Geotab Drive Version 2002 – See What’s New

Geotab Version 2002 First Look

As we have come to expect, when a new version of Geotab is released there all always a lot of questions.  We just got our first look at Geotab Drive 2002 and want to share an advance look at what is coming soon.  By turning on “Feature Preview” in your Geotab account settings, you will see some changes sooner.

To turn the preview on, click on your username in the Geotab UI, then click options.  Scroll about halfway down the page to UI Settings and click the on button for Feature Preview.  Don’t forget to scroll back to the top of the page and save your new setting.

 

turning on feature preview
turning on feature preview

What’s New in Geotab Drive?

Geotab Drive Version 2002 addresses simplifying the workflow and navigation.  There are also a few new notewothy features, so let’s jump right in.

New DVIR category and ability to attach images to defects and repairs. 

 

A new DVIR type called “In-trip” has been added for drivers who may find a defect in the middle of a trip, and would like to inspect the vehicle without affecting the Pre-trip and Post-trip DVIR flows.
DVIR In Trip
DVIR Image
DVIR Repair Image
Also new in Geotab Drive Version 2002 is the ability to upload images to DVIR inspection defects and DVIR repairs.  This will save both the driver and the mechanic time, especially when a problem may be difficult to describe.  Images contribute to a complete and fully documented defect report and repair report.

To add images to a DVIR, tap the Camera icon under the selected defect. The DVIR displays the uploaded images for both inspection and repair events.  The uploaded images are then available in MyGeotab. In MyGeotab, an Image icon indicates whether the DVIR includes images for inspection and/or repair events.

Shipments

The limit for the number of shipments that can be listed has been increased to 25.

Moving Unidentified Logs

Previously, Admins were able to move individual automatic drive logs from the Unidentified Logs section to the appropriate driver, which resulted in duplicate ON logs if the paired automatic ON log was not moved as well. This issue has been corrected by preventing Admins from moving logs without using the Bulk edit feature, which moves both the Drive log and the paired ON log together.

Removing Vehicles or Drivers with Current Regulatory Data

In Geotab Drive Version 2002, any device or user with recent regulatory data (e.g. HOS and DVIR logs) can no longer be removed until the data is purged. Users will now see the following error messages when deleting a user or vehicle with regulatory data.

Prevent deletion of needed data
Prevent deletion of needed data

Changes to Handling Ignored Logs

The ignore logs feature has created some confusion among both drivers and administrators.  FMCSA has ruled that automatic driving logs and the associated on duty logs can no longer be transferred to another driver as there was apparent abuse of this feature.  If incorrectly assigned, the logs must remain, but can be ignored.

The following updates have been made to the Ignore Log feature:

  • Users now have the option to ignore HOS logs in bulk.
  • Ignored logs that continue to the next day as placeholder logs are now greyed out to match the UI on MyGeotab.
  • Ignored logs are now available by default under the DutyStatusIgnoredLog column on both the Standard and Advanced HOS reports.
Ignored Log

Workflow updates

To improve the login and logout workflows, while reducing the amount of time it takes to reach the HOS Dashboard, an Assets screen has been added to display the vehicle, trailers and shipment selections in a single view. The DVIR screen also displays the vehicle and trailer in one view. The same applies for both the login and logout workflows.

Availability Warnings Display at Login in Feature Preview

In the past, drivers have interrupted their break time to log in to the Drive App to view duty status information — placing themselves in violation of the rule. In Geotab Drive Version 2002, break and driving limit information is now displayed when logging in (with Feature Preview enabled) on the new Availability screen.

The Availability screen displays whether drivers are in violation, at risk for potential violation, or have upcoming violations. The images below show examples of messages that may display when logging in.

New consolidated work flow
Availability Warnings
Drivers now have the option to apply the Exempt HOS Allowed by tapping the Exempt HOS button, if enabled by an Admin.

Drivers now have the option to add an OFF log for any upcoming violations.

Clock-in/Clock-out now in Feature Preview

The Clock in/Clock out feature allows drivers to navigate through the login/logout workflow while still remaining in the Drive App. When a driver taps OFF or SB, they can either take a break, or clock out. If they tap Yes to clock out, the driver proceeds through the normal logout workflow.

The Clock in/Clock out workflow is available offline and does not require an active wireless connection. However, to fully log out of the Drive App, a wireless connection is required on the driver’s mobile device.

While clocked in, the driver stays in the App, where they can choose to remain assigned or unassigned from their vehicle.

While clocked out, the driver can view duty status logs, messages, and DVIR logs that are attached to the vehicle.

To clock back in, the driver can use the prompt at the top of the Dashboard, or tap D or ON to continue the login workflow. 

Clock Out
Clock in

Compliance

New ‘Exempt HOS Allowed’ exemption available

A new Exempt HOS Allowed exemption has been added for drivers who are exempt from Hours of Service (HOS) and/or ELD rules under specific circumstances.  A good example of this is the Agriculture exemption. When logging out, the driver must now change their exempt status to ON or OFF. Previously, the FMCSA required HOS or ELD-exempt drivers to use Personal Conveyance (PC).

Admins have the option to customize the name of the exemption in MyGeotab via Administration > System… > System Settings, as well as the ability to toggle the exemption settings for each driver under the HOS Settings tab on the User Edit page.

HOS Exempt
HOS Exempt
and even more…

 

  • Improved Personal Conveyance (PC) distance on reports
  • Improved Verify Log logic for placeholder logs
  • Improved IOX-USB fIOX-USB now calculates the PC based on the following information: The selected ruleset, the PC limit defined in the User Settings, and the PC limit defined in the System Settings.
    If the driver exceeds the PC limit, the system automatically places the driver in the Drive status.

Visit Geotab to see all of the details.

GEotab GO9 GPS Vehicle Tracking
Fleet Management Platform
Mobile Phone GPS Tracking App
Fleet Weather Service

MyGeotab Version 2002 – See What’s New

Geotab Version 2002 First Look

As we have come to expect, when a new version of Geotab is released there all always a lot of questions.  We just got our first look at MyGeotab version 2002 and want to share an advance look at what is coming soon.  By turning on “Feature Preview” in your Geotab account settings, you will see some changes sooner.

To turn the preview on, click on your username in the Geotab UI, then click options.  Scroll about halfway down the page to UI Settings and click the on button for Feature Preview.  Don’t forget to scroll back to the top of the page and save your new setting.

 

turning on feature preview
turning on feature preview

What’s New in MyGeotab?

Users – You can now designate your support, training and procurement contacts for your organization in the UI

This is an optional setting that may be very helpful, especially in large organizations.  Assign key experts from your organization who can answer questions and solve problems in MyGeotab! As professionals in areas of training, procurement and technical support, these individuals can share knowledge and identify tools to help meet your needs in the Fleet Management Application. They can also receive important updates about new features, and other areas we are working on to support your business.

Individuals designated as support contacts must provide a phone number, since we may redirect calls if we cannot assist a user from your organization who needs help.

New User Options
New User Options

New Phone number field and System Communications tab on the User Edit page

There is a new System Communications tab which combines email reports, in-app notifications and service updates, into one convenient view.  Use in-app notifications (formerly called: news notifications) to stay up-to-date with service updates and other news, all without leaving MyGeotab.  There is also now an phone number field for all users.

User Authentication Advances

Basic — HTTP-based authentication using the HTTPS/SSL security methods.
SAML— Single sign-on (SSO) authentication. [Active Directory (Azure or ADFS) is available from Fleetisitcs]
MyAdmin — Uses your MyAdmin credentials for access to MyGeotab.

Users can now transition between three authentication types:
✔ SAML > Basic
✔ Basic > SAML
✔ MyAdmin > Basic

Start your week on any day

In MyGeotab version 2002 you can choose any day to start your work week. In previous versions this was limited to Saturday, Sunday and Monday.

Moving on to the Map

Using a clustered approach,there are new tools to show you where your vehicles are, which vehicles have stopped (indicated in orange), and which vehicles are driving (indicated in green).

live map clustering

Driver Assignments

Driver Assignment

The live Map now displays new drivers as soon as they are assigned to a vehicle.  Previously, new drivers were only updated when the next trip occurred.

Also, the pop up window for assigning a driver is now much clearer to understand.

The driver will be assigned to the vehicle for all trips until:

  • The driver is assigned to another vehicle.
  • Another driver is assigned to this vehicle.
  • The driver is unassigned from this vehicle.

Other new features worth mention are a new “pending changes” message, updated system notices, a billing reminder message when removing a device, and the diagnostic code token is now available in all custom notification templates.

The EV Charging Report and EV Charging Activity indicators on the live map are out of Feature Preview.

Visit Geotab to see all of the details. 

GEotab GO9 GPS Vehicle Tracking
Fleet Management Platform
Mobile Phone GPS Tracking App
Fleet Weather Service

Geotab Drive “Must Have” Add Ins & ELD Reports

Geotab Drive with ELD Reporting – Free Marketplace Tools

 

Geotab Drive makes ELD compliance easy, but many users miss the free add-ins and reports that truly simplify a fleet manager’s life.  In this post, we present the options that we feel are “Must Have” applications for our clients.  Everything shown can be downloaded or directly installed in your system from the Geotab Marketplace.  Just click on “Marketplace” at the bottom of your main menu and open up a world of possibilities.

 

ELD Services – Settings Validator Add-In

There is a multitude of settings and entry fields presented to you when initially setting up your ELD drivers.  When drivers begin to use the system, all of the static information that must be included in their RODS is pulled from these entries.  Thus, if the driver’s license issuing state was not completed when the driver was created in the system, it will not show up on a compliance print when generated.  Unfortunately, when this happens at a roadside inspection, you have likely ruined your driver’s day.  Using this add-in assures that all required information is accessible to the Geotab Drive app, and compliance prints or RODS transferred to FMCSA will include all required information.

The ELD Settings Validator is a free add-in for Geotab.  It identifies missing driver data and links you right to the form to correct the ommissions.  Fields marked with an X are an indication that information is missing for that field. Select the information icon on the right-hand side for quick access to the driver’s User Settings. Simply fill in the missing information and select Save at the top of the screen.  Drivers that are not missing information will not be displayed, only entries that need to be corrected.

ELD Settings Validator

ELD Add-In – Driver Access to
Support Help Desk

The ELD Information Add-In provides instant, driver-friendly access to the Reseller Support Help desk. View the latest ELD information documents that are required during a roadside inspection in accordance with §395.22 (h), or stream the latest How-to videos for Geotab Drive.  Please note that this add-in is currently only available for mobile devices running on Android.

With this add-in installed in your Geotab system, all drivers will see the add-in populated on their HOS Dashboard.  The step by step instructions for using Geotab Drive are contained in the Data Transfer Guide, ELD Manual, and Data & Diagnostics ELD Malfunction Sheet Guide.  All are launched right from the app in a single click.  Most importantly, these are the documents required to be kept in the cab under the FMCSA regulations.  By linking to the electronic documents you know you always have the latest version.

Workflow documents for HOS and DVIR are also available anytime a quick refresher is needed.  Alternately, for drivers that prefer video learning, a playlist of video training is also linked to the app.  The linked documents and videos are updated when changes are made to the app, so the latest information is always available to the driver.

Geotab ELD for FMCSA

Want Custom HOS Reports?  Here’s a dozen to choose from!

Just download the report from the Marketplace and upload it to your database to get the most out of Geotab Drive.

Driver Availability report
Excessive Yard Moves
Drivers On Duty Report
Data Diagnostic & Malfunctions report
Drivers Approaching limit report
Total HOS Violations Report
DVIR Defects Report
HOS driver Violations
Severe violations Cost report
Excessive Personal Conveyance Report
Off Duty to Drive report
Unverified Logs report
GEotab GO9 GPS Vehicle Tracking
Fleet Management Platform
Mobile Phone GPS Tracking App
Fleet Weather Service

Geotab T-Mobile Support 3G to 4G Upgrade Program

T-Mobile 3G Sunset 12/31/2020

 

T-Mobile has announced they will enforce the published date to deactivate 3G Geotab fleet tracker T-Mobile GPS tracking devices. This means Fleetistics customers with GPS devices using the T-Mobile 3G network need to plan now.  Those devices will stop reporting at the end of the year. Fleetistics has several programs in place to aid customers in transitioning from TMO 3G to the newer 4G technology.

AT&T and Verizon customers are not affected by T-Mobile’s plan. They have committed to maintain their 3G networks until 12/2022.

Customers must be in good financial standing to participate in the upgrade program.

 

T-Mobile Telematics

Call

877.467.0326

TMO 3G Upgrade Program (Geotab customers only)

 

  1. Existing ProPlus and Fleetistics rental customers automatically get replacement devices in Q4 of 2020 or at Geotab’s discretion with a service agreement that extends past 2020. Now is the time to call Fleetistics customer service and schedule 3G upgrade for Q4 to be sure GPS devices are available. ProPlus includes Roadside Service – Learn More. Compare Geotab service plans – Click here.

2. Customers not wanting to upgrade to ProPlus may purchase a replacement device at a deeply discounted and subsidized price. Contact Fleetistics for details

3. Customers not wanting to purchase a 4G device may receive a free T-Mobile 4G device with a minimum service agreement of 24 months. If you love the Geotab platform and never plan to leave the most robust fleet management solution available, why not take advantage of this free 4G upgrade offer.

Changing Cellular Network Carriers On Upgrade

In some situations network coverage changes and a customer may feel a different carrier is now a better option. Since this program is T-Mobile specific the free upgrade program does not offer carrier switching. However, for a nominal fee, customers may choose to replace T-Mobile device with an AT&T or Verizon telematics device. Contact your Fleetistics account manager or customer service for pricing and details.

GO GPS Tracker from Geotab

Installation Requirements

To avoid undue delays and administrative fees you will have 5 days to install the replacement devices from the date of delivery before the old 3G devices are deactivated. If you have more GPS trackers than you can replace in 5 days Fleetistics will work with you to provide multiple deliveries for the cost of shipping.

The goal is to make this exchange process for customers across the United States quick and efficient.

Replacing Devices In MyGeotab

It is  important that you replace the old GPS devices with the new devices in your MyGeotab account. The linked document, Geotab Replacing A Device, walks you through this process.  Be sure to contact us with the serial numbers of the devices you have replaced so they can be deactivated.  Failing to do this step will result in double billing. It is recommended that you open a support ticket in MyFleetistics asking customer service to verify everything is correct once you feel the replacement is complete.

After swapping the GPS devices, replacing them in MyGeotab, and confirming with Fleetistics customer service, the 3G T-mobile devices can be disguarded since they will be deactivated and cannot be reactivated.

GEotab GO9 GPS Vehicle Tracking
Fleet Management Platform
Mobile Phone GPS Tracking App
Fleet Weather Service

GPS Tracking

Fleet Management

Phone Tracking

Tablets & Data

Support Cases Made Easy

Support Cases just got easier!

The thought of opening a support case can be frustrating.  We have all had a bad experience dealing with a support issue online at some point.  Fleetistics is determined to simplify and streamline the Support process.  For that reason we continue to make improvements.  Our goal is easy to use and efficient in solving any issues that come up.  If you have not yet used the support system, this post will walk you through step by step.  Knowing what to expect and when to respond allows us to deliver the best possible service.

Our support system resides within MyFleetistics.  It is connected to your database, so you don’t have to look up serial numbers and device details.  Vehicle information is automatically sent into the ticket system for you when you launch a ticket from the Device Status table as shown below. 

Never Wait On Hold Again

By submitting a support case online you can “fire and forget” and know that the case is time / date stamped for accountability for a rapid response. Fleetistics will investigate the issue and respond by posting information to your MyFleetistics portal case list. There is not need to call for an update, just check the portal. Everything is documented and you can go about your day. The more details you provide and the more troubleshooting you do prior to submitting a case, the faster the process. For troubleshooting steps click here.

Opening a Support Case

Accessing the Device Support System

 

After logging into MyFleetistics, click Analytics, then Dashboard Device Status.  A list of your devices populates, color coded to identify devices that may have issues.  First, find the device that you want to open a case for, and click the flag to the right of the device information.  

 

Opening a Support Case

Next, Complete the Brief Support Case Form

Not a vehicle or device issue?

If your support case is not about a device issue, simply click the cross icon in the top right corner of the window or navigate to Help Center > Support and select “Open Support Case” to open the form without specific device information.

Alternate path to open case

Select the category of the issue from the pre-populated list.

Open a support case

Now, Add Your Case Comments

In the comments section tell us what you have done to identify or resolve the issue.  Clearly, we must go through a series of troubleshooting steps.   Knowing what you have already done moves us past those steps.

A screen shot or image of an unusual occurence is always helpful.  Don’t forget to attach the file. 

Finally, be sure to verify your email address and add the best phone number best time to call if we need to speak with you.

Open a support case

You have successfully opened a support case.

Support Case is now open

Case Confirmation Email

Once a case has been opened you will receive an email confirmation as in the image below.  The email contains a link to your case.  Each time a case is updated, you will receive another email notification so you know it is time to view and respond. 

Inside the case you can add additional details, upload images, and respond to questions the Support Reps ask through the linked form.  Replying to the email will not record your response in the case, so always use the link in the email to add your response directly to the case.  All of the history  is then recorded in the case.  You can also check on the status of a case at any time by navigating to Help Center > Cases .

Case Acknowledgement Email

Example of the Support Case in MyFleetistics

Typical Support Case Documentation

In the example below, Support requests the client’s agreement to the RMA terms prior to returning the device for testing.  The pdf RMA terms document link is in the email and in the case itself.  It contains the details on where to send the device, what happens next, and has some helpful links to other documents as well.  After reading the document it is time to acknowledge it in the Support Case system.  Working from the email, it looks like this.

Support Case agreement

The Response to the Case is now logged and time/date stamped.

As more action is taken, everything is documented while the problem is being solved.  Here is the case after a few more entries.  There is no question about who is doing what, or if we are making progress. 

Support case progress
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