Reprocessing Data

Distribution List

Auxiliary Rules

Adding an Auxiliary Rule

Applying Auxiliary Rules to Vehicles

Exceptions

Sort Order

Reporting and Visualization

Interactive List View

Groups

Managing Groups

Reprocessing Data

By default, the application generates exceptions starting from the time the rule is created. It does not apply the rule to vehicle activity that occurred in the past, i.e., retroactively. If you wish 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. Trips are reprocessed as of version 1802.
To reprocess your data:

1. Navigate to Rules & Groups > Rules from the main menu.

2. Click the Reprocess data button located in the top menu.

3. From the popup window, select a Start date, one or more vehicles, one or more rules, then click Apply changes.


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.

Distribution List

A distribution list is a reusable collection of multiple recipients and their corresponding notification types. A distribution list is useful 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 from the top menu. Select Add from the top menu on the Distributions Lists page and create a name for your list using the Name field. You can then configure your distribution list using the following options:

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.

Note: Auxiliary Rules were formerly known as Auxiliary Groups.

Adding an Auxiliary Rule

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

1. 1. Add a new group called Auxiliaries.
   2. Add a subgroup under Auxiliaries named, for example, “Salt Truck”.

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

1. 1. Go to Rules & Groups > Rules and select Add to begin adding a new rule.
   2. Under the Name tab, give the rule a name, for example, “Salter”.
   3. Select the appropriate auxiliary rule subgroup as the group this rule is published to.
   4. Select the Conditions tab and select the connected auxiliary port from the More… menu.
   5. Select True for the value from the opened Condition Value Selection then select Add to associate the new rule with this auxiliary input.
   6. Add any additional conditions you might require — such as the ignition being on, a minimum duration, or a vehicle speed — and save the 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 Vehicles

1. 1. Navigate to Vehicles from the main menu and select one or more vehicles to which you wish to apply the auxiliary rule.
   2. Select the Groups tab and choose the appropriate auxiliary rule subgroup from the Groups dropdown and save.

Exceptions

The Exceptions page provides a summary of all exception rules that have been broken within a selected time period. It can be found under the Rules & Groups option in the main menu.

The Options button opens up a set of parameters used to refine the search criteria for exceptions. Use the View by toggle to view exceptions by vehicle or by driver, and select the desired vehicle(s) from the Vehicle dropdown menu. You can also choose to filter the report by specific exception rules using the Rules dropdown menu.

You can combine these filters in a variety of ways to pinpoint issues within your fleet and highlight risky driving behavior. 

Sort Order

By default, the list is sorted in descending order based on the duration of the exception. Alternative sorting options include the distance for which the exception occurred, the amount of times the exception occurred, or the number of drivers/vehicles that violated the exception rule.

Reporting and Visualization

The Report button opens up a selection of reporting options available for the exceptions data set. Select the report to download a Microsoft Excel copy, or select the icon to the right of the report name to display a preview of the report in the web browser or download a PDF copy. 

Additionally, the following buttons help deliver insight into the time and location of each exception:

• • The graph icon links to a polar area chart that displays Exceptions for a given week.
  • The map pin icon links to the Trip History page for the trip that generated the exception.

Interactive List View

The interactive list view allows you to open up additional information about an exception rule by selecting its row. A new page subdivides the infractions by vehicles — or drivers, if selected in the options. 

In this manner, you can drill down your reporting to view specifics as related to particular drivers or vehicles for relevant time periods.

Note: Speeding exceptions rely on the availability and accuracy of speed limit data in your area. Speeding exceptions logged in areas with estimated speed limits include an indication that the exception was based on an estimate.

Groups

Groups are used to organize your assets, users, and zones. 

To help organize your fleet, you can create groups to separate vehicles 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 vehicle 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.

When you have created groups, you can use the Filter in the top header of the application to filter data by particular groups for the application as a whole. For more information on the filter, see here.

Managing Groups

Navigate to Rules & Groups from the main menu then select Groups from the submenu. 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.

• • Locations: Used to separate assets into the areas they service. For example, East and West.
  • Reports: Used to denote which users receive the available emailed reports.
  • Vocation: Used to organize assets for reporting sales, service, delivery, etc.

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

Once a group has been created, you can change its location in your organization’s hierarchy by selecting the desired group and then selecting the Move button in the top menu. Click the new parent group and confirm your selection using the green Move to selected button at the top of the page.

You can also change the name or description of your group using the Edit button in the top menu, or delete it using the Remove button.