Fleet Management Solution. Web Portal Guide

Transcription

1 Fleet Management Solution Web Portal Guide

2 Document Name: FLEETLYNX Portal Guide - d01 Document ID: FleetLynx_ml_Portal Guide_r01 Last modified: 09 April 2014 FleetLynx is a registered trademark of Vecima Networks Inc. All Rights Reserved. Vecima is a registered trademark of Vecima Networks Inc. All Rights Reserved. Permission to Reproduce Except as otherwise specifically noted, the information in this publication may be reproduced, in part or in whole and by any means, without charge or further permission from Vecima Networks Inc., provided that due diligence is exercised in ensuring the accuracy of the information reproduced; that Vecima Networks Inc. is identified as the source; and that the reproduction is not represented as an official version of the information reproduced. Warranty Vecima Networks Inc. provides this guide without warranty of any kind, either implied or expressed, including, but not limited to, the implied warranties of merchantability and fitness for a particular purpose. Any representation(s) in this document concerning performance of Vecima Networks product(s) are for informational purposes only and are not warranties of future performance, either express or implied. Vecima Networks Inc. reserves the right to revise this publication and to make changes in content from time to time without obligation on the part of Vecima Networks Inc. to provide notification of such revision or change. Vecima Networks Inc. 771 Vanalman Avenue Victoria, BC, Canada V8Z 3B8 Published in Canada Specifications subject to change without notice.

3 Thank you for purchasing this product from FleetLynx Preface This Operation Guide introduces the FLEETLYNX product and describes how it works. It is intended for fleet managers and dispatchers who are responsible for accessing and monitoring the FLEETLYNX web portal and are familiar with fleet management solutions. Note: The information contained in this manual is subject to change without notice. For more information or any technical concerns please contact FleetLynx Operation Guide - r01 i

4 Fleet Management Solution Table of Contents Viewing Vehicle Faults...5 Monitoring Fuel Economy...9 Monitoring Idle Times...11 Retrieving Vehicle History...13 Generating Reports...16 Geo-Fence Creation...18 Setting-Up Alerts...22

5 Fleet Management Solution Viewing Vehicle Faults Viewing Vehicle Faults The FleetLynx fleet management solution reports all faults recorded by a vehicle s ECM. The faults are reported back in real-time and can be viewed through the FleetLynx web portal or through the FleetLynx reports page (See page 4 of this guide ). This documents is a step by step guide for viewing vehicle faults for all or specific vehicles within your fleet. Step 1: Web Portal Login Insert your username and password and press Login. For more information or any technical concerns please contact FleetLynx Operation Guide - r01 5

6 Step 2: Dashboard From the dashboard, you can see all vehicle faults in the vehicle faults section. Faults here include all faults reported within all your fleets. Red denotes how many vehicles have reported faults. Step 3: Drill Down Into Fleet Faults Click anywhere in the pie chart in the vehicle faults section on the dashboard and you will get the view below. The screen shows all your assigned fleets with the number of faults reported in each fleet. For more information or any technical concerns please contact FleetLynx Operation Guide - r01 6

7 Step 4: Drill Further Into Vehicle Faults within a Specific Fleet Click on any of the fleets on the previous screenshot to get into all vehicles linked with that fleet and their associated faults. The screenshot below shows you all vehicles associated with the fleet you selected along with the number of faults reported for each vehicle. Step 5: Get to Faults Associated with a Specific Vehicle Click on the blue bar chart for any vehicle to see the specific faults reported by it. If you hover over any of the blue lines in the screenshot below, more fault details will appear. For more information or any technical concerns please contact FleetLynx Operation Guide - r01 7

8 Creating a Fault Report In addition to the method above, the FleetLynx fleet management system allows you to create a custom fault report for all your vehicles. This section includes a step-by-step process on creating the fault report. Step 1: Reports Site Login 1. Go to 2. Click on the type of report needed (in this case Current Faults) 3. Login with FleetLynx s web portal credentials Step 2: Report After Step 1, a report will be generated with all faults reported within your selected fleet. The report can be downloaded as a CSV file if needed. For more information or any technical concerns please contact FleetLynx Operation Guide - r01 8

9 Monitoring Fuel Economy Monitoring Fuel Economy The FleetLynx fleet management system allows for monitoring of fuel economy either by fleet or by individual vehicle. Step 1: Selecting Date Range Select the date range in the Fuel Economy section on the dashboard Step 2: Chart Display Once the date range is selected, the Fuel Economy chart will give a visual display as to overall fleet fuel economy for that date range. A specific MPG is given in the bottom center of the window. FleetLynx Operation Guide - r01 9

10 Step 3: Drill Down If you click anywhere on the chart, another window opens allowing you to drill down further Along the bottom, you can select and unselect any of the categories: Fuel Economy, Driving Fuel, Idle Fuel, and PTO Fuel (Also applies to Step 4) Step 4: Drill Further Into Fuel Economy for Individual Vehicles If you click on any of the bars on the chart, another widow opens allowing you to drill down further to see the fuel economy per vehicle FleetLynx Operation Guide - r01 10

11 Monitoring Idle Times Monitoring Idle Times The FleetLynx fleet management system allows for monitoring of idle times by vehicle for any period of time. Step 1: Selecting a Date Range Select the date range in the Idle Period Occurrences section on the dashboard Select either Today, Yesterday, One Week, One Month, or Specific Date Step 2: Bar Chart Once the date range is selected, the Idle Period Occurences bar chart will show how many idles you have in four caterories: less than 5 minutes, 5-10 minutes, minutes, and greater than 30 minutes. If you hover over any of the bars with your mouse, a breakdown of the idles in that category will be displayed. FleetLynx Operation Guide - r01 11

12 Step 2: Drill Down Into Idle Period Occurrences If you click on any of the bars on the chart, another widow opens allowing you to drill down further. Along the bottom, you can select and unselect any of the categories of idles you would like to see at this level (Also applies to Step 4) Step 4: Drill Further Into Idle Period Occurrences for Individual Vehicles If you click on any of the bars on the chart, another widow opens allowing you to drill down further to see the idles per vehicle. FleetLynx Operation Guide - r01 12

13 Retrieving Vehicle History Retrieving Vehicle History The FleetLynx fleet management system allows you to view the history of any vehicle for any time period of your choosing. Step 1: Select a Fleet or an Individual Vehicle Click on Vehicles near the top of the screen Select a specific vehicle or click your fleet name to launch the map view FleetLynx Operation Guide - r01 13

14 Step 2: Map View Once in the map view, you can hover your mouse pointer over any vehicle and you can view vehicle location, heading, drive status, speed, number of faults, and time since last check-in. Step 3: Vehicle s Basic Data Clicking on a vehicle will open a new window in the top right section of the map. This window will show some basic data and allow for expansion of J1939 data as well as a History selection. FleetLynx Operation Guide - r01 14

15 Step 4: Selecting a Date Range for Vehicle s History Retrieval Clicking History will open another window in the bottom left section of your screen. Select the date range for the history you would like to view. Step 5: Vehicle History Retrieved Once the date range is selected, the window changes to show the distance driven during that time period, fuel used, fuel economy, and a chart showing data over time. You may hover over anywhere over the bread-crumb trail of the route driven for that time period to get a snapshot of the information at that time. You may play, skip forward/backward or pause. FleetLynx Operation Guide - r01 15

16 Generating Reports Generating Reports The FleetLynx fleet management solution is capable of generating a Current Fualts Report, a Milage and Fuel History Report, a State by State Mileage Report and a Vehicle Status Report. Reports can be created for any data recorded by FleetLynx. If you require a specifc report type, please contact your FleetLynx sales representative. ep 1: Web Portal Login Step 1: Reports' Site Login 1) Go to 2) Click on the type of report needed (Current Faults, Mileage & Fuel History, State by State Mileage, Vehicle Status) 3) Login using your FleetLynx's web portal credentials FleetLynx Operation Guide - r01 16

17 Step 2: Viewing and Downloading the Report After Step 1, the report will be generated. The inforamation contained in the report depends on the type of report selected. All reports can be downloaded as a CSV file for further analysis. FleetLynx Operation Guide - r01 17

18 Geo-Fence Creation Creating Geo-Fences A geo-fence is a virtual perimeter for geographic areas. Geo-fencing is a critical element to telematics. It allows users of the system to draw zones around places of work, customer sites, and any other desired areas. These geo-fences, when crossed by an equipped vehicle, trigger an alert delivered via or SMS message. A geo-fence can be dynamically generated as in a radius around an area or point location. Custom creation of geo-fences allows for real time and historic monitoring of asset movement entering and/or exiting the chosen perimeter area. Step 1: Starting a Geo-Fence From the map view, right click anywhere on the map. Select "Geofence Control" from the opened window. FleetLynx Operation Guide - r01 18

19 Step 2: Selection of Geo-Fence Type Plygonal or circular geo-fences can be created. For the purpose of this guide, click on the button for the circular geo-fence. Step 3: Selection of Geo-Fence Name and Fleet After you click on the geo-fence shape, an adjustable ego-fence will appear on the map and another window opens. Select a name for your geo-fence and choose a fleet to associate the geo-fence with if you have multiple fleets set up (If you only have one fleet, it will default to your fleet) FleetLynx Operation Guide - r01 19

20 Step 4: Adjusting Geo-Fence Size and Location Two small boxes appear on the adjustable geo-fence on the map. Place your curser over the small box at the center of the geo-fence then right-click and hold to move it around. Place your curser over the small box on the side of the geo-fence then right-click and hold to grow or shrink the geo-fence. Click on the Create bottun to creat the geo-fence. Creating Geo-Fence Alerts After setting the geo-fence, it s time to set geo-fence alerts. Geo-fence alerts would send you an alert when selected vehicles enter or exit a specific geo-fence. s sent for all alerts are date, time, and location stamped with vehicle information. Step 1: My Alerts Click on your ID on the top right corner of the FleetLynx portal map view. Select "My Alerts". FleetLynx Operation Guide - r01 20

21 Step 2: Choose Alert Type After selecting My Alerts a new window will open. From the Alert Type dropdown menu, select geo-fence Step 3: Setting Geo-Fence Alert Preferences Select the specific geo-fence (if you have multiple geo-fences created), the vehicles for which you would like to be alerted (all, some, or a specific vehicle), and whether you want to be notified upon entry into the geo-fence, exit from the geo-fence, or both. Your alert is now set. You will receive an that is date, time, and location stamped with vehicle information instantly whenever the vehicles that you selected trigger the event that you selected (enter, exit, or both) for that geo-fence. FleetLynx Operation Guide - r01 21

22 Setting-Up Alerts Setting-Up Alerts The FleetLynx fleet management system allows for event driven alerts to be sent for real-time monitoring and tracking of: Speed, Faults, and Geo-fences. Step 1: My Alerts Click on your ID in the top right corner. From the dropdown, click on My Alerts FleetLynx Operation Guide - r01 22

23 Step 2: Selecting Alert Type After clicking on My Alerts, a window will open containing a dropdown list allowing you to select the alert type. To create a speed alert, click Add Speed Alert. For faults and geo-fence alerts, skip to steps 3 2 and 3 3 respectively. Step 3-1: Setting Speed Alert Parameters Select the vehicles for which you would like to trigger the alert (one, some, or all). To select multiple vehicles, hold Ctrl button while clicking the desired vehicles Set the alert trigger speed Click Create Your speed alert is now set. You will receive an that is date, time, and location stamped with vehicle information instantly whenever the vehicles selected trigger the event you selected (speed limit) for that speed alert. FleetLynx Operation Guide - r01 23

24 Step 3 2: Setting Parameters for Fault Alerts Select the vehicles for which you would like to trigger the alert (one, some, or all). To select multiple vehicles, hold Ctrl button while clicking the desired vehicles Set the alert trigger fault type(s): Engine, Chassis, and/or Transmission Click Create V Your fault alert is now set. You will receive an that is date, time, and location stamped with summary fault information for the offending vehicle instantly whenever the vehicles that you selected trigger the event that you selected Engine, Chassis, and/or Transmission fault. FleetLynx Operation Guide - r01 24

25 Step 3 3: Setting Parameters for Geo-Fence Alerts Select the vehicles for which you would like to trigger the alert (one, some, or all). To select multiple vehicles, hold Ctrl button while clicking the desired vehicles Select the specific geo-fence for which you would like to be alerted on (Please see Geo-fence User Guide for details on how to create a geo-fence) Select to be notified upon entry into the geo-fence, exit from the geo-fence, or both. Click Create Your alert is now set. You will receive an that is date, time, and location stamped with vehicle information instantly whenever the vehicles you selected trigger the event you selected (enter, exit, or both) for that geo-fence. FleetLynx Operation Guide - r01 25