Welcome to NexTraq Connect

Transcription

1 Welcome to NexTraq Connect Overview NexTraq introduces NexTraq Connect, a mobile application for ios and Android smartphones and tablets. NexTraq Connect is a whole new way to interact with the NexTraq solution and provides the user in the field with easy access to information about dispatched jobs as well as convenient methods of entering work time and reporting vehicle issues. Preparation for Using NexTraq Connect Complete just four steps to get up and running with NexTraq Connect. Steps 1 through 3 will be done by a NexTraq solution Account Administrator in your company. Existing NexTraq Solution Users Step 1: Confirm usernames and passwords for NexTraq Connect Users. Step 2a: Make sure each User is linked to a Driver in the NexTraq solution. Step 2b: Make sure each User is associated with a Fleet in the NexTraq solution or give them access to View the All Fleet on their User profile. Step 3: Account Administrator checks existing Admin and non-admin users for correct permissions. All existing users will have permission for Connect/Attendance, Connect/Mobile Assignment, Connect/Odometer and Connect/Maintenance. New NexTraq Solution Users Step 1: Create a User in NexTraq with a username and password for each NexTraq Connect user. Step 2a: Link each User to a Driver in the NexTraq solution. Step 2b: Associate the User to a Fleet in the NexTraq solution. Step 3: Account Administrator adjusts Connect permissions for each user on the Admin > Create User screen. All free Connect permissions are granted by default to new Admin and non-admin Users, including Connect/Attendance, Connect/Mobile Assignment, Connect/Odometer and Connect/Maintenance. Step 4a: For Users and Account Administrators who want to use the Time & Attendance information in the NexTraq web application, with the Connect/Attendance permission on the Admin>Create/Edit User screen checked, add permission for Reports-Users and Alerts-Users. Step 4b: For Users and Account Administrators who want to use vehicle problem information entered in the Connect Report a Problem options, contact NexTraq Customer Support to grant user permissions for Reports, Alerts, or Maintenance options in the NexTraq web application. Step 5: Download, install, and log into the NexTraq Connect application on the smartphone or tablet AppNote Revision 5.0 NexTraq v NexTraq 2014

2 NOTE: NexTraq Customer Support must turn on access to the Jobs option on the Operations Menu in NexTraq Connect for your account and grant permissions to each individual user for this option. Contact NexTraq Customer Support to confirm your account features at (U.S. toll-free) or via at Step 1: Create/Confirm Users in the NexTraq Fleet Tracking Solution 1. From the Admin tab, select Users to display the User List for your account. 2. Click the Create User button to open the New User screen (or click the Edit icon next to the User s name if he is already entered in the NexTraq solution). Complete first name, last name, and address. 3. Assign a username and password that the NexTraq Connect user will use to log into the mobile application. Confirm the password by retyping it in the text box provided. NOTE: Do NOT check the Force Password Reset on Next Login box for mobile application users. The password cannot be reset using the mobile application. If a password needs to be reset, it can be reset by your Account Administrator or by NexTraq Customer Support. 4. Set the appropriate time zone information. 5. In the Mobile Access Permissions box, check the Mobiles view appropriate for the user. Page 2 of 13

3 Step 2: Link Each User to a Driver and a Fleet While you are still on the New User (or Edit User) screen, click to choose the kind of Linked Driver to use. 1. If the User was previously entered into NexTraq as a Driver, click the Existing Driver option. Click the Edit button to display a list of Drivers. Scroll to locate the User s name and click to select it. The User s name will appear in the text box. 2. If the User was not previously entered as a Driver, click the Create New Driver option as in the example above. The remaining Driver information is optional for the NexTraq Connect app. 3. Click Save to add the information from Steps 1 and 2. The User will now appear in the User List and will be linked to the Driver. 4. To grant permission to and associate the User with a specific fleet, update the Fleet s User List under Admin>Fleets. Click Edit Users to open the User Access to Fleet dialog box. Move the user to the Users with Access box and click Close. Click Save Fleet. Step 3: Confirm NexTraq Connect Permissions For existing NexTraq solution Admin and non-admin users: The Account Administrator can check existing users for appropriate permissions. All existing users will have permission for Connect/Attendance, Connect/Mobile Assignment, Connect/Odometer and Connect/Maintenance,. Page 3 of 13

4 For new NexTraq solution Admin and non-admin users: The Account Administrator can modify Connect permissions for each user on the Admin > Edit User screen. All non-billed Connect permissions are granted by default to new Admin and non-admin Users, including Connect/Attendance, Connect/Mobile Assignment, Connect/Odometer and Connect/Maintenance. NOTE: Admin and non-admin Users with Reports-User and Alerts-User permissions may now run reports or create alerts using the Time & Attendance information for all Users in the Account. Step 4: Add Connect/Maintenance Permissions for Reports, Alerts and Maintenance To use Connect/Maintenance information in the NexTraq web application, contact NexTraq Customer Support to grant user permissions for Reports, Alerts and Maintenance options using the Report a Problem information from NexTraq Connect. Include at least one Account Administrator user from your account to be granted permissions to view special reports and alerts available from NexTraq Connect in the NexTraq web application. NOTE: Contact NexTraq Customer Support via at support@nextraq.com or by phone at (U.S. toll-free). Step 5: Download and Install NexTraq Connect App Through the app section of the Apple itunes Store or via the App Store app for ios devices or in the Google Play Store for Android devices, the User can find the NexTraq Connect app. The User selects and installs NexTraq Connect on his smartphone or tablet. The User is now ready to log into NexTraq Connect! Log into NexTraq Connect Tap the NexTraq Connect icon to open it. Enter your NexTraq username and password and tap Login. Page 4 of 13

5 Remember Me Before you tap Login, slide the Remember Me switch to On for your username and password to be automatically remembered by NexTraq Connect. When you open the app during the next 14 days, your username and password will be recalled automatically, and you will log directly into app by tapping the NexTraq Connect app and then tapping Login. NexTraq Connect Opening Page and Menu When you login, your NexTraq Connect opening page will depend on the features selected by your company and the permissions granted to you in the NexTraq Fleet Tracking solution. NexTraq Connect Options JOBS TIME & ATTENDANCE VEHICLE Opening Page Click to reveal the NexTraq Connect menu. Menu Page The NexTraq Connect menu includes both Operations and Vehicle information. Jobs and Time & Attendance management fall under Operations menu. Assignment, problem reporting, and odometer Page 5 of 13

6 Jobs recording are included under the Vehicle menu. All NexTraq users who are properly setup in the NexTraq Fleet Tracking solution may access the Time & Attendance option and the Vehicle menu. NOTE: The Operations menu options displayed depend on the NexTraq Connect package selected by your company and the permissions granted to the NexTraq Connect User. Under the Jobs option you can manage all the jobs assigned to you. Display the details of jobs dispatched to you by jobs to be done, completed jobs or the list of all jobs assigned to you with the options at the top of the Jobs screen. Tap the arrow option to display sorting options for the Jobs List: Status, Customer, Distance, Scheduled Time. The example is sorted by Scheduled Time; the type of sort is displayed at the top of the Jobs List. Map The Map view finds all the jobs in your assigned list on a map to provide an overview of their locations. Double-tap with one finger to zoom in; double-tap with two fingers to zoom out. List NOTE: NexTraq Connect uses the native mapping functionality provided by the operating system of the device on which it is installed. Your assigned jobs appear under the List view and are arranged by your sorting choice. Each list entry contains the job name, current dispatch status, location name, scheduled start time, and distance from your current location. Job Status Tap the job entry to display the job status screen. The next job status in the sequence will be displayed. If you need to change to another status, use the drop-down list to select a new job status and enter a brief explanation in the Notes box. Tap Update Status. A message displays to confirm the status change. Tap Continue to return to the Status screen. Page 6 of 13

7 A Dispatcher will see the job status change reflected in the Dispatch List in the NexTraq solution (shown below). Notice that the NexTraq Connect users are listed on the Users tab and that the user s row is color-coded to match the user s current job status in the Dispatch Jobs list. In the example below, status of Mary Green s first job has changed to Finished. She has accepted another job using NexTraq Connect, and the color-coding in the Dispatcher s Users list matches the status color of the new accepted job. Job Detail The Job Detail screen provides you with the particulars of the job and includes the job name, message, location, and job date information. From this screen tap Navigate to open a map with a suggested route. Tap Start to follow that route. Tap Edit to change the Start or End points; then tap Route to apply the changes. Page 7 of 13

8 Job History NOTE: For best user experience, turn on Location Access / Location Services on your smart device to enable mapping. The appearance of your map and the availability of turn-by-turn directions depend on your device s native map application. Tap the History tab to display a chronological list of status changes for the selected job. Reports Information from the Jobs options in NexTraq Connect is available in the NexTraq solution through four reports: Jobs Activity, Jobs Activity Summary, Jobs Schedule, Jobs Summary. Time & Attendance Time & Attendance provides a way to record beginning and ending work times as well as breaks. Tap the Time & Attendance menu option to display the Timeclock screen. Page 8 of 13

9 The Timeclock screen records your time information: Last Action, Action Date, Action Time, and Hours Worked for that workday. Four actions are recorded when you enter them: Clock In, Start Break, End Break, Clock Out. After you have clocked in, you may either start a break or clock out. Any time you update the Timeclock screen, get a confirmation message and tap Continue, you will return to the NexTraq Connect menu screen. Date and Time Tap the Time or Date to edit either one. Adjust your device s time or date pickers. Tap Done to process changes. ios Example Android Example Reports The Time & Attendance information is immediately available to your fleet manager in several NexTraq solution reports: User Attendance Detail, User Attendance Summary, User Hours Worked, and User Time Card. Page 9 of 13

10 Vehicle Assignment Vehicle Assignment option allows you to change your assignment easily. Simply choose the option from the menu screen and follow these steps: 1. Tap Vehicle Assignment from the NexTraq Connect menu to display the name of your currently assignment vehicle. 2. Under the Update Assignment label, tap the currently assigned vehicle name to open your list of mobiles. Tap the vehicle name for the new assignment. You are returned to the Currently Assigned screen. 3. Tap Update to change the assignment to the selected vehicle. 4. The assignment changes and a confirmation message displays. Tap Continue to return to the NexTraq Connect menu. Reports Vehicle Assignment information is available in the web app through the Driver Assignment History Report. Page 10 of 13

11 Report a Problem With the Report a Problem feature, NexTraq provides a simple way to report a variety of common problems: ABS Warning Check Engine Temperature Warning Air Filter Electrical Problem Tire Pressure monitor Battery Front Airbag Warning Light Battery Warning Brake System Alert Oil Pressure Powertrain Malfunction To report a problem: 1. From the NexTraq Connect menu, tap Report a Problem to display the options. 2. Tap the problem to select it. The problem screen displays with the Mobile Name, Odometer reading, Date, and Time. Enter additional information in the Notes box. 3. Tap Done. A Confirmation Message displays to report successful submission. The problem information is collected in the NexTraq solution for use with the Vehicle Problems Report. 4. Tap Continue to return to the NexTraq Connect menu. Reports The Report a Problem information is available to your fleet manager in the Vehicle Problem report. Contact NexTraq Customer Support to enable permission for this report. Odometer NexTraq Connect provides a convenient method of updating your odometer record, avoiding relying on memory or an extra piece of paper. From the NexTraq Connect menu select Odometer. Page 11 of 13

12 Update Odometer 1. Tap in the Odometer box to display the number pad. 2. Enter the new odometer reading. Tap again outside the Odometer box to close the number pad. 3. Tap the Date and/or Time to edit it if you are updating from a previous day or earlier time. Tap Done to process these date and/or time changes. 4. The currently assigned vehicle is displayed. If you are entering information for another vehicle, tap the arrow to display a list of vehicles. Tap the selected vehicle to choose it. 5. Tap the Update Odometer bar to update the vehicle s record. The updated odometer reading will appear in the NexTraq solution in the Mobile List on the Admin tab > Mobiles > Summary and on the Maintenance tab > Odometer option. Contact Support NexTraq Connect gives you a direct line to NexTraq Customer Support. 1. Choose Contact Support from the NexTraq Connect menu. 2. Tap to choose from three reasons: Application Issue, Account Issue or Feature Request. 3. Tap in the Message area to display the keyboard and enter a description of the request. The support request automatically contains your NexTraq username as well as technical information including application version number and server information that may help resolve your request. In addition, Android devices will display device name, operating system, model, version and type of network. NOTE: It is recommended that you leave all provided information in the Message to assist the Customer Support Rep who will address the issue. 4. Tap Done when the message is complete. Page 12 of 13

13 5. Choose your communication method: or Call. Logout If you select, , the message will be sent from your device s application. If you select Call, the application will call your account s customer support contact. Tap Logout, the last option on the menu, to end the NexTraq Connect session. Additional Information For more information or assistance with setting up NexTraq Connect, contact NexTraq Customer Support at (U.S. toll-free) or via at support@nextraq.com. Page 13 of 13