QuickStart Videos: Rules and Groups

This section features helpful information to navigate MyGeotab's Map options. Geotab has provided multiple informative videos that are quick, educational and easy for users to implement themselves. Utilimarc has compiled some of the content that it believes is most beneficial to users, from new accounts to individuals seeking more comprehensive knowledge.

How to Create Groups

How to Use Group Filtering

How to Set Rules

How to Run a Report

How to Setup Email Notifications 

Zone Notifications

After Hours Usage

How to Create Groups

MyGeotab offers group functionality to assist in managing all your users, vehicles, locations, rules, zones and reports in one central location. Using groups can assist in categorizing your fleet and the data it generates. For instructions on how to create your own groups in MyGeotab, click the video below. 

 

How to Use Group Filtering

Groups are used to organize your vehicles, users, zones, and rules into different categories for ease of viewing and reporting. MyGeotab offers an intuitive way to filter by a fleet’s pre-determined groups using the  filter box for isolating groups. This can be done for the purposes of vehicle tracking, zone interactions, or exceptions reporting. For more information on how to filter by groups, click the video below. 

 

How to Set Rules

Rules are a powerful way to both monitor and manage your fleet. MyGeotab’s solution allows you to set rules to apply to the company, or specific groups to monitor driver safety and productivity of the fleet. Setting up company rules in MyGeotab will help increase both safety and productivity. By applying rules to monitor and track safety rules such as harsh braking, seatbelt usage and speeding, fleets can be safer and more productive. Users are also able to expand rules to track productivity with set criteria such as lunch length, number of unauthorized stops and vehicle idling. The system will notify you, via email or an alert, when any of these rules have been compromised. To learn more about setting rules for your fleet, click the video below. 

 

How to Run a Report

MyGeotab offers multiple reports that are available to users by default. Learning how to run an exceptions report, device report, or a risk management report can help users increase productivity and overall awareness of fleet operations. Leveraging MyGeotab’s reports can improve your fleet’s safety and behavior. For information on MyGeotab’s default reports, click the video below.

 

How to Setup Email Notifications 

Notifications are used to email users in real time whenever a rule is broken and an exception is generated. Fleets can stay informed by learning how to setup email notifications using an existing or custom template for after hours usage, accidents, low battery, check engine light, or any other events of high-importance. For instructions on how setup notifications in MyGeotab, click the video below. 

 

Zone Notifications

MyGeotab users have the ability to create rules based on vehicles entering, exiting, or stopping inside of designated zones. This feature is useful for fleet managers, who want to closely monitor customer visits, be notified if a driver leaves a designated area, or if any vehicles drive into a restricted zone. Click the video below to learn more about MyGeotab’s Zone Notification functionality. 

 

After Hours Usage

Depending on the industry, many fleets have a critical need to keep close watch on any vehicle activity occurring outside of regular business hours. MyGeotab offers several tools to help both monitor and manage after hours usage. One thing to note before starting, it is important to make sure that you have set up work hours for your fleet. After that, it can be very beneficial to learn how to monitor after hour vehicle usage by time of the incident, duration, distance, and location of each event. Click the video below to learn how to best monitor after hour vehicle usage. 

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