Author Archives: Jeannette Kremer

How to Create a Polygon Geofence

1. Click on the Geofence tab.
2. Click on Create Geofence.
3. Click on Polygon.
4. Enter an address including city, state, and zip. This location should be where you want to draw the geofence.
5. Click Locate. You should now see an icon on the map indicating where the address is located.
6. Click on the map to start drawing.
7. Continue to draw by clicking the map.
8. Click the starting icon to finish the geofence.
9. Click on the Save button.

10. Enter a geofence name.
11. Click on the Next button.

12. Click on the checkbox next to the Group(s) that you want to assign this geofence to.
13. Click on the Save button.

How to Create a Circle Geofence

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Geofence
A geofence is a virtual fence. You can setup alerts to warn you when an item enters or exits a geofence. You can create three types of geofences: circle, polygon, or route. A circle or polygon geofence is used to define an area. A route is used to keep an item on a designated path. There are two steps to creating a geofence: drawing and assigning it to an item.

Create a Circle
1. Click on the Geofence tab.
2. Click on Create Geofence.
3. Optional: Click on Circle. By default the Circle should be selected.
4. Enter an address including city, state, and zip.
5. Click Locate. You should now see an icon on the map indicating where the address is located.
6. Click on the icon to create the center of the circle.
7. Click the map again to set the outer radius.
8. Click on the Save button.

9. You should now see the Geofence Editor box.
10. Enter a name for the geofence.
11. Click on the Next button.

12. Click on the checkbox next to the Group(s) that you want to assign this geofence to.
13. Click on the Save button.

Tip: You can enter the radius in the mi textbox (next to the Show button) instead of clicking on the map.

Routing

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Routing

You can find the closest item or vehicle to an address or landmark by using the Routing page. You can also get directions from a starting address to an end address.

Routing Page

Find the Closest Item
This tool allows you to find the closest item by using an address or clicking on the map.

1. Click on the Routing tab.
2. Enter an address (including city and state) into the Destination
textbook.
3. Click on Locate.
4. You should now see a list of vehicles that are closest to the
location that you clicked on.
5. Optional: Click on the Direction button to get directions to the
destination from the selected vehicle’s current location.

Directions

Tip: Click on Reported within last 24 hours checkbox to only find vehicles that have not reported in the last 24 hours.

Get Directions
Get Directions gives you an optimized route between two locations.

1. Click on Get Directions.
2. Enter a start address or click on somewhere on the map.
3. Enter an end address or click on somewhere on the map.
4. Click the Get Directions button.
5. You should now see a set of directions.

Tracking Page

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Tracking Page

The Tracking page is where you can see your items (vehicles, assets, individuals) on a map. The icons indicate the last reported location of each item. You can search for old routes, check the status (ignition on/off, idling, or moving) of an item, view alerts, plus much more.

You can click on the icon to view information about that item, such as current location, speed, date/time, and daily mileage. The map will automatically refresh every 2 minutes to display the most current location. The refresh rate can be changed if necessary.

Tracking Page

Item	Name	Description
1	Item Icon	Last known location of an item (vehicle, asset, or individual). The icon will change depending on the status of the item. There are three statuses: stopped, moving, and idling.
2	History	History tab is where you can search for and playback old routes.
3	Filters	Filter out vehicles to display on the map by status.
4	Item Name	Name of the item.
5	Last	Last time item reported in.
6	Information	Click on this icon to see detailed information about the current trip and the item.
7	Status	Current status of item.
8	Alerts	Indicates if there is a current alert for the item.
9	Messages	Send messages to the GPS device. Not all GPS devices can do this. If you are not sure about your device please contact Efficient Fleets.
10	Ping	Ping GPS device to get current location of unit.
11	All Group	Filter out items by Group.
12	Search	Search by item, item description, item’s driver name, or vehicle tag.
13	POIs	Display all the active landmarks on the map.
14	Geofences	Display all the active geofences on the map.
15	Map Lock	Activate map lock to center the map around an item as the map refreshes.
16	Print	Print the map with the items and summary of daily activity.
17	Measure	Measure distances on the map.
18	Set View as Default	Make the current map view the default view.
19	Export to KML	Export the current location of all the items to a Google KML file for use in Google Earth.
20	Set Refresh	Set the refresh rate for the map. By default the map refreshes every 2 minutes.
21	Refresh Time	Amount of time left before map refreshes,
22	Expand Map	Click the arrow to expand the map to the entire width of the web browser.
23	Location Bar	Display the Location Bar which shows information about the current location of the item, such as address, latitude, longitude, and date and time.

Landmark Status

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Landmark Status

A landmark status is an attribute that can used to describe the condition of a landmark. For example, if you have fueling sites as landmarks you could set their status to “active” to indicate they are working. It is not necessary to create a status in order to use landmarks.

Create Status
1. Go to Tools and Settings.
2. Click on Create Landmark Types and Status.
3. Click on Landmark Status.
4. Select the Landmark Type that you want to associate with the status.
5. Click on Add New Status. You should now see the Landmark Status Editor.
6. Choose an image.
7. Enter a Status Name.
8. Click on the Save button.

Landmark Type

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Landmark Type

A landmark type is an attribute that you can add to a landmark to help organize your points-of-interest (POI). For example, a “customer” type would indicate that a POI is a customer. The type can be set when creating or editing a landmark. You can update a type in the landmark detail page.

Create Type

1. Click on the Tools/Settings tab.
2. Click on the Tools and Settings link.

3. Click on Create Landmark Types and Status.

4. Click on Add New Type. You should now see the Landmark Type Editor dialog box.
5. Choose an image.
6. Enter a name.
7. Click on the Save button.

How to Setup Landmark Visits

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Landmark Visits

The Fleet Management System can record every time a vehicle visits a landmark. The system records the date and time of every arrival and departure. You can run the Landmark Entry/Exit report to see the data. Follow the steps below to setup landmark visits.

1. Click on the next to the landmark that you want to edit.
2. Click on the Additional Settings tab.
3. Enter a buffer size into the Landmark Buffer (mi) textbox. See Importance of Buffer Size below for more details.
4.   Optional: change the Buffer Alert if you want to know when an item leaves a landmark. By default it is set to In, which tracks when a vehicle arrives at a landmark.
5.   Optional: click on the Generate Alerts? checkbox if you want to setup an alert whenever a vehicle enters or exits a landmark.
6.   Click on the Save button.

Importance of Buffer Size

The buffer size helps determine when a vehicle has visited a landmark. If the buffer size is set to .25 then every GPS location within ¼ of a mile of the POI will be considered to have visited that landmark. In general a smaller buffer is preferred because there will be less chance to catch locations that did not truly visit the landmark. For example, if a landmark represents a store located inside a shopping center and the buffer size is too big then a vehicle that was at stopped at the intersection would be considered visiting the landmark.

How to Edit Landmark Location

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You can easily edit the location of a landmark if it is not in the right location.

1. Click on the next to the landmark that you want to edit.

2. You should now see the Landmark Detail page.

3. Navigate on the map to the new location (hold down the left mouse button over the map and drag the map in the direction that you want to go).

4. Double click on the map to indicate the new location.

5. Click on the Map Location button.

6. You should now see the icon in the new location.

7. Click on the Save button.

Tip: Alternatively you can enter a new address and then click on the Map Location button.