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:

Frameworks

Microsoft .NET Core 2.0

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

  1. Navigate to Vehicles from the main menu.
  2. Select Add and then Add device.
  3. Enter the Telematics Device serial number and the vehicle name.
  4. Select OK.

Note: 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

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

Main Menu

The Main Menu, located on the left, provides easy access to the Map, Vehicles, Fuel and EV Energy Usage, Zones, Rules, Administration, and other key features including where to get help.

To quickly find a page, use the search menu function and search by keyword or by name. To search the menu, click the search icon at the top of the menu. 

For an overview of what’s new in each release, navigate to Getting Started & Help > Release Notes, or see the Application Release Notes section in this guide.

To ask questions, get help, or share tips with other users, visit the Community, also under Getting Started & Help.

Tip: Use the keyboard shortcut (Shift + F) to quickly search the menu.

Vehicle Configuration

The Vehicles page (Menu > Vehicles) displays the vehicles in your database and allows you to add new vehicles or to modify the settings of existing vehicles. The Vehicles page also allows you to show, hide, or rearrange columns to organize your vehicles and/or choose any column as the identifier for your vehicles (currently in Feature Preview).

Adding a Vehicle

Select Add and then Add device. The Add Vehicle 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.

Note: A small number of vehicles sound an alert if any On-Board Diagnostic (OBD) third-party device requests data via the OBD port while the vehicle is locked and the ignition is off. As of firmware version x.27.x, Telematics Device version 9 disables this alert by default in order to provide full access to data according to the rate plan, without risk of sounding the alert. For more information, including how to verify and control the alert’s status, please consult the OBD Port Audible Alert FAQ.

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. In the text field, enter one device serial number, along with a brief description of the device — per line. You also have the option to include the VIN/PIN number when importing vehicles.

Note: If a vehicle does not have a VIN, OEM data providers will assign a unique PIN to the vehicle. Common examples of vehicles without VINs include earth-moving equipment (bulldozers, excavators, etc.)

Select the Import button to begin importing your devices.

Requesting Replacement Devices

When devices in your database become eligible for replacement, you can request a replacement directly from the application. You can view which devices are eligible for replacement by clicking the Show dropdown menu in the top menu on the Vehicles page, and selecting Require replacement. All vehicles equipped with devices eligible for replacement are marked with a red indicator.

To make a replacement request, select the devices you would like to replace and click Request replacement from the top menu. The application automatically determines whether each device you select is eligible for a free replacement; devices that are not eligible are highlighted in red for your convenience. If you are satisfied with the list of devices for replacement, click Send request at the bottom of the popup window to complete your request.

Note: The device replacement feature is only available for databases that include devices eligible for replacement. If your database does not contain eligible devices, this feature will remain unavailable.

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, Wi-Fi settings, or the groups to which the vehicle belongs. Before exiting the Vehicle Edit page, you are prompted to save your changes. If you have made changes to your device settings during your session, a message displays across the top of the screen explaining that changes are pending. When the device has been updated and the changes are made, the message disappears.

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

Note: Wi-Fi functionality is only available on Telematics Device Version 9+. You must first accept the Wi-Fi EULA (End User License Agreement) to access these settings. For instructions on how to enable and connect to the Wi-Fi hotspot, click here.

Removing a Vehicle

To remove a vehicle from your database:

  1. Select the vehicle you wish to remove on the Vehicles page.
  2. Select Remove from the top menu of the Vehicle Edit page.
  3. Confirm your selection by selecting Delete on the dialogue box that appears.

Deleting a vehicle from your database permanently removes all data associated with that vehicle. If you would like to remove a vehicle, but do not want to delete the data associated with it, you can archive the vehicle by selecting More details at the top of the Vehicle Edit page and clicking Unplug device.

Note: Deleting a vehicle from your database does not automatically deactivate billing. Please contact your Reseller to make the appropriate billing changes.

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 report for all vehicles is found on the Vehicles page. On the Vehicles page, click the More button, then select Installation History.  The report displays the data recorded for each device at initial install, and includes the date of the installation, the name of the installer, and the device serial number.

To view detailed installation information for each vehicle, select the desired vehicle from the list on the Vehicle page then select Current Status and Installation Info under the Device tab on the Vehicle Edit page. The Device Status page displays the current status of your device and a detailed Device Install History. Select an item from the list to view more details about the installation event, such as install comments, odometer and asset number — provided by installers at installmygps.com.

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Support Services

Support Services is a full-feature support platform available directly through the Fleet Management Application. With Support Services, users can interact with support and training professionals to get help, resolve issues, or request training — all without leaving the application.

Support requests can be made by submitting a ticket, or by connecting with an agent through the Live Chat feature. Once a ticket is submitted, users can follow the resolution workflow, and provide input where needed.

Training requests can also be made by submitting a ticket. Users can choose from a suite of self-paced onboarding workflows, or personalized one-to-one training with an Account Training Specialist. Once a ticket is submitted, users are connected with training specialists who will customize and schedule training at the user’s convenience.        

By centralizing access to technology and training providers, Support Services provides a single, compact view of tickets allowing users to search, sort and filter tickets directly in the Fleet Management Application.

To access Support Services, navigate to Getting Started & Help from the main menu and do one of the following:

Support Tickets

  1. Select Support… > Support Tickets from the submenu.
  2. Click Add support ticket and complete all fields.
  3. Click Save to submit the ticket.

Training Tickets

  1. Select Support… > Training Tickets from the submenu.
  2. Click Add training ticket and complete all fields.
  3. Click Save to submit the ticket.

Contact

  1. Select Support… > Contact from the submenu.
  2. If desired, contact Support by email or telephone as shown.

For more information on using Support Services, refer to the Support Services User Guide.

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.

You can view up to 10,000 vehicles at the same time on the Map using the clustered map view (currently in Feature Preview). Use the Select all option in the vehicle dropdown list to display aggregate data of where your fleet is driving or stopped. This allows large fleets to view their vehicles in one convenient, easy map.

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. To show assets in more than one group, use “or” instead of “and” when searching. For example, if you would like to see all assets in Group A and Group B, search for “Group A OR Group B.”

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:

You can also view your current location or nearby vehicles and zones on the map by clicking the My location button from the top menu.

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. Use this feature together with the Highlight groups feature to save map views of particular groups of vehicles and areas for easy reference. You can quickly return to the saved view by navigating to Map > Views the next time you open the application. 

Map Type

The application supports a variety of maps allowing you to select the most useful map for your area of interest. You can change the map at any time by selecting Map > Map Type from the list of available providers. Below is a feature comparison between our map providers. For a more detailed list, click here.

Google_2015_logo_256.png

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  • Road and satellite maps
  • Street View maps
  • Supports touch
  • Arrows denote travel direction for one-way roads
  • Road and satellite maps
  • 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. Use the Show hidden zones toggle to display all zones, regardless of their Visible on map settings. You can also display or hide specific zone types by selecting or deselecting them from the View zones by type list.

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 communicated 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 button located in the top menu.
  2. Select Highlight groups.
  3. Choose the group you wish to highlight.

You can save your view of a highlighted group for easy reference by selecting Map > Views > Save this view from the top menu.

Electric Vehicles

The application distinguishes between conventional vehicles and EVs on the Map to make it easier to track vehicles and monitor state of charge (SOC).

In addition to conventional vehicle information, EVs display on the Map with the SOC beside the vehicle name. In the vehicle list, the SOC also displays beside a battery icon. The colour of the battery indicates the level of charge. A charging vehicle is indicated by a lightning bolt icon.

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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 at a higher frequency. With Active Tracking, vehicle locations are refreshed every second for up to 20 moving vehicles displayed on the map, providing continuous animated movement. Live server-side driver alerts are also enabled by turning Active Tracking on.

Note: This feature is only supported by devices subscribed to the ProPlus plan. By turning this feature on, devices subscribed to the Pro plan are automatically upgraded to the ProPlus plan (with all associated charges). By turning this feature off, devices subscribed to the ProPlus plan are not automatically downgraded to the Pro plan.

Personal Mode

Personal Mode allows drivers and fleet managers to temporarily hide vehicle tracking in the Fleet Management Application. When Personal 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 Personal Mode, other features such as reports may not function as expected.

Personal Mode is intended for market-specific cases in which the driver requires intervals of privacy such as using a work vehicle for personal time. Personal 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 Personal Mode:

Exception Rules

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

Marketplace Add-In

Install the Personal Mode Add-In to manually toggle Personal Mode on and off while using the Fleet Management Application, or the Drive App.

For more information on using Personal Mode, refer to the Personal 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 to edit the device, assign a driver, and find the address at the current position.

Note: The map displays a visual indication when a driver is unassigned from one vehicle but not assigned to another.

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.
  • Update posted road speed: Allows you to edit the road speed for a specific road.

Assigning Drivers

When assigning a driver to a vehicle on the Map, users have the option to assign a driver for all subsequent trips until the driver is manually changed again, or only for the next trip.

When choosing to assign the driver for all trips, the driver will be assigned to the vehicle until:

When choosing to assign the driver only for the next trip, the driver will be assigned for the subsequent trip, after which the driver is unassigned from the vehicle. When the trip is over, all future trips will be unassigned.

In both cases, the newly assigned driver will appear on the live Map as the vehicle’s driver as soon as the system updates the change.

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Trips

Tracking Vehicles

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 does not change position. Idling that occurs before a trip starts, is included as idling time 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.

Archived Device (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 archived device (historical) tracking.

When using Trips History, your selected vehicles display their trips automatically. The table shows driving time and stopped time for each trip in separate rows.

Stops are labelled with the zone name (if the stop occurred within a known zone), or with the stop address. The stop duration and idling time are listed to the right of the label.

Driving time has no label but is highlighted with a grey background. It shows the driving time, the duration of driving, and the distance driven.

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

If the location is a zone, the page displays a coloured zone icon next to the zone name. In the example above, a green zone icon indicates a Home zone, while an orange zone icon indicates a Work zone.

Mapping Archived (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 the trips for the day is to select the date button.

Click the ellipsis tool, to the right of each trip, to view options to Edit device, Assign driver, Show speed profile for that trip, or Show Log Data and Collisions. 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 stop inside a known zone, and a square with a number indicates a stop outside 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 automatically collapses to allow for more room to view the map. To re-open the main menu, select the arrow located above the main menu.

Area Activity Search (Feature Preview)

From the Map, you can explore what activity occurred in a selected area during a specific period of time, by zooming in to that area. Click your desired location, select Area Activity, and enter a date and time range. The application opens the Trips History page, where you can see which vehicles were active in the area and any trips that occurred during that time.

Note: You may need to adjust your zoom level before the Area Activity feature becomes available.

Trip Summary

From 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 duration 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.

Note: Speeding exceptions logged in areas with estimated speed limits include an indication that the exception was generated based on an estimate.

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 OSM Maps.

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.

Any updates or changes to the posted road speed are shared with all Customers. That way, everyone benefits from each other’s changes. On a periodic basis, we send the latest posted road speeds to OSM, where they 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.

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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.

You can view your zones by navigating to Zones & Messages > Zones in the main menu. The application displays all zones by default. To filter your zones, click Filter in the top menu and select your desired criteria. Zones can be filtered by type (for example, to view Customer zones only) or by zone status, allowing you to filter out inactive zones.

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 Zones page.
  3. Left-click on the map and select Add square zone here — customize at a later time.
  4. Select a starting point on the map to define the boundary of the zone.
  5. Select additional points along the perimeter to create the boundary. A line connects the points showing the perimeter in the order you add them.
  6. To finish, re-select the first point to close the zone.
  7. The web page automatically redirects to the Zones page.
  8. 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 are taken to the Zones page. From here, you can view existing zones on the left, and enter a new zone name in the edit panel on the right. The new zone name will be displayed 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 for 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 on the Zones page.

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.

Zones can also be used with exception rules to monitor fleet behavior. For example, fleet managers can easily identify and annotate Yard Move using the Vehicle Movement Within Zones rule, which tracks vehicle trips within specific zone types. Fleet managers can also track driver behaviour such as late arrivals or early departures using the Productivity rules. For more information about using exception rules, see Exceptions.

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 Zones 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.

Zones can also be modified directly through the Zones page. On the Zones page, click the Map tab to open the zone editing panel. On the Map tab, you can change the Zone shape, select a custom colour, and increase or decrease the transparency. Click the Preview button to preview the changes made to the Zone shape.  

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 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. Also, the diameter is based on the user’s measurement system, i.e. 250 metres for metric or 250 yards for US.

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Routes

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.

To create a route:

  1. Navigate to Zones & Messages > Routes... from the main menu.
  2. Select Routes from the submenu to display your existing routes, or select this direct link.
  3. Click the Add route button from the top menu to create a new route.
  4. Assign a departure point for the route by selecting a zone on the map, and selecting Add Waypoint. Select any additional routes the driver must visit.
  5. Select Save route located in the top menu.

Zones and waypoints are treated the same way by routes.

Compare the Route Taken to 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.

  1. Navigate to Zones & Messages > Routes… > Routes, and select an existing route to edit.
  2. On the Route Edit page, select Create plan from the top menu to create a route plan.
  3. Assign a vehicle to the route plane by selecting one from the dropdown list.

  1. Click Save.

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. 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).

Planned 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.

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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.

Main Settings

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, the start of the week, and the language.

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

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

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 new features that are in development. 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.

Map Settings

The application gives you the ability to choose which map provider to use. We offer Google Maps by default, as well as Mapbox and HERE 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.

HOS Settings

You can change your HOS preferences by modifying options such as HOS ruleset, home terminal, and carrier number. You can also change permissions for allowances such as Personal Conveyance and Yard Moves.

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

For a list of HOS rulesets, refer to the Hours of Service Ruleset Matrix.

System Communications

You can manage your notifications by opting in or out of options such as receiving emailed reports, news notifications, and service notifications.

Managing Users

As an Administrator, you can manage user profiles, modify multiple users, set security clearances, and enable Marketplace applications for users through the Users page. The Users page also displays the first and last name, last login date, and the security clearance for each user.

The Users page provides options to filter users based on certain criteria using the Filter menu at the top of the page.  You can choose to filter users by status (all, active, or suspended), driver status, security clearance, and archived (historical) status. You can also filter users by rulesets and authentication types (currently in Feature Preview). Use the Exclude users with fields to exclude users by name or email. 

  1. Navigate to Administration from the main menu, then select Users from the submenu.
  2. Select a user to manage from the list.
  3. On the User Edit page, adjust the settings for the user.

The User Edit screen has five tabs:

When removing a user, you can choose to archive the user (make 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 archived (historic) users in their datasets.

As an Administrator, you can opt in to receiving system notifications when user settings are changed. Notifications display the date on which changes were made and the properties that were changed.

User Contacts

You can designate users in your database to act as contacts for support, training, and procurement questions. A user who is designated as a contact for one of these areas should be able to answer questions from your telematics providers on behalf of your organization.

To assign a user as a contact, navigate to Administration > Users and select the desired user from the list. On the User Edit page, select the Support tab and toggle the appropriate contact category to Yes.

Note: User contacts must have a phone number associated with their account that can be used to reach them during normal business hours. If a user is selected as a contact, but does not have a phone number listed on their profile, you will be prompted to add one before leaving the Support tab. Phone numbers can be added under the User tab of the User Edit page.

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.

To prevent driver access to the shared data, follow the steps below:

  1. Open the User Edit page by selecting the user from the list on the User page and navigate to the Driver tab.
  2. Toggle the Prevent driver access to shared data setting to Yes.
  3. Click Save.

Ignoring Duty Status Logs

The Ignore Logs feature provides a simple way to adjust driver availability in the case of user error when generating automatic duty status logs. Users can modify their availability by annotating and ignoring the automatic log. When a log is ignored, it is not taken into account for availability purposes.

The Federal Motor Carrier Safety Association’s (FMCSA) Electronic Logging Device (ELD) mandate prohibits editing automatically captured duty status logs. If the user generates automatic logs in error, logs can be annotated to satisfy the FMCSA and ELD mandate; however, annotations do not indicate that the log should be exempt from driving time calculations.

In these cases, using the Ignore Logs feature will force the availability calculator to ignore the log in the system when calculating daily availability. The availability calculator then skips the ignored log, or calculates it as a continuation of the previous log.

Note: Ignored logs are included in FMCSA transfers and compliance prints in their original form with no indication that they have been ignored by the application. This is because the feature is designed to interact only with the availability calculations within the system, which is not part of the ELD mandate.

To ignore a log, follow the steps below:

  1. Navigate to Activity > HOS... > Duty Status Logs.
  2. Use the Options menu to specify the date and the driver for the log. Select Apply changes.
  3. Select View Logs in the upper right corner of the duty status log graph. Select the log you want to ignore from the list that opens below the graph.
  4. On the HOS Log Edit page, toggle Ignored to Yes.
  5. Add an annotation stating the reason for ignoring the log.
  6. Click Save to save your changes and ignore the log.

Once a log is ignored, it is shaded in grey in the fleet management application.

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. Select visible allows the user to select and edit all the users that match the search criteria.

Security Clearances

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

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

The application defines the following security clearances by default. 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:

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.

Hide paid applications

  1. Select Administration from the main menu.
  2. Select Users.
  3. Select the Clearances button from the top menu.
  4. Select Default user from the clearance list.
  5. Select Add Sub-Clearance from the top menu and name your new clearance level.
  6. Check/Uncheck View paid items in the Marketplace.
  7. Select Save. You can now assign this clearance to users you do not want to see paid applications in the Marketplace.

Hide Marketplace entirely

  1. Select Administration from the main menu.
  2. Select Users.
  3. Select the Clearances button from the top menu.
  4. Select Default user from the clearance list.
  5. Select Add Sub-Clearance from the top menu and name your new clearance level.
  6. Check/Uncheck View advanced help items.
  7. Select Save. You can now assign this clearance to users you do not want to use the Marketplace feature.

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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 stepside 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 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 vehicle’s function: 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 adjust the slider, as per above, based on their real world experience.

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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 submenu. 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.

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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 a 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.

Note: For Tachograph keys, users are required to specify the issuing country before providing the Driver ID. 

Configuring Drivers

To create a new driver:

  1. Navigate to Administration > Users from the main menu.
  2. Select a user from the list.
  3. On the User Edit page, select the Driver tab.
  4. Toggle Yes/No to make the user a driver.
  5. Click the Add new driver key button. Select the driver key type (NFC, USB, Tachograph) from the drop down menu and enter the serial number.

Manually Assigning Drivers to Vehicles

Performing the assignment of drivers to vehicles yourself is useful when you are not using vehicles equipped with driver identification systems. Additionally, if there is a conflict between driver keys and vehicles, you can easily make the manual correction. Follow these steps to assign your drivers to vehicles:

  1. Navigate to the Map from the main menu.
  2. Select a vehicle.
  3. Select Assign driver from the dropdown list.
  4. Select the driver by name from the dropdown list.
  5. If this driver will be the default driver, use the Yes/No switch to automatically associate them with this vehicle in the future. When finished, select Apply changes.

Driver ID Relay

Turn Driver ID relay On

Pressing this button engages the Driver ID relay and overrides a Driver’s ID key. The setting will take effect immediately if the vehicle is currently connected to the service or, otherwise, the next time it communicates.

Turn Driver ID relay Off

Pressing this button turns the Driver ID relay OFF and overrides a Driver’s ID key. The setting will take effect immediately if the vehicle is currently connected to the service or, otherwise, the next time it communicates.

Use driver key to control Driver ID relay

Pressing this button returns the Driver ID relay settings to default. The External Relay will be controlled by the Driver’s ID key if Driver Identification Reminder is enabled under the Driver Feedback tab. The setting will take effect immediately if the vehicle is currently connected to the service or, otherwise, the next time it communicates.

Turn Driver ID Relay On/Off

  1. Log in to the database where the device is located
  2. Select Vehicles from the main menu
  3. Select the device you are installing
  4. On the Vehicle Edit page, click the +More Details button.
  5. Under the Device tab, select Turn Driver ID relay On/Off.

Note: If a driver forgets their key, you could use this feature to turn off the Driver ID relay temporarily.

Use Driver Key to Control Driver ID Relay

This setting will return Driver ID relay control to the driver's key. That is, if the driver ID key fob does not touch the NFC reader, then the device will beep and the relay will not engage.

Note: Make sure the SPR-RELAYKIT and NFC Reader are installed in the vehicle.

Prior to Relay Kit installation, follow the steps below:

  1. Log in to the database where the device is located.
  2. Select Vehicles from the main menu.
  3. Select the device for installation.
  4. Select the Driver Feedback tab.
  5. Toggle the Driver identification reminder to On.
  6. Under the Device tab, select +More Details.
  7. Scroll down to Driver ID relay and select Use driver key to control Driver ID relay.

Note: Settings are not immediately applied to the device — like firmware updates, changes in settings are transmitted over the air. Once you save any changes, a message is sent to the device with the updated values. You may need to wait 5 minutes or perform ignition cycles and take a trip before the update is complete.

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Communication

Messaging

The Telematics Device works with Garmin in-vehicle navigation devices to allow seamless two-way text message communication between the web and the driver. Messages sent to drivers display as alerts and can be answered using easy, single tap responses, or text messages to accept new jobs and tasks.

Note: A Garmin device can be added to a version 6 or version 4v3 Device. Not every Garmin model works with all the features the Telematics Device offers. Contact your authorized Reseller to purchase the necessary hardware.

Messaging Hub

You can access messaging by selecting Zones & Messages > Messages from the main menu. This screen allows you to review and report on archived (historical) messages sent and received through the application.

Sending a Text Message

From the messaging hub, a message can be sent to a single device or users, or to multiple devices or users. If you choose to send a message to more than one recipient, their replies will be private to you only. To send a message:.

  1. Select New message from the top menu.
  2. Select one or multiple recipients by either typing their name in the text box, or choosing from the list of names under the devices or users tabs. Click Compose message when you have finished selecting recipients.
  3. Compose the text message. You can use up to 5000 characters and include hyperlinks.
  4. Select a canned response, if desired, by clicking the Response icon beside the message box. You can create custom responses by clicking Edit presets and entering each possible response on a new line.
  5. When you are satisfied with your message, click Send.

Reviewing Sent Messages

After a text message has been sent, a record displaying the user that sent the message and the date and time at which the message was sent can be viewed on the page Administration > System... > Audit Log with the label Send message.

Detailed information about sent messages including the date and time of delivery and the driver’s response if one has been received is available from the hub.

Status Groups

Drivers with Garmin-equipped vehicles can notify their team of changes to their working status using common statuses. For example, when a driver has completed a task and requires new work, they can set their status to available. This status update can then be used by dispatch to select the most relevant driver for a task based on not only location but availability.

Other common statuses are:

To create the set of statuses available to a driver through their Garmin, navigate to the vehicle properties then select the Group tab.

Each vehicle can have up to four available statuses for the driver to select from.

Once the statuses are saved, the driver’s in-vehicle Garmin will be updated. They can set their current status by selecting Quick Message. When viewing the map, driver status will be displayed in the information popup when hovering over their current location.

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Dispatch

The application offers an intuitive way to dispatch members of your mobile team to and from job sites in real-time. You can easily dispatch new jobs, pickup and drop off locations, zones or entire routes to your Garmin equipped vehicles.

Note: A Garmin device can be added to a version 6 or version 4v3 Device. Not every Garmin model works with all the features the Telematics Device offers. Contact your authorized Reseller to purchase the necessary hardware.

Dispatching Vehicles to Zones

To send a zone you’ve created to a vehicle:

  1. Locate the zone by either using the map or using the search box.
  2. Once the zone displays, select it.
  3. Select Dispatch vehicle here, from the popup zone options.

When creating a dispatch request, you can select one or more vehicles to receive the request. Those drivers can optionally receive text messages you specify which include additional instructions about the job.

Dispatching Routes to Vehicles

You can send entire routes to vehicles to dispatch a sequence of destinations the driver should reach. To send a route to a vehicle:

  1. Navigate to Zones & Messages  > Routes... from the main menu.
  2. Select Routes again, then select the desired route.
  3. Send the route to the vehicle by clicking the Send to vehicle button from the top menu.

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Vehicle and Engine

Exceptions

Understanding when and where issues arise within the fleet is made simple with the use of exception rules.

Exception rules are conditions that outline the ideal behavior of a fleet. When a vehicle event breaks a rule, an exception is recorded within the system. Exceptions can be used to trigger notifications to be sent out to specific users.

In this way, an exception notification can be sent out to the rule-breaker, their manager, and other relevant parties. Fleet managers can then review their exceptions history through reports to understand the trending behaviors of their fleet.

The application offers a robust suite of built-in exceptions separated into the categories of fleet, safety, and productivity. In addition to these, you can create custom rules that combine various different conditions to suit your needs.

Managing Exceptions

Exception rules are managed by selecting Rules & Groups > Rules from the main menu. Built-in rules can be toggled On or Off using the buttons beside each rule. The application prompts the user to confirm when rules are enabled or disabled to prevent accidental changes to exception reporting.

You can make direct changes to built-in rules through the interface — adjusting values like speed and g-force where applicable. The question mark button opens a detailed explanation of each rule. The envelope button opens a list of notification recipients for the rule, allowing you to manage who is notified when an exception rule is broken.

If a built-in rule doesn’t fit your requirements, use the pen button to begin creating a customized copy of the selected rule. Once a custom rule is saved, it can be found in the custom rules list below the built-in rules.

Note: Custom rules cannot be edited directly through the Rules page. Select a custom rule to go to the Exception Rule Edit page to make your changes.

Built-In Exception Rule Types

Safety Exceptions

The application enables fleet-wide safety and driver improvement through live notifications of in-vehicle behaviors. All exceptions can be configured to interactively alert the responsible driver at the time of exception by using an audible alarm built into the Telematics Device. This feedback allows early detection and response to driver activity, which greatly increases the road safety of your drivers and others on the road with them.

Listed here are all the built-in safety-related exceptions that the application offers.

Productivity Exceptions

We are consistently raising the bar when it comes to driver productivity tracking. You can be notified of exceptions such as late arrivals, early departures, idling, unauthorized home or Customer stops, excessive office time, long lunches, and even long stops during work hours.

Listed here are all the built-in productivity-related exceptions that the application offers.

Fleet Exceptions

Thousands of vehicles equipped with our technology have realized significant cost-saving benefits. We offer the most extensive metrics available to help you reduce fuel consumption. We help you stay proactive in keeping your fuel costs down by managing driver behaviors, such as speeding and idling, and detecting engine issues before they become costly problems.

Listed here are all the built-in fleet-related exceptions that the application offers.

Compliance Exceptions

These rules work together with our ELD and DVIR features to help track both fleet and regulatory compliance. You can monitor your drivers’ pre- and post-trip DVIR compliance, set conditions for monitoring yard move exemptions, and detect non-compliant behavior before it becomes a habit.

Sustainability Exceptions (Feature Preview)

These rules are designed to help manage your carbon footprint and support electric vehicles (EVs). Receive notifications when EVs are done charging or are low on charge, and track idling across your fleet to reduce waste.

Listed here are all the built-in sustainability rules that the application offers.

System Exceptions

A system notice rule tracks critical errors, originating either in the application software, or from each individual Telematics Device. While the system notice rule is always active, only those administrators who opt in to this rule’s notifications are alerted when exceptions occur. As with any rule, you may select the type of notification you desire.

Your system notice rule may be found here. Select the envelope icon to customize your notifications.

Expandability Exceptions (Feature Preview)

These rules focus on vehicles that spread solid, pre-wet, or liquid material, and must be set to On in order to run the Material Management reports (currently in Feature Preview).

Adding Exception Rules

  1. Navigate to Rules from the main menu.
  2. Select Add from the top menu on the Rules page.
  3. Under the Name tab, name the rule and add any additional customizations — including the groups for which the exception rule applies using the Select groups… dropdown menu.
  4. Under the Conditions tab, set conditions for when the exception rule is triggered.
  5. Under the Notifications tab, add exceptions rule notifications — including emails, alerts, or driver feedback.
  6. Select Save to add your exception rule.

Publishing Exception Rules

Publishing a rule to the Company group will make it visible to all users. When using the Publish to groups menu, the user can select a group other than the Company group. In this case, the rule will be available to view and edit for all users of the selected group and the parent groups, but will only be viewable to users belonging to the subgroups. In either case, the user will need sufficient security clearances to be able to edit or view the rule.

Additionally, the groups selected with the Publish to groups menu determine the vehicles and drivers to which the rule is applied. If set for a Company group, the rule will apply to all vehicles and drivers, whereas selecting a specific group will apply the rule to only the vehicles and drivers in that group and its subgroups.

Note: Making a user the driver of a vehicle to which a rule applies does not grant the user any additional editing or viewing permissions to that rule.

Removing Exception Rules

Select the rule you wish to remove from the exception rules list. Select the Remove button at the top of the Exception Rule Edit page. A dialog will prompt you to verify your decision. If you are certain you wish to remove the exception rule, select Delete.

Note: Built-in exception rules cannot be removed.

Exception Rule Notifications

When exception rules are broken, you have the choice to send out automatic notifications to the relevant parties. A notification can be sent out in the following ways:

Note: There may be a minor delay between when data is sent from the vehicle to when the server sends a notification depending on the type of notification and exception being handled.

Reprocessing Data

By default, the application generates exceptions starting from the time the rule is created. It does not apply the rule to vehicle activity that occurred in the past, i.e., retroactively. If you wish to apply the rule to data created earlier, you can use the reprocessing feature. The reprocessing feature allows users to specify a new start date, then recalculates all exceptions from that date onward. Trips are reprocessed as of version 1802.

To reprocess your data:

  1. Navigate to Rules & Groups > Rules from the main menu.
  2. Click the Reprocess data button located in the top menu.
  3. From the popup window, select a Start date, and one or more vehicles, then click Apply changes.

Note: The maximum period for reprocessing data is 13 months.

Notification Templates

Notification templates define the information contained within notifications. Notification templates use variable tokens and static text to allow the delivery of customized notifications to recipients. There are three types of notification templates: email templates, web templates, and text templates.

Some use cases of customized notifications are:

The Notification Templates page can be reached by navigating to Rules & Groups > Rules and then selecting the Notification templates button.

You can access existing templates from the list or you can create new notification templates by using the three buttons at the top of the page.

Email Templates

Email templates are used to customize the emails sent when an exception rule is broken. An exception report can also be attached to the template to provide an in-depth look at the rule infraction. The application provides a generic email template by default.

Web Templates

Exception rule infraction information can be configured to be sent out as a GET or POST request to a web server.

Text Templates

Text templates are used to customize the information included in a popup alert within the application.

Distribution List

A distribution list is a reusable collection of multiple recipients and their corresponding notification types. A distribution list is useful when configuring the same group of users to receive notifications of different exceptions.

Removing Notification Templates

Because notifications encapsulate notification templates, make sure to delete notification templates with care. Deleting a notification template will delete all notifications using that template — potentially leaving users without notifications.

Adding Notifications

Notification can be added to an exception rule when creating a new rule or when editing an existing rule. Go to the Notifications tab of your selected rule to make notification changes.

Before most notifications can be added, you will need to configure a set of corresponding notification templates.

To add an email notification:

  1. Select Add email.
  2. For Template, choose an email template, or select Add new template to create your own template.
  3. For Email, choose a recipient for the notification.
  4. Select Add to prepare the notification.

To add a popup notification:

  1. Select the Add alert button.
  2. Select an alert type from the dropdown menu.
  3. For Template, choose an email template.
  4. For Pop/Urgent Popup/Log Only, choose a recipient for the notification.
  5. Select Add to prepare the notification.

To add a driver feedback notification:

  1. Select Add driver feedback button.
  2. Select one of the driver feedback options from the dropdown menu. Adding driver feedback does not require a direct recipient.
  3. The driver feedback option is automatically added to the exception rule upon selection.
  4. Select Save to add your notifications to the exception rule.

Note: Adding driver feedback does not require a direct recipient. If this notification type is assigned to a device, the device produces driver feedback.

The More… button reveals five additional options: Web request, Assign to group, Email to group, Distribution list and Assign as Personal/Business.

Removing Notifications

Notification can be removed from an exception rule by selecting the small × beside the notification under the Notifications tab on the Exception Rule Edit page. Select Save to finalize your changes.

Advanced Notifications

Using the advanced editor, you can further customize the conditions that need to be met for a notification to be sent out. You can combine multiple conditions together to specify exact business cases such as:

Exceptions Report

The Exceptions page provides a summary of all exception rules that have been broken within a selected time period. It can be found under the Rules & Groups option in the main menu.

The Options button opens up a set of parameters used to refine the search criteria for exceptions. The Exceptions report can be run broadly across all vehicles and dates — or on a driver or vehicle basis, including only specific vehicles and exception rules, as well as custom time periods.

Sort Order

By default, the list is sorted in descending order based on the duration of the exception. Alternative sorting options include the distance for which the exception occurred, the amount of times the exception occurred, or the amount of drivers/vehicles that violated the exception rule.

Reporting and Visualization

The Report button opens a selection of reporting options available for the Exceptions data set. From the dropdown menu, select the report to download as an Excel file, or click the ellipsis icon to download as a PDF, or to view in a browser.

Additionally, the graph button and the location button provide insight into the time and location of each exception. The graph button links to a polar area chart that displays Exceptions for a given week. The location button links to the Trip History page for the trip that generated the exception.

Interactive List View

The interactive list view allows you to open up additional information about an exception rule by selecting on its row. If the exception rule for the selected date range has relatively few infractions, the row will open up additional information, as pictured below.

If the exception rule has a significant number of infractions, selecting on the row will take you to a secondary page that subdivides the infractions by vehicles — or drivers, if selected in the options. Similarly, if the number of infractions per vehicle is high, selecting a vehicle row will take you to a tertiary page that subdivides the infractions by date as related to that specific vehicle.

In this manner, you can drill-down your reporting to view specifics as related to particular drivers or vehicles for relevant time periods.

Tip: Selecting the location icon will display the trips history associated with the exception event shown on that row.

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Named Auxiliaries

Auxiliary rules are exception rules that help you manage sensors and external input devices connected to the Telematics Device. As with exception rules, auxiliary rules are handled in real-time.

Note: Auxiliary Rules were formerly known as Auxiliary Groups.

Using named Auxiliaries

Create a Group for Your Auxiliaries

Auxiliaries are best managed from their own Group branch under the Company group. To create a new group, go to Rules & Groups > Groups and do the following:

  1. Add a new group called Auxiliaries.
  2. Add a subgroup under Auxiliaries named, for example, “Salt Truck”.

Add an Auxiliary Rule

  1. Go to Rules & Groups > Rules and select Add to begin adding a new rule.
  2. Under the Name tab, give the rule a name, for example, “Salter”.
  3. Select the “Salt Truck” group as the group this rule is published to.
  4. Select the Conditions tab and select the connected auxiliary port from the More… menu.
  5. Select True for the value from the opened Condition Value Selection then select Add to associate the new rule with this auxiliary input.
  6. Add any additional conditions you might require — such as the ignition being on, a minimum duration, or a vehicle speed — and save the rule.

Note: Your new rule applies to future data. If you would like to apply the auxiliary rule to archived (historical) information, you must first reprocess your archived (historical) data using the Reprocess data button on the Rules page.

Apply Auxiliary Rule to Vehicles

  1. Navigate to Vehicles from the main menu and select one or more vehicles to which you wish to apply the auxiliary rule.
  2. Select the Groups tab and choose the Salt Truck group from the Groups dropdown and save.

User Access

Because Auxiliary Rules are applied on a per-group basis, a user will need access to that specific auxiliary group to be able to work with it. Note that giving a user access to an auxiliary group in their “Data Scope” may result in them having access to vehicles they are not intended to see. For this reason you can give a user access to the auxiliary group within their reporting scope. This will allow the user to view the exceptions on the map, as well as to create reports from these exceptions.

If the user in question does not have the Entire Organization data scope, then select the auxiliary group you would like the user to be able to make reports of under the Additionally allow reporting by these groups label on the User Edit page (Administration > Users) for that user.

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Vehicle Maintenance

You can easily prioritize the repairs for your vehicles based on active diagnostic faults using in-depth engine health information. By focusing on proactive vehicle maintenance, your fleet will begin saving on costly vehicle repairs by detecting issues early and preventing them from developing into larger problems.

Even the simplest vehicle repairs can become a drain on your bottom line. Prevent vehicle misuse with our industry leading Telematics Device.

Insurance Discounts

Did you know that our fleet management system can help you lower your insurance rates? Insurance premiums can increase as a result of collisions, speeding tickets, and other unexpected incidents. A growing number of insurance providers offer usage-based discounts. Contact your insurance provider today to find out if you qualify.

Maintenance Reminders

Remembering when to perform oil changes, tire rotations, and other minor automotive services can be completely automated using accurate GPS fleet tracking to monitor the usage of your fleet. You can create recurring reminders that will let you know when a vehicle is due for service.

Navigate to Engine & Maintenance from the main menu. Select Reminders… > Reminder Rules from the submenu. Your maintenance reminders will be listed.

To create a new rule, select the Add button at the top.

When creating your new rule, choose from the following criteria to notify yourself or others:

Recording Completed Maintenance

Recording that you have completed the maintenance service is optional. The reminders you have set will still continue even if you do not record the outcome. The reminder schedule is not linked to your actual completed dates. If you wish to change your next reminder, you must change the reminder rule.

To record a completed maintenance:

  1. Navigate to Engine & Maintenance from the main menu.
  2. Select Reminders… from the submenu, then select Reminders Due.
  3. Select the vehicle and select Apply changes. The page displays a list of maintenance reminders.
  4. Select the vehicle/rule combination from the list to record completed maintenance.
  5. Select the desired vehicle’s reminder to display the Maintenance History.
  6. Select the completed maintenance event to see the edit screen for that event.
  7. Update the page with your known information — i.e. the exact date and odometer reading when the oil change was performed.

Roadside Assistance

Intelligent communication and early detection features help to predict engine health and prevent costly repairs. However, ​unforeseen roadside events such as minor collisions, flat tires, and low fuel supply can disable a vehicle just as quickly. The Roadside Add-In is an easy-to-use, driver-friendly solution for dispatching roadside assistance to vehicles in distress.

If a driver is assigned to the vehicle and a VIN is available, the Roadside Add-In auto-completes the request and displays the vehicle’s position to nearby service providers. Live positional updates with an estimated time of arrival keep drivers informed as the service vehicle approaches the scene.

To request assistance, navigate to the Roadside Add-In in the main menu, select Create Service Requests and follow the on-screen instructions. The application searches for nearby service providers and when found, dispatches them to the location displayed on the map.

When the service provider arrives, the status automatically changes to Service in Progress until you tap the Continue button to complete the service.

The Roadside Add-In is available on the Marketplace to U.S. and Canadian fleets and provides services such as towing, locksmith, battery boost, fuel delivery, flat tire change and more. For a complete list of services and benefits, visit the Marketplace and contact your sales provider to find out if you qualify.

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Engine Data

Your Telematics Device is designed to collect and respond to status information in your vehicle. The port it is installed in is traditionally used for on-board diagnostics from the vehicle’s manufacturer.

Your Telematics Device responds to changes in your vehicle in the following areas:

Please be aware that due to differences in vehicle manufacturers, the actual engine information available in your vehicles may vary. We are constantly expanding the number of supported vehicles and features, and regularly distribute firmware updates as necessary.

Note: If when installing your Telematics Device you experience issues such as power loss, vehicle stalls, or engine lights turning on, you may have an incompatible vehicle. Please remove the Telematics Device and contact your authorized Reseller.

Engine Measurements

View engine measurements by selecting Engine & Maintenance > Engine and Device… > Measurements.

Use the Options dialog to set diagnostic, vehicle, and date filters for the data. The filtered measurements will be displayed as a list.

Selecting a row from the list will display specific measurements including the date and time of when they were recorded. Selecting the red sparkline graphic will take you to the engine data profile graph for the selected measurement.

Tip: Selecting multiple diagnostic types from the Options dialog on the graph page will overlay all selected measurements on the graph.

Understanding Your Vehicle

Authorized Resellers have access to a proprietary tool that is used to automatically discover the available engine information for your vehicle. This is done by providing your vehicle identification number (VIN) to your Reseller. The VIN is usually located on your dashboard.

In order to determine whether a vehicle is driving, stationary or turned off, the system uses patented technology to examine vehicle battery voltage, movement by use of accelerometer, GPS location, and available engine status information. This allows the system to be used in vehicles that do not include an engine bus, in new electric or hybrid vehicles, commercial vans, and large trucks.

Current Vehicle Support

Use the Vehicle Type and Engine Data table as a compatibility guide between vehicle types and certain application features. To determine which EVs receive support, visit the EV Make/Model Support Reference. For more information, please contact your authorized Reseller.

Vehicle Odometer

In most cases, your Telematics Device automatically records your odometer value. The IFTA report relies on the odometer history.

For some vehicles, automatic recording of the odometer reading may not be available because the manufacturer does not provide it, or it is not supported. If unsupported, you can update the odometer in your account by manually entering your vehicle’s current odometer reading.

The application retroactively corrects archived (historical) odometer readings based on the most recently entered value (whether manually or automatically recorded). This most recent value is always assumed to be correct and overrides all previous entries or corrections.

Incorrectly entered information can result in inaccurate reports:

Recommendations:

Fuel and EV Energy Usage Reports

The Fuel and EV Energy Usage Report (formerly Fuel Usage Report) supports conventional and Electric Vehicles (EVs), allowing fleets to compare both fuel and electric energy economy in one easy-to-read report. 

The Fuel and EV Energy Usage Report provides a summary of fuel and/or electric energy economy, travel distance, and monthly fuel and/or energy usage of selected vehicles. You can access the report by navigating to Engine & Maintenance > Fuel and EV Energy Usage.

The Report will continue to display fuel usage and fuel economy for conventional vehicles, as well as electric energy used and electric energy economy for electric vehicles. It also displays % Electric Energy of Total, which can be used to evaluate whether a PHEV is running predominantly on gas.

Note: To include EV Charging, the former clearance name View fill-ups and fuel transactions is now View fill-ups, EV charging, and fuel transactions.

For more information about the Fuel and EV Energy Usage Report, refer to the EV Reporting and Monitoring User Guide.

Users also have the ability to select the preferred electric energy economy measurement (metric or US/Imperial). By default, the electric energy economy measurement automatically converts based on your choice of fuel economy measurement.

The Options dropdown allows you to filter the report by vehicle and time period. Additionally, the Sub-Periods option can be used to narrow down the report to daily, weekly or monthly results.

Once the report is generated, selecting on a row from the list will take you to a particular fill-up, or set of fill-ups (for conventional vehicles), and charge events, or charge session (for electric vehicles) associated with your chosen sort order. Alternatively, you can select the Fill-Ups button to view fill-ups, or the EV Charging button (currently in Feature Preview) to view charge events associated with the selected filters.

EV Charging

A charge event occurs every time a vehicle is charged. Similar to the Fill-Ups Report, the EV Charging Report displays all charge events, charge sessions, and multiple charge events that occur during a single stop, for a selected time period.

When sorted by vehicle or driver, the heading of every vehicle displays the amount of electric energy added.

 

EV Charging Activity

Users with electric vehicles can view their EV charging activity on the map. The vehicle’s current level of charge is indicated next to the vehicle name. Vehicles that are currently charging are marked with a lightning bolt icon.

For more information on EV Charging and firmware compatibility, refer to the EV Reporting and Monitoring User Guide.

Fill-Ups

A fill-up event occurs every time fuel is added to the vehicle. The Fill-Ups Report displays all fill-up events for a selected time period.

When sorted by vehicle or driver, the heading of every vehicle displays the average fuel economy, the total fuel added for the fill-up event, and the total cost of all fill-ups for the selected time period.

Click the graph button to view the Fill-Ups graph for the selected time period. Click the location button in each row to view the trip.

To understand how fuel reporting works including features and limitations, refer to this document for a list of frequently asked questions.

Fill-Up Validation

Telematics data is used to validate imported fuel transactions. A yellow warning icon will be displayed for any fill-up row that does not meet validation criteria. Hovering the cursor over the icon will display the reason why the system flagged the fill-up.

Fill-Up Details

Selecting a row from the fill-ups report will show the details of that particular fill-up event. A matching fuel transaction will also be shown if available.

Validation Details

Rows are highlighted in yellow when the fuel transaction cannot be validated against telematics data.

Fill-Ups Graph

The fill-ups graph can be used to validate a fill-up that has been flagged as suspicious.

The image above illustrates a fuel transaction event where the fuel level of the car (red line) does not increase together with the blue line. Generally, such an instance indicates suspicious activity associated with that particular fill-up.

The blue line is influenced by three factors: the fuel transaction import, the fuel tank level as reported by the vehicle, and the total fuel used as reported by the vehicle. Each dot on the blue line indicates a vehicle stop.

The red line is influenced only by the fuel tank level as reported by the vehicle. The accuracy of the red line will depend on the vehicle and manufacturer.

The two lines should follow a similar pattern under regular driving and refueling. However, because the blue line changes with imported transaction information, it is possible that the blue line may rise when the red line does not, indicating a scenario like the following:

Importing Fuel Card Data into Your Database

Fuel card importing is vendor agnostic. Most fuel card providers will supply fuel transaction data in .csv or .xls file formats. Each row of the transaction file represents a separate fuel card transaction, with the columns indicating values like cost, volume, location, vehicle, etc. Fuel transactions can be imported using any of the methods below:

Using the Import Fuel Transactions Add-In

An Add-In has been developed to assist in importing fuel card data from .csv/.xls files. Two formats are supported: the WEX master file and a generic format. Contact your Reseller for more information.

  1. Integrate the Fuel Transaction Import Add-In into your database. Contact your Reseller for more information
  2. Navigate to Engine & Maintenance > Fuel Transaction Import from the main menu.
  3. Select the Browse button and choose a .csv/.xls file of the appropriate format. Be sure to convert .xlsx file to .xls files before importing.
  4. Select the Open File button.
  5. The Add-In will begin parsing the file. When completed, the first ten records will be previewed and the Import button will be enabled.
  6. Some files may contain information for multiple fuel card accounts. In these cases you can select the account whose data you wish to import from the dropdown menu. Only the data rows with the selected account name will be imported into the database.
  7. Select the Import button to import the selected data. The Add-In will notify you when the process has completed or if an error has occurred.

Using the API directly

The SDK documentation contains examples of adding, removing, setting, and searching for fuel transactions, along with information about the object structure. Potential use cases for using the API might be:

  1. Developing a small application that monitors an FTP site for new files. Once new files appear, it processes and adds them to a database.
  2. Fuel card system integration with the API.

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Reports

Understanding your fleet’s behavior is made simple with the application. Report on activities such as deliveries per driver, average fuel consumption, drivers who speed and identify those most often late to arrive and early to depart. There are over 30 standard reports to choose from, as well as the ability to create limitless custom reports using Microsoft Excel. Reports can be downloaded to your computer in Adobe PDF or Microsoft Excel to further examine and work with the data.

Schedule your reports to be emailed to you daily, weekly, monthly, or on demand. With proactive management, you can create custom rules for your drivers and receive instant updates through email and more.

Configuring Reports

Navigate to Administration on the main menu. Select Report setup then Report views from the submenu. A new screen displays with a list of runnable reports. Custom reports display at the top of the list and built-in reports follow below.

You can display a report on your dashboard by selecting it from the list, then toggling Dashboard graphic options to On under the Dashboard tab. Select Include me as a dashboard viewer, and adjust the settings for the data range and refresh rate.

To customize a report, select it from the list and then select Export to make changes.

Customizing Reports

Using Excel to create custom reports allows for limitless options for analyzing your fleet and driver behavior. Using Microsoft Excel, you can include fleet metrics, charts, formulas, and even match your organization’s color scheme for Customer facing reports. The following options are available for customizing reports:

Adding Multi-language Support to Reports

Report headings for default reports will be translated into the language currently set by the user. Custom reports can make use of this functionality for any supported language. To add multi-language support for a new report template:

  1. Create your template, as before.
  2. Create a new tab with the exact title Languages. You can hide it later if you choose.
  1. For each other tab (whether a sheet or a pivot table), prefix each English heading you wish to translate with two asterisks. For example, change Date to **Date.
  2. Add each of these translated headings to the Languages tab, one per line.

Dashboard

The application has many options for what you will initially see when logging in. One of those options is the dashboard: a graphical view of all your reports on one page. The dashboard is intended to highlight critical events and behaviors throughout your entire fleet at a single glance. The reports displayed are up to you and can be customized using Microsoft Excel. In addition, the dashboard includes engaging visual insights into the latest fleet industry trends. Select Dashboard > Fleet Industry Trends to view charts and analytics.

Listed below are the built-in graphics displayed on the dashboard which help establish insights to your fleet.

Driver Score

Rates your drivers based on speeding, after-hours driving, and excessive idling

Idle Time

Compares time spent idling as a percentage of the total driving time

Activity

Analyzes the time spent in different zones: at the office, home, and Customer zones

Stops

Visualizes the number of stops made

Business and Personal Use

Shows driver mileage for business and personal use while intelligently filtering away the drive to and from work

Email Report

The application offers several options for sending and receiving reports via email.

SendReport

Emails the report using a conditional flag based on calculated values, or by setting the condition to True. The application has more options for sending reports via email, which vary for each report.

  1. Navigate to Administration > Report setup...> Emailed reports.
  2. Select the desired report.
  3. Select the Email report tab.

Email options

Allows the user to control whether or not to send the report via email. If toggled to Yes, the user can change settings for Display Options, Report Data Configuration, and Additional Report Options (available for select reports).

Attach report file to email

Allows users to choose to receive reports as email attachments or download links. In System Settings > Privacy Settings, the user can select whether they want to receive reports as email attachments (currently in Feature Preview).

Email the report to me

Emails the report to the user, as well as the group selected from the Recipient List. The Redirect report option sends the report to an individual. Users can send a test version of the report to themselves, or another individual in order to verify the contents of the report. When satisfied, turn Redirect report off to send the report to the target audience.

Redirects reports when SendReport becomes true or false. To ensure the report is sent to the redirection target, SendReport must be set to True or False in both the application and the report; otherwise, the report will not be sent.

Opt in/out of receiving email reports

Allows Administrators to opt new users in or out of emailed reports from the UI Settings page. Existing users are set to On by default but can opt out of receiving email reports themselves.

All users — regardless of authentication type (Basic, SAML, MyAdmin), that have been added through the Fleet Management Application — are opted in by default.

The chart below displays the combination of options and report recipients. In this example:

Redirect

When SendReport is

SendReport

(in report)

Send to myself

Report Recipients

On

True

True

n/a

Bob

On

True

False

n/a

No one

On

False

True

n/a

No one

On

False

False

n/a

Bob

Off

n/a

True

On

Exec, Alice

Off

n/a

True

Off

Exec

Off

n/a

False

On

No one

Off

n/a

False

Off

No one

Email Limitations

In order to preserve the quality of service when using the application there are a number of limitations applied to the number of emails which can be sent at a time, and the size of each individual message.

Disabled Reports

A report will be disabled if it violates the email limitations or becomes too slow to open. If this happens, the following notification will be displayed:

When this happens, please examine:

Template Macros

Macros can slow down a report. A macro that was working well with a small number of vehicles might not scale if you have increased your fleet.

Number of vehicles

If your fleet has really grown, you might consider splitting your report into multiple reports.

After you have made your changes:

  1. Navigate to Administration > Report setup... > Emailed reports.
  2. Select the desired report.
  3. Toggle Email options to Yes.

Running Reports

While the Administration > Report setup... section allows you to configure a report, you must go to the associated report to actually run the report, as you need to set options to select your vehicles and times, etc.

Vehicle-related reports can be found by selecting Vehicles from the main menu, then selecting the Report dropdown menu and selecting a report. This includes the watchdog report.

Activity-related reports can be found by selecting Activity from the main menu. For example, IFTA, Drivers Congregating, HOS, etc. Then, as before, configure the options and select the Report dropdown menu to select a report.

Note: When downloading a report from the application, you can choose to download it with your customized options, or with the application’s default options. If you have customized options selected, a popup window will inform you that your selected options are different from the report’s default options, and list the default options for you. Select Use my selected options to download the report with your customizations, or Use default options to revert to the application’s default options.

Watchdog Report

The watchdog report helps you focus on the vehicles which deserve deeper examination. If a vehicle is not moving, or has not communicated for a period of time, it may be perfectly fine (parked for a battery change), or may indicate another issue.

There are different types of communication messages sent by the vehicle’s Telematics Device. When a vehicle is running, it sends trip report messages which include its location. When a vehicle is turned off, heartbeat messages are sent. For the first 48 hours a vehicle is turned off, a heartbeat message is sent approximately every half hour. After that, heartbeat messages are sent every 23 hours. (23 hours instead of 24, so that the time the message is sent will rotate.) All types of messages rely on network communication. A vehicle is considered to be not communicating if no messages of any sort are being sent. Archived (historical) vehicles are excluded from the report.

To access the report, select the Vehicles option on the left-navigation menu of the main application page. Select the Report dropdown and select Watchdog Report. You can view the list, download a PDF, or download an Excel spreadsheet with the same information. The latter provides the most flexibility.

The Excel version of the report has 3 visible tabs:

Report Tab

Each row in the Report tab provides the following data:

Vehicle

Vehicle name

Group

Vehicle group(s)

Last Known Address

Last communicated location. If the vehicle is active, but the Telematics Device is not communicating, then the vehicle’s actual physical location will be different. If the location is resolved to a zone, the entire address field will be displayed in a blue font, including the zone name(s) and address. If it does not resolve to a zone, then the address will be listed in black.

Last Communication Date

The date and time of the last device communication, heartbeat or otherwise, if delayed. To declutter the report, the date is left blank for vehicles with an “OK” status.

Days Since Moved

Number of days from the date on which the vehicle last communicated location information (trip report) to the time at which the report was produced, if delayed. To declutter the report, the date is left blank for vehicles with an “OK” status.

Days Since Communicated

Number of days from the date on which the vehicle last communicated any type of record to the date at which the report was produced. As long as a vehicle has network coverage, it will continue sending out “heartbeat” message logs, even if the vehicle is turned off. Note, if the vehicle was turned off and not moving while the device kept communicating heartbeat messages, but then a week later the heartbeat messages also stopped, then Days since moved and Days since communicated will be a week apart. If both trip and heartbeat communication failed at the same time, then the dates will match.

Serial Number

Serial number of the Telematics Device in the vehicle.

Status

Interpretation of the vehicle’s status, based on the Last Communication Date and the customizable parameters to set time ranges. Refer to the knowledge base article for more information on customizing this report.

Map View

Quick link to display the vehicle on a map. Only selectable in the PDF or Excel reports  not the application interface.

Chart Tab

The chart tab shows a graphical view of the status. The numbers are the actual number of vehicles in each category, not the percentage.

Summary Tab

The summary tab shows a vehicle-by-vehicle list of the vehicle status and the days since last communication.

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System Options

We offer an intuitive and flexible interface to manage your fleet. For system administrators, there are a number of preferences available that can be applied to your entire fleet of vehicles and to the users who manage them.

Changing System Options

Navigate to Administration > System... from the main menu to display the following options:

System Settings

System Settings include details about your organization as well as default settings for vehicles. Under the Maps tab, you can change your default map provider or create custom maps.

Under the General tab, you can edit the company profile — name, address, industry, and percentage of vehicles using the Telematics Device — and allow or prevent Resellers from accessing your databases by toggling Allow reseller access to On or Off.

Note: By default, this feature is toggled to Off. However, if your database was registered by your Reseller, this feature is toggled to On. If you want to restrict Reseller access to your database, you must toggle the feature back to Off.

User Account Policy

Administrators can define a password policy that compels users to set a unique password — composed of upper and lowercase letters, numbers, and symbols. A unique and complex password ensures account security, protects user information, and prevents unauthorized access. Session timeouts, account suspension, and password reuse can also be set.

To set password requirements, navigate to Administration > System > System Settings. In the System Settings page, click the User Account Policy tab and toggle the settings as desired.

Administrators can also set a User Lockout Policy for a specified time frame that locks users out of the system for a set period of time after they reach the maximum number of login attempts. The User Lockout feature prevents users from guessing passwords repeatedly and helps improve overall account security.

Note: Idle Session Timeout and Account Suspension are currently in Feature Preview and not enabled by default. To enable these features, turn on Feature Preview under the UI Settings tab by navigating to Administration > Users from the main menu. From the User Edit page, toggle Feature Preview to On and click Save.

Note: Passwords must be a minimum of 8 characters in length.

Purge

In certain situations, it may be necessary to purge data from a Group. The Purge feature allows you to permanently delete certain types of data, including private data, at specific time intervals. You can set up to 20 purge schedules.

To use the Purge feature, follow the steps below:

  1. Navigate to Administration > System… > System Settings from the main menu.
  2. Under the Purge tab, toggle Routinely purge older data to On to enable Purge Settings.
  3. Click Add Purge Schedule to set a purge schedule for a Group, then select the schedule to expand purge settings.
  4. Select how long you want to keep each data type and when the selection period passes, the data will be permanently deleted.
  5. Click Save. A popup window displays the following message and prompts you to enter your password to enable the purge.
  6. Click the Enable button. After you enable a purge, all the Administrators on your server will receive a notification.

Certificates

For single sign-on SAML users, the Certificates tab is no longer Feature Preview. Certificates can be found under Administration > System… > System Settings.

Privacy Settings

To help protect users’ data and privacy, the application offers the ability to exclude particular data points from email, web, and text notifications sent out by exception events. Choose which data points to exclude from a range of options to customize unique privacy settings for your fleet.

Audit Log

The Audit Log lists notable events which have occurred, including the addition or removal of custom parameters. This report is useful for tracking changes to your account when multiple users have administration access.

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Software Development Kit (SDK)

We recognize that when you’ve invested significant time and money in your IT infrastructure you want to get the most out of it. You can integrate your fleet telematics data into your own software by leveraging our easy-to-use software development kit (SDK).

With the SDK you can create new reports, schedule data requests to import to your own software or even build entire applications centered around your own fleet. You will be able to get started quickly and find help when you need it easily with dedicated and responsive support channels.

Supported Platforms

Whether you are building a web, mobile, or a desktop application with the SDK, there are many options for programming languages to use. The SDK is available in the following ways:

Getting Started

Start developing today using our comprehensive getting started guides, sample projects and more. Get involved, ask questions, and have them answered by dedicated support staff focused only on our telematics products.

Result and Rate Limits

Select APIs are limited by the number of results that can be retrieved in a single request, and the rate at which an API can be requested. Result and rate limits are intended to encourage API developers to use appropriate APIs for a given use case, as well as to safeguard against unbounded requests.

Read the SDK documentation online, which includes links to download the latest SDK and samples. Get involved with the community by visiting our forums.

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Aggregate Data Access

As part of the Telematics Fleet Management Application, you have access to an aggregate data product from well over one million vehicles that has been segmented into three core areas — Urban Infrastructure, Weather, and Location Analytics.

You can use these products to gain valuable insights that support your fleet management operations. The data includes information such as hazardous driving locations, road impediments, hyperlocal temperature and precipitation, and service center and parking availability. Read the aggregate data documentation online, which includes links to access the data and view code samples. This data is subject to standard access terms.

Urban Infrastructure

  • Hazardous Driving Areas
  • Road Impediments
  • Cellular Coverage Dark Spots
  • Idling Areas
  • Searching for Parking
  • Intersection Insight

Weather

  • Hyperlocal Temperature
  • Hyperlocal Barometric Pressure
  • Hyperlocal Precipitation

Location Analytics

  • Service Centre Metrics
  • Fuel Station Metrics
  • Truck Parking Locations

Business

Feature List

A complete list of features for the Telematics Device and the Fleet Management Application can be found here. 

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Business Examples

Learn how businesses use our telematics solution to control costs through saving time and costs of operating their fleets. Below are recent examples of what our Customers have done to get the most out of our system.

Safety

Productivity

Fleet

Dispatch

Sustainability and Regulatory

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What’s New

Firmware Release Notes for Telematics Devices

For the latest Firmware Release Notes, click here.

For the Firmware Product Guide, click here.

Application Release Notes

2020-04

2020-03

2020-02

2020-01

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