracking, reporting becomes a powerful tool for productivity. Exceptions generated by drivers will include information about which zones they were inside (or outside), or even near. This enables a number of possible scenarios such as:

The application recognizes stops made within zones, such as customer areas, and can also indicate the amount of time spent at these locations.

Modifying an Existing Zone

To change the shape of a zone, find the zone on the map or search for it in the zones list. Selecting a zone from the map will open a menu, as in the image below.

Select Change zone shape to modify the boundary of the zone. To add a new point to the boundary, select anywhere along the zone boundary. Remove an existing point by dragging it off the map. When finished, select Save to go to the Zone Edit screen. Select the Save button again to finalize your changes.

Note: Changing zone properties will affect future data. You can reprocess data to affect data from the past.

Removing Zones

Zones can be removed from the database by selecting a zone and then selecting Remove. Once the zone is removed, it will no longer appear on the map. Any reports that previously displayed the zone name will instead show the zone address, if available.

Making changes to or removing multiple zones at a time is made easy by using the checkbox in the top-right corner to select multiple zones.

Once your zones are selected, select Remove selected zones or Edit selected zones from the top menu to affect all the selected zones.

Note: The zone list displays 500 zones at a time; use Select Visible to select the entire page at once.

Importing Zones

You can use a spreadsheet application to prepare a list of zones to be imported to your account. This saves time when you want to create a large number of zones.

When addresses for your zones are available, use the following format to create a spreadsheet in Excel:

A

B

C

D

E

F

1*

Name

Address

Reference

Comments

Is zone circular?

Diameter

2

New zone without coordinates

Canada, Oakville

This is a reference for this zone

Comments

No

250

If you are creating zones in a remote area where street addresses are unavailable, you can use the following format which utilizes geographical coordinates instead:

A

B

C

D

E

F

G

1*

Name

Latitude

Longitude

Reference

Comments

Is the zone circular?

Diameter

2

New zone with coordinates

43.434438

-79.709544

This is a reference for this zone

Comments

Yes

250

You will notice that:

  1. In both examples, the reference column is an incremental number starting from 1 and is used to verify that all zones have been successfully created.
  2. The diameter is based on the user’s measurement system, i.e.: 250 metres for metric or 250 yards for US.

Back to Top

Routing

Effectively dispatching your drivers is easy when you use the application to do your route optimization. You can reduce fuel consumption, mileage, CO2 emissions and increase your organization’s operational efficiency. As a fleet manager, you know how important it is to make accurate and fast deliveries while maintaining high customer satisfaction levels.

Create a Route

Routes are created by connecting a sequence of zones together to form a path. The route can optionally start and end at the same location and you can add the zones in any order as the route can be optimized automatically later.

Navigate to Zones & Messages from the main menu. Select sub-menus Routes… and then Routesto display your existing routes, or select this direct link.

Select Add Route from the top menu to create a new route.

Assign a departure point for the route by selecting a zone on the map and clicking Add Waypoint. Continue to select additional zones that the driver must visit along their route. After all zones have been added, select Save route from the top menu.

Zones and waypoints are treated the same way by routes.

Compare the Route Taken to the Route Planned

You can create a route plan to examine how a driven route compares to a defined route. The route plan consists of your route, the timeframe for completion and a specific driver. The route plan comparison is a powerful way to highlight where and when a driver unexpectedly spent time or has made unplanned stops.

Navigate to an existing route (Zones & Messages > Routes… > Routes), then select Edit route. Click Save (even if you did not modify the route itself, you need to click save to get the options to create a route plan). Select Create plan from the top menu to create a route plan.

Assign a specific vehicle to the route plan by selecting one from the dropdown list.

The Zones organizer lists each zone’s part in the zone plan. Estimated times based on the distance between each zone will be given. Based on your business requirements, you can adjust the times between each zone to account for deliveries, customer visits or other actions the driver will perform. When finished, select Save from the top menu.

In the example below, we expect the driver to leave Bronte at 9AM; drive 9.57 (kilometers or miles depending on your local preferences); and arrive at Ambleside 11 minutes later, at 9:11. After waiting for 5 minutes, the driver should leave Ambleside, en route for his/her next destination.

Note: Zones and waypoints are used to monitor actual stops, and will not monitor a vehicle passing through them that does not stop (such as snowplows).

Plan vs. Actual Route Report

In addition to the map-based report, you can also run a downloadable text-based report of your route plans.

Importing Routes from External Systems

This process requires the use of the Software Development Kit (SDK). There is an example file in the SDK to assist you in the process of creating a route import utility. The example file facilitates the rudimentary adding of route plans, whereby the details of the route name, stop locations, the estimated time to drive to each location and the estimated time to be spent at each stop are added via a simple user interface then imported into your database.

Note: Contact your authorized Reseller for more information on the SDK samples and for assistance with this process.

Back to Top

People

Users

The telematics application is used by people all around the world. You can customize your account to specify your local date and time format, measurement units, local time zone and language.

To change your personal preferences, select your account name in the top-right corner of the screen and select Options from the dropdown menu.

Regional Settings

The most common preferences are located at the top of the Options page. You can change the unit of measurement used for speed and distance (kilometers or miles), the date format, the time zone and the language.

The currently supported languages are English, French, German, Japanese, Italian, Dutch, Polish, Spanish, Brazilian Portuguese and Simplified Chinese.

Note: We are always in the process of adding new languages to our product and we welcome your suggestion as to which language to add next.

Map Settings

The application gives you the ability to choose which map provider to use. We offer OpenStreetmaps by default, as well as Google Maps. In some areas one map provider’s imagery may be more recent than another. For that reason, you can change your default view using the options below.

Tip: You can drag and drop the views (blue) to order them as you want. The view at the top will be used as the initial view.

UI Settings

You can change which page is initially shown when you log in to the application by selecting from the Default page at start-up list, as shown below. Newly created users will be shown the Getting Started page, and after becoming accustomed to using the application, selecting a different page may be more beneficial to more advanced users.

Feature Preview

You can toggle the Feature Preview setting to enable some of the new features that are in progress. These features may change, break or disappear at any time, and we do not recommend using these features in a production setting. If you decide to test a previewed feature, feel free to send us feedback via our forums or Resellers.

Hours of Service Rulesets

The application supports most of the current hours of service regulations. Depending on where your business operates, select the ruleset which applies to your drivers below.

Supported Rulesets

Supported Exemptions

  • No HOS ruleset
  • USA Property 60-hour/7-day
  • USA Property 70-hour/8-day
  • USA Passenger 60-hour/7-day
  • USA Passenger 70-hour/8-day
  • California Property Intrastate
  • California Passenger Intrastate
  • Texas Intrastate
  • Texas Short-haul 60-hour/7-day Intrastate
  • Texas Short-haul 70-hour/8-day Intrastate
  • Florida 70-hour/7-day Intrastate
  • Florida 80-hour/8-day Intrastate
  • Florida Short-haul 70-hour/7-day Intrastate
  • Canada 7-day Cycle 1 (Feature Preview Beta)
  • Canada 7-day Cycle 2 (Feature Preview Beta)
  • Short-haul
  • 16-hour
  • Adverse driving conditions
  • Personal Conveyance
  • Yard Move
  • 24-hour restart
  • Oil well wait time and 24-hour restart
  • Salesperson

Garmin Rulesets

Garmin-Supported Exemptions

  • USA Property 60-hour/7-day
  • USA Property 70-hour/8-day
  • USA Passenger 60-hour/7-day
  • USA Passenger 70-hour/8-day
  • 16-hour

Ruleset Explanations

No HOS ruleset

Driver can still create records of duty status, but they will not be evaluated for HOS availability or violations.

USA Property

USA Property Short-haul

USA Passenger

Managing Users

So far, all the options explained have been applied to the currently signed-in user profile. If you have an administrator account, you have the ability to manage other user profiles by making changes on their behalf. Navigate to Administration from the main menu then select Users from the sub-menu.

Select a user to manage from the list. The user’s preferences will be shown, allowing you to make changes.

The User Edit screen has five tabs:

When removing a user, you can choose to make the user historical instead. This will retain the user’s data in the system, but will remove them from lists of users and reports. Some reports give you the option of including historic users in their datasets.

Preventing User Access to Shared Data

User accounts can be prevented from viewing data (trips, GPS locations, exception events) that they themselves did not generate. This is useful in scenarios where drivers share a vehicle. The administrator can enable this setting to prevent each driver from seeing the logs and exceptions created by the other drivers.

Note: This feature currently only prevents a driver’s access to the following shared data: trips, exceptions, and position and speed logs. Data from other types of reports will remain visible to the driver if they belong to the appropriate group.

This feature can be enabled in the following way:

  1. On the User Edit page under the Driver tab, toggle the Prevent driver access to shared data setting to Yes and click Save.

Modifying Multiple Users

If you want to make the same changes to a number of user accounts, you can use the dropdown list in the top right corner to select multiple users.

Security Clearances

Security clearances control a user’s access to specific features of the application.

To assign a security clearance to a user account, go to Administration > Users and select one or more users to edit. To add or to modify security clearances, select the Clearances button from the Users page.

The application defines the following security clearances by default:

Administrator

Full access to the application.

Supervisor

Administrator access minus the ability to change users, databases (create, export or import), engine data, server status, and global system options.

Default User

Can create zones and groups; can view data for drivers and vehicles within their data access scope. This is the default clearance for a new user.

Drive App User

Can view and administer DVIR logs, HOS logs, and trailers. Can also view and send messages. This is the default clearance for a Drive App user.

View Only

Can view (but not modify) all data within data access scope.

Nothing

Only has access to support documentation.

If the default clearances do not meet your requirements, you can create customized sub-clearances as follows:

  1. Select an existing security clearance.
  2. Select the Add Sub-Clearance button.
  3. Modify access to individual features by selecting the check mark or the cross button.
  4. Name the sub-clearance.
  5. Select Save.

Note: Sub-clearances must be assigned to users before they can take effect.

Marketplace applications

By default, users will see all available marketplace applications. These include both free and paid applications, as well as applications developed by third-party vendors. Administrators can customize the types of applications visible to the user as follows:

Show/hide third-party applications

  1. Select Administration from the main menu.
  2. Select System... > System Settings.
  3. Go to the Marketplace tab.
  4. Toggle Display third-party apps.

Show/hide paid applications

  1. Select Administration from the main menu.
  2. Select Users.
  3. Select the Clearances button from the top menu.
  4. Select a user.
  5. Check/Uncheck View paid items in the Marketplace.

Show/hide Marketplace entirely

  1. Select Administration from the main menu.
  2. Select Users.
  3. Select the Clearances button from the top menu.
  4. Select a user.
  5. Check/Uncheck View advanced help items.

Back to Top

Drivers

The Telematics Device and application are designed with next-generation safety technology allowing you to gain incredible insight into your driver’s on-road behavior using informative management reports. Risk and safety scores are assigned to individual drivers and are based on various key indicators such as speeding, seat belt usage, harsh braking, sharp corner turns, over acceleration and after-hours vehicle use. You will easily enhance your fleet’s safety with real-time risk and safety reporting.

Accelerometer Driver Feedback Settings (Vehicle Acceleration)

The Telematics Device can be configured to produce immediate audible feedback in response to excessive driving behaviors such as harsh acceleration, harsh braking, and harsh cornering. These settings can be accessed from the Vehicle Edit page under the Driver Feedback tab.

Extensive testing has revealed that the different classes of vehicles react to G-forces differently. We therefore offer customized settings to guide the monitoring of aggressive driving in each vehicle class. “Passenger Car” is self-explanatory; “Truck/Cube Van” refers to the typical delivery type box trucks or other step-side vans; “Heavy-Duty” refers to larger box trucks and tractor trailers.

The table below provides guidelines for the average G-force exertions for various vehicle classes. While the default values found in the application are generally suitable, they are easy to customize.

Event

Passenger Car (G)

Truck/Cube Van (G)

Heavy-Duty (G)

Harsh Braking

< −0.61

< −0.54

< −0.47

Hard Acceleration

> 0.43

> 0.34

> 0.29

Harsh Cornering

> 0.47 & < −0.47

> 0.4 & < −0.4

> 0.32 & < −0.32

Note: When viewing Harsh Cornering, negative values represent acceleration to the right and positive values represent acceleration to the left.

We recommend starting in the middle of the specific vehicle class and adjusting from there based on fleet objectives and the unique aspects of your fleet. As the slider moves from left to right through all of the vehicle classes, the monitoring becomes more sensitive. When the slider is set to the least sensitive setting for passenger vehicles (furthest left) it is using the most lenient monitoring and only the most aggressive events will trigger driver feedback.

Another factor to take into consideration when adjusting the sensitivity is the function of the vehicle: an ambulance with an EMT and a patient in the back would be monitored more closely than a box truck carrying paper towels. Also consider the terrain the vehicle drives on. An urban vehicle on paved streets should be more sensitive than a vehicle that drives off-road to maintain power lines.

We recommend that the fleet manager monitor the readings and adjusts the slider, as per above, based on their real world experience.

Back to Top

Groups

You can organize your vehicles, exceptions, zones and users into groups to match the layout of your own organization. For instance, if your organization has East and West divisions, then you can easily separate your account in this way. This allows important information for each division to be presented only to those responsible for managing them.

Managing Groups

Navigate to Rules & Groups from the main menu then select Groups from the sub-menu. Groups are managed using a graphical interface that shows the hierarchical organization of your organization including the base set of groups provided by the application.

Groups can be placed inside other groups. This allows your account to be set up to match your organization’s hierarchy.

Back to Top

NFC Driver ID

We have incorporated the latest in RFID technologies — Near Field Communications (NFC) — into the Telematics Device to deliver driver identification for personnel that switch between vehicles. Driver ID allows fleet managers to have a full view into the activities of their drivers regardless of the vehicle being driven. This allows running reports, rules, and exceptions by driver or vehicle. Driver ID can be combined with a vehicle Driver ID relay, whereby a Driver ID key fob must physically touch the reader before the relay is engaged.

Understanding Drivers

When using the Telematics Device, a Driver is special type of user account that is configured by your administrator. A driver can be issued a physical driver key (NFC or Driver Identification key) that is then used to identify that specific driver when in a vehicle.

Driver Keys

When a driver enters a vehicle, they use their Driver ID key fob to associate their user account with that vehicle. When using NFC, this process is performed by tapping the Driver ID key fob on your equipped vehicle driver identification reader.

NFC

Driver identification is done by tapping their key (or tag) to the NFC IOX reader. Each key has a visible unique serial number that is associated with a user account.

Driver Identification Key

Legacy driver identification that is inserted into the reader. Driver Identification keys are designed for version 2 and version 4 devices and do not have a visible serial number.

Using Driver Identification

When a driver enters a vehicle equipped with a driver identification system, they should first use their driver key to identify themselves before starting the engine. If they do not first identify themselves, an audible alert will remind them that identification is required.

The identified driver will then be associated with that vehicle for the duration of a single trip or until other drivers identify themselves.

If a driver attempts to use their driver key before it is assigned to their user account, a log will be created in the Audit Log letting you know that an unassigned key has been used to identify a driver in a vehicle.

Note: Your account must first have the driver identification feature enabled.

Configuring Drivers

To create a new driver:navigate to Administration from the main menu, then select Users from the sub-menu. Select a user from the list tha