User Manual

Tracking Page

Tracking

The Tracking page is where you can view your items on the map. You can see the last known location of your vehicle along with speed, ignition status, etc. You can also locate (ping) an item, create a geofence, or view alerts.

 

  1. Vehicle Icon: icon that represents the vehicle on the map.
  2. Mini Map: map that shows a larger view of the surrounding area.
  3. Toggle Visibility: toggle the visibility of an item on the map.
  4. Item Name: the name of the vehicle, asset, or individual.
  5. Last Reported: the amount of time since the item last reported it’s location.
  6. Info: click on this button to display more info about the item and its activity.
  7. Status: indicates if the item is stopped or moving.
  8. Alerts: click on this button to view the current alerts for this item.
  9. Message: click on this button to send a message to the GPS device.
  10. Ping: click on this button to locate the current position of the item.
  11. Show Landmarks: displays all of the landmarks on the map.
  12. Show Geofences: displays all of the geofences on the map.
  13. Lock Map: keep the map from recentering every time an item changes location.
  14. Ruler: measures distances and area on the map.
  15. Set Map: set map to the current view.
  16. Map Refresh: time in minutes until the map refreshes.
  17. Zoom Slider: zoom in/out on the map.
  18. Pan: move map north, south, east, or west.
  19. Google Street View: activate Google Street View.
  20. Full Map: click arrow to expand map to entire screen.

How to Create a New Vehicle Item within the Platform

  1. Log in as SiteAdmin
  2. Select Manage Client
  3. Select the client that the new item needs to be created within
  4. From the Dashboard, edit the Group that the item needs to be added.
  5. select the “Vehicles” Tab
  6. Click on “Add Vehicle” option
  7. Add Name, VIN, Color, Make, Model, etc
  8. Save
  9. Select “Configure Tracking” Tab from the top
  10. Select the proper Hardware Profile for the hardware
  11. Enter the IMEI/Serial of the item
  12. Save
This process will work the same for creating new Assets or Individuals.

The Unauthorized Use Alert will need to be configured properly before it will work properly.  The Unauthorized Use Alert does not use the same configuration as the After Hours Report. The After Hours Report will use the Group’s Hours of Operation settings. The Unauthorized Use Alert should show the 2 Date/Time configuration areas. Authorized Days and Scheduled Days.

Configure Alert Trigger

  1. Login to the Client as the Client Administrator user or any user will access to the Tools and Setting and Alert Trigger.
  2. Select the Dashboard tab
  3. Select the Tools and Settings
  4. Under the Client Tools section, select Configure Alert Triggers
  5. Select the Pencil to open the Unauthorized Use Trigger Editor
  6. Verify that both Show Frequency and Show Value are selected
  7. The Show Value selection needs to be set to ‘Date Range’
  8. Save the Trigger Editor

 

Configure the Unauthorized Use Alert for the Group

  1. From the Dashboard, Select the Group to configure the alert
  2. Select Setup Alerts
  3. Select the Unauthorized Use Trigger from the list at the left
  4. Configure the Authorized Days
    • The Authorized Days will be the time that the device is expected to report. When a device reports outside of this time with ignition on or speed greater than 5 MPH this alert will be triggered.
  5. Configure the Scheduled Days
    • The Scheduled Days are the time that the alert is available to be generated. This should be configured for 24 hours a day to make sure that the alert is triggered if the device does move outside of the configured Authorized days.
  6. Configure the other alert settings and select Save Alert

 

Note: You will not see any of these Unauthorized Use Alert show on the After Hours Report since the After Hours Report used the Group Hours of Service. If you customer needs to generate a report to show the After Hours instances, they can run the Alert Report filtered to only display the Unauthorized Use Alert instances.

To allow end users to download and use the Mobile Tracking Application for Android and BlackBerry, you will need to send a license to each user to enable the application to being tracking it’s location.

To Install the Application:
  1. Please open up the e-mail from support on the mobile device to install the application
  2. Click on the link within the e-mail to open in your Browser
  3. Select the ‘Download’ link. The application will now begin to download
  4. Once the Application has finished downloading, open the application
  5. Within the Application, please enter your License Number. This number is listed on the e-mail that was sent
  6. Once you input the license, the device will be registered. You can now access and update Settings within the application
  7. Once the application has been installed, you will be able to assign the Device to a Client Group on your Platform

Resource Name Definition Resource
ACCOUNTITEMINFO_VIEW Allows the User to view the Unit Accounting Information
ALERT_ACKNOWLEDGEMENT Allow the User to enable and disable the Acknowledgement Button in the alert Pop-Up
ALERT_DELETE Allows the user to delete system alerts
ALERT_DENIED_ACKNOWLEDGMENT Prevents the user to deny the system alerts
ALERT_RECEIVE Allows the user to receive system alerts
ALERT_SAVE Allows the user to save the System Alerts.  Must have ALERT_VIEWCONFIG selected to work
ALERT_VIEW Allows user to view the System Alerts and Alert Triggers Option
ALERT_VIEWCONFIG Allows the user to configure the System Alerts
ALERT_VIEWTRIGGER Allows user to view the Alert Trigger
ANNOUNCEMENT_DELETE Allows the user to remove announcements. Must have GROUP_ DELETE to work
ANNOUNCEMENT_SAVE Allows the user to save announcements. Must have GROUP_SAVE to work
ASSET_DELETE Allows the user to delete Assets
ASSET_SAVE Allows the user to save Assets
ASSETTYPE_DELETE Allows the user to delete the Asset Types
ASSETTYPE_SAVE Allows the user to save the Asset Types
ATTACHMENT_DELETE Allows the user to delete Attachments
ATTACHMENT_SAVE Allows the user to save Attachments
CLIENTSETTINGS_SAVE Allows the user to save settings of the Client. Must have VIEW_CLIENTTOOLSETTINGS to work
CLIENTSETTINGS_VIEW Allows user to view Client Settings
CLIENTTOOLSETTINGS_VIEW Allows user to view Tools and Settings
DASHBOARD_VIEW Allows the user to View the Dashboard
DISPATCH_ROUTES_ASSIGN Allows the user to assign routes within Dispatch
DISPATCH_ROUTES_DELETE Allows the user to delete routes within Dispatch
DISPATCH_ROUTES_SAVE Allows the user to save routes within Dispatch
DISPATCH_VIEW Allows the user to View the Dispatch Tab
DRIVER_DELETE Allows the user to delete Drivers
DRIVER_SAVE Allows the user to save Drivers
FAVORITE_DELETE Allows the user to Delete Favorites
FAVORITE_SAVE Allows the user to Save Favorites
FAVORITE_VIEW Allows user to View Favorites
GEOFENCE_ASSIGN Allows the user to assign Geofences
GEOFENCE_DELETE Allows the user to delete Geofences
GEOFENCE_IMPORT Allows user to Import Geofences via KML
GEOFENCE_SAVE Allows the user to save Geofences
GEOFENCE_VIEW Allows user to View Geofences
GROUP_ANNOUNCEMENT_SAVE Allows the user to Save Announcements, at Group Level
GROUP_DELETE Allows the user to delete Groups
GROUP_SAVE Allows the user to save Groups
GROUP_SETTING_IMPORT Allow the user to import Group Settings
GROUPUSER_SAVE Allows the user to save User Groups
GROUPUSER_VIEW Allows user to view User Groups
HARDWAREMESSAGE_SAVE Allows the user to Save Hardware Messages to send to the Device
HARDWAREMESSAGE_SEND Allows the user to Send Hardware Messages to the Device
HARDWAREMESSAGE_VIEW Allows user to View Hardware Messages sent to the Device
HARDWAREMESSAGEVIEWER_VIEW Allow the user to view the Hardware Message
HISTORY_PLAYBACK_VIEW Allows the user to View History Playback in the Tracking Tab
INDIVIDUAL_DELETE Allows the user to Delete Individuals
INDIVIDUAL_SAVE Allows the user to Save individuals
LIVETRACKER_SHARE Allows users to Share the Live Tracker e-mail link
MAINTENANCE_ITEM_DELETE Allows the user to Delete Maintenance Items
MAINTENANCE_ITEM_SAVE Allows the user to Save Maintenance Items
MAINTENANCE_RECORD_DELETE Allows the user to Delete Completed Maintenance Records
MAINTENANCE_RECORD_SAVE Allows the user to Save Completed Maintenance Records
MAINTENANCE_RECORD_VIEW Allows user to View Completed Maintenance Records
MAINTENANCE_SCHEDULE_DELETE Allows the user to delete Scheduled Maintenance
MAINTENANCE_SCHEDULE_SAVE Allows the user to save Scheduled Maintenance
MAINTENANCE_SCHEDULE_VIEW Allows user to view Scheduled Maintenance
MESSAGE_DELETE Allows the user to Delete Command Messages
MESSAGE_SAVE Allows the user to Save Command Messages
MESSAGE_VIEW Allows user to view Command Messages
NOTE_DELETE Allows the user to delete notes
NOTE_SAVE Allows the user to save notes
POI_DELETE Allows the user to delete Points of Interest
POI_IMPORT Allows user to Import POIs
POI_SAVE Allows the user to save Points of Interest
POI_VIEW Allows user to view Points of Interest
POISTATUS_DELETE Allows the user to delete POI Status
POISTATUS_SAVE Allows the user to save POI Status
POITYPE_DELETE Allows the user to delete POI Types
POITYPE_SAVE Allows the user to save POI Types
REMINDER_DELETE Allows the user to delete Reminders
REMINDER_SAVE Allows the user to save Reminders
REMINDER_VIEW Allows user to view Reminders
REPORT_DELETE Allows the user to delete Reports
REPORT_GENERAL Allows the user to generate Reports
REPORT_SAVE Allows the user to save Reports
REPORT_SUBSCRIPTION_DELETE Allows the user to delete Report Subscriptions
REPORT_SUBSCRIPTION_SAVE Allows the user to save Report Subscriptions
REPORT_SUBSCRIPTION_VIEW Allows user to view Report Subscriptions
REPORT_VIEW Allows user to View the Reports Tab
ROUTING_GETDIRECTIONS_VIEW if ROUTING_GETDIRECTIONS_VIEW is enabled Routing tab is enabled and GET DIRECTIONS sub tab is enabled
ROUTING_LOCATE_VIEW If ROUTING_LOCATE_VIEW is enabled, Routing tab is enabled and LOCATE sub tab is enabled.
SECURITY_GROUPASSIGNMENT This enable Manage Security Tools on client’s Tools and Settings with the Manage User Group Access option and allows the User to view the access to groups and specific devices assigned to the users, not able to Save
SECURITY_GROUPASSIGNMENT_SAVE Allow the end user to Assign and save Available Groups and Devices to Users on Manage User Group Access option, must have SECURITY_GROUPASSIGNMENT to work
SECURITY_LOCKUSER Allows user to Lock-Out Users
SECURITY_VIEW Allows user to view the Security options
SECURITYGROUP_DELETE Allows the user to delete Security Group
SECURITYGROUP_RESOURCE_ASSIGN Allows the end user to Assign and Save Security Group to the users
SECURITYGROUP_SAVE This Enable the otpion to Add New Security Group and Save, must have SECURITY_VIEW to work
SECURITYRESOURCE_DELETE Allows the user to delete a Security Resource
SECURITYRESOURCE_SAVE Not applicable. Internal use only
SECURITYUSER_DELETE Allows the user to Delete a Security User
SECURITYUSER_SAVE Allows the user to create and modify Security Users
SPEEDGAUGE_VIEW Allows user to view the option of Speed ​​Gauge.  Must have Speed Gauge integrated
SYSTEM_ALERT_VIEW Allows user to view system alerts
TRACK_SMSNUMBER_VIEW Allows the user to Display the SMS Number
TRACK_VIEW Allows user to view the Tracking tab
TRACK_WORKING_HOUR_ONLY Allows the user to Save Positional Records during selected Hours of Operation
TRACKING_CONFIGURE Allows user to enable / disable Tracking Tab
TRAILER_DELETE Allows the user to delete Trailer Information
TRAILER_SAVE Allows the user to save Trailer Information
TRAILER_VIEW Allows user to view Trailer Information
UNITDATAFEED_VIEW Specific tool vendor service that allows identification of units for export
USERMESSAGE_DELETE Allows the user to delete User Messages
USERMESSAGE_SAVE Allows the user to save User Messages
VEHICLE_ASSIGN_DRIVER Allows the user to assign a driver to the vehicle
VEHICLE_DELETE Allows the user to Delete a Vehicle
VEHICLE_SAVE Allows the user to Save a Vehicle

This this Article you will see how to use the View Device Assignments tab in the SiteAdmin section of your platform.

 

1- Log in to the View Device Assignments tab

2- Enter the IMEI, Device Name, Group Name or just search for all

3- Select if you would like to filter Client and or last activity

4- Once the report has ran you can export it to Excell

5- Green Status Units are Active Grey Status Units are Inactive and Red Status Units are Delete

This article will explain the process to add Events to a Hardware Profile.  This process will require that the Hardware Profile is configured with at least one Column to map the Event.

By Adding Event Codes to a Hardware Profile this will allow to view when exceptions occur with the device and you will be able to create Custom Alert Triggers within each Client.

How to add an Event to a Hardware Profile

  1. Login to the Site Tools with the Siteadmin user
  2. Select Manage Client Hardware
  3.  Select the Lightning Bolt icon next to the Hardware Profile name
  4. Enter the Event Code that is configured in the Device Script
  5. Enter the Caption to be passed into the Client platform and display within the Events Tab of the Tracking page in the Informational Popup
  6. Select the Column Name from the drop down
  7. Save the Event
  8. Repeat steps 4 through 7 as required

Driver

A Driver can be assigned to a vehicle to help better manage your fleet. By assigning a Driver to a vehicle, you get a more accurate picture of a driver’s behavior. You can also maintain important information about a Driver, such as driver license, insurance expiration dates and contact information. Drivers are very useful when a vehicle can be driven by more than one driver. By assigning a Driver you can pinpoint which driver was responsible for a particular event. You can also add a photo to the Driver

 

License/Insurance

This tab contains driver’s license and insurance information. You can maintain data such as license restrictions and expiration dates.

Contact Information

This tab contains contact information for the driver. You can maintain phone numbers, email addresses and emergency contact info.

Vehicle History

This tab contains information about when a driver was assigned to a vehicle.

In this lesson you will learn how to set a Client Platform up as a Template.  This will enable you to copy the layout and permissions of this Client while creating a New Client.

To view this Training Video, please click on this link:  How to Set a Client as a Template

Please follow these instructions:

  1. Login as Site Admin
  2. Once logged in, Select ‘Manage Clients’
  3. Edit the Client you wish to set up as a Template, by selecting the Pencil Icon
  4. Click the configuration tab and Select the Box “Use Client as Template”
  5. Save

Once you have completed this, you will see this client listed as an Available Template to Copy while creating a new Client

This article will describe the logic used for how non-client administrator users can create, view and assign users.

Logic for Rules that determines your permission to change/view other user (Existing Implementation)
  1. User is only in my set of dbo.group(s)
    • Full User View, edit and delete functionality
  2. User is in my set of dbo.group(s), but also in other dbo.group(s)
    • Limits to View and edit functions, no delete ability
  3. User does not belong to any of my assigned dbo.group(s)
    • I cannot view
Logic for the Assignment Rules for Groups
  1. New users that have not been assigned to any dbo.group or security.group will be viewable and editable
  2. You can only assign the dbo.group that you belong to other user that you can edit.
    • You cannot remove dbo.group from other user
  3. You can only assign the security.group you are a member to the other user that you can edit
    • You cannot remove security.group from other user
Definitions
  • dbo.group – the Groups within the Dashboard that entities are assigned
  • security.group – Security Groups within the Create Users and Manage Permissions page

 

The following Resources are already in place to allow the Administrator to determine which users have access to the Security Groups:

  • SECURITYGROUP_DELETE
  • SECURITYGROUP_RESOURCE_ASSIGN
  • SECURITYGROUP_SAVE