Fleet setup

Fleet Setup is where you go to set up ID keys and "dynamic attributes" for drivers and vehicles. Dynamic attributes are criteria you can search for in order to zero-in on desired resources when running reports or carrying out specific tasks.

The Fleet Setup tab contains the following sub-tabs:

Users
Vehicles
Beacons
Keys
Hierarchy
Dynamic Attributes

Users Tab:

The Users tab lists all the drivers in the selected organizational unit.

The data listed for each driver includes:

•Personal information

•Role: driver or manager, quick locator (user with dynamic attributes) and engineer. Note: Several options can be selected for the same user.

•Assigned vehicle - if the driver is assigned permanently to a specific vehicle, all reports (including Live Tracking) will automatically link to it. If the driver is not assigned permanently to a specific vehicle, the field should be left empty.

•ID Key - RFID or Dallas Key number. This is an optional field, and available only if your fleet uses one of these Driver ID methods.

You can sort the table by clicking on a table heading, and you can filter the data using the options in the toolbar at the top of the table. The report data can be exported to Excel format using the download icon.

Managers can edit all information using the Edit option. A new user can be added via using the plus ("+") sign. Managers can also set user access and edit limitations through GreenRoad Central™.

Under Edit, you can enter personal details, information about the user's role and administrative permissions.

Under Open Account Email, enter the email address to which the onboarding email with log-on details will be sent.

Vehicles Tab:

A click on the Vehicles screen displays a table listing all the vehicles in the selected organizational unit.

The data presented includes detailed information about the vehicle itself, together with its:

•Default driver – If the vehicle is assigned permanently to a driver, all reports (including Live Tracking) will automatically link to him/her. Note: if the vehicle is not assigned permanently to a specific driver, the field should be left empty.

•Fleet speed – the maximum speed that this vehicle is allowed to travel, as set by the depot managers. It can be different than the actual road speed limit.

The table can be sorted, filtered, and/or exported to Excel format.

Columns can be added or removed using the edit option on the top right side of the menu.

All information can be edited by managers:

The edit option will open a popup window to allow the manager to specify the vehicle and relevant dynamic attributes.

Keys:

When using GreenRoad Edge™, safety events data is associated with a specific vehicle (the vehicle in which the device is installed).

If more than one driver operates the vehicle (for example, if different drivers operate the same bus at different times), and if you want to know which driver performed a safety event, you need a method for associating a driver with a vehicle for a specific trip.

This functionality can be provided via GreenRoad’s Dallas Keys and RFID devices. Once installed in the vehicle, they can identify the driver so that any safety events incurred will be attributed to the right person.

The Keys is a table that lists all the Dallas Keys and RFID Tags assignments within aselected organizational unit.

The table can be sorted, filtered, and/or exported to Excel format.

New keys are added directly by the GreenRoad team. Once they have been added to the system, you can assign (or reassign) them to specific drivers, including moving them between organizational units. In addition, the status of an individual key can be set to one of 4 options: in inventory, lost, assigned to driver or faulty.

Beacons:

If the GreenRoad DRIVE™ application is being used, safety events are attributed to the driver on whose mobile device the application is deployed, rather than to a specific vehicle.

If the fleet uses a vehicle pool (that is, without assigning users permanently to specific vehicles) and you want to track the safety events related to a specific vehicle, you must install Beacon devices within each vehicle. Attached to the vehicle’s dashboard, the Beacon detects which driver is currently on board so that the system associates the trip with the correct vehicle and driver.

The Beacons screen lists all the beacons in the selected organizational unit.

The table can be sorted, filtered, and/or exported to Excel format.

New beacons are added directly by the GreenRoad team. Once they have been added to the system, you can assign (or reassign) them to vehicles, including moving them between organizational units.

Hierarchy:

This report displays the company's organizational hierarchy, including all sub-organizational units.

Setting up this hierarchy is the first step for deploying the GreenRoad solution. Once the hierarchy has been set up, it can be "populated" with the organization's users, vehicles and other details.

You can update this hierarchy at any time, adding new units, changing their positioning within the hierarchy and changing their names, if desired.

Dynamic Atributes:

Dynamic attributes are categories that define groups of vehicles or drivers. They can be used to enable searching for the right vehicle or driver to carry out a specific job, or to filter the vehicles or drivers displayed on a screen or a report. You can set up these attributes in any way that fits the needs of your company.

GreenRoad’s support staff would be pleased to help you determine the best way to take advantage of this functionality.

Attributes that have been set appear in a table containing the attribute’s name, category and type, and whether it refers to drivers or vehicles or both.

Categories include:

•Resource locator - this attribute can be used for filtering drivers/vehicles in the live map tab

•General – this attribute provides additional data about the vehicle or driver:

data that appears in lists, but that the manager does not use for sorting/filtering purposes.

•Expiration date – license expiration date used to trigger renewal activities. The date will be displayed to remind the manager to take action.

For each attribute, please you define the allowed format for the data:

•Checkbox

•Number

•String

•Multi selection or selection lists

•Date

You can add a new attribute using the plus sign, edit an existing one, or delete it.