VehiclePath fleet tracking Help Guide

PDF

Tài liệu

Quảng cáo

LOCAL FLEET TRACKING

Help Guide

Toll Free Support

877.299.6544

VehiclePath.com

Help Guide

HOW TO SET UP THE CONTROL PANEL

.................................................................................................... 3

HOW TO SET UP A BOOKMARK

.................................................................................................................. 5

HOW TO SET UP A GEOFENCE

.................................................................................................................... 7

HOW TO DISPLAY VEHICLE HISTORY ........................................................................................................ 9

HOW TO CHANGE THE NAME OF THE MAP LABEL

................................................................................ 10

HOW TO SET THE MILEAGE ODOMETER

................................................................................................. 12

HOW TO SET UP AN AUTOMATED REPORT

............................................................................................ 13

HOW TO SET UP FAVORITE REPORTS

..................................................................................................... 15

HOW TO CREATE A LANDMARK

................................................................................................................ 17

HOW TO IMPORT LANDMARKS

.................................................................................................................. 19

HOW TO CREATE A GROUP

........................................................................................................................ 20

HOW TO ASSIGN A VEHICLE TO A GROUP

.............................................................................................. 22

HOW TO SET UP ALERTS

............................................................................................................................ 24

HOW TO SET UP AN ALERT RECIPIENT

.................................................................................................... 32

HOW TO CHANGE THE ACCOUNT PASSWORD

...................................................................................... 34

HOW TO CHANGE THE ACCOUNT TIME ZONE

........................................................................................ 35

HOW TO ADD DRIVER NAMES TO AN ACCOUNT

.................................................................................... 37

HOW TO USE THE MINI DASHBOARD

....................................................................................................... 38

VehiclePath.com

How to Set Up the Control Panel

The Control Panel lists all vehicles associated with your account. You can choose between displaying various attributes such as serial number, map label, vehicle status, etc. A

Default View

can be saved in the Control Panel, enabling a quick reset for the map contents based on your preference.

To set up the Control Panel:

1. Select

View All

at the bottom of the control panel to display all columns.

2. To minimize this view, drag the right side of your control panel to the left.

3. Change column widths and drag and drop columns into the order you prefer.

VehiclePath.com

4. Clicking the dropdown menu arrow on the right side of a column will sort the panel in that column’s ascending or descending order. The columns menu located under this dropdown menu allows you to select which columns do or do not display in the control panel layout.

5. Select

Save

to finalize your default control panel layout.

To filter the Control Panel:

1. Select the filter you’d like to sort by from the dropdown menu in your control panel. The default filter is

Map Label

2. When applicable, select the filter from the dropdown menu to the right.

VehiclePath.com

How to Set Up a Bookmark

Bookmarks are a quick way to jump to a map view that you find yourself using frequently.

To set up a new Bookmark:

Use the

Zoom and Map

navigation controls and/or your control panel to position the map in the manner you’d like to Bookmark.

Note: Zoom-in two clicks before saving your Bookmark in order to properly align the map.

1. Select

Add

from the

Bookmarks

dropdown menu.

2. Enter a name for your new Bookmark.

3. Click

to save your new Bookmark.

VehiclePath.com

To use a Bookmark:

1. Select your Bookmark by clicking its entry in the

Bookmarks

dropdown menu.

2. If you have too many saved Bookmarks than can be displayed in the

Bookmarks

dropdown menu, click

More…

to show a complete list of Bookmarks.

VehiclePath.com

How to Set Up a Geofence

A Geofence is a virtual boundary that can be drawn around a vehicle or any point on your map to be used for reporting and alerts.

To create a new Geofence around a point on your map:

1. Right-click (two-finger click for Mac users), then point on the map where you’d like to create a

Geofence and select

Add Geofence

from the pop-up menu.

2. By default, a rectangular Geofence will be generated around the point you selected, and the

New Geofence

form should be displayed in your control panel.

Note: Click the

Center on Address

button to center your Geofence on the address you’ve specified.

VehiclePath.com

3. Click, then drag and drop any of the four boundary markers to adjust your Geofence’s boundaries. Coordinates for these markers can be input manually in the

Points

field of the

New Geofence

form.

4. Choose a

Scope

and a

Type

for your Geofence from the respective dropdown menus in the

New Geofence

form.

5. Enter a name for your Geofence in the

Name

field of the

New Geofence

form.

6. You may want use the dropdown menus for the

Line Color

Fill Color

Fill Density

and

Line

Width

fields in the

New Geofences

form to customize the way your Geofences are displayed on your map in order to differentiate between them.

7. Where applicable, click the

Use a Validity Period

checkbox and select the days and times when you’d like your Geofence to be active.

8. Click

Save

to finalize your new Geofence.

VehiclePath.com

How to Display Vehicle History

Vehicle history (or breadcrumbs) shows events that have taken place for a given device during a specified time period, or for a specified number of recent events.

To display Vehicle History:

1. Select a Vehicle in your control panel whose history you’d like to view.

2. Click the

Show History

icon (clock) in the action column to display the Vehicle’s History.

VehiclePath.com

How to Change the name of the Map Label

Creating a Map Label provides an additional way to name a vehicle that can be viewed on the map and sorted in the Control Panel. Changing the label can better organize the control panel.

To change the name of the Map Label:

1. Select the vehicle you’d like to change the label for from the vehicle list in your control panel.

2. Select the

Edit Vehicle

pencil icon in the center and the

Edit Vehicle

pop-up will appear.

3. Enter the appropriate information into the

Map Label

Vehicle Make

Vehicle Model

Vehicle Year

VIN

, and

Odometer

fields.

VehiclePath.com

4. Select a driver from the

Driver

dropdown menu. Drivers can be added in the

Drivers

accordion menu located under the

Set Up

tab.

5. You may want to use the dropdown menus to define the

Text Color

Label Color

and

Icon

fields in the form to customize the way your vehicle is displayed on your map.

6. Click the

Save

button at the bottom of the pop-up to finalize your new Map Label.

VehiclePath.com

How to Set the Mileage Odometer

Initially, mileage should be manually entered in order to ensure a proper starting-off point for future tracked mileage.

To Set the Mileage Odometer:

1. Select the vehicle from your control panel whose odometer you wish to set.

2. Click the

Edit Vehicle

(pencil) icon in the action column.

3. Manually enter the correct mileage or use the

Up/Down

arrows to adjust the mileage in the

Odometer

(miles) field to match your vehicle’s odometer

4. Click

Save

to finalize your changes.

VehiclePath.com

How to Set Up an Automated Report

The

Automated Reports

accordion menu contains tools for creating and/or editing scheduled reports that will run automatically based on the schedule that you set for them.

To set up an Automated Report:

1. Select the

Automated Reports

tab under

Reports

2. Select

Create New

under

Schedule a New Report

. This generates the

Add An Automated

Report

pop-up.

3. Select the

Report Type

from the dropdown menu.

VehiclePath.com

4. Choose a

Group

for the report from the dropdown menu or select the

All Button

to include all Groups.

5. Choose a

Vehicle

for the report from the dropdown menu or select the

All Button

to include all Vehicles.

6. Select how to order the vehicles in the

Automated Report

from the

Order Vehicles By

dropdown menu.

7. Select the

Output Type

from the dropdown menu.

8. The Automated Report’s default period is

All Day

. To change this, click the

All Day

tickbox to deselect. The

Valid From

and

Valid To

dropdown menus represent the start and end dates for the report.

9. Enter a

Recipient E-mail

in the corresponding field of the email address to which you would like the report to be sent.

10. Select the

Time Zone

for the report from the dropdown menu.

11. Select the interval at which you would like to generate the Automated Report from the

Generated

dropdown menu.

Weekly

reports are generated early each Sunday morning.

Monthly

reports are generated at the end of the month.

12. Click the

Submit

button at the bottom to finalize your new Automated Report.

VehiclePath.com

How to Set up Favorite Reports

The

Get It Now

accordion menu contains the

Favorite Reports

sub-menu where you can save the reports you use most often to make them available in a single click. A list of favorite reports will be displayed in the accordion menu, which can be edited by clicking the

Manage

link.

To set up favorite reports:

1. Click

Get Report Now

in the

Get it Now

accordion menu on the

Reports

tab.

2. Fill out the required information to configure your report in the

Get Report Now

window.

3. Click

Save As Favorite

VehiclePath.com

4. Enter a name for your new favorite report.

5. Click

to finalize your new Favorite Report.

To manage your Favorite Reports:

1. Click

Manage

, next to

Favorite Reports

in the

Get it Now

accordion menu located in the

Reports

tab.

2. From the

Favorite Reports

window, you can choose to delete or edit the name of a Favorite

Report simply by clicking the respective icon.

VehiclePath.com

How to create a Landmark

Landmarks are a square, virtual boundary, in one of five default sizes; which can be placed at any point on the map for reporting purposes.

To create a new Landmark around a point on your map:

1. Right-click (two-finger click for Mac users), the point on the map where you’d like to create a

Landmark and select

Add Landmark

from the pop-up menu.

VehiclePath.com

2. By default, a medium sized Landmark will be generated around the point you selected, and the

New Landmark

form should be displayed in your control panel.

3. Adjust the location and size of your Landmark using the

Latitude

and

Longitude

fields and the

Radius

dropdown menu in the

New Landmark

form respectively.

4. Choose whether or not to use an address for your Landmark by checking the

Use Address

checkbox located in the

New Landmark

form and populating the address fields where applicable.

5. Enter a phone number for your Landmark in the

Phone

field of the

New Landmark

form.

6. Enter a name for your Landmark in the

Name

field located in the

New Landmark

form.

7. You may want use the dropdown menus for the

Text Color

Background

and

Icon

fields, located in the

New Landmark

form to customize the way your Landmark is displayed on your map.

8. Click

Save

to finalize your new Landmark.

VehiclePath.com

How to Import Landmarks

Clicking the

Import Landmarks

link in the

View Landmarks Configuration

sub-menu opens an

Import Landmarks

tab, which allows you to upload a CSV file to bulk import Landmarks.

To import Landmarks:

- Create a CSV file for your Landmarks using the following guidelines:

Format:

Name, Phone, Street, City, State, Zip, Country, Lat, Lng, Size, Icon, Text

Color, Label Color

Size:

0 = Small, 1 = Medium, 2 = Large, 3 = XLarge, 4 = XXLarge

- If you specify address values, then set

Lat

lng

values to

to force address look-up

- Use

2-digit

country codes and state/province codes. (i.e., United States = US,

California = CA)

Icon Value

is a number specifying an image (click

here

for icon values)

Text Color

is color of text on map site in

RGB hex

(white = FFFFFF, black = 000000)

Label Color

is color of text background on map site in RGB hex (light blue = 0000FF, blue = 000044)

1. Click the

Select CSV

button to browse your computer for the CSV file you’d like to upload.

2. Click the

Upload

button to finalize your import.

VehiclePath.com

How to Create a Group

A Group is two or more vehicles that are likely to necessitate common commands, alerts or reports that could be done in batches, rather than individually, and can be put into groups to increase efficiency.

To create a Group:

1. Select

View All

from

Groups

accordion menu located in the

Set Up

tab. Select

Add New

at the top right of the grid.

2. Enter a name for your Group in the

Name

field, located in the

Add Group

form.

VehiclePath.com

3. Sort your vehicles using the dropdown menu and filter field to easily navigate the list.

4. Select the vehicles you want to add to the new group.

5. Click

Save

to finalize your new Group.

VehiclePath.com

How to Assign a Vehicle to a Group

Vehicles that are likely to necessitate common commands, alerts or reports that could be done in batches rather than individually can be put into groups to increase efficiency.

To assign a vehicle to a Group:

1. Open the

Groups

accordion menu, located in

Set Up

2. Click

View All

and select a group from the list into which you’d like to add a vehicle.

3. Click the

Edit Group

icon in the action column for the group you’ve selected.

VehiclePath.com

4. The

Edit Group

window should pop up and show a filterable list of vehicles associated with your account.

5. Check the checkbox that corresponds to the vehicle(s) you’d like to add.

6. Click

Save

to finalize your changes.

VehiclePath.com

How to Set Up Alerts

Alerts to notify you of specific events such as Over-speed Violations, Geofence Violations, Odd

Hour alerts and more.

To set up a Geofence Alert:

1. Select

Geofence Alerts

under

Alerts

tab, located in

Set Up

. Select

Add New

at the top right of the Geofence Alerts grid.

VehiclePath.com

2. Click, drag and drop any of the four boundary markers to adjust your Geofence’s boundaries.

Coordinates for these markers can be input manually in the

Points

field, located in the

New

Geofence

form.

3. Choose a

Scope

and a

Type

for your Geofence from the respective dropdown menus located in the

New Geofence

form.

4. Enter a name for your Geofence in the

Name

field, located in the

New Geofence

form.

5. You may want use the dropdown menus for the

Line Color

Fill Color

Fill Density

and

Line

Width

fields, located in the

New Geofences

form to customize the way your Geofences are displayed on your map in order to differentiate between them.

6. Where applicable, click the

Use a Validity Period

checkbox and select the days and times when you’d like your Geofence to be active.

7. Click

Save

to finalize your new Geofence.

To set up an Idle Alert:

1. Select

Idle Alerts

under

Alerts

tab in

Set Up

. Select

Add New

at the top right of the

Idle

Alerts

grid.

2. Enter a name for your Idle Alert in the

Name

field, located in the

New Idle Alert

form.

VehiclePath.com

3. Choose a

Scope

for your Idle Alert from the corresponding dropdown menu.

4. Select the frequency with which you want to be alerted from the

Alert Every

tickboxes.

5. Click

Save

to finalize your new Idle Alert.

To set up an Input Alert:

1. Select

Input Alerts

located under the

Alerts

tab in

Set Up

. Select

Add New

at the top right of the

Input Alerts

grid.

2. Select the vehicle you’d like to create an Input Alert for from the corresponding dropdown menu in

Input Settings

form.

3. Choose a

Status

for your Input Alert from the corresponding dropdown menu located in the

Input Settings

form.

4. Enter the

High

and/or

Low

for the Input. Available fields will depend on the selected Status.

5. Click

Save

to finalize your new Input Alert.

VehiclePath.com

To set up a Maintenance Alert:

1. Select

Maintenance Alerts

located under

Alerts

tab in

Set Up

. Select

Add New

at the top right of the

Maintenance Alerts

grid.

2. Select the vehicle you’d like to create an Input Alert for from the corresponding dropdown menu located in

New Maintenance Alert

form.

3. Enter a name for your New Maintenance Alert in the

Name

field, located in the

New

Maintenance Alert

form.

4. Choose a

Type

for your Input Alert from the corresponding dropdown menu located in the

New Maintenance Alert

form.

5. The default setting has the

Repeat

tickbox already selected. Enter the mileage interval at which you would like to repeat the Maintenance Alert or toggle using the arrows. To set a one-time Maintenance Alert, click the

Repeat

tickbox to deselect.

6. Enter the distance at which you would like the Maintenance Alert to begin or toggle using the arrows.

7. Select the

Time Zone

for the report from the corresponding dropdown menu.

8. Use the dropdown menu to select the

Language

for the alert.

VehiclePath.com

9. Enter any additional directions or descriptions for the Maintenance Alerts in the

Notes

field.

10. Click

Save

to finalize your new Maintenance Alert.

To set up an Odd Hour Alert:

1. Select

Odd Hour Alerts

, located under the

Alerts

tab in

Set Up

. Select

Add New

at the top right of the

Odd Hour Alerts

grid.

2. Select the

Scope

for which you’d like to create the Odd Hour Alert from the corresponding dropdown menu located in

New Odd Hour Alert

form.

3. Choose the Vehicle or Group from the dropdown menu when applicable.

4. Enter a name for the Odd Hour Alert in the

Name

field.

5. Select the days and times when you’d like your Odd Hour Alert to be active.

6. Select the

Time Zone

for the report from the corresponding dropdown menu.

7. Click

Save

to finalize your new Odd Hour Alert.

VehiclePath.com

To set up a Speed Alert:

1. Select

Speed Alerts

, located under the

Alerts

tab in

Set Up

. Select

Add New

at the top right of the

Speed Alerts

grid.

1. Select the

Scope

for which you’d like to create the Speed Alert from the corresponding dropdown menu located in the

New Speed Alert

form.

2. When applicable, selected the vehicle or group from the corresponding dropdown menu.

3. Select the speed setting from the

Setting

dropdown menu.

4. Click

Save

to finalize your new Speed Alert.

To set up a Stop Alert:

1. Select

Stop Alerts

, located under

Alerts

tab in

Set Up

. Select

Add New

at the top right of the

Stop Alerts

grid.

2. Enter a name for the new Stop Alert in the

Name

field, located in the

New Stop Alert

form.

VehiclePath.com

3. Select the

Scope

for which you’d like to create the Stop Alert from the corresponding dropdown menu, located in the

New Stop Alert

form.

4. When applicable, select the vehicle or group from the corresponding dropdown menu.

5. Select the frequency with which you want to be alerted from the

Alert Every

tickboxes.

6. Click

Save

to finalize your new Stop Alert.

To set up a Temperature Alert:

Note: To use the Temperature Alert feature, your vehicle’s device must be equipped with an external temperature probe.

1. Select

Temperature Alerts

under the

Alerts

tab in

Set Up

. Select

Add New

at the top right of the

Temperature Alerts

grid.

2. Enter a name for the new Temperature Alert in the

Name

field, located in the

New

Temperature Alert

form.

3. Select the scope for which you’d like to create the Temperature Alert from the

Scope

dropdown menu, located in the

New Temperature Alert

form.

4. When applicable, select the vehicle or group from the corresponding dropdown menu.

5. Select the probe for the new Temperature Alert from the

Probe

dropdown menu located in the

New Temperature Alert

form.

VehiclePath.com

6. Select the

Hold

dropdown menu to determine how long the temperature threshold needs to have been broken before an alert is generated.

7. Select the alert type from the

Type

dropdown menu.

8. Enter the temperature at which the alert generates in the

Temp

field or toggle using the arrows.

9. Click

Save

to finalize your new

Temperature

Alert.

To set up an Unauthorized Movement Alert:

Note: Movement alerts can only be used with equipment trackers.

1. Select

Unauthorized Movement

located under the

Alerts

tab in

Set Up

2. Select

Edit Unauthorized Movement Alert

pencil icon for the vehicle you want to enable

Unauthorized Movement Alerts.

3. Select the

Enable

tickbox located in the

Edit Unauthorized Movement Alert

form.

4. Click

Save

to finalize your new Unauthorized Movement Alert.

VehiclePath.com

How to Set Up an Alert Recipient

The

Alert Recipients

tab displays a sortable grid of recipients and includes columns for

Scope

Alerts

Name Alert

Type

and

Address

as well as links to delete or edit a recipient's information or add a new recipient. An alert recipient must be set up in order to use e-mail or SMS notification functions for an alert.

To create an Alert Recipient:

1. Select

Alert Recipients

, located under

View and Edit Recipients

from the

Alerts

accordion menu on

Set Up

2. Select

Add New

at top right of the

Alert Recipients

grid.

VehiclePath.com

3. Select the alert type from the corresponding dropdown menu located in the

New Recipient

4. Select the scope from the

Scope

dropdown menu.

5. When applicable, select the vehicle or group from the corresponding dropdown menu.

6. Select the type of alert from the

Type

dropdown menu.

7. Select the

Time Zone

for the report from the corresponding dropdown menu.

8. Enter any additional directions or descriptions for the Maintenance Alerts in the

Notes

field.

9. Use the dropdown menu to select the

Language

for the alert.

10. Select the days and times when you’d like the recipient to receive notifications.

11. Click

Save

to finalize your new Recipient.

VehiclePath.com

How to Change the Account Password

To change the account password:

1. Select

My Account

, located under

View and Edit Account Configuration

from

Account

accordion menu in

Set Up

2. Enter a new password into the

Password

field located in the

Account

form.

3. Enter the same password in the

Confirm

field located in the

Account

form.

4. Click

Save

to finalize your new password.

VehiclePath.com

How to Change the Account Time Zone

The

Time Zone

dropdown menu allows you to select your preferred time zone for your account in order to have the correct time displayed in your reports and breadcrumbs.

To change the account Time Zone:

1. Select

My Account

located under

View and Edit Account Configuration

from the

Account

accordion menu in

Set Up

2. Select the time zone from the corresponding dropdown menu.

VehiclePath.com

3. Click

Save

to finalize your new password.

VehiclePath.com

How to Add Driver Names to an Account

Once a driver has been set up, you can associate the driver name with a vehicle by using the

Edit

Vehicle

dialog box, which can be found in the Control Panel.

To associate a Driver name with a vehicle:

1. Open the

Drivers

accordion menu in

Set Up

2. Click

Drivers

, then click the

Add New

button located in the top right corner of the grid.

3. Enter the appropriate information into the

Name

Phone

E-mail

and

Driver ID

fields.

4. Click

Save

to finalize your changes.

VehiclePath.com

How to Use the Mini Dashboard

The mini dashboard provides a real-time counter for all vehicles associated with your account as well as individual counters for vehicles in

Moving

Stopped

states. Clicking the icon for an individual state filters the vehicles in your control panel and on your map according to that state.

To use mini dashboard:

1. The white number in parentheses represents the total number of active vehicles associated with your account.

2. Clicking the

All Vehicles

icon will remove any filters that are currently in place.

3. The blue truck logo represents the number of vehicles associated with your account that are currently in a moving state.

4. Clicking the

Moving

icon filters down the vehicles displayed in your control panel and on your map to include only those that are in motion.

5. The red stop sign logo represents the number of vehicles associated with your account that are currently in a stopped state.

6. Clicking the

Stopped

icon filters down the vehicles displayed in your control panel and on your map to include only those that are stopped.

VehiclePath.com

Xin chào! Tôi là một chatbot AI được đào tạo đặc biệt để hỗ trợ bạn với VehiclePath fleet tracking Help Guide. Tôi đã xem xét kỹ lưỡng tài liệu và có thể giúp bạn xác định vị trí thông tin chính xác bạn cần hoặc giải thích nội dung một cách rõ ràng và đơn giản. Cho dù bạn đang tìm kiếm hướng dẫn về các tính năng cụ thể, các bước khắc phục sự cố hoặc cách sử dụng chung, hãy thoải mái đặt câu hỏi của bạn. Bạn càng cung cấp nhiều chi tiết về mối quan tâm hoặc nhu cầu của bạn, tôi càng có thể hỗ trợ bạn một cách chính xác và hiệu quả hơn!

Trợ lý đang nhập

Trợ lý đã hết bàn phím. Vui lòng thử lại sau.

Có vẻ như bạn đã truy cập một tài liệu được viết bằng nhiều ngôn ngữ, bao gồm một ngôn ngữ không phải là tiếng mẹ đẻ của bạn. Bạn có thể sử dụng các liên kết sau để tạm thời ẩn các trang không có ngôn ngữ bạn muốn.