Importing Zones

Editing Zones

Zone Settings

Map Settings

Removing Zones

Dispatching Zones to Vehicles

Importing Zones

You can use a spreadsheet application to prepare a list of zones to be imported to your account. This saves time when you want to create a large number of zones.

When addresses for your zones are available, use the following format to create a spreadsheet in Excel:

If you are creating zones in a remote area where street addresses are unavailable, you can use the following format which utilizes geographical coordinates instead:

You will notice that in both examples, the reference column is an incremental number starting from 1 and is used to verify that all zones have been successfully created. Also, the diameter is based on the user’s measurement system, i.e. 250 meters for metric or 250 yards for US.

When your spreadsheet is prepared, navigate to Zones & Messages > Import Zones and add your spreadsheet to the drag and drop field. The application will show a total count for the identified zones, as well as a count for valid and invalid zones. 

 Use the Options dropdown menu in the top left-hand corner of the page to customize the settings for your new zones, including their type, size, color, and visibility.

When you have finished making selections, select the blue Import selected zones icon on the right-hand side of the page to import your zones to the application.

Editing Zones 

Selecting a zone from the list on the Zones page will open the zone editing panel on the right-hand side of the page. The complete list of zones continues to display to the left..

The editing panel contains two tabs: Zone settings, which allow you to edit the zone name, the groups to which it belongs, and zone type; and Map settings, which control the appearance and shape of the zone on the map.

Zone Settings

These are basic administrative settings, which include adding comments to the zone, setting an end date for temporary zones, indicating stops within the zone, and making the zone visible on the map. 

Zone settings also allow Administrators to customize a particular zone to allow for specific reporting. Using a combination of groups and types, zones can become effective tools for advanced reporting on fleet behavior.

Zones are added to groups in the same way as other properties such as vehicles or users. The Publish to groups dropdown menu contains all pre-existing groups, and can be used to separate zones by region, function, or other classification depending on your organization.

Zones can also be assigned a type. These labels, such as Customer, Office, or Home, support very specific reports. For example, if you create zones around customer locations, you can report and filter by the customer zone type. This allows you to easily see when drivers arrive and depart from customer locations.

Zone types are assigned using the Types dropdown menu on the zone edit panel. To add or edit an existing type, use the Types button in the top menu of the Zones page. This opens the Zone Types page, where you can select a type from the list to edit, or select Add in the top menu to create a new type.

Map Settings

Selecting this tab in the zone editing panel will display a view of the zone on the map. The top menu bar displays the color options for zones, and a sliding bar to adjust the color transparency.

To change the shape of a zone, select the Change zone shape button in the top menu. You can adjust the shape of the zone by moving the existing points, selecting anywhere along the zone boundary to add a new point, or by dragging a point off the map to remove it. 

You can preview your changes using the Preview button, or remove your changes by selecting Reset changes. When you are finished, select Save to return to the zone list.

Note: Changing zone properties will only affect future data. To learn more about reprocessing data from the past, see here.

Removing Zones

Zones can be removed from the database by selecting a zone, either in the Zones list or on the Map, and then selecting Remove. Once the zone is removed, it will no longer appear on the map. Any reports that previously displayed the zone name will instead show the zone address, if available.

Making changes to or removing multiple zones at a time is made easy by using the checkbox in the top-right corner of the Zones page to select multiple zones.

Once your zones are selected, select Remove selected zones or Edit selected zones from the top menu to affect all the selected zones.

Note: The zone list displays 500 zones at a time; use Select Visible to select the entire page at once.

Dispatching Zones to Vehicles

The application offers an intuitive way to dispatch members of your mobile team to and from job sites in real-time. You can easily dispatch new jobs, pickup and drop off locations, zones or entire routes to your Garmin equipped vehicles.

Note: A Garmin device can be added to a version 6 or version 4v3 Device. Not every Garmin model works with all the features the Telematics Device offers. Contact your authorized Reseller to purchase the necessary hardware.

To send a zone you have created to a vehicle:

1. 1. Locate the zone by either using the map or using the search box.
   2. Once the zone displays, select it.
   3. Select Dispatch vehicle here, from the popup zone options.

When creating a dispatch request, you can select one or more vehicles to receive the request. Those drivers can optionally receive text messages you specify which include additional instructions about the job.