LOCAL FLEET TRACKING. GPS Fleet Tracking Help Guide

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1 LOCAL FLEET TRACKING GPS Fleet Tracking Help Guide

2 Table of Contents HOW TO SET UP THE CONTROL PANEL... 3 HOW TO SET UP A BOOKMARK... 5 HOW TO SET UP A GEOFENCE... 7 HOW TO DISPLAY VEHICLE HISTORY... 9 HOW TO CHANGE THE NAME OF THE MAP LABEL HOW TO SET THE MILEAGE ODOMETER HOW TO SET UP AN AUTOMATED REPORT HOW TO SET UP FAVORITE REPORTS HOW TO CREATE A LANDMARK HOW TO IMPORT LANDMARKS HOW TO CREATE A GROUP HOW TO ASSIGN A VEHICLE TO A GROUP HOW TO SET UP ALERTS HOW TO SET UP AN ALERT RECIPIENT HOW TO CHANGE THE ACCOUNT PASSWORD HOW TO CHANGE THE ACCOUNT TIME ZONE HOW TO ADD DRIVER NAMES TO AN ACCOUNT HOW TO USE THE MINI DASHBOARD GPS Fleet Tracking Help Guide

3 How to Set Up the Control Panel The Control Panel lists all vehicles associated with your account. You can choose between displaying various attributes such as serial number, map label, vehicle status, etc. A Default View can be saved in the Control Panel, enabling a quick reset for the map contents based on your preference. To set up the Control Panel: 1. Select View All at the bottom of the control panel to display all columns. 2. To minimize this view, drag the right side of your control panel to the left. 3. Change column widths and drag and drop columns into the order you prefer. 3

4 4. Clicking the dropdown menu arrow on the right side of a column will sort the panel in that column s ascending or descending order. The columns menu located under this dropdown menu allows you to select which columns do or do not display in the control panel layout. 5. Select Save to finalize your default control panel layout. To filter the Control Panel: 1. Select the filter you d like to sort by from the dropdown menu in your control panel. The default filter is Map Label. 2. When applicable, select the filter from the dropdown menu to the right. 4 GPS Fleet Tracking Help Guide

5 How to Set Up a Bookmark Bookmarks are a quick way to jump to a map view that you find yourself using frequently. To set up a new Bookmark: Use the Zoom and Map navigation controls and/or your control panel to position the map in the manner you d like to Bookmark. Note: Zoom-in two clicks before saving your Bookmark in order to properly align the map. 1. Select Add from the Bookmarks dropdown menu. 2. Enter a name for your new Bookmark. 3. Click OK to save your new Bookmark. 5

6 To use a Bookmark: 1. Select your Bookmark by clicking its entry in the Bookmarks dropdown menu. 2. If you have too many saved Bookmarks than can be displayed in the Bookmarks dropdown menu, click More to show a complete list of Bookmarks. 6 GPS Fleet Tracking Help Guide

7 How to Set Up a Geofence A Geofence is a virtual boundary that can be drawn around a vehicle or any point on your map to be used for reporting and alerts. To create a new Geofence around a point on your map: 1. Right-click (two-finger click for Mac users), then point on the map where you d like to create a Geofence and select Add Geofence from the pop-up menu. 2. By default, a rectangular Geofence will be generated around the point you selected, and the New Geofence form should be displayed in your control panel. Note: Click the Center on Address button to center your Geofence on the address you ve specified. 7

8 3. Click, then drag and drop any of the four boundary markers to adjust your Geofence s boundaries. Coordinates for these markers can be input manually in the Points field of the New Geofence form. 4. Choose a Scope and a Type for your Geofence from the respective dropdown menus in the New Geofence form. 5. Enter a name for your Geofence in the Name field of the New Geofence form. 6. You may want use the dropdown menus for the Line Color, Fill Color, Fill Density and Line Width fields in the New Geofences form to customize the way your Geofences are displayed on your map in order to differentiate between them. 7. Where applicable, click the Use a Validity Period checkbox and select the days and times when you d like your Geofence to be active. 8. Click Save to finalize your new Geofence. 8 GPS Fleet Tracking Help Guide

9 How to Display Vehicle History Vehicle history (or breadcrumbs) shows events that have taken place for a given device during a specified time period, or for a specified number of recent events. To display Vehicle History: 1. Select a Vehicle in your control panel whose history you d like to view. 2. Click the Show History icon (clock) in the action column to display the Vehicle s History. 9

10 How to Change the name of the Map Label Creating a Map Label provides an additional way to name a vehicle that can be viewed on the map and sorted in the Control Panel. Changing the label can better organize the control panel. To change the name of the Map Label: 1. Select the vehicle you d like to change the label for from the vehicle list in your control panel. 2. Select the Edit Vehicle pencil icon in the center and the Edit Vehicle pop-up will appear. 3. Enter the appropriate information into the Map Label, Vehicle Make, Vehicle Model, Vehicle Year, VIN, and Odometer fields. 10 GPS Fleet Tracking Help Guide

11 4. Select a driver from the Driver dropdown menu. Drivers can be added in the Drivers accordion menu located under the Set Up tab. 5. You may want to use the dropdown menus to define the Text Color, Label Color and Icon fields in the form to customize the way your vehicle is displayed on your map. 6. Click the Save button at the bottom of the pop-up to finalize your new Map Label. 11

12 How to Set the Mileage Odometer Initially, mileage should be manually entered in order to ensure a proper starting-off point for future tracked mileage. To Set the Mileage Odometer: 1. Select the vehicle from your control panel whose odometer you wish to set. 2. Click the Edit Vehicle (pencil) icon in the action column. 3. Manually enter the correct mileage or use the Up/Down arrows to adjust the mileage in the Odometer (miles) field to match your vehicle s odometer 4. Click Save to finalize your changes. 12 GPS Fleet Tracking Help Guide

13 How to Set Up an Automated Report The Automated Reports accordion menu contains tools for creating and/or editing scheduled reports that will run automatically based on the schedule that you set for them. To set up an Automated Report: 1. Select the Automated Reports tab under Reports. 2. Select Create New under Schedule a New Report. This generates the Add An Automated Report pop-up. 3. Select the Report Type from the dropdown menu. 13

14 4. Choose a Group for the report from the dropdown menu or select the All Button to include all Groups. 5. Choose a Vehicle for the report from the dropdown menu or select the All Button to include all Vehicles. 6. Select how to order the vehicles in the Automated Report from the Order Vehicles By dropdown menu. 7. Select the Output Type from the dropdown menu. 8. The Automated Report s default period is All Day. To change this, click the All Day tickbox to deselect. The Valid From and Valid To dropdown menus represent the start and end dates for the report. 9. Enter a Recipient in the corresponding field of the address to which you would like the report to be sent. 10. Select the Time Zone for the report from the dropdown menu. 11. Select the interval at which you would like to generate the Automated Report from the Generated dropdown menu. Weekly reports are generated early each Sunday morning. Monthly reports are generated at the end of the month. 12. Click the Submit button at the bottom to finalize your new Automated Report. 14 GPS Fleet Tracking Help Guide

15 How to Set up Favorite Reports The Get It Now accordion menu contains the Favorite Reports sub-menu where you can save the reports you use most often to make them available in a single click. A list of favorite reports will be displayed in the accordion menu, which can be edited by clicking the Manage link. To set up favorite reports: 1. Click Get Report Now in the Get it Now accordion menu on the Reports tab. 2. Fill out the required information to configure your report in the Get Report Now window. 15

16 3. Click Save As Favorite. 4. Enter a name for your new favorite report. 5. Click OK to finalize your new Favorite Report. To manage your Favorite Reports: 1. Click Manage, next to Favorite Reports in the Get it Now accordion menu located in the Reports tab. 2. From the Favorite Reports window, you can choose to delete or edit the name of a Favorite Report simply by clicking the respective icon. 16 GPS Fleet Tracking Help Guide

17 How to create a Landmark Landmarks are a square, virtual boundary, in one of five default sizes; which can be placed at any point on the map for reporting purposes. To create a new Landmark around a point on your map: 1. Right-click (two-finger click for Mac users), the point on the map where you d like to create a Landmark and select Add Landmark from the pop-up menu. 17

18 2. By default, a medium sized Landmark will be generated around the point you selected, and the New Landmark form should be displayed in your control panel. 3. Adjust the location and size of your Landmark using the Latitude and Longitude fields and the Radius dropdown menu in the New Landmark form respectively. 4. Choose whether or not to use an address for your Landmark by checking the Use Address checkbox located in the New Landmark form and populating the address fields where applicable. 5. Enter a phone number for your Landmark in the Phone field of the New Landmark form. 6. Enter a name for your Landmark in the Name field located in the New Landmark form. 7. You may want use the dropdown menus for the Text Color, Background and Icon fields, located in the New Landmark form to customize the way your Landmark is displayed on your map. 8. Click Save to finalize your new Landmark. 18 GPS Fleet Tracking Help Guide

19 How to Import Landmarks Clicking the Import Landmarks link in the View Landmarks Configuration sub-menu opens an Import Landmarks tab, which allows you to upload a CSV file to bulk import Landmarks. To import Landmarks: - Create a CSV file for your Landmarks using the following guidelines: - Format: Name, Phone, Street, City, State, Zip, Country, Lat, Lng, Size, Icon, Text Color, Label Color - Size: 0 = Small, 1 = Medium, 2 = Large, 3 = XLarge, 4 = XXLarge - If you specify address values, then set Lat, lng values to 0 to force address look-up - Use 2-digit country codes and state/province codes. (i.e., United States = US, California = CA) - Icon Value is a number specifying an image (click here for icon values) - Text Color is color of text on map site in RGB hex (white = FFFFFF, black = ) - Label Color is color of text background on map site in RGB hex (light blue = 0000FF, blue = ) 1. Click the Select CSV button to browse your computer for the CSV file you d like to upload. 2. Click the Upload button to finalize your import. 19

20 How to Create a Group A Group is two or more vehicles that are likely to necessitate common commands, alerts or reports that could be done in batches, rather than individually, and can be put into groups to increase efficiency. To create a Group: 1. Select View All from Groups accordion menu located in the Set Up tab. Select Add New at the top right of the grid. 2. Enter a name for your Group in the Name field, located in the Add Group form. 20 GPS Fleet Tracking Help Guide

21 3. Sort your vehicles using the dropdown menu and filter field to easily navigate the list. 4. Select the vehicles you want to add to the new group. 5. Click Save to finalize your new Group. 21

22 How to Assign a Vehicle to a Group Vehicles that are likely to necessitate common commands, alerts or reports that could be done in batches rather than individually can be put into groups to increase efficiency. To assign a vehicle to a Group: 1. Open the Groups accordion menu, located in Set Up. 2. Click View All and select a group from the list into which you d like to add a vehicle. 3. Click the Edit Group icon in the action column for the group you ve selected. 22 GPS Fleet Tracking Help Guide

23 4. The Edit Group window should pop up and show a filterable list of vehicles associated with your account. 5. Check the checkbox that corresponds to the vehicle(s) you d like to add. 6. Click Save to finalize your changes. 23

24 How to Set Up Alerts Alerts to notify you of specific events such as Over-speed Violations, Geofence Violations, Odd Hour alerts and more. To set up a Geofence Alert: 1. Select Geofence Alerts under Alerts tab, located in Set Up. Select Add New at the top right of the Geofence Alerts grid. 24 GPS Fleet Tracking Help Guide

25 2. Click, drag and drop any of the four boundary markers to adjust your Geofence s boundaries. Coordinates for these markers can be input manually in the Points field, located in the New Geofence form. 3. Choose a Scope and a Type for your Geofence from the respective dropdown menus located in the New Geofence form. 4. Enter a name for your Geofence in the Name field, located in the New Geofence form. 5. You may want use the dropdown menus for the Line Color, Fill Color, Fill Density and Line Width fields, located in the New Geofences form to customize the way your Geofences are displayed on your map in order to differentiate between them. 6. Where applicable, click the Use a Validity Period checkbox and select the days and times when you d like your Geofence to be active. 7. Click Save to finalize your new Geofence. To set up an Idle Alert: 1. Select Idle Alerts under Alerts tab in Set Up. Select Add New at the top right of the Idle Alerts grid. 2. Enter a name for your Idle Alert in the Name field, located in the New Idle Alert form Choose a Scope for your Idle Alert from the corresponding dropdown menu.

26 4. Select the frequency with which you want to be alerted from the Alert Every tickboxes. 5. Click Save to finalize your new Idle Alert. To set up an Input Alert: 1. Select Input Alerts located under the Alerts tab in Set Up. Select Add New at the top right of the Input Alerts grid. 2. Select the vehicle you d like to create an Input Alert for from the corresponding dropdown menu in Input Settings form. 3. Choose a Status for your Input Alert from the corresponding dropdown menu located in the Input Settings form. 4. Enter the High and/or Low for the Input. Available fields will depend on the selected Status. 5. Click Save to finalize your new Input Alert. 26 GPS Fleet Tracking Help Guide

27 To set up a Maintenance Alert: 1. Select Maintenance Alerts located under Alerts tab in Set Up. Select Add New at the top right of the Maintenance Alerts grid. 2. Select the vehicle you d like to create an Input Alert for from the corresponding dropdown menu located in New Maintenance Alert form. 3. Enter a name for your New Maintenance Alert in the Name field, located in the New Maintenance Alert form. 4. Choose a Type for your Input Alert from the corresponding dropdown menu located in the New Maintenance Alert form. 5. The default setting has the Repeat tickbox already selected. Enter the mileage interval at which you would like to repeat the Maintenance Alert or toggle using the arrows. To set a one-time Maintenance Alert, click the Repeat tickbox to deselect. 6. Enter the distance at which you would like the Maintenance Alert to begin or toggle using the arrows. 7. Select the Time Zone for the report from the corresponding dropdown menu. 8. Use the dropdown menu to select the Language for the alert. 27

28 9. Enter any additional directions or descriptions for the Maintenance Alerts in the Notes field. 10. Click Save to finalize your new Maintenance Alert. To set up an Odd Hour Alert: 1. Select Odd Hour Alerts, located under the Alerts tab in Set Up. Select Add New at the top right of the Odd Hour Alerts grid. 2. Select the Scope for which you d like to create the Odd Hour Alert from the corresponding dropdown menu located in New Odd Hour Alert form. 3. Choose the Vehicle or Group from the dropdown menu when applicable. 4. Enter a name for the Odd Hour Alert in the Name field. 5. Select the days and times when you d like your Odd Hour Alert to be active. 6. Select the Time Zone for the report from the corresponding dropdown menu. 7. Click Save to finalize your new Odd Hour Alert. 28 GPS Fleet Tracking Help Guide

29 To set up a Speed Alert: 1. Select Speed Alerts, located under the Alerts tab in Set Up. Select Add New at the top right of the Speed Alerts grid. 1. Select the Scope for which you d like to create the Speed Alert from the corresponding dropdown menu located in the New Speed Alert form. 2. When applicable, selected the vehicle or group from the corresponding dropdown menu. 3. Select the speed setting from the Setting dropdown menu. 4. Click Save to finalize your new Speed Alert. To set up a Stop Alert: 1. Select Stop Alerts, located under Alerts tab in Set Up. Select Add New at the top right of the Stop Alerts grid. 2. Enter a name for the new Stop Alert in the Name field, located in the New Stop Alert form. 29

30 3. Select the Scope for which you d like to create the Stop Alert from the corresponding dropdown menu, located in the New Stop Alert form. 4. When applicable, select the vehicle or group from the corresponding dropdown menu. 5. Select the frequency with which you want to be alerted from the Alert Every tickboxes. 6. Click Save to finalize your new Stop Alert. To set up a Temperature Alert: Note: To use the Temperature Alert feature, your vehicle s device must be equipped with an external temperature probe. 1. Select Temperature Alerts under the Alerts tab in Set Up. Select Add New at the top right of the Temperature Alerts grid. 2. Enter a name for the new Temperature Alert in the Name field, located in the New Temperature Alert form. 3. Select the scope for which you d like to create the Temperature Alert from the Scope dropdown menu, located in the New Temperature Alert form. 4. When applicable, select the vehicle or group from the corresponding dropdown menu. 5. Select the probe for the new Temperature Alert from the Probe dropdown menu located in the New Temperature Alert form. 30 GPS Fleet Tracking Help Guide

31 6. Select the Hold dropdown menu to determine how long the temperature threshold needs to have been broken before an alert is generated. 7. Select the alert type from the Type dropdown menu. 8. Enter the temperature at which the alert generates in the Temp field or toggle using the arrows. 9. Click Save to finalize your new Temperature Alert. To set up an Unauthorized Movement Alert: Note: Movement alerts can only be used with equipment trackers. 1. Select Unauthorized Movement located under the Alerts tab in Set Up. 2. Select Edit Unauthorized Movement Alert pencil icon for the vehicle you want to enable Unauthorized Movement Alerts. 3. Select the Enable tickbox located in the Edit Unauthorized Movement Alert form. 4. Click Save to finalize your new Unauthorized Movement Alert. 31

32 How to Set Up an Alert Recipient The Alert Recipients tab displays a sortable grid of recipients and includes columns for Scope, Alerts, Name Alert, Type and Address as well as links to delete or edit a recipient's information or add a new recipient. An alert recipient must be set up in order to use or SMS notification functions for an alert. To create an Alert Recipient: 1. Select Alert Recipients, located under View and Edit Recipients from the Alerts accordion menu on Set Up. 2. Select Add New at top right of the Alert Recipients grid. 32 GPS Fleet Tracking Help Guide

33 3. Select the alert type from the corresponding dropdown menu located in the New Recipient 4. Select the scope from the Scope dropdown menu. 5. When applicable, select the vehicle or group from the corresponding dropdown menu. 6. Select the type of alert from the Type dropdown menu. 7. Select the Time Zone for the report from the corresponding dropdown menu. 8. Enter any additional directions or descriptions for the Maintenance Alerts in the Notes field. 9. Use the dropdown menu to select the Language for the alert. 10. Select the days and times when you d like the recipient to receive notifications. 11. Click Save to finalize your new Recipient. 33

34 How to Change the Account Password To change the account password: 1. Select My Account, located under View and Edit Account Configuration from Account accordion menu in Set Up. 2. Enter a new password into the Password field located in the Account form. 3. Enter the same password in the Confirm field located in the Account form. 4. Click Save to finalize your new password. 34 GPS Fleet Tracking Help Guide

35 How to Change the Account Time Zone The Time Zone dropdown menu allows you to select your preferred time zone for your account in order to have the correct time displayed in your reports and breadcrumbs. To change the account Time Zone: 1. Select My Account located under View and Edit Account Configuration from the Account accordion menu in Set Up. 2. Select the time zone from the corresponding dropdown menu. 35

36 3. Click Save to finalize your new password. 36 GPS Fleet Tracking Help Guide

37 How to Add Driver Names to an Account Once a driver has been set up, you can associate the driver name with a vehicle by using the Edit Vehicle dialog box, which can be found in the Control Panel. To associate a Driver name with a vehicle: 1. Open the Drivers accordion menu in Set Up. 2. Click Drivers, then click the Add New button located in the top right corner of the grid. 3. Enter the appropriate information into the Name, Phone, and Driver ID fields Click Save to finalize your changes.

38 How to Use the Mini Dashboard The mini dashboard provides a real-time counter for all vehicles associated with your account as well as individual counters for vehicles in Moving or Stopped states. Clicking the icon for an individual state filters the vehicles in your control panel and on your map according to that state. To use mini dashboard: 1. The white number in parentheses represents the total number of active vehicles associated with your account. 2. Clicking the All Vehicles icon will remove any filters that are currently in place. 3. The blue truck logo represents the number of vehicles associated with your account that are currently in a moving state. 4. Clicking the Moving icon filters down the vehicles displayed in your control panel and on your map to include only those that are in motion. 5. The red stop sign logo represents the number of vehicles associated with your account that are currently in a stopped state. 6. Clicking the Stopped icon filters down the vehicles displayed in your control panel and on your map to include only those that are stopped. 38 GPS Fleet Tracking Help Guide

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