Last updated: October 2024

Introduction

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

Getting started

Setting up your database

Hardware Installation

To prepare for, perform and verify your hardware installation, read and follow the Telematics Device Installation & Warnings guide carefully. Additionally, visit Limitations of Use prior to installation.

Software Setup

Now create a database for your fleet using the registration page.

When you get started in the registration process, you have two options:

1. I’m a New Customer — Register for a database as a new Customer.
2. I’m a Partner — Register for a new database for yourself, as a Partner, or on behalf of a Customer.

I’m a New Customer option

If you are registering for a database as a new Customer, you will be prompted to enter the information for the primary contact and organization associated with the database. The primary contact must belong to the same organization associated with the database. Once complete, the primary contact receives a confirmation email. The primary contact is added as a MyAdmin (Reseller Support) Authentication type user to the database.

✱ NOTE: The login process for MyAdmin and SAML users with access to multiple databases prompts you to specify the database you want to access.

I’m a Partner option

If you, the Partner, are registering for a database for yourself or on behalf of a Customer, you will be required to log in using your Partner credentials to proceed.

After signing in, select the account to link with the database, then select one of the following options:

1. Create Database for Customer — Register for a new database on behalf of a Customer.
2. 1. If selected, follow the instructions under the I’m a New Customer option section. Then the primary contact is prompted to set their password if they are not an existing user.
2. Create Internal Database — Register for a new database as a Partner.
3. 1. If selected, enter the database information.

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.

Configuring your asset

1. Add your asset – To add an asset, refer to Adding assets.
2. Go for a drive – The best way to see all the features available to you is by taking your Telematics Device out on its first trip.
3. View your trip – To view your trip on the Map, refer to the Trips History page.

User Options

Use the User Options dropdown to make customizations to the application based on your preferences. Under the User Options dropdown menu you can update your Options, change your password, view any reports you have downloaded, and log out of the system.

Options

The Options menu allows you to select a number of customizable settings to optimize the application for your needs. 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

You can customize the following settings:

1. Profile – Determines which measurement units and features are displayed. Select a default profile based on your location, or click Add Custom Profile to create a new one.
2. Distance measurement system – Indicates either Metric or US/Imperial measurement.
3. Fuel economy measurement – Indicates how to display fuel economy in the application.
4. Electric energy economy measurement – Indicates how to display electric energy economy in the application.
5. Currency displayed as – Indicates the currency displayed in the application.
6. Date will have the format – Indicates the format of the date.
7. Time will have the format – Indicates the format of the time.
8. Timezone – Indicates the timezone data will be displayed.
9. Week starts on –Indicates the first day of the calendar week.
10. Language – Indicates the language of the application.

✱ NOTE: The currently supported languages are English, Canadian and European French, German, Japanese, Italian, Dutch, Polish, Spanish, Brazilian Portuguese, Simplified Chinese, Thai, Indonesian, Malay, Czech, Turkish, and Swedish.

UI Settings

Customize your home page by selecting a page from the Default page at start-up dropdown menu. New users are shown the Product Guide page by default. After getting accustomed to the application, more advanced users may find other pages, such as the Map or the Dashboard, more beneficial.

Driver License

You have the option to add your Driver license number as well as the License state or province. If you are located outside of North America, select the Other toggle and choose your location from the dropdown menu.

Map Settings

Update your map settings and choose which map provider to use. We offer Google Maps by default. You can change your default view using the Default map type dropdown menu.

Map Views are positions on the map that have been saved. Use them to quickly snap the map to relevant locations and zoom levels. Drag and drop your map views to order them as you want under Saved views. The view at the top will be used as the initial view.

HOS Settings (North America only)

Set the appropriate settings for your fleet’s Hours of Service (HOS). The application supports most of the current HOS regulations. Depending on where you operate your business, select the ruleset that applies to your drivers.

You can customize the following settings:

1. Ruleset – Indicates the ruleset you will follow when using HOS.
2. Home terminal – Indicates the motor carrier’s place of business where the driver reports for work.
3. Home terminal address – Indicates the motor carrier’s address where the driver reports for work.
4. USDOT Number – Required for ELD data transfers to FMCSA for US enforcement purposes.
5. Yard move allowed – Allows the driver to apply Yard Move exemptions.
6. Personal conveyance allowed – Allows the driver to apply Personal Conveyance exemptions.
7. HOS Exempt allowed – Allows the driver to apply HOS Exempt.
8. Adverse driving conditions allowed – Allows the driver to apply the Adverse Driving Conditions exemption.
9. Authority name – Indicates the motor carrier that the driver works for.
10. Authority address –Indicates the motor carrier’s main office address.

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

Beta Features

Beta Features provides early insight into new features that are still in progress. On the Beta Features tab, you can read about the features and activate the ones that make sense for your fleet.

Enabling Beta Features

! IMPORTANT: These features may change, break, or disappear at any time, and we do not recommend using these features in a production setting.

System Communications

Manage your system notifications under the Systems Communications tab by setting your preferences for receiving emailed reports, in-app news notifications, and service update notifications.

Change password

Change your password using the Partner Administration Tool. To learn how to update user passwords, refer to the Resetting or updating a user’s password section.

If you have the Basic Auth authentication type, change your password directly in the Fleet Management Application.

My Reports

Use the My Reports page to download and save reports that are too large to be emailed. Select and download a report on your database. A notification displays indicating the progress of the report, and when it is ready to download. Once you receive the notification that your report is ready, click the Download now button.

Log out

Click the Log out option from the User Options dropdown to log out of the Fleet Management Application.

Log out and remove account

Click the Log out and remove account option from the User Options dropdown to log out of the Fleet Management Application and permanently remove your account.

Onboarding

When a new database is created, new users have the option to use the Fleet Management Application onboarding experience. This experience learns about your jobs, creates automated configurations of default settings, and a dashboard preloaded with interactive charts based on your needs.

Use this experience to complete the following:

1. Select the jobs you perform within your role – This helps create your default landing page and creates a step-by-step guide tailored to your specific needs.
2. View Quick Start Guides – These assist with discoverability of essential features and contain guided walkthroughs, links to tutorials, guides, and other resources.
3. Visualize charts on your dashboard – These preloaded interactive charts on your dashboard showcase essential metrics and KPIs. If assets have not yet been added to your database, these charts are provided with sample data, temporarily.

✱ NOTE: For more information about interactive charts, refer to the Using chart options section.

Things to consider when onboarding:

1. Only newly registered databases will have the ability to experience this feature when logging in to the Fleet Management Application for the first time.
2. Users in all languages will be able to select their job priorities once they log in in all languages. However, the Quick Start Guides are only launched in English, French, and Spanish for customers in North America. They will soon be launched to all other supported languages and regions in a future update.
3. Turn off the onboarding by deselecting Automated Configuration at database registration or when Automated Personalization is turned off under System Settings once the database has been created.
4. You can change your job priorities by going to your Dashboard > More charts > Change my recommendations.

Dashboard

The Fleet Management Application has a variety of options for the default home page – one of these is called the Dashboard. Think of it as a snapshot of what is important in your fleet all in one place.

The Dashboard shows you key events and behaviors across your fleet using easy-to-read graphics. By default, there are some important reports already selected to show you, but you can also pick and choose which ones you want to see. That way, you can customize it to fit exactly what you need.

You can do the following on the Dashboard:

1. Filter by group – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
2. More Charts – Click this button to view, edit, and hide interactive charts on your Dashboard.

✱ NOTE: This button is available only to newly created databases. These charts are the default charts available.

If you are a new user, you can preview sample data on your Dashboard. These interactive charts are provided to show the types of charts and data that can be gathered and displayed. Once you have your data in the application, these charts will automatically update with your data. To hide sample data, click the Hide sample data button.

Interactive charts

With our interactive charts, you are in control of how you see and interact with your data on your Dashboard. If a chart is interactive, you can select the data on the graph to view the pre-filtered report data in the Fleet Management Application.

Adding charts to your Dashboard

Using chart options

1. Go to full report – View the report associated with the Interactive chart displayed on the dashboard.
2. Download – Download the Interactive chart displayed on the dashboard.
3. Hide from dashboard – Hide the Interactive chart displayed on the dashboard.
4. Edit report – Edit the report associated with the Interactive chart displayed on the dashboard.
5. Duplicate chart – Duplicate the selected chart by taking the data that already exists and re-configuring the data to display specific information you may need in another chart.
6. View sample data – Displays sample data on your dashboard.
7. Manage user access – Manage who can view the chart on their dashboard.
8. About this chart – Navigates to the description of the chart.

✱ NOTE: Any chart that runs on rules will display a View or edit rules option. This indicates any rules that were powering the data in the specific chart. You can click the rules to adjust them based on your fleet’s characteristics. Or you can click View all rules to view the built-in rules.

Editing charts

Duplicating charts

Duplicating a chart allows you to take data that already exists and re-configure the data to display specific information you may need in another chart.

Creating a new chart

Creating custom charts

Assets

Use the Assets page to monitor all assets in your fleet, including vehicles, trailers, containers, equipment, and others, and adjust settings for individuals or groups. Each asset in your fleet is displayed in a list format, with key information displayed alongside the asset name.

You can do the following on the Assets page:

1. Installation – Open the Device Installation History or New Installed Device(s) pages.
2. Reports – Download the Standard Device, Advanced Device, or the Watchdog reports.
3. + Asset – Add a single asset, multiple assets, or asset type.
4. Search name, VIN, or serial number – Search for a particular asset.
5. Filter by group – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
6. Asset type… – Filter data that displays in the table by built-in (Container, Equipment, Trailer, Vehicle) or custom asset types.
7. Powertrain and fuel type… – Filter data that displays in the table by Electric or Plug-in Hybrid, Fuel Cell Electric Vehicle, Internal Combustion Engine, or Manually Classified Powertrain assets.
8. All filters – Open advanced filters including Asset status, and Tracking status.

✱ NOTE: The table displays tracked assets only by default.

9. 1. View selected assets on the map – View on map assets that are selected from the table. Alternatively, click the Map icon beside each individual asset name.
   2. Edit selected assets – Edit assets that are selected from the table.
   3. Archive selected assets – Archive assets that are selected from the table.
   4. Delete selected assets – Delete assets that are selected from the table.

   ✱ NOTE: The View on map, Edit, Archive, and Delete buttons display when you select one or more assets from the table, or click Select all or Select current page.

   

   By default, the Assets table displays:

1. Name – Indicates the name of the asset.
2. Current driver – Indicates the driver currently assigned to the asset.
3. License plate – Indicates the license plate of the asset.
4. Odometer – Indicates the current Odometer reading for the asset.
5. Comment – Indicates any comments associated with the asset.

Other columns are available by opening the Gear icon dropdown:

6. Engine hours – Indicates the engine hours of the asset.
7. VIN – Indicates the Vehicle Identification Number.
8. Serial number – Indicates the serial number of the Telematics Device.
9. Subscription status – Indicates if the asset’s subscription is Active, Terminated, Suspended, Unknown or Not applicable.

Asset summary cards

Use the asset summary cards to quickly view assets that need attention. Select a card to filter the table. Depending on the situation of your assets, you may see the following alerts:

1. Offline – This asset is not communicating. The reason may be a terminated Rate Plan, or still unknown.
2. Low Asset Battery – This asset's battery is low, and the device may not be receiving enough power.
3. Loose Installation – This device’s installation may not be properly secured.
4. Replace Device – This device is eligible for replacement.



Icons beside the asset name in the assets table indicate that the asset is included in a card.

	Offline
	Low Asset Battery
	Loose Installation

Click each icon to quickly scan an explanation about the issue, or select the asset to view more details. Refer to Alert details for more information.



Adding assets

Add a single asset

1	From the main menu, click Assets.
2	Click + Asset, then select Add single asset.
3	Enter information about your asset: Asset name – The name you want to use to identify this asset. Mandatory for all assets. Serial number – The 12-character serial number of the telematics device. Mandatory for all assets with telematics devices. ✱ NOTE: Mobile device users can use their camera to scan the serial number. Tap Scan serial number to scan the barcode. VIN – The vehicle identification number (VIN) of your vehicle. Mandatory for all assets with OEM Telematics devices. Asset type group – A group under the Asset Information that helps you categorize your assets into Container, Equipment, Trailer, Vehicle, or custom asset types. Groups – The groups you want to link to the asset. ✱ NOTE: Entering only the asset name before saving adds an Untracked asset for you to edit later.
4	Click the Save New Asset button.

Add multiple assets

1	From the main menu, click Assets.
2	Click + Asset, then select Add multiple assets.
3	Click Download sample file and follow the template to add the assets you want to upload.
4	Drop the XLSX file you created following the template to upload multiple assets at once.
5	Click Next.
6	Review all assets identified in the upload process. If needed, click the Download error file and review your file before uploading it again.
7	Click Save all assets.

Quick upload

1	From the main menu, click Assets.
2	Click + Asset, then select Add multiple assets.
3	Click Quick Upload.
4	Select the Asset type group (Container, Equipment, Trailer, Vehicle, or custom asset types). ✱ NOTE: To use Quick upload for multiple assets, they must all belong to the same Asset type group.
5	Enter the assets’ information following the format examples.
6	Click Continue.
7	Review all assets identified in the upload process.
8	Click Save all assets.

Adding asset types

1	From the main menu, click Assets.
2	Click + Asset, then select Add asset type.
3	Click the + icon under the Groups section connected to Asset Type.
4	Create a name for your Asset Type group. If desired, enter a description and select a color for the group.
5	Click Save.

✱ NOTE: The Asset Type you select for your asset influences the information you need to add and the data you get from it. For example, if you add an asset to the Trailer group, you will not be able to assign a driver to it, but will be able to link it to a Vehicle.

Asset page

The asset page displays all the information about an individual asset. Use it to view an asset’s data and edit the asset’s settings, such as device information, driver feedback, Wi-Fi, groups, and more.

✱ 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. Refer to Telematics and Wi-Fi Device Installation & Warnings - Version 9+ Device for instructions on how to enable and connect to the Wi-Fi hotspot.

To open details about an asset, select the desired asset from the table on the Assets page.

Asset tab

You can view or edit the following on the Asset tab of the Asset page:

9. Name/Description – The name that identifies this asset.
10. Current driver – The name of the driver assigned to this asset. If you see Unknown, click Assign driver and select a driver from the Select new driver dropdown.
11. Linked assets – Other assets (trailers) linked to this asset.
12. Asset type – The asset type group of this asset.
13. Groups – Groups associated with the asset. For more information, refer to the Groups section.
14. Status groups – The messaging status groups associated with the asset. Drivers use them to notify their team of changes to their working status. 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 availability as well as location. Other common statuses are:
1. Available, Busy, Do not disturb
2. Assistance needed
3. Emergency
4. On-call

✱ NOTE: Each asset can have up to four available statuses for the driver to select from.

15. Restricted data mode – Enable to temporarily forego recording GPS coordinates and/or GPS speed. If enabled, location features that use GPS, such as position, trips, speed profiles, and GPS-based exceptions, are not available.
16. VIN – The Vehicle Identification Number of this asset. Available for Vehicle asset type only.
17. ID number – Available for Trailer asset type only.
18. Total distance – Available for Trailer, Equipment, and Container asset types only.
19. Run time – Available for Trailer and Equipment asset type only.
20. License plate – Available for Vehicle and Trailer asset types only.
21. State/province – Available for Vehicle and Trailer asset types only.
22. Odometer – Available for Vehicle asset type only.
23. Current engine hours – Available for Vehicle asset type only.
24. Device type – The type of Telematics Device plugged to this asset. Assets with no device are marked as Untracked.
25. Unplug device – Unplug the telematics device of this asset.
26. Current Status and Installation Info – Opens the Device Status page, which displays information about the device, including last engine record, last communication time, and a timeline of the device’s installations.
27. Serial number – The serial number of the telematics device of this asset.
28. Device replacement required – Information about the need for device replacement.
29. Device replacement status – Information about the status of the replacement process.
30. Comments – Any comments added for this asset.
31. Additional properties – If you have additional property sets for your assets, they display in the Additional Properties area. Refer to Additional Properties for more information.

If you make 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. Click Save when you are done making changes.

Asset usage graph

Use the Asset Usage graph to quickly glance over the asset’s stopped, driving, and idling times within the last seven days.

Alert details

View details about any asset alert and recommendations on how to address them.

To help us improve these alerts, verify the alert reason by clicking Is this accurate? and submitting your answers.

Last communicated

Use the Last communicated box to check the date, time, and location on the map of the asset’s most recent connection. Click View trip history to load this asset’s trip history details. Refer to Viewing the Trips History report for more information.

Fuel information

Use the Fuel boxes to quickly glance over the asset’s fuel and battery information.

Exceptions box

Use the Exceptions box to quickly glance over the asset’s exceptions within the last seven days. Click Exceptions to open the Exceptions page and view details. Refer to Exceptions for more information.

Health tab

See information about the asset’s health, including active faults, maintenance history, upcoming events, inspection logs, and more. An icon beside the tab name displays the number of items requiring attention.

For more information about associated devices, refer to the Asset section of the Public Works user guide.

Audio feedback tab

Use audible in-asset alerts to improve on-road driving behavior. The alerts notify them of unsafe or potentially risky driving events. 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.

Enable audio feedback to select which events will trigger alarms. Each event can be enabled and disabled using an On and Off toggle, but individual settings may have specific input fields to set a minimum threshold for feedback.

The following events are available for enabling alerts:

1. IOX-GOTALK Version – Displays the version of the IOX-GOTALK.
2. Driver ID relay – Choose to turn the Driver ID relay on or off, or use driver key to control it.
3. Enable USB data transfer – Enable to allow data transfer via USB.
4. Auxiliaries
5. 1. Invert input value – Enable to invert the configuration created on the vehicle if data displays incorrectly on the database.
   2. Notify driver if auxiliary is ON and vehicle is moving – Enable to set the vehicle speed the driver needs to reach to be notified that the auxiliary is on and the vehicle is moving.

Open the GO Anywhere Settings menu (available for GO® Anywhere™devices only ) to see the following settings:

1. Sync Frequency – Specifies the amount of times the GO Anywhere will communicate location updates during the day. The GO Anywhere will only communicate more frequently if it is moving during a specified time window.
2. Asset Recovery – Enables the GO Anywhere to sync data every 5 minutes while moving.

Open the Advanced menu to see the following settings:

1. Firmware version – The device firmware version.
2. Timezone – Specifies from which timezone the asset is operating.
3. Work hours – The kind of work time the user follows. Selecting an option from the dropdown menu allows the application to more accurately determine when an asset is being driven during office or personal time.
4. Turn GPS receiver off – The length of time the GPS receiver remains active after the ignition is shut off. The default setting is for the GPS to deactivate immediately upon ignition shut off. You may want to modify this, as keeping the GPS on can improve tracking on older devices when many stops are made.
5. Turn external device off – Controls how long external devices, such as Iridium, are left on after the asset is turned off.
6. Hours of Service (HOS) – Turn HOS settings on and off for an asset, as well as to set the application to automatically recognize when an asset is using HOS features. When using this setting, the application will use data from the telematics device to automatically record duty status logs when the asset is detected to be in motion.
7. Sleeper berth equipped – Enables the Sleeper Berth status for HOS drivers. This allows fleet managers to ensure that only assets with a sleeper berth give drivers access to this status.
8. Fuel tank capacity – Manually enter the total fuel capacity for assets with more than one fuel tank. This can have a significant impact on the accuracy of fuel reporting.
9. Automatic vehicle management – Allows the system to determine which vehicle is using which device. The device serial number is automatically assigned to the appropriate asset in the database.
10. Device behavior override – Allows Partners and Customers to modify Telematics Device behavior when an asset is off through the following overrides:

1. Continuous data connection: Modifies the Telematics Device’s modem behavior when an asset is off by maintaining a cellular connection between the Telematics Device and the Fleet Management Application at all times.
2. Extended GPS activation: Modifies the Telematics Devices’s GPS behavior when an asset is off by extending the amount of time that the Telematics Device’s GPS module is active when an asset is off. This ensures an accurate GPS location for the beginning of the next trip.

Removing assets

Deleting an asset from your database permanently removes all data associated with that asset. If you would like to remove an asset, but do not want to delete the data associated with it, you can archive the asset by clicking Archive asset.

✱ NOTE: Deleting an asset from your database does not automatically deactivate billing. Please contact your Partner to make the appropriate billing changes.

Installation History

Installation History allows you to view information about the devices installed on your fleet.

You can do the following on the Installation History page:

1. Search – Search for a particular asset.
2. Options – Customize the data displayed on the Installation History table by filtering date and assets.
3. Sort by – Organize your results in useful ways, by Serial number, Date, Status, Asset name, License plate, VIN, or Installer name.
4. Report – Download the Standard or Advance reports.
5. Columns – Show or hide columns from the table.

The Installation History table displays by default:

1. Serial number – The serial number of the installed device.
2. Date – The date the service was performed.
3. Service performed – Indicates the type of service performed:
4. 1. Installation (public) – New device was installed in the asset, and the Installer used the public installation tool.
   2. New installation – New device was installed in the asset, and the Installer used the secured (MyAdmin) installation tool.
   3. Removal - The device was removed from the asset.
   4. Swap - The device was swapped for a different device installed on the same asset.
   5. Service - A repair or audit was performed on the asset.
4. Status – Indicates the result of the device installation check (pass or fail).
5. Asset name – The name of the asset associated with the device installation.
6. VIN – The VIN of the asset associated with the device installation.
7. Installer name – The name of the Installer who performed the installation service.
8. Installer company – The company of the Installer who performed the installation.

Viewing installation history

Installation Pending Changes (Beta)

Once you accept the requests to Remove, Swap or Service from the Partner Administrative tool, you can use the Installation Pending Changes (Beta) page to accept these records. Customers no longer have to intervene and unplug, archive, or create new profiles. This page allows you to view information about the recently performed installation services and accept or decline the asset information updates.

You can enable this feature in Beta by navigating to User > Options > Beta features tab > Toggle On New installation record notification. Users are only able to see records from the past 90 days – any records prior to this time frame are expired.

On the Assets page, you can view the Installation Pending Changes page by clicking the Installation dropdown menu > Installation pending changes. Or, if you have pending changes, click the notification that highlights the number of records that require installation changes.

You can do the following on the Installation Pending Changes page:

1. Search – Search for a device.
2. Sort by – Organize your results in useful ways, by Date, Asset name, or Serial number.
3. Accept/Decline – Accept or decline updates related to installation in bulk (Accept all, Decline all), or by individual rows.

The Installation Pending Changes table displays the following type of record is created through the MyInstall application in the Partner Administrative Tool:

1. Date – The installation date.
2. Type – The installation type:
3. 1. Installation (public) – New device was installed in the asset, and the Installer used the public installation tool.
   2. New installation – New device was installed in the asset, and the Installer used the secured (MyAdmin) installation tool.
   3. Removal – The device was removed from the asset. Once accepted, the old device is archived and unplugged, stopping data reporting to the database.
   4. Swap – The device was swapped for a different device installed on the same asset. The old device will be archived and unplugged, halting data reporting, while the new device takes over with continuous data reporting. To Swap a device, click Accept for a swap request on the Installation Pending Changes page.
   5. Service – A repair or audit was performed on the asset. Accept installer suggestions directly to update essential asset information such as name, license plate, and VIN.

   ! IMPORTANT: Only users with the DeviceAdminDeleteUnplugReplace clearance can view or accept Removal and Swap records, ensuring secure management of device changes.

3. Serial number – The serial number of the device.
4. Status – Indicates the status of the installation (pass or fail).
5. Asset name – Changes to the name of the asset associated with the device installation.
6. License plate – Changes to the license plate of the asset associated with the device installation.
7. VIN – Changes to the VIN of the asset associated with the device installation.
8. Make, Model, Year (Comment) – The details of the asset associated with the device installation.

Verifying Installation Pending Changes

Map

Use the Map page to view the current location of your assets on a map, dispatch assets, verify the closest assets to specific locations, and more.

You can do the following on the Map page:

1. Include archived (historical) data – Set to Off by default to reduce confusion with trips taken by past vehicles with similar names.
2. Exclude stops – Exclude stops under a particular threshold (this filtering option is available under or over the Additional Reports Options for our Trips History page and Trips Detail reports).
3. Always show latest trip and current trip in progress – Can be set to On or Off.
4. Trip categories – Categorize trips as Business, Personal, or Uncategorized trips.

✱ NOTE: Trips without an assigned driver will have no trip categorization information. If a driver is assigned to the asset, the Category is displayed in the table along with a hover icon that displays any annotation text.

Viewing the Trips History report

Showing all trips

Click the Show all trips button to view the trips on the map. Selecting an individual trip adds the trip to the map. Selecting additional trips will show all the selections simultaneously.

This page displays the following information:

1. Selected trips numbered to the left of their address or zone name, indicating the trip’s order in the sequence. The number corresponds to the number indicated on the map.
2. The ellipsis tool allows you to view options to Edit device, Assign driver, Show speed profile for that trip, or Show Log Data and Collisions.

✱ NOTE: Refer to Asset page for more information on editing a device. Refer to Speed Profile for more information on an asset’s speed profile or log data.

1. The red warning icon allows you to view the stops and the exceptions that occurred during the trip on the map.

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

1. Asset name
2. Time, date, and address
3. Movement status
4. Exceptions
5. Road speed

You can choose to view the asset’s previous trip as well as the asset’s current position during a trip in progress at the same time by setting Always show latest trip and current trip in progress to On from the Options menu.

Viewing trip replay

The Replay feature allows you to replay trips for single or multiple vehicles to better understand how the trip progressed. From the Trips History screen, select the trips you want to replay and choose Show replay from the Map options dropdown list. While watching the animated trip history, you can click play or pause at any time. You can also change the replay speed and use the timestamp bar to jump to a desired section of the trip.

Viewing the Trips Summary report

Understanding trips and idling time

A trip is when your asset moves from the moment it starts to the moment it stops. A stop is logged when the ignition is turned off or when the asset is stationary with a speed of less than 1 km/h for over 200 seconds. Quick stops under 200 seconds without turning off the ignition, like at red lights, are not counted. The first movement of the asset initiates a trip, even if it stays still for a while.

The Telematics Device also detects idling, where the engine runs, but the asset does not move. If idling happens before a trip starts, it is counted as idling time for the previous trip. Idling is recorded when the asset is stationary with the ignition on for 3 minutes and 21 seconds.

To pinpoint the trip start time and idling, we look for a stable stationary point. If you idle less than 3 minutes 21 seconds and start driving, this idle time does not count towards any trip, as it is small enough time to ignore. If it is longer than the first 3 minutes 21 seconds, the remaining idle time counts towards the previous trip.

Due to differences in asset manufacturers, it is not always possible to determine if the asset ignition is turned on or off. For this reason, the Telematics Device attempts to detect the engine running in the following three ways:

1. When the engine "ON" status is detected via the CAN bus;
2. When there are voltage fluctuations (where no CAN is available); and
3. When movement is detected (where neither RPM nor voltage fluctuation are detected.)

The following examples illustrate how trips are calculated.

Example A — Time Spent Idling Before and After Driving

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

1. Previous trip idle time = A
2. Current trip = B + C + D
3. Current trip idle time = D

Example B — Time Spent Idling in One Trip

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

1. Current trip = A + B + C + D
2. Current trip idle time = B + D

Example C — 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.

Using the mobile version of Trips History

On the Mobile version, use the Trips History layout to view trips associated with an asset in a collapsible window and select trips individually to view on the Map. View trip details such as location, exceptions, and speed by tracing your finger over the trip line segment.

Basic Routing

The Routes feature provides an effective way to reduce fuel consumption, mileage, and CO2 emissions by optimizing the routes your drivers use. You can use it to create route plans for your fleet, compare planned and actual routes, and identify new opportunities for operational efficiency.

The Routes tab in the Drive App allows drivers to efficiently manage their assigned routes, and view any changes made to the routes in the Fleet Management Application. The route-related information in the Drive App is synced with any changes made in the Fleet Management Application.

For more information about how to use the Routes feature, refer to the Routes user guide. To access this feature in the Fleet Management Application, navigate to Productivity > Basic Routing.

Advanced Routing (subscription only)

Access Advanced Routing to save on costs through automation while enhancing fleet optimization. This ensures that your Resource is at the right location, at the right time. Gain better insights into your day-to-day operations by easily managing branches, order types, groups, patterns, and calendars. Utilize this tool to effortlessly create routes, dispatch resources, and plan ahead for optimal resource allocation. To access this feature in the Fleet Management Application, navigate to Productivity > Advanced Routing.

! IMPORTANT: Advanced Routing is subscription based. Reach out to your Partner to learn more.

Optimization Center

Use the Optimization Center to view and launch the following Advanced Routing modules:

1. Administration – Set up the initial configuration needed for all other modules, such as Order Types and Groups, Resources and their schedules, Branches, and more
2. Territory – Get a geographic visualization of orders, with the ability to create and modify territories, which can then be assigned to Resources to be referenced during the planning process within the Route module.
3. Route – Create optimized daily plans of scheduled orders and make order assignment edits, or view and compare plans.
4. Dispatch – Monitor and dispatch the current day’s scheduled orders, while also proactively supporting Resources and customers in real-time.
5. Mobile – As a Resource, view your current day's assigned orders, update their status, and communicate with Dispatch users. See Routing & Optimization — Mobile for details.

✱ NOTE: This is accessible through the Mobile App and Drive App.

Route

Use Routing & Optimization – Route to craft daily routes tailored to your business needs, offering a range of optimization profiles to choose from. Whether you aim to cut drive time or ensure punctual arrivals, the Route module helps you boost your financial goals.

Dispatch

Use Routing & Optimization – Dispatch as a Resource to access and update your assigned appointments, proactively manage daily schedules and support Resources in the field with real-time updates, dynamic metrics, and quick adjustments.

Territory

Use Routing & Optimization – Territory to view a map of your data, making it easy to manage and enhance your territory. It helps you allocate Resources efficiently, cut costs, and identify growth opportunities.

Optimization Admin

Use Routing & Optimization – Admin to set up Appointment Scheduling, Routing, Dispatch, Territory, and Mobile features. Its user-friendly dashboard provides various configuration options like order types, Resources, schedules, branches, advanced scheduling rotations, and more.

Public Works

The Public works solution simplifies your fleet management by monitoring the effectiveness of public service operations. The solution can help with driving down costs, monitoring operational status and levels of service, promote operator safety, improve citizen satisfaction, and allow you to gain insight into asset location.

For more information about Public Works, refer to the Public Works user guide. To access this feature in the Fleet Management Application, navigate to Productivity > Public Works.

Citizen Insights

Use Citizen Insights to get visibility into publicly-facing services such as road service status for snow plows, salt spreaders, waste management, and street sweepers. State, Provincial, and local governments can use Citizen Insights to make this information available to the public, allowing them to better plan their travel by identifying and avoiding certain areas which have not yet been serviced.

For more information about Citizen Insights, refer to the Citizen Insights user guide. To access this feature in the Fleet Management Application, navigate to Productivity > Public Works > Citizen Insights.

Zones

A zone is a virtual perimeter around a real-world area of interest, like offices, customers' locations, or even entire states. Whether it is workplaces, airports, gas stations, or homes, zones help you keep track of important areas. You can dispatch people to certain zones, create zones that are off-limits, and when you pair them with exception reporting, they become a powerful tool for understanding how your fleet behaves.

Leverage zones to generate precise reports on resource allocation, pinpoint high-cost zones in your daily operations, and set up exception alerts to promptly address any business issues as they arise. To navigate to the Zones feature, from the Fleet Management Application main menu > Productivity > Zones.

Zones

Use the Zones page to view, edit, or create your zones. To navigate to the Zones page, go to Productivity > Zones > Zones.

You can do the following on the Zones page:

1. Search name – Search for a particular zone.
2. Filter by group – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
3. Filter – Filter data that displays in the table by zone status or zone type.
4. Add – Add a new zone.
5. Sort by: Name – Sort the zones that display on the page by Name, alphabetically.
6. Types – Navigate to the Zone Types page.
7. Report – Download the data displayed from the My Reports page.
8. Multiple Selection Menu – Select visible, individual, all, or no zones from the table.

✱ NOTE: The options to Remove selected zones and Edit selected zones displays when Select visible, individual, or all zones is chosen.

9. Columns – Show or hide columns from the table.

The Zones table displays:

1. Name – Indicates the name of the zone.
2. Zone Type –Indicates the zone type that the particular zone belongs to.
3. Active From – Indicates when the date the zone becomes active.
4. Status – Indicates whether the zone is active, inactive, or expiring.
5. Comment – Indicates any comments associated with the zone.

Adding zones

Zones can be added in the application several ways using the Zones and Map features.

Adding zones using the Zones feature

Once you have saved your zone, it displays on the Zones page in your zones list. If you would like to add multiple zones at once, see Import Zones.

Adding zones using the map

Once you have saved your zone, the application will display it on the map.

Editing zones

Navigate to Productivity > Zones > Zones. Selecting a zone from the list on the Zones page will open an editing panel. The editing panel contains two tabs: Zone Details and Map View.

You can also do the following from the editing panel:

1. Remove – Deletes a particular zone. To learn more about how to remove a zone, refer to the Removing zones section.
2. Show on map – Displays the zone on the map.

Zone Details

Customize particular zones to allow for advanced reporting on fleet behavior. The Zone Details tab includes the following settings:

1. Name – Indicates the name of the zone.
2. Publish to groups – Select any groups you want to link to the zone.

✱ NOTE: This is used to separate zones by region, function, or other classification depending on your organization, and can be used to filter through rules.

3. Comment – Indicates any comments associated with the zone.
4. Visible on map – Choose to display zones on the map.
5. Types – Select the zone types associated with the particular zone.

✱ NOTE: This can also be used to view specific zone linked to zone types on the map, and used to support specific reports regarding zones and the types of assets entering and exiting a specific area.

6. Indicate stops within zone – Assets that stop within those zones enabled will display as a star icon.

✱ NOTE: This is enabled by default for Customer, Office, and Home zones.

7. End date – Indicates the expiration date for the zone. This date will stop any rules or exceptions that are linked to the zone.

When you are finished, select Save to return to the zone list.

Map View

Use this tab to view the zone on the map. The Map View tab includes the following settings:

1. Change zone shape – Adjust the shape of the zone by moving the existing points, selecting anywhere along the zone boundary to add a new point, or by dragging a point off the map to remove it.
2. 1. Preview – Preview changes to the zone shape.
   2. Reset changes – Remove your changes.
2. Zone color – Displays the color options for zones.
3. Transparency – Displays a sliding bar to adjust the color transparency.
4. Map/Satellite – Switch between viewing the zone on the Map view or Satellite view.

When you are finished, select Save to return to the zone list.

✱ NOTE: Changing zone properties will only impact future data. Refer to Reprocessing Data to learn more about reprocessing data from the past.

Removing zones

Zones can be removed from the database by selecting a zone, either in the Zones list or on the Map, and then selecting Remove from the editing panel. 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.

Use the Multiple Selection Menu to make changes to or remove multiple zones at a time.

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

Dispatching zones

Once you have defined a geographical zone, it can be used to help 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 send a zone you have created to an asset:

When creating a dispatch request, you are taken to the Messages page, where you can select one or more assets to receive the request. Those drivers have the option to receive text messages in which you specify additional instructions about the job. To learn more about this, refer to the Dispatching to Zones section of the Administrator’s Guide to the Drive App.

Zone Visits

The Zone Visits report allows you to quickly see where your assets are spending their time. The report can be run by driver or by asset, depending on your needs. To navigate to the Zone Visits page, go to Productivity > Zones > Zone Visits.

You can do the following on the Zone Visits page:

1. Filter by groups – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
2. Search assets/Search for a driver – Search for a particular asset or driver.

✱ NOTE: This field changes depending on what is selected in the Display Options.

3. Options – Customize the data displayed on the Zone Visits table.
4. Sort by – Organize your results in useful ways, by Name, Duration, or by Zone.
5. Summary – View the total number of stops in each zone that your assets made.

✱ NOTE: Individual entries for multiple stops in a single zone will condense into one entry detailing the first arrival time, the last departure time, the total duration of stops, and a count of how many stops were made inside the zone. Selecting the Details button at the top of the page will return you to the Zone Visits page.

6. Report – Download the Zone Visit Summary report or Zone Visit Details report.
7. Columns – Show or hide columns from the table.

The table displays:

1. Zone Name – Indicates the name of the zone.
2. 1. Location icon – Displays next to the zone name. This opens the Trips History page to show the location of the asset during that particular stop and the trip details.
2. Time of Arrival – View the time of arrival for your assets in specific zones and zone types.
3. Visit Duration – View the visit duration for specific zones and zone types.
4. Time of Departure – View the time of departure for your assets in specific zones and zone types.

Viewing the Zone Visits report

Zone Types

Zone types are used to aggregate details, rules, and view exceptions made when in a particular zone. To navigate to the Zone Types page, go to Productivity > Zones > Zone Types.

From the Zone Types page, you can complete the following actions:

1. Search name – Search for a particular zone type.
2. Add – Add a new zone type.
3. Sort by: Name – Sort the zone types that display on the page by Name, alphabetically.

There are built-in zone types in the Fleet Management Application. These zone types are created into the application as they are commonly used zones, for quick access and usage. The built-in zone types are as follows:

1. Customer
2. Home
3. In-house Service Center
4. Office
5. Vendor Service Center

If the built-in zone types do not fulfill your requirements, you can add your own zone types.

Adding a zone type

Import Zones

Use the Import Zones page to prepare a list of zones to upload to your account using a CSV file. This saves time when you want to create many zones at once, instead of manually creating multiple zones. To navigate to the Import Zones page, go to Productivity > Zones > Import Zones.

Add your spreadsheet to the drag and drop field. The application will show a total count for the identified zones, as well as a count for valid and invalid zones.

Use the Options dropdown menu to customize the settings for your new zones, including the following:

1. Search – Search for assets based on Name, VIN, or serial number.
2. Link type – Indicates the link types.
3. 1. Manual – These assets have been linked using the Drive App. For more information, refer to the Manual linking section.
   2. Automatic – These assets have been linked by the automated system. To learn more, refer to the Automatic linking section.
3. Link status – Indicates the status of the links.
4. 1. Active –Indicates assets that are linked.
   2. Complete – Indicates a completed trip between the linked assets.

   ✱ NOTE: Assets can complete multiple completed trips and each will have their own record.

4. Date range – Indicates the date.

The Linked Assets table displays the following:

1. Asset – Indicates the asset name.
2. Linked asset – Indicates the linked trailer or other assets.
3. Link start time – Indicates the time the asset and linked asset are linked.

✱ NOTE: There may be some differences between the start time of the corresponding trip.

4. Link end time – Indicates the time the asset and linked asset end their link.

✱ NOTE: There may be some differences between the end time of the corresponding trip.

5. Link type – Indicates the link types.
6. Link status – Indicates the status of the links.
7. Trip link – Provides access to the active or completed trip in the Trips History.

Understanding link types

There are two types of links: Automatic links and Manual links.

Automatic link

An Automatic link is a service that works in the background to pair all eligible assets in the same database. No user action is required to enable this linking.

Automatic links can occur for either a vehicle with a trailer, or a vehicle with other non-vehicle assets, however, all assets must use tracking devices reporting into the same database. Vehicles must be tracked using either a Telematics Device or an OEM connection. The trailer or non-vehicle assets can be tracked using any Asset Tracking device that has a minimum reporting frequency of 15 minutes.

Manual link

A Manual link is used through the Drive App and allows a tractor and trailer to be linked, for purposes of Electronic Log compliance.

✱ NOTE: The Automatic and Manual links are distinct – if two assets are manually linked using the Drive App, they will not be eligible for the Automatic link.

Refer to the Linked Assets User Guide for more information.

Driver Congregation

The Driver Congregation report allows Administrators to see where and for how long their drivers congregate during the day. To navigate to the Driver Congregation report, go to Productivity > Driver Congregation.

You can do the following on the Driver Congregation page:

1. Options – Customize the data displayed on the Driver Congregation Report.
2. Report – Download the Standard or Advanced copies of the Driver Congregation report.

Viewing the Driver Congregation report

The report displays the following:

1. The date range
2. The time zone
3. The device associated with the asset or driver
4. Driver
5. The date, time, and duration of the congregation
6. Arrival time
7. Departure time
8. Duration
9. Location
10. Zone type (if predefined)

Compliance

HOS (North American only)

Keeping track of drivers' Hours of Service (HOS) involves checking if they are following the rules and ensuring they are not overworking. You can easily see which drivers are free for dispatch and how much time they have left before they need to rest. Plus, you can keep an eye on drivers who might be nearing their limits and need a gentle reminder to take a break.

The Fleet Management application supports most current HOS regulations. Depending on where your business operates, you can select the ruleset that applies to your drivers.

Refer to the Administrator’s Guide to the Drive App for more information on viewing and using HOS reports. To access this feature in the Fleet Management Application, navigate to Compliance > HOS.

Time Card Report

The Time Card Report provides an easy way to view how your drivers are spending their time while at work. To access this feature in the Fleet Management Application, navigate to Compliance > Time Card Report.

Use the Time Card Report to do the following:

1. Filter by group – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
2. Options – Customize the data displayed on the Time Card Report.
3. Sort by – Organize your results in useful ways, by Name, Departure Time, Arrival time, or by Total time.
4. Report – Download the Standard or Advanced copies of the Time Card Report.

The report displays the following:

1. Date and time
2. Total time at work
3. Driving time
4. Idling time
5. Non-customer and Customer Duration

✱ NOTE: The graph indicates what percentage of driver time was spent at customer versus non-customer locations. Hovering over the sections in the graph displays labels for each section with the corresponding duration and percentage. Assets that do not visit customer locations will simply have their non-customer duration listed in place of the graph.

Running the Time Card report

IFTA Report

The IFTA Report function allows you to quickly view details pertinent to IFTA reporting in one place. Run this report every quarter to see how much your fleet has driven in each state, province, or jurisdiction. Using the distance driven, you can calculate how much you owe in taxes.

The report lists your selected assets and their associated drivers, as well as enter and exit times and odometer reading for each driver. It will also show the total distance driven in a particular asset for each driver.

To access the IFTA report, navigate from the main menu to Compliance > IFTA Report. Use the Download dropdown menu to download the Standard or Advanced reports.

Viewing your IFTA report

Manually record odometer values

The IFTA report relies on the asset’s odometer history, and in most cases, your Telematics Device Automatically records your odometer value.

For some assets, 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 asset’s current odometer reading.

To manually record your odometer value, navigate to Assets and select the desired asset from the list to open the Asset Edit page. Enter the new odometer value in the Odometer field and select Save from the top menu.

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 such as:

1. Incorrect copying of or entering of an odometer value might produce negative archived (historical) trip values.
2. When a Telematics Device firmware update introduces automated odometer tracking for an asset whose odometer values were manually, but incorrectly entered, it could produce a jump in the value.
3. If a Telematics Device is moved from one asset to another, but the old asset was not marked as “archived (historical)”, then odometer readings for multiple assets are combined. This could result in sudden jumps or past negative trips.

Recommendations:

4. Double-check your manual odometer readings and entries.
5. When permanently transferring your Telematics Device to a new asset, set the previous asset to archived (historical) to preserve your location data, and then create a new asset.

Tachograph (European only)

Use the Tachograph Solution if you are operating in Europe or dealing with Heavy-Duty assets over 3.5 tons. Our Tachograph Solution within the Fleet Management Application ensures you stay compliant with regulations. Simply use it to manage your records effortlessly.

Effortlessly retrieve tachograph and driver card files remotely with our solution, saving you time and money. Analyze real-time data to ensure compliance and avoid regulatory breaches. Our intuitive rulesets help keep your fleet on track, while empowering you to proactively train drivers for optimal compliance. It is compliance made easy, cost-effective, and time-efficient. To access this feature in the Fleet Management Application, navigate to Compliance > Tachograph.

Refer to the Tachograph implementation guide document to find all the steps for activation/pre-deployment, deployment and ongoing supervision when tachograph is present in any of your assets.

Safety

Risk Analytics

Use the Risk Analytics page to manage safety risks, compare asset performance with similar assets in other fleets, and make decisions based on objective safety data, such as predictive collision risk. Refer to the Safety Center User Guide for more information on using the Risk Analytics page.

Risk Management

Use the Risk Management page to run reports and compare driving behavior across assets, drivers, and groups.

You can do the following on the Risk Management page:

1. Search name – Enter an asset’s name to find it in the results table.
2. Options – Displays the following Display Options:
3. 1. Date Period – Select the date period for which you would like data to display.
   2. Exception rules – Select the Exception rules you want to add to your comparison table. You can choose up to six rules.
   3. View by – Choose to view the results by Vehicle or Driver.
   4. Hide zero distance rows – Select Yes to exclude assets that did not move during the selected date range.
   5. Run report by – Select to run the results by Individual vehicles or drivers or select specific groups.
   6. Include dismissed events – Select Yes to include dismissed events in the report.
3. Download – Select a report to download based on the selected exception rules.
4. Columns – Show or hide columns from the table.

Run and download the following built-in reports based on the exception rules you choose to enable:

1. Advanced Risk Management Report – Compares driving behavior in terms of distance, average speed, stops, idling, after hours trips, and more.
2. Asset Utilization Report – Displays the most and least utilized vehicles by days driven, drive time, and distance driven for a specified date period.
3. Basic Driver Score (last week) – Calculates events and assigns demerits for speeding, idling, or driving after hours.
4. Default Risk Management Report – Compares driving behavior in terms of distance, average speed, idling, after hours trips, and more.
5. Driver Safety Scorecard – Displays drivers or vehicles that need training with certain behaviors, particularly aggressive driving, seat belt usage, and speeding.
6. Fleet Distance Trend – Displays the fleet's daily mileage over a one-week period. Use it to analyze metrics such idling and fuel usage, or evaluate new driving policy.
7. Fleet Utilization – Displays the fleet’s distance traveled. Use it to review which vehicles are being driven the furthest between your set time frames.
8. Idling Violations – Displays a view of Idling Duration and the Idling Percentage, which looks at the relationship between idling duration and total engine hours.
9. Number of Stops (yesterday) – Displays where the drivers spend most of their time.
10. Seat Belt Violations – Displays a view of Seat belt exception events and the Seat belt percentage, which looks at the relationship between the distance traveled while not wearing a seat belt and the total distance traveled across the date range.
11. Speeding Violations – Displays speeding exceptions and the speeding percentage.

Log Data & Collisions

Use the Log Data & Collisions page to view all data logged by one or more Telematics Devices for a particular asset or assets.

You can do the following on the Log Data & Collisions page:

1. Options – Displays the following Display Options:
2. 1. Date Period – Select the date period for which you would like data to display.
   2. Include archived (historical) data – Enable to view historical data.
   3. Vehicles – Select specific assets, or select all.

1. Sort by – Select to sort the data that displays in the table by Vehicle and date/time, Reason and date/time, or Record type and date/time.
2. Report – Download the Standard or Advanced Log Data and Collisions reports.

Viewing logged data and collisions

From the Options dropdown, select your desired options. Then select Apply changes.

The logged data displays as a list, separated by asset. Each row under the asset name may display:

1. Logged on – Indicates the date and time the log was created.
2. Record Value – Absolute value of the record that was logged.
3. GPS Coordinates – Indicates the asset’s GPS coordinates when the log was created.
4. Record type – The record that was logged. For example: GPS, engine status, debug, MIME, or others.
5. Reason for the record – Each record type can be logged for various use cases. This field highlights why a particular record was logged.
6. String representation of binary data – The string representation of the data was that logged. Available for MIME record type only.

Showing on the map

Select the location icon beside each log to navigate to the Trips History page and view the trip for that log on the map. Refer to Viewing the Trips History report for more information on an asset’s trip.

Speed Profile

Use the Speed Profile page to view the speed traveled by an asset overtime compared to the speed limit.

You can do the following on the Speed Profile page:

1. Options – Displays the following Display Options:
2. 1. Date Period – Select the date period for which you would like data to display.
   2. Include archived (historical) data – Enable to view historical data.
   3. Vehicles – Select a specific asset.
   4. Road speed provider – Choose between Commercial and Community, or select All.
   5. Show truck speed limit – Enable to see the line for truck speed limits on the graph.

1. View trips – Select to navigate to the Trips History page and view the trips for the selected device and date range. Refer to Viewing the Trips History report for more information on an asset’s trip.

Viewing the speed profile graph

From the Options dropdown, select your desired options. Then select Apply changes.

The Speed Profile for the asset displays as a graph. The blue line of the graph shows the speed of the asset; 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.

Hover your mouse over the graph to view speed information for each specific segment.

Maintenance

Asset Inspection

Asset inspections are vital for safety, efficiency, and compliance. They help ensure that your assets are safe to use, ensuring health and preventing costly repairs. By identifying issues early on, inspections also save time and money in the long run. Plus, they ensure that businesses meet regulatory standards, avoiding fines and legal troubles.

The Asset Inspection page lists all completed Asset Inspection reports. To access Asset Inspections in the Fleet Management Application, navigate to Maintenance > Asset Inspection. Refer to the Administrator’s Guide to the Drive App to learn more about Asset Inspections, including working with custom defect lists.

Diagnostics

Use the Diagnostics section to view the data recorded from your assets, such as odometer, engine hour readings, fault codes. Additionally, you can view data recorded from your telematics devices, such as power change records, or device faults. To access this feature in the Fleet Management Application, navigate to Maintenance > Diagnostics.

Faults

Use the Faults page to view any faults detected by the asset or Telematics Device for the date range you select. To access this feature in the Fleet Management Application, navigate to Maintenance > Diagnostics > Faults.

You can do the following on the Faults page:

1. Filter – Displays the following Display Options:
2. 1. Date Period – Select the date period for which you would like data to display.
   2. Include archived (historical) data – Enable to select assets that are archived in the asset drop down list.
   3. Assets – Select specific assets, or select all.
   4. Diagnostics – Select the faults you would like to view.
   5. Source – Select where the fault data is gathered, either the Engine, Telematics Device, or All sources.
   6. Protocol – Select the communication protocol on the asset’s Controller Area Network (CAN).

   ✱ NOTE: Filtering for the Protocol helps reduce the time taken to gather data.

   7. Show dismissed faults – Enable to view dismissed faults.
2. Sort by – Select to sort the data that displays in the table by Fault Code, Description, Times Logged, Source, or Severity.

✱ NOTE: This only sorts data by asset.

3. Report – Download the Summary, Details, or Active Engine Faults reports.
4. Dismiss faults – Select a fault from the table, then select Dismiss faults to remove.
5. Columns – Show or hide columns from the table

Viewing faults

From the Filter dropdown, select your desired filters. Then click Apply changes.

The Faults table displays:

1. Fault Code – Indicates the code associated with the fault provided.

✱ NOTE: Each Electronic Control Unit (ECU) has its own fault code.

2. Description – Describes the fault.
3. Current Status – Indicates the current status of the fault. Click the row to view all statuses. Active faults are persistent faults that display, whereas Pending faults are inconclusive.
4. Times Logged – Indicates the number of times the fault was captured. Click the times logged to view each time the status updated.
5. Source – Indicates the source of the fault.

✱ NOTE: This comes from either the Engine or the telematics device.

6. Protocol – Indicates the Protocol of the source. This could be from J1939, OBD2, J1708 and more.
7. Advanced Details – Displays the messaging that comes from the source.
8. Selection – Allows you to select specific faults.
9. Severity – Indicates if the fault needs to be actioned.
10. Controller – Indicates which Controller the data is coming from.

! IMPORTANT: Dismissing faults does not clear the faults from the asset, only removes the faults from the table.

Measurements

Use the Measurements page to view the direct signals available from a particular asset, as well as key graphical information about the events. View measurements to analyze the raw data of all the signals the Telematics Device captures. To access this feature in the Fleet Management Application, navigate to Maintenance > Diagnostics > Measurements.

You can do the following on the Measurements page:

1. Options – Displays the following Display Options:
2. 1. Date Period – Select the date period for which you would like data to display.
   2. Include archived (historical) data – Enable to view historical data.
   3. Assets – Select specific assets, or select all.
   4. Diagnostics – Select the faults you would like to view.
2. Group by – Sort the signal list by Diagnostic or Date.

✱ NOTE: This only sorts data by asset.

3. Report – Download the Standard and Advance reports.

Viewing measurements

Reminders

Set up Maintenance Reminders for when your maintenance is due across your assets. You can target specific assets or groups of assets to be reminded about maintenance considering distance traveled, engine hours used, or by the amount of days passed. To access this feature in the Fleet Management Application, navigate to Maintenance > Reminders.

Maintenance Reminders also include automated Data Insights allowing you to take advantage of Geotab’s data models through the Reminders and Upcoming Maintenance. These reminders include Electrical System Rating (ESR) and Oil Life Remaining (OLR).

Maintenance Records

Use Maintenance Records to find a history of all logged maintenance performed on the Records page, where you can pull back years of records, create total maintenance cost reports, or even edit old records with updated receipts or new documentation all at any time. To access this feature in the Fleet Management Application, navigate to Maintenance > Maintenance Records.

Upcoming Maintenance

Use Upcoming Maintenance to review what has come due, or will be coming up soon, for maintenance on the Upcoming Maintenance page. Group needed maintenance by Asset, Maintenance Type, or Reminder type, to quickly see what you need to tackle first for maintenance. Log maintenance records where you can store maintenance costs, documentation receipts and photos of the maintenance. To access this feature in the Fleet Management Application, navigate to Maintenance > Upcoming Maintenance.

Sustainability

Sustainability Center

Use the Sustainability Center to review sustainability trends focused on entire fleets or groups. Make decisions based on objective energy and fuel data, in an effort to reduce environmental impact. Refer to the Sustainability Center User Guide for more information.

Fuel and EV Energy Usage

Use Fuel and EV Energy Usage to understand how the overall energy and driving efficiency of your fleet changes over time, and learn which assets are top and low performers depending on how they use energy. You can view details about both fuel usage (L/100km) and energy usage (kWh/100km). This supports conventional and Electric Vehicles (EVs), allowing fleets to compare both fuel and electric energy economy in one easy-to-read report. To access this report, from the main menu, navigate to Sustainability > Fuel and EV Energy Usage.

You can do the following on the Fuel and EV Energy Usage page:

1. Filter by group – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
2. Options – Customize the data displayed on the Fuel and EV Energy Usage table.
3. Sort by – Organize your results in useful ways, by Asset, Period, or Fuel economy/Electric energy economy.

✱ NOTE: Sorting by Fuel economy/Electric energy economy allows you to view your most efficient asset.

4. Fill-ups – Navigates to the Fill-ups report.
5. EV charging – Navigates to the EV Charging report.

✱ NOTE: To include EV Charging, you need the View fill-ups, EV charging, and fuel transactions clearance.

6. Download – Download the Standard or Advanced copies of the Fuel and EV Energy Usage report.
7. Columns – Show or hide columns from the table.

The Fuel and EV Energy Usage table displays:

1. Device – Indicates the asset.
2. Fuel economy/Electric energy economy – Indicates the efficiency by converting the amount of energy used into L/km.

✱ NOTE: Plug-in Hybrid assets will display both Fuel used and Energy used and both these values will be combined to determine the efficiency. Use these values to determine if your drivers are using more fuel or energy usage, and why.

3. Fuel used –Indicates the amount of fuel used.

✱ NOTE: Plug-in Hybrid assets will display both Fuel used and Energy used.

4. Energy used – Indicates the amount of electric energy used.

✱ NOTE: Plug-in Hybrid assets will display both Fuel used and Energy used.

5. Date – Indicates the date period for the search.

✱ NOTE: You have the option to view data by sub-period as well.

6. Distance – Indicates the total distance driven.

Running the Fuel and EV Energy Usage report

Viewing the Fill-ups report

The Fill-ups report gathers the history of all the stops at a gas station where you have increased your fuel level. A fill-up event occurs every time fuel is added to the asset. Use this to identify any anomalies and potential cost saving opportunities. You can do the following on the Fill-Ups page:

1. Search – Search for a particular asset.
2. Filter by group – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
3. Options – Customize the data displayed on the Fill-Ups table.
4. Sort by – Organize your results in useful ways, by Vehicle, Driver, or Date.
5. Fuel and EV Energy Usage – Return to the Fuel and EV Energy Usage page.
6. Report – Download the Standard or Advanced copies of the Fill-Ups report.
7. Columns – Show or hide columns from the table.

The Fill-Ups table displays:

1. Date – Indicates the asset along with the date of the fill-ups.
2. Address – Indicates the address of the fill-ups.
3. Device – Indicates the device associated with the asset.
4. Driver – Indicates the driver of the asset.
5. Fuel Economy – Indicates the average fuel economy between both the previous fill-up to the most recent fill-up.
6. Volume added – Indicates how much fuel was added during the fill-up.
7. Odometer – Indicates the odometer reading during the time of the fill-up.
8. Cost – Indicates the cost of the fill-ups.
9. Product type – Indicates the fuel grade, or type, such as gasoline or diesel. It only populates if there is a matching fuel transaction and the transaction record includes a product type.

To run the Fill-Ups report, complete the following:

From the table, 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.

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.

Fill-Up validation

Data from the Telematics Device is used to validate imported fuel transactions. A fill-up row that does not meet the validation criteria displays a yellow warning icon. Hovering the cursor over the icon will display the reason why the system flagged the fill-up.

The Fill-Up details page for a flagged fill-up event will show rows highlighted in yellow when the fuel transaction cannot be validated against Telematics Data.

To understand how fuel reporting works, including features and limitations, refer to Fuel Usage and Fill-Ups FAQs.

EV Battery Health

Use the EV Battery Health report to understand battery degradation over time for Electric Vehicles. If you are realizing you are not getting the range out of your EV asset that you thought you would, use this report to check if battery degradation is a contributing factor. This helps you think and plan end of life activities, if degradation is accelerating, you may want to consider recycling the battery or removing the asset. Use this to compare assets with similar makes, models, and years to understand more about the battery health of specific assets.

This report highlights the usable battery capacity of your EV, and how that compares to when the asset was new. To access this report, from the main menu, navigate to Sustainability > EV Battery Health.

! IMPORTANT: Nominal battery capacity in manufacturer specifications is not the same as usable battery capacity.

You can do the following on the EV Battery Health page:

1. Filter by group – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
2. Options – Customize the data displayed on the EV Battery Health table.
3. Sort by – Organize your results in useful ways, by Asset or Detection Date.
4. Report – Download the Standard or Advanced copies of the EV Battery Health report.
5. Columns – Show or hide columns from the table.

The EV Battery Health table displays:

6. 1. Asset – Indicates the asset.
   2. Make, Model, Year – Indicates the make, model, and year of the asset.
   3. Detection Date – Indicates the EV battery health detection date.
   4. Odometer on Detection Date – Indicates the odometer reading on the detection date.
   5. Usable Detected Capacity –Indicates the usable battery capacity that has been detected during a full charge. Use this column to compare the battery degradation over time.

   ✱ NOTE: This number is determined by historical charging and driving data.

   6. EV Battery Health – Indicates the percentage you are operating from compared to the original battery capacity. Use this number and the range capability needed for your fleet to determine how useful the asset is to you.
   7. Usable Original Capacity – Indicates the original battery capacity was when the asset was new.

   ✱ NOTE: This is determined using crowdsourced data based on the make, model, and year of the asset.

   

   Running the EV Battery Health report

   1	From the main menu, navigate to Sustainability > EV Battery Health.
   2	Under Options, select a Date Period.
   3	Under Display Options, select your desired Assets.
   4	Click Apply changes.

   EV Charging

   Use the EV Charging report to understand the history of all charging events that have occurred during the selected Date Period. This report provides more insight to when assets needed to charge, where assets were stopped, and how much energy was added for that charging session – use this information to identify any cost saving opportunities. To access this report, from the main menu, navigate to Sustainability > EV Charging.

   You can do the following on the EV Charging page:

6. Filter by group – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
7. Options – Customize the data displayed on the EV Charging table.
8. Sort by – Organize your results in useful ways, by Vehicle or Zone.
9. Fuel and EV Energy Usage – Return to the Fuel and EV Energy Usage page.
10. Report – Download the Standard or Advanced copies of the EV Charging report.
11. Columns – Show or hide columns from the table.

The EV Charging table displays:

1. Zones – Indicates the zones your asset is primarily charging at. Use this information to see how much energy has been added at each zone.
2. Charge Duration – Indicates the amount of time taken to charge.
3. Battery Charge % – Indicates the range the battery has charged.
4. Charge Start to Finish – Indicates the date and time when the battery was initially put on charge to when it stopped charging.
5. Electric Energy Added – Indicates the amount of electric energy added to the battery during the charging period.
6. Device – Indicates the device associated with the asset.
7. Odometer – Indicates the odometer reading during the time of the charge.

Running the EV Charging report

From the table, 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.

✱ NOTE: For information on EV charging and firmware compatibility, refer to the EV Reporting and Monitoring User Guide.

BEV Range Capability

Use the BEV Range Capability report to view the full range that your BEVs are capable of on a full charge. This is based on recent real world conditions such as historic energy consumption, distance traveled, and detected battery capacity. Use this data to determine if your asset can complete its necessary routes.

✱ NOTE: There are many factors that could influence the detected range capability of your asset, such as the weather conditions and driving styles.

To access this report, from the main menu, navigate to Sustainability > BEV Range Capability.

You can do the following on the BEV Range Capability page:

1. Filter by group – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
2. Options – Customize the data displayed on the BEV Range Capability table.
3. Report – Download the Standard or Advanced copies of the BEV Range Capability report.

The BEV Range Capability table displays:

1. Date – Indicates the Date Period selected.
2. Time Zone – Indicates the time zone for the assets.
3. Range Capability Unit – Indicates the unit of measurement for the range capability.
4. Electric Energy Economy Unit – Indicates the unit of measurement for the electric energy economy.
5. Detected Usable Battery Capacity Unit – Indicates the unit of measurement for the detected usable battery capacity.
6. Asset – Indicates the asset name.
7. Group – Indicates any groups associated with the asset.
8. Make – Indicates the asset make.
9. Model – Indicates the asset model.
10. Year – Indicates the asset year.
11. Detection Date – Indicates the date of detection for range capability.
12. Detected Range Capability – Indicates the range capability of the asset.
13. Detected Electric Energy Economy – Indicates the electric energy economy (driving efficiency) of the asset.
14. Detected Usable Battery Capacity – Indicates the usable battery capacity of the asset.

Running the BEV Range Capability report

EV Charge Monitoring

Use EV Charge Monitoring to ensure EVs are charged and ready for their next job. You can identify and resolve charging problems such as plug in failure, driver error, vehicle malfunction, charge station malfunction, charge station software scheduling problem, or any problem that would prevent a vehicle from getting charged. This page also helps you understand which vehicles are ready now, and which will be ready later, so your staff can make informed dispatch decisions, and manage a queue of vehicles waiting to charge.

You can do the following on the EV Charge Monitoring page:

1. Search name, VIN, or serial number – Search for a particular asset.
2. Filter by group – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
3. Asset type… – Filter data that displays in the table by built-in (Container, Equipment, Trailer, Vehicle) or custom asset types.
4. All filters – Open advanced filters including specific charging states, state of charge values, or power values.

Summary cards

Use the summary cards to quickly view assets in different charging states.



Select a card to filter the table. Depending on the situation of your assets, you may see the following cards:

5. 1. EV Charging Rule Exceptions – Vehicles that have violated an EV charging rule in the past 24 hours. To view this information, you must enable one or more EV charging rules:
   2. 1. EV Low Charge
      2. EV Done Charging
      3. EV Enters Charging Zone with Low Charge
      4. EV Exits Charging Zone with Low Charge
      5. EV Stopped in Charging Zone and Not Charging
   2. Full Charge – Vehicles with state of charge of at least 90%.
   3. Low Charge – Vehicles with state of charge of 30% or less.
   4. Charging – Vehicles currently charging.
   5. Not Charging – Vehicles not currently charging.

   EV Charge Monitoring table

   The EV Charge Monitoring table displays:

1. Asset Name – Indicates the name of the asset.
2. Charging status – Indicates whether the vehicle is currently charging.
3. EV charging exceptions – A list of exceptions to EV charging rules that have occurred in the last 24 hours. Click the exception counter to view details of the exceptions.
4. State of Charge – Indicates the battery charge level (%)
5. Charging power – Indicates the power entering the battery (kW)
6. Complete time – Indicates the date / time when we estimate the battery State of Charge will reach 90%

✱ NOTE: Complete time may not be available for all vehicles. Complete time depends on:

1. Charging status (vehicle must be charging)
2. Charging power (vehicle must have positive power into the battery)
3. Battery capacity (vehicle must have enough driving/charging historical data to generate an estimate of battery capacity)
4. Time to Charge Complete security clearance (the user's security clearance must include access to the Time to Charge Complete API)

✱ NOTE: Click the Gear icon to show or hide columns from the table.

People

Users & Drivers

Use the Users & Drivers page to add and manage new users to the Fleet Management Application. Use this feature to add users, manage settings, and update user personas. As an Administrator, you can modify settings for users and customize security clearances through this page. To navigate to the Users & Drivers feature, from the Fleet Management Application main menu > People > Users & Drivers.

You can do the following on the Users & Drivers page:

1. Search for user – Search for a particular user or driver.
2. Filter by group – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
3. Filter – Filter data that displays in the table by users, clearances, rulesets, or authentication types.
4. Sort by: Name – Sort the users that display on the page by Name, Username (email), or Login date.
5. Edit selected users – Edit users that are selected from the table.

✱ NOTE: This button displays when Select visible, Select individual, or Select all is chosen from the Multiple selection menu.

6. Download – Download the Standard or Advanced copies of the Users & Drivers table.
7. + Users – Add a new user or driver.
8. Multiple Selection Menu – Select visible, individual, all, or no users from the table.
9. Columns – Show or hide columns from the table.

The Users & Drivers table displays:

1. Name – Indicates the name of the user or driver.
2. Username (email) – Indicates the email address of the user or driver.
3. User type –Indicates the type of user.
4. Security clearance – Indicates the access a user has to features in the application
5. Last login date – Indicates the last login date for the user or driver (in days).
6. Driver keys –Indicates if the driver is using any driver keys.
7. Active from – Indicates when the user or driver has been created in the system.
8. Comment – Indicates any comments for the user or driver.
9. Employee number – Indicates the user or driver’s employee number.
10. Phone number – Indicates the user or driver’s phone number.

Adding users and drivers

Customize a variety of settings for individual users from the Add Users page. From the main menu, navigate to People > Users & Drivers. Click the + User button.

User

From the Add user page under the User tab, enter the following information under User Information and Authentication and Security sections:

1. User (email) – Add a valid email address.

✱ NOTE: At least four characters are required for ELD users in Canada and the US. If you do not have a valid email address, create a unique username. For example, [your name]_[name of company]. Using an invalid email address will block access to the application.

2. First name – Add the first name.

✱ NOTE: For ELD drivers and support staff, the first name must match government identification.

3. Last name – Add last name.

✱ NOTE: For ELD drivers and support staff, the last name must match government identification.

4. Designation – Indicates the user persona associated with the user.
5. Employee number – Add the employee number.
6. Phone number – Add the user or driver’s phone number.
7. Groups – Add any groups associated with the user or driver. For more information, refer to the Groups section.
8. Data access – Specify what data the user or driver should be able to access in the Fleet Management Application.

1. Force password change on next login – Enable to Yes, so an email can be sent to the user with a link to log in and change their password.

✱ NOTE: If they are a non-email users, disable this feature and manually enter their password and share with the user.

2. Authentication type – Select from following types:
3. 1. Basic Authentication –Indicates standard authentication.
   2. MyAdmin (Reseller Support) – Allows you to use your Partner Administration Tool credentials to login.

   ✱ NOTE: If selecting this option, the user must first be registered using the Partner Administration Tool before they can access the Fleet Management Application.

   3. SAML – Indicates a certificate issuer associated with the SAML.

   ✱ NOTE: Customers can select this option to manage the login credentials outside the Fleet Management Application.

3. Security clearance – Specify the access to features a user has in the application. For more information, refer to the Clearances section.
4. Comments – Add any comments.

Driver

Under the Driver tab, you can update the following information under the User is a Driver, Keys, Home Group, and Driver License sections:

1. This user is a driver – Enable if the user is a driver, disable if they are not.
2. Prevent driver access to shared data – Enable if the driver should be able to access shared data.
3. Add new driver key – Indicates if the driver is using any keys (such as NFC keys).
4. Same as data access – Ensures that the data access given to the driver is to a lower group.
5. Driver license number – Indicates the driver's license number.
6. License state/province – Indicates the state or province of the license.

✱ NOTE: This is needed for regulatory purposes

UI Settings

For more information, refer to the Main Settings section of this document.

Map Settings

For more information, refer to the Map Settings section of this document.

HOS Settings

! IMPORTANT: The HOS Settings tab only displays if the Security clearance is set to Drive App user, and you have indicated This user is a driver.

For more information, refer to the HOS Settings section of this document.

Beta Features

Under the Beta Features tab, you can enable features that you want to test and evaluate before its full release. This allows you to gain some insight on what we are working on, and allows you to try out new features and provide feedback.

For more information, refer to the Beta Features section of this document.

System Communications

1. For more information, refer to the System Communications section of this document.

Support

Under the Support tab, you can update the following information:

1. Contact this user for support questions – Indicates whether the user can be contacted to answer support related questions.
2. Contact this user for training questions – Indicates whether the user can be contacted to answer training related questions.
3. Contact this user for procurement questions – Indicates whether the user can be contacted to answer procurement related questions.

Editing users and drivers

Removing users and drivers

Resetting or updating a user’s password

Unlocking Users

Locked users are displayed with a red lock icon beside their name. Administrators answering the call from locked users can unlock them by navigating to People > Users & Drivers > Users page.

Clearances

Use the Clearances page to control a user’s access to specific features in the application, they are essential for ensuring data security, regulatory compliance, and effective collaboration within an application. Security clearances are assigned to users in the User Edit feature, but managed using the Clearances page. To learn more about the standard security clearances, refer to the Standard Security Clearances spreadsheet.

To add or update clearances, from the main menu, navigate to People > Clearances.

Understanding clearance types

New databases have the following parent security clearances:

1. Search – Search for a particular schedule.
2. Add – Add work hours.
3. Sort by: Name – Sort the work hours that display on the page by Name, alphabetically.

Adding work hours

1	Navigate to People > Schedule.
2	From the Work Hours page, click Add.
3	Add a Name for the schedule you are creating.
4	Select the Holiday group ID that may align with your work hours.
5	Click Add work time and enter the work hours for your fleet.
6	Click Save.

Holidays

Use the Holidays feature to identify the days of the year your users are not working due to holidays. To view or set up holidays, navigate to People > Holidays.

You can do the following on the Work Holidays page:

4. Search – Search for a particular holiday.
5. Add – Add work holidays.
6. Sort by: Name – Sort the work holidays that display on the page by Name, alphabetically.

Adding work holidays

Messages

The Telematics Device works with the Fleet Management Application and the Drive App 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 single tap responses, or text messages to accept new jobs and tasks. To navigate to the Messages page, from the main menu go to Messages.

Refer to the Administrator’s Guide to the Drive App to learn more about using Messages.

Notifications

Use the Notifications page to view any notifications you have gotten while using the Fleet Management Application. To access this feature in the Fleet Management Application, navigate to the main menu > Notifications.

You can do the following on the Notifications page:

1. Search – Search for a particular notification.
2. Sort by – Organize your results in useful ways, by Time or by Machine name.
3. Show Dismissed – Show any previously dismissed notifications.
4. Dismiss all – Dismiss all notifications.
5. Refresh – Refresh the page.
6. Show – Show notifications by type: All, Notifications, or Messages.
7. Download – Download the Standard or Advanced copies of the Notifications.

Reviewing notifications on the My Notifications page

Setting up notifications

Reports

Use the Reports feature to 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. Update dashboard reports to view the insights that are important to you at a quick glance, and view and download any reports on an ad-hoc basis. To navigate to the Reports page, from the main menu go to Reports.

My Reports

Use the My Reports page to download and save reports that are too large to be emailed. Select and download a report on your database. A notification displays indicating the progress of the report, and when it is ready to download.

You can either download your reports once you receive the notification that your report is ready, or navigate to Reports > My Reports.

You can do the following on the My Reports page:

1. Search – Search for a specific report.
2. Status – Filter the table by report status (Ready, In progress, Pending, or Failed).
3. Source – Filter the table by Downloaded or Emailed reports.

The My Reports table displays:

1. Report – Indicates the name of the report.
2. Requested date – Indicates when the report was requested
3. Expiration date – Indicates when the report expires.
4. Size – Indicates the size of the report.
5. Download – Allows you to download the report when it is ready.

Report Setup

Easily track your fleet's performance with our application's versatile reporting features, designed with you in mind. Keep an eye on crucial metrics like deliveries per driver, average fuel consumption, and instances of speeding, or pinpoint drivers who often run behind schedule. And if our range of standard reports does not quite fit your requirements, rest assured: you have the power to create custom reports tailored specifically to your needs.

To set up your reports, navigate to Reports > Report Setup.

Dashboard

To learn more about what you can do from the Dashboard tab, refer to the Dashboard section.

Creating a chart using existing configurations

Assigning reports to the Dashboard

Editing chart configurations for your Dashboard

Report Views

Use the Report Views page to access all the reports in the system, ranging from Custom Reports to Built-In Reports (default reports). To view reports, navigate to Reports > Report Setup > Report Views.

On the Report Setup page, you can do the following:

1. Search – Search for a particular report.
2. Create a custom report – Create a custom report by dragging and dropping the file, or clicking to browse your computer.
3. Show all types of reports – Displays custom reports as well as built-in reports.
4. Export – Download a copy of the selected report. You can also select a report and click the Export button to download a copy as well.
5. Preview – View a preview of the selected report. You can also select a report and click the View report button to view as well.

You can do the following under the Report view tab:

1. Who can see this report – Choose who can see the report from the dropdown list.
2. Show report in dropdown list – Show the report in Report Views, or to run an on-demand report.
3. Additional Report Options – Lists additional features you can use; use as required. This changes based on the type of report.

✱ NOTE: A best practice is to check certain pages for an Options or Report button. If these are present, it generally means there is a report that can be exported and viewed.

Creating a custom report

Emailed Reports

You can update the following under the Emailed reports tab:

1. Email options – Allows you to view email options when enabled.
2. Group recipients list – Select group recipients from the dropdown menu that can view the report.
3. Individual recipients lists – Select individual recipients from the dropdown menu that can view the report.
4. Email the report to me – Enable if you would like to receive the report.
5. Redirect report – Sends the report to a single user other than yourself based on certain conditions. If you are a recipient, or you have selected other recipients, leave this turned off.
6. Type of report – Select either a PDF or Excel report.
7. Date range – Indicates the date range for the report.
8. Refresh period – Indicates how often the report will be emailed.
9. Next run – Indicates when the report will begin.
10. Belonging to – Indicates which groups the data in the report is being pulled from.
11. Additional Report Options – Lists additional features you can use; use as required. This changes based on the type of report.

Emailing reports

Groups & Rules

Groups

Use Groups to organize your assets, users, and zones. To help organize your fleet, you can create groups to separate assets 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 asset types, regions, managers, or exceptions — the configuration is open to your organization.

You can organize your assets, 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. To access this feature in the Fleet Management System, navigate to Groups & Rules > Groups.

You can do the following on the Groups page:

1. Search – Search for a particular Group.
2. Remove – Remove a particular Group.
3. Edit – Edit a particular Group.
4. Move – Change your Group’s location in your organization’s hierarchy
5. Report – Download the Standard or Advance reports.

Creating a Group

✱ NOTE: You must have the appropriate clearances in order to create and edit groups. Reach out to your Administrator to ensure you have access.

Managing your Groups

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.

1. Locations: Used to separate assets into the areas they service. For example, East and West.
2. Reports: Used to denote which users receive the available emailed reports.
3. Vocation: Used to organize assets for reporting sales, service, delivery, etc.
4. Driver activity: Used to classify driver activity as Business or Personal. Business and Personal subgroups cannot be modified or deleted.

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

Understanding Built-in Groups

By default, when a database is created, it will have a Company group and Built-in Groups. Any groups under the Groups heading are created by you based on your company’s requirements. Built-in Groups are defined by the Telematics Provider based on use cases and specific to the Telematics Provider’s products.

Editing a Group

Moving Groups

Rules

Use the Rules feature to understand when and where issues arise within your fleet. These rules are conditions that outline the ideal behavior of a fleet. When an asset breaks a rule, an exception is recorded within the system. Exceptions can be used to trigger notifications to be sent out to specific users, such as 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.

We provide a comprehensive set of built-in exception rules listed with brief descriptions and customization options. These built-in rules display first, and then advance rules/custom rules. You can customize or create new rules to tailor to specific conditions. To access this feature, navigate to Groups & Rules > Rules.

You can do the following on the Rules page:

1. Search for rules – Search for a particular rule.
2. Filter by group – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
3. Add – Add a rule.
4. Reprocess data – Apply a rule to previously generated data.
5. Notification templates – Define the information contained within notifications and use variable tokens and static text to allow the delivery of customized notifications to recipients.
6. Distribution list – Reusable collection of multiple recipients and their corresponding notification types
7. On/Off – Enable or disable specific built-in rules.
8. Edit – The Pencil icon allows you to edit specific built-in rules. For more information, refer to the Editing rules section.
9. Manage recipients – The Envelope icon allows you to set up notifications for the selected exception rule from the Rules page. For more information about setting up notifications, refer to the Notification tab section.

Understanding the built-in rules

Adding a rule

Publishing rules to groups

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 assets and drivers to which the rule is applied. If set for the Company group, the rule will apply to all assets and drivers, whereas selecting a specific group will apply the rule to only the assets and drivers in that group and its subgroups.

✱ NOTE: Making a user the driver of an asset to which a rule applies does not grant the user any additional editing or viewing permissions to that rule.

Editing rules

Name tab

To edit the Name, navigate to Groups & Rules > Rules and select the rule to which you want to edit from the list. Select the Name tab of the Exception Rule Edit page.

You can do the following on the Name tab:

1. Name – Allows you to name the rule.
2. Color – Choose a color for the rule. If the rule is broken and you have selected Visible, it will show on the map.
3. Not visible/Visible – Choose to make the rule Not visible or Visible when broken on the map.
4. Publish to groups – Select the groups you want to apply the rule to. For more information, refer to the Publishing rules to groups section.
5. Comment – Add any additional comments.

Conditions tab

Use the Conditions tab to set up the logic behind the rule. To edit the Conditions of a rule, navigate to Groups & Rules > Rules and select the rule to which you want to edit from the list. Select the Conditions tab of the Exception Rule Edit page.

Depending on the rule you have selected, you can edit the logic that displays under the Conditions heading.

For more information about the types of Conditions, refer to the Rule Conditions user guide.

Once you have edited the conditions, click Add. Then click Save. Click the Scroll icon to view the Advanced Conditions Editor. Use this editor to create custom conditions that combine different aspects of your asset, such as engine health, asset speed, and location. The rule that you create will be shown using specially formatted syntax. Once you have edited the advanced conditions, click Save.

For more information about Auxiliary rules, refer to the Auxiliary rules section.

Notifications tab

Once you have set up the appropriate notification templates, you can add notifications to your exception rules. To add notifications, navigate to Groups & Rules > Rules and select the rule to which you want to add a notification from the list. Select the Notifications tab of the Exception Rule Edit page.

You can do the following on the Notifications tab:

1. Add email – Add an email template notification to be sent out to users.
2. Add alert – Add one of the following notifications:
3. 1. Popup – Displays a yellow, low-priority alert at the top of the screen.
   2. Urgent Popup – Displays a red alert for each instance of the exception.
   3. Log only – Displays a notification in your Notifications.
3. Add driver feedback – Use the Telematics Device to alert the driver to infractions, either by issuing a series of beeps or communicating through a third-party device.
4. More… — Reveals additional notification choices: Web request, Assign to group, Email to group, Distribution list, and Put assets into or out of Restricted Data Mode.

✱ NOTE: Use these options to 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.

Understanding notification types

Add email

Add alert

Add driver feedback

Removing rules

✱ NOTE: Built-in exception rules cannot be removed.

Creating notification templates

To set up notifications for your exception rules, start by creating notification templates. These templates determine the content of the notifications and can include variable tokens and static text for customization. There are three types of templates: email, web, and text.

Customized notifications can serve various purposes, such as:

1. Sending concise notifications to mobile devices to save data.
2. Providing a contact phone number during emergencies.
3. Offering a web link for directions to a service station when an engine failure is detected.

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

You can do the following on the Notification Templates page:

1. Search – Search for a particular template.
2. Sort by – Organize your results in useful ways, by Name or by Type.
3. Add email template – Used to customize the emails sent when an exception rule is broken.

✱ NOTE: An exception report can also be attached to the template to provide an in-depth look at the rule infraction.

4. Add web template – Configure exception rule infraction information to be sent out as a GET or POST request to a web server.
5. Add text template – Used to customize the information included in a popup alert within the application.

✱ NOTE: For your convenience, notification templates can also be added directly through the Rules page. Select the Envelope icon and select the type of notification you would like to set up. Then select Add new from the template dropdown menu.

Add email template

Add web template

Add text template

Reprocess data

By default, the application generates exceptions starting from the time the rule is created. In the event that policies have changed, and your rules need to be updated, exceptions do not apply the rule to asset activity that occurred in the past (retroactively). If you want to apply the rule to previously generated data, 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. To reprocess data, navigate to Groups & Rules > Rules and select Reprocess data.

Reprocessing data

✱ NOTE: The maximum range for reprocessing data is 13 months from the current date. If an older date is selected in the calendar, the application will automatically move it to the last date in the 13-month window.

Using a distribution list

A distribution list is a reusable collection of multiple recipients and their corresponding notification types. Use a distribution list when configuring the same group of users to receive notifications of different exceptions. To create a distribution list, navigate to Rules & Groups > Rules and select Distribution lists.

You can do the following on the Distribution List page:

1. Add – Create a distribution list.
2. Sort by: Name – Sort the zones that display on the page by Name, alphabetically.

Adding a distribution list

Auxiliary rules

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.

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. Giving a user access to an auxiliary group outside their “Data Scope” may result in them having access to assets they are not intended to see. For this reason, you can give a user access to the auxiliary group within their reporting scope. This allows 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 (People > Users & Drivers) for that user.

Adding an Auxiliary rule

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

Once you have created the appropriate group, you can begin adding auxiliary rules to it. To create an auxiliary 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.

Applying Auxiliary rules to assets

Exceptions

Use the Exceptions feature to view a summary of all exception rules that have been broken within a selected time period. To view an Exceptions report, navigate to Groups & Rules > Exceptions.

You can do the following on the Exceptions page:

1. Options – Customize the data displayed on the Exceptions report.
2. Sort by – Organize your results in useful ways, by Duration, Distance, or Exceptions.
3. Report – Download the Standard or Advanced copies of the Exceptions report.

Viewing an exception report

Marketplace

The Marketplace allows you to purchase and install third-party apps within the application. The Marketplace page displays a list of software Add-Ins, hardware Add-Ons, mobile applications, and integrated software solutions for a specific partner account. To navigate to the Marketplace page, from the main menu go to Marketplace.

✱ NOTE: The Marketplace also includes additional product-related documentation and resources.

Support

Use the Support feature to address any issues, questions, or concerns with the Fleet Management Application. Depending on your needs, there are many avenues of support offered. Use these methods of support to resolve issues and prevent downtime, give valuable feedback, and contribute to the success and growth of the application. To access this feature, navigate to the main menu > Support.

Live Chat

Use Live Chat to either chat with our English-speaking AI-powered Virtual Agent, or with one of our Support agents if the Virtual Agent is not able to help.

Starting a conversation with Live Chat

Get Help

Use the Get Help feature to find quick resources and information when trying to solve any issues on your own. To access this, navigate to the main menu > Support > Get Help.

In-App Help

Open a Support Ticket

You can do the following on the Open a Support Ticket page:

1. Search name – Search for a particular support ticket.
2. Add support ticket – Create a support ticket
3. Sort by – Organize your results in useful ways, by Title, Date, or by Status.
4. Show – Display Active or All tickets.

Adding a Support Ticket

✱ NOTE: You can select your ticket from the Support Ticket list, and click Solve ticket if you have discovered a resolution before a Support Agent reaches out to you.

Open a Training Ticket

You can do the following on the Open a Training Ticket page:

1. Search name – Search for a particular training ticket.
2. Add training ticket – Create a training ticket
3. Sort by – Organize your results in useful ways, by Title, Date, or by Status.
4. Show – Display Active or All tickets.

Adding a Training Ticket

✱ NOTE: You can select your ticket from the Training Ticket list, and click Solve ticket if you have discovered a resolution before a Support Agent reaches out to you.

Community

Use the Community to connect with other community members and experts — including other users, Partners, developers, and in-house experts. Here you can learn how to solve your problems, share your knowledge, learn about SDKs, and get the most from the Fleet Management Application. To access this feature, navigate to the main menu > Support > Get Help > Community.

Product Guide

Use the Product Guide to learn more about the Fleet Management Application. The Product Guide is the default homepage for new users. To access this feature, navigate to the main menu > Support > Get Help > Product Guide.

Additional Training

Use the Additional Training feature to access the external training webpage detailing additional support and training options. Choose from the options at the top of the page to access How-to videos, How-to guides and training. To access this feature, navigate to the main menu > Support > Get Help > Additional Training.

Product Updates

Use the Product Updates feature to learn more about any updates, issues, or improvements that are being made to the Fleet Management Application. To access this feature, navigate to the main menu > Support > Product Updates.

Blog

Use the Blog to learn more about updates to fleet management and telematics that covers a wide range of topics that may be of interest to users. To access this feature, navigate to the main menu > Support > Product Updates > Blog.

Updates Blog

Use the Updates Blog to learn more about major feature updates to the Fleet Management Application. The What’s New blog is released monthly and contains information that may impact your user experience. You can also find previous blog posts on this page as well. To access this feature, navigate to the main menu > Support > Product Updates > Updates Blog.

Release Notes

Use the Release Notes to learn about recent changes and new features in the application. This convenient resource is updated weekly and contains a complete list of any changes or enhancements to the application, including detailed information on major features. To access this feature, navigate to the main menu > Support > Product Updates > Release Notes.

Known Issues

Use the Known Issues page to view issues that have been brought up regarding the Fleet Management Application and Telematics Devices. On this page, you can view the date issues were last updated as well as their status. To access this feature, navigate to the main menu > Support > Product Updates > Known Issues.

Contact Information

Use the information provided on the Contact Information page if the other available options for support do not suit your needs. Use this page to find information on how to contact your Partner. To access this feature, navigate to the main menu > Support > Contact Information.

About

Use the About page to learn more about the End User Agreement when using the Fleet Management Application. To access this feature, navigate to the main menu > Support > About.

System

Use the Systems feature to manage your fleet. System Administrators can apply a number of different preferences to their fleets and users to customize the application to their needs. To access this feature, navigate to the main menu > System.

Settings

Use the Settings page to customize the Fleet Management Application settings for your organization. To access this feature, navigate to the main menu > System > Settings.

General

Use the General tab to edit and add information to your company profile. On this tab, update your company profile, partner information, risk management, and new user onboarding. To access this feature, navigate to the main menu > System > Settings > General.

You can do the following on the General tab:

1. Company name – Indicates the name of your company.
2. Company address – Indicates the address of your company.
3. Phone number – Indicates your phone number.
4. Website – Indicates your company website.
5. Are you a government organization – Toggle Yes or No if your company is a government organization.
6. Partner name – Indicates your Partner’s name.
7. Allow Partner to access this database – Toggle Yes or No if you would like your Partner to have access to this database.
8. Speed band 1 - 3 – Indicates the first three speed bands reported in Risk Management or Driver Rating reports.
9. Grace period – Indicates the grace period for speed band 1. This is used for speeding in the Risk Management or Driver Rating reports.
10. Personalized onboarding setup for new users – Displays to new users a personalized onboarding setup that is tailored to their job. They will get customized rules, reports, and dashboards.
11. Sender email for system notifications – Indicates the email used as the sender when the Fleet Management Application sends system notifications.

Maps

Use the Maps tab to select the map provider you wish to use for the Map function of the application, create a custom web map, or to add a map from a template. To access this feature, navigate to the main menu > System > Settings > Maps.

You can do the following on the Maps tab:

1. Map Provider – Choose which map provider to use.
2. Custom web map – Select to design business-specific maps that combine with the application’s vehicle information.
3. Add from template – Select to add a custom map template.
4. Define radius limit – Indicates the map location sharing radius. Define the radius limit to show the asset’s distance to the destination on the map.

User account policy

Use the User account policy tab to ensure account security, protect user information, and prevent unauthorized access to the application using a variety of security settings. To access this feature, navigate to the main menu > System > Settings > User account policy.

! IMPORTANT: If you are using the default settings for the Fleet Management Application, the User account policy tab does not display. You can only access this tab if you have custom settings.

You can do the following on the User account policy page:

1. Minimum password length – Indicates the minimum password length.
2. Require an uppercase letter, A-Z – Choose whether the password requires an upper case character.
3. Require a lower case letter, a-z – Choose whether the password requires a lower case character.
4. Require a number, 0-9 – Choose whether the password requires a number.
5. Require a symbol, like $ or @ – Choose whether the password requires a symbol.
6. Enable password expiry timer – Indicates if there is an expiration date for the password. If Yes, then choose how many days to reset the password after.
7. Enable account suspension timer (Beta feature) – Indicates if there is a suspension timer for the password.
8. Enable idle session timeout – Automatically logs users off after a set period of time.

✱ NOTE: Enabling this feature results in a brief timeout for drivers using the application that may result in non-compliant ELD operation.

9. Allow password reuse – Determines whether a user can reuse an old password when updating their password.
10. Remember the last passwords – Indicates the number of previous passwords the application will remember.
11. Enable user lockout – Allows the Administrator to limit users to a certain number of password attempts before they are locked out of the application for a specified time.

✱ NOTE: Failed login attempts are automatically set to 3, with a lockout time of 15 minutes.

12. Allow basic authentication login – Allows users to have standard authentication.
13. Allow SAML login – Allow users to be certificate issuers associated with SAML.

We recommend the following User Account Policy settings:

1. Minimum password length: 8
2. Require an upper case letter, A-Z: On
3. Require a lower case letter, a-z: On
4. Require a number, 0-9: On
5. Require a symbol, like $ or @: On
6. Enable password expiry timer: On
7. Reset password after: 90 days
8. Allow password reuse: No
9. Enable user lockout: On
10. Failed login attempts: 5
11. Authentication period: 10 minutes
12. Lockout time: 30 minutes

Software Development Kit (SDK)

The Software Development Kit (SDK) is a powerful set of tools for automating tasks and working with the data in the Fleet Management Application. Within https://developers.geotab.com, you will find information on how to build and integrate Add-Ins and review the technical documentation for our Application Programming Interfaces (APIs).

Add-Ins

Use the Add-Ins page to manage existing and new Add-ins for the application. To access this feature, navigate to the main menu > System > Settings > Add-Ins.

Adding an Add-In

Purge

For more information about the Purge tab, including how to use the feature, the categories for purge and retention time periods, refer to the Purge Settings user guide.

Marketplace

Use the Marketplace tab to control the visibility of third-party apps within the application and to toggle permissions on and off for users to make purchases in the Marketplace. To access this feature, navigate to the main menu > System > Settings > Marketplace.

Applying these settings here enables or disables them for all users. To configure these settings on a per-user basis, you can use the Clearances function of the Users page to assign users clearances that allow them to access these privileges. Refer to Clearances for more information.

Support

Use the Support tab to designate contacts within your organization to answer questions about company support, training, and procurement. To access this feature, navigate to the main menu > System > Settings > Support.

Use the dropdown menus to select users who can fulfill these roles, or click Add new user to add a new user as a contact.

Designating users as contacts can help provide training opportunities for new features that may be relevant to your organization, and helps streamline communication for support issues.

Certificates

Use the Certificates page if you are a single sign-on SAML user. To access this feature, navigate to the main menu > System > Settings > Certificates.

Adding a certificate

Restrictions

Use the Restrictions tab to add or remove restrictions for emailed reports, notifications, and restricted data mode. To access this feature, navigate to the main menu > System > Settings > Restrictions.

You can do the following on the Restrictions tab:

1. Attach report file to email – Allows you to attach a report to scheduled emails. For more information, refer to the Emailed Reports section.
2. Exclude data – Allows you to restrict specific data points in notifications that get sent out. For more information, refer to the Notifications section.
3. Restricted data mode – Allows assets to enter a restricted data mode where their GPS data along with other data points will not be tracked.
4. 1. Restrict GPS coordinates – Does not track GPS coordinates.
   2. Restrict GPS speed – Does not track GPS speed.

Route completion

For more information about the Route completion tab, refer to the Route Completion Configuration guide.

Compliance

Use the Compliance tab to customize the settings for your drivers. To access this feature, navigate to the main menu > System > Settings > Compliance.

You can do the following on the Compliance tab:

1. Maximum personal conveyance distance – Indicates the maximum distance that drivers can travel under the personal conveyance exemption before they are automatically switched to the driving status.
2. Custom exemption name – Create a name for the custom HOS exemption.
3. Exemption abbreviation – Create an abbreviation for the custom exemption. This cannot exceed four characters.

Additional properties

Use the Additional properties tab to add additional properties for your assets based on the Group the asset is part of. Use this to add property sets to your assets and manually track additional information that is not built in the application. To access this feature, navigate to the main menu > System > Settings > Additional properties.

Adding a property set

Audit Log

Use the Audit Log feature to view notable activity within the application, and is useful for tracking changes to your account when multiple users have administration access. To access this feature, navigate to the main menu > System > Audit Log.

You can do the following on the Audit Log page:

1. Search name – Search for a particular log.
2. Filter by group – Filter data that displays in the table by Built-in Groups, User Groups, or Advanced conditions.
3. Options – Customize the data displayed in the Audit Log.
4. Report – Download the Standard or Advanced copies of the Audit Log.

We recommend a regular review of the Audit Log as part of your account management process. Key audit log items to review include: User login, User logout, and Edit system settings.

Other audit log items to review periodically include: View users, Add user, Email sent, Edit user.

Viewing the audit log