User Guide. Release 1.0

Transcription

1 User Guide Release 1.0

2 Contents Contents Getting started... 6 My profile... 6 Change password... 7 Overview screen... 7 History... 9 User activity history... 9 Event timeline... 9 Event types... 9 History map Vehicle activity history Order history Orders list information Timekeeping Dashboard Timeline Time events Time details Timekeeping entries Timekeeping reports Timekeeping summary report User timesheet report User timesheet details report Timekeeping forms Tracking Dashboard User summary dashboard Vehicle summary dashboard Idle dashboard Release 1.0 May 24, 2017 ii

3 Contents Vehicle scorecard dashboard Utilization dashboard Live view List panel Geofences Adding a geofence type Adding a geofence Editing a geofence Alerts Creating a new alert User reports Fleet reports Alert details report Event details report Fleet utilization report Geofence history report Idle report Score card report Trips report Wireless forms Dashboard Wireless forms charts Working with charts Working with wireless forms Creating a new form Wireless forms entries Wireless forms reports Dispatching Dashboard Orders Clients Dispatching reports Dispatching module settings Order status Release 1.0 May 24, 2017 iii

4 Encore User Guide Publishing changes Save and load form files Messaging Administrative Settings Account info Billing info Appearance Licenses Users Adding a user About user roles Activating and deactivating users and services Groups Creating a new group Assigning members to groups Assign users to view groups Creating group levels Vehicles Adding a new vehicle Assigning a device to a vehicle Associating a user with a vehicle Devices Modules My modules Device layout Find modules Module settings Fields Adding a new field Field settings Conditional fields and pages Form outline Page settings iv May 24, 2017 Rev. 1.0

5 Contents Preview Save and publish modules Save and load form files settings Automatic s Conditional s File import Ad hoc reports Creating a new ad hoc report Conditions & sorting Scheduling an ad hoc report Running an ad hoc report Exporting an ad hoc report Add-on services Index Release 1.0 May 24, 2017 v

6 Encore User Guide Getting started Welcome! You're probably anxious to get started. Before you begin, there are a few things that you should know about the initial view. It features the Overview screen and several other options to customize your viewing: My profile Choose the drop-down next to your name at the top of the screen to select My profile. Here, you can change: Metric values - Check this box to display numerical values in metric format. Imperial values is the default setting. Auto help fly-ins - Check this box to change the help display settings for your app. You can opt for a cleaner view of the application with fewer interruptions from the help. If you need help on a specific topic, use the help icon to search for more information. Data value display You can choose to view data in metric (kilometers, KPH) value or imperial (miles, MPH) value. 1. Click the drop-down arrow next to your name at the top of the screen and choose My profile. 2. Check or uncheck Display values in metric. Imperial values is the default setting. 3. Choose Save changes. Automatic help fly-ins and popups Fly-ins and popups appear throughout the application to help you customize and work with your application. If you prefer not to see these automatic help prompts, you can turn them off singularly by choosing Don t show this again on a help prompt. Or, to disable them throughout the application, choose Disable auto help fly-ins from My profile. Don t worry, even if you turn off automatic help, you ll still be able to access it when you need it. Simply click the Show tab on the right side of a page to display the help. 6 May 24, 2017 Rev. 1.0

7 1. Click the drop-down arrow next to your name at the top of the screen and choose My profile. 2. Choose Disable auto help fly-ins. 3. Choose Save changes. Getting started Change password Choose Change password from the drop-down list next to your name in the upper right corner to change your password at any time. View tutorials Choose View tutorials at any time to see just-in-time training on any function. View tutorials on creating a new module, customizing your application, dispatching orders and much more. Help Select the help icon in the upper right corner of any screen to access just-in-time help content and related videos. Overview screen The Overview screen is the initial screen for your application. It features three (3) module information panels. The Module summary panel will display a list of all your modules, with a submissions count for each for the current day, week and month. Click a number to go to the specific module s Entries section for that time period to view the entries. The Recent submissions panel will display users and submission times for the last ten (10) forms or timekeeping events. Choose a listing to view more details. The Last activity panel displays a list of users and the last event recorded for each user. Choose a single listing to view the activity details. Release 1.0 May 24,

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9 History History User activity history View past timekeeping statuses, form entries, trip information and other important data in User activity history. It displays first with a search panel on the left, and a map on the right. You can zoom in or out on the map, which shows movements and actions during the period you choose. Run a user activity history search to see all submitted activity and data for a specific period. 1. Choose a user or device from the drop-down list. 2. Choose a date and time in the From and To areas. 3. Select Show history, and the search results display as an event timeline. If you need to return to the search panel, choose Make a new selection. Event timeline When you run a history search, the search panel is replaced by the vertical event timeline. The timeline contains event icons and information labels for your chosen period. Events are listed in chronological order. You can resize the timeline area by selecting the divider between the timeline and the map and dragging it right or left. Choose an event to see it on the map along with details. Event types Arrivals Departures Last moving position Form submissions Orders (order history only) Timekeeping submissions Alert records Ignition on (vehicle history only) Ignition off (vehicle history only) Start moving/stop moving/motion detected (vehicle history only) Release 1.0 May 24,

10 Encore User Guide Hard braking (vehicle history only) Arrivals Arrivals are the time a user arrived at a location. Arrival icons are red or purple octagons numbered in chronological order from beginning to end. Red means the user or device arrived at a non-geofence stop; purple indicates geofence stops. Trip starts and ends share the same number, which means they're part of the same stop. Departures A departure is the time when the user left the location. Departures are shown by a number within a black circle. This number is the same as the arrival number, to show that it is part of the same stop. Numbered stops help you follow a user's route on the map. Last moving position If the last position in the history period you choose is a moving position, it will display as the last timeline item. A green circular icon with a directional arrow shows the current direction of movement, as of the last GPS data received. Form submissions Form submissions are indicated by a blue document icon. Choose See details to see form entries. Orders Orders are shown by the blue clipboard icon. Order statuses are Canceled, Assigned, Completed or In progress. Timekeeping submissions The blue clock indicates timekeeping submissions. Events will show the type of timekeeping record (Clock in, Break start, Clock out, etc.) and the duration of the event. Alert records Alert records will display the alert type, name and use a yellow alert icon. Additionally, the address corresponding to the alert will display. 10 May 24, 2017 Rev. 1.0

11 History Ignition on Ignition on is the time that a vehicle ignition is turned on, whether at the beginning of a trip or not. Ignition on is indicated by a green start icon. Ignition off Ignition off is the time that a vehicle ignition is turned off, whether at the end of a trip or not. Ignition off is indicated by a red end icon. Start moving / Stop moving / Motion detected Start and Stop movement and Motion detection are all common, non-emergent events, indicated by a blue exclamation point. Hard braking A hard braking event occurs when a vehicle comes to a sudden stop, indicated by an exclamation point within an inverted triangle. History map Zoom in on the history map, or switch the display from standard map to aerial. The history map shows the highlighted route the user traveled, along with the major timeline events as icons. Icons highlight stops, form submissions and timekeeping events. Choose an icon on the map to open a label with more information about an event. Note that form- and timekeeping-based events may not have a GPS position. If an event doesn't have a GPS position, the map will not display if you click the item from the timeline. For forms completed in transit, the label will point to a spot on the highlighted route, but no icon displays. Vehicle activity history Release 1.0 May 24,

12 Encore User Guide Choose Vehicle activity history to see trip data, hard mount diagnostics and other vehicle information. When you run a vehicle activity history search, the search panel is replaced by the vertical event timeline. The timeline contains event icons and information labels for your chosen period. See Event timeline for more information. To run a vehicle activity history search, 1. Choose a vehicle from the drop-down list. 2. Choose a date and time in the From and To areas. 3. Select Show history, and the search results display as an event timeline. 4. Choose View details to see a grid showing vehicle time, location, speed and status at the time of the incident on the timeline. Choose View timeline to toggle between the grid or timeline formats. 5. If you need to return to the search panel, choose Make a new selection. Exporting a search 1. You can export the time range data by selecting Export. 2. Choose Open to see the results immediately as an Excel spreadsheet, or Save to save the data file to your computer. You can also choose Save as to go to an area on your computer to save the file, or Save and open to save the file and view it immediately as an Excel spreadsheet. 3. If you need to return to the search panel, choose Make a new selection. Order history In Order history, you can view orders created, completed and dispatched within a specific time period. When you open Order history, the last fifty (50) orders are shown. Orders list information The orders list provides basic information in a grid layout. All of the columns are sortable. Simply click a column header to quickly sort by that column. The arrow shows whether the column is sorted in ascending (A-Z, 0-9) or descending (Z-A, 9-0) order. Click again to reverse the sort order. To change the arrangement of columns, click a column header and drag and drop it in the desired location on the grid. To show or hide a column, click the drop-down arrow on the right side of column header, point to Columns, and check the boxes for the columns you want to see. 12 May 24, 2017 Rev. 1.0

13 History You can perform a search in one of two ways: enter data in the Search field above the grid, or use the search fields left of the display to narrow your search. Then choose Find orders. The following order information is available: Status Client Order number Date/time User Service type Last status time Address Contact Phone number Viewing additional order information To view additional information about an order, choose View. The Client information section displays information entered when the order was created. The collapsible Service details section indicates the service type and displays any information entered specific to the selected service type. The Status history section provides a record of status changes on the order. It can also be collapsed or displayed. Changing order details Change details for an order in the fields below the Service details section. Change the following: Order status - Choose a status in this field to change the current status of any order. User - Change or delete a user or worker for the order. Due date - Set or reset the date and time associated with the order. You can also find a new worker or user closest to any order location. Use the numbers in the Distance column to figure out who's closest to you, or to the order location. Choose Select when you have finished, and then Save from the previous dialog. Release 1.0 May 24,

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15 Timekeeping Timekeeping Dashboard The Timekeeping dashboard provides at-a-glance information about hours worked by users in chart form. To zoom in on a chart, click Expand chart. Timekeeping module charts are standard and cannot be modified. User weekly hours This bar chart displays the total work hours for the week for each user. Hours are calculated using the total amount of paid time (total time from clock in to clock out minus any lunch time). Work time for the current week is shown. Monthly summary This chart displays the total hours per week for the month for all users. Total hours are calculated using the total time from clock in to clock out, minus any lunch time. Data for the current month is displayed sorted by weeks in chronological order. Timeline The Timekeeping timeline presents user clock in, clock out, and break data in a calendar layout. View time information for all users at the same time, or filter the timeline to find specific users. Time events are color coded for quick analysis of user activity. Hours of the day are displayed across the top of the timeline. Each user's name and the total hours worked (total time minus lunch and break time) for the day are displayed along the left side. Date selection By default, the time records for the current day are shown. Use the forward and back arrows to scroll through the timeline day-by-day. Or, use the calendar specific day. Choose Today to return to the current day's records. to select a Time events Event start and stop times are indicated by their positions on the timeline. Each time event is displayed in a color. Green - Clocked in for the day; Previous day s clock is displayed in a lighter shade of green. Release 1.0 May 24,

16 Encore User Guide Yellow - User was on break Orange - User was on lunch Blue - User was clocked in at the time the timeline data was obtained. Time details The timeline provides basic information about a user's time data. Point to a time entry to view the start and stop time of the event. To view details about a time event, click on a colored segment on the timeline. The General section shows each time punch, the total hours, break hours and net hours (paid time) for the user. To view just break hours, select Breaks & lunches. Each break or lunch start time, end time, and duration are displayed. In addition, the total amount of time the user spent on break or lunch status is provided. If timekeeping forms have been configured, you can view information entered by users during clock in or clock out. To view timekeeping form entries, select expand next to Clock in or Clock out time. For information on how to set up forms to capture data when a user clocks in or out, see Timekeeping forms. Click Close window to return to the search results. User search All users for the company are displayed on the timeline. To filter the time information to show a specific user, type the user's name in the Search field. As you type, matching results are displayed. Click to clear the search results. Timekeeping entries Select Timekeeping from the left menu and choose the Entries option to view time data entered by users. Time logs are listed in grid format. Select View beside a user name to view all time data submitted during the time period you selected. The grid shows the following information for each entry: User name Clock in date and time 16 May 24, 2017 Rev. 1.0

17 Timekeeping Clock out date and time Total hours. This is the total amount of time that the user was clocked in. Any lunch time has been subtracted from the total amount of time between clock in and clock out. Working with the timekeeping grid You can order the grid data in several ways: To: Do this: Choose columns to display Click any column submenu arrow and choose Columns. Click the arrow at the end of Columns to display a headings listing. Select or deselect headings as desired. Configure grid display Mouse over grid column headings to display the column submenu arrow. Click it to display data configuration choices. Sort data Click the column submenu arrow and choose Sort Ascending or Sort Descending to sort the data in alpha order up or down. Arrange columns Click and drag a column heading to a new area. - Acceptable - Unacceptable Searching time data 1. In the Search by field, choose a single user, or choose All users. 2. Then, select a date period in the next field. 3. Choose Search. 4. Choose View next to a user name to view time details. Viewing time records The grid provides basic information about a user's time data. To view the user's full time card, select View next to a user name. The General section shows each time punch, the total hours, break hours and net hours (paid time) for the user. Release 1.0 May 24,

18 Encore User Guide To view just break hours, select Breaks & lunches. Each break or lunch start time, end time, and duration are displayed. In addition, the total amount of time the user spent on break or lunch status is provided. If timekeeping forms have been configured, you can view information entered by users during clock in or clock out. To view timekeeping form entries, select expand next to Clock in or Clock out time. For information on how to set up forms to capture data when a user clocks in or out, see Timekeeping forms. Click Close window to return to the search results. Using Advanced search The advanced search returns more specific results based on user and date and time selections. 1. Click Advanced search. 2. Double-click to select and move a user to the right side of the search area. Or, highlight a user and choose Remove to remove them from the search. 3. Select the range of times you want to search. Enter a start and finish date and time. 4. Click Search. 5. Results for the selected users who punched in during the specified time frame are displayed below the search area. 6. To view the detailed time card, click the View link for the desired time log. Timekeeping reports In the Timekeeping module, choose the Reports option to generate and view time reports on demand. Two reports are available: a summary report and a more detailed user time card. In addition to on demand reporting, you can also set up scheduled reports to automatically run at set intervals. Timekeeping summary report This report provides a basic summary of time data submitted by each user. The following information is provided: Total hours: the total amount of time between clock in and clock out 18 May 24, 2017 Rev. 1.0

19 Timekeeping Total break time: the sum total of all break time Total lunch time: the total amount of all lunch time Total paid time: the sum total of all time minus lunch time User timesheet report This report provides a breakdown of each individual timesheet organized by user. The following information is provided: Date of clock in Clock In time Clock out time Total time: the total amount of time from clock in to clock out Time on break: the total amount of break or lunch time Time on lunch Paid time User timesheet details report This report provides detailed information about user time events, including duration, location, and submitted form data. The following information is provided: Total break, lunch, and paid time Date and time of each event If your account includes the optional GPS tracking add-on service, location data may also be available. The location address is listed. If the address is located within a geofence area, the name of the geofence is provided. Event duration If timekeeping forms have been enabled for clock in or clock out events, data submitted by the user is listed below the time event Release 1.0 May 24,

20 Encore User Guide Running a timekeeping report To generate a new report: 1. From the Timekeeping Reports menu option, select Run report. 2. Choose the report type from the Select report field. 3. For the selected date range, choose from Absolute date or Calculated date, and use either the calendar and time drop-down, or a fixed range. 4. Choose users or groups. Select from All users, Selected users, or Selected groups. 5. If you chose selected users or groups, select at least one user or group name from the list. You can select more than one user or group, if desired. To remove an option, click the next to the name. 6. Choose Run report. 7. The report opens in the Report viewer window. Use the navigation arrows to move through the report pages, or choose a specific page number. 8. Select Print to print a copy of the report. 9. To export and save the report data, select the desired file format. Review the format listing for available file types. Select Export to download the report file. Scheduled timekeeping reports Scheduled timekeeping reports are automatically generated at set times using selected parameters. On the Timekeeping reports menu option, select Schedule reports to open the report options. Any scheduled reports that have already been set up for your company account are listed. To create a new scheduled report: 1. Click New, and enter a Name to identify your report in the Schedule section. 2. Choose the report from the Select type of report field. 3. Choose a Format for the report, and choose the Time of day you want the report to run. 4. Indicate the schedule settings. Choose to run the report Daily, Weekly, or Monthly and set the frequency. 5. In the to field, enter the addresses you want to send a copy of the report to. Enter multiple addresses separated by a semicolon. 20 May 24, 2017 Rev. 1.0

21 6. Enter a Subject for the , and a Message, if you d like. Timekeeping 7. If you'd like to send the report even if no data is available, select the Send empty report option. This way, you'll know the report has run even if there is no time data for the user. 8. Click Next. 9. In the Parameters section, choose the users or groups to include on the report. 10. If you chose selected users or groups, select at least one user or group name from the list. You can select more than one user or group, if desired. To remove an option, click the next to the name. 11. From the Select date range list, choose the time frame to include on the report. Typically for a scheduled report, you'll want to select a calculated date to have the report automatically ed daily, weekly, or monthly. 12. Choose Save. Your new scheduled report appears in the list. It will be generated according to the schedule you selected. If you need to make changes, choose Edit. Timekeeping forms Timekeeping forms allow you to capture information from users when they clock in or out of a shift on the mobile app. For example, set up data collection fields that record information such as job code, odometer reading, or employee number. You can use a clock in form, a clock out form, or both. View data collected from clock in and clock out forms in the Timekeeping entries section. To create a clock in or clock out form, you must have access to the module editing features. Select Administrative Modules from the menu. On the Time keeping module tile, click Edit. Click the Clock in form or Clock out form tab. To create a timekeeping form, select the Enable option. The form builder appears. Use the Fields, Page, and Form outline sections to select field types, set field options, and organize your form. Release 1.0 May 24,

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23 Tracking Tracking Dashboard The Tracking dashboard shows statistics on all tracked devices and vehicles. Filter the data shown using the drop-down fields at the top of the screen. First, choose the type of summary dashboard you would like to view. Choose from User summary, Vehicle summary, Idle, Vehicle scorecard or Utilization. Then choose the time period in the For field. If you choose any option other than User summary, you must also choose which vehicles to show. All vehicles is the default choice. Choose the time period for the information you want to see. This week is the default time period for the dashboard information. User summary dashboard Across the top of the User summary screen, total information is displayed for user categories such as Trips, Miles, Trip time, Stops and Total time. Underneath, each category is shown in graphical and chart format. Trips is the total trips for all users for the time period Miles is the sum of the distance of all trips for all users for the time period Trip time is the sum of the duration of all trips for all users for the time period Stops is the is the count and duration of stops between trips for the time period Total time is all users and their total time for the time period Trips The Trips panel lists users and their number of total trips for the time period. The list is sorted from highest to lowest trip count. Miles On the Miles bar chart, each bar represents a user's total trip miles for the time period. Hover over a bar in the chart to display the user name and total miles. Trip time On the Trip time panel, the sum of the duration of all trips for all users for the selected time period is shown. Release 1.0 May 24,

24 Encore User Guide Stops The Stops panel shows the number of stops for each user displays as a chart. The chart is grouped first by user, then grouped by whether the stop occurred at a geofence. Hover over a bar to show the user name, the total number of stops, the number of stops outside geofences and the number inside geofences. Total time The total time panel displays a list of all users and the total time for the chosen time period. The following information is available: Trip time is the sum of the total time length of all trips for the time period Stops is the count and duration of stops between trips for the time period Total time is the trip time and stop time for the time period Vehicle summary dashboard Vehicle summary has several data panels that provide at-a-glance information on your vehicles. After you choose Vehicle summary, choose a time period for the data, and then select the vehicles you want to see data for. All vehicles is the default setting. The categories are: Vehicles used is the number of vehicles with a recorded event during the time period and the total number of vehicles selected Usage is the total count of events and miles for vehicles during the time period Run time is the total time vehicle(s) were in operation for the time period Idle is the time, in hours and minutes, vehicle(s) were Ignition On, but not moving Idle percentage is the total percentage of vehicle idling time for the time period Miles is the total number of miles driven per day for the time period Idle times is the exact time, in hours and minutes, that vehicle(s) were idle during the time period Total violations is the total number of violations for the time period Violations break down is the violation for the time period, shown by type 24 May 24, 2017 Rev. 1.0

25 Tracking Idle dashboard Idle also has several data panels that provide at-a-glance idling information on your vehicles. After you choose Idle, choose a time period for the data, and then select the vehicles you want to see data for. The categories are: Total events is the Total number of events for vehicle(s) during the time period Run time is the total time, in hours and minutes, vehicle(s) were in operation for the time period Idle time is the time, in hours and minutes, vehicle(s) were Ignition On, but not moving. Additionally, this data category features a chart or graphical format display. Idle average is the average time that vehicle(s) were idling during the time period Idle percentage is the total percentage of vehicle idling time for the time period Idle per vehicle is the exact time, in hours and minutes, that each vehicle was idle during the time period. This data is grouped by vehicle and displayed in graphical or chart format. If there are more than twenty (20) vehicles with idle time during the time frame, 'Showing top 20 vehicles' will display below the chart title. Vehicle scorecard dashboard Vehicle scorecard also has several data panels that provide at-a-glance violation information on your vehicles. After you choose Vehicle scorecard, choose a time period for the data, and then select the vehicles you want to see data for. The panels are: Overview is the total number of events for vehicle(s) during the time period Violations break down is the total points and count of events for aggressive driving, speeding, idling, and geofence violations for the vehicles selected Score by vehicle is a stacked bar chart displaying violation point amounts for each vehicle. The chart is ordered from highest to lowest points value. Each bar shows two kinds of data: a point amount, and which violation types (Aggressive Release 1.0 May 24,

26 Encore User Guide driving - blue, Speeding - purple, Idling - Orange, Geofence - green) make up the total points for each vehicle. Utilization dashboard Utilization also has several data panels that provide at-a-glance idling information on your vehicles. After you choose Utilization, choose a time period for the data, and then select the vehicles you want to see data for. The Utilization screen is combination of a Statistics panel display and a grid. Statistics In the Statistics area, the first panel shows a percentage and number of vehicles in use for the time period. The second panel displays a count of trips and total miles for the time period. In the third panel, a total of time, in hours and minutes, of vehicle operation time for the time period chosen. Grid The utilization details grid shows each vehicle selected. Additionally, it features a search function that you can use to filter the results of the grid. Type any criteria in the search field and choose Enter. Grid columns are: Vehicle is the vehicle name Days used is the count of days the vehicle was used during the time period Trips is the count of trips during the time period selected Miles is the sum of mileage during the time period selected Run time is the sum of vehicle operation time for the time period chosen. Greatest to lowest is the sort order. Mile average is the average mileage for the vehicle for the time period selected Time average is the average operation time for the vehicle for the time period chosen 26 May 24, 2017 Rev. 1.0

27 Tracking Live view In Live view, see up-to-the-minute information about your users and vehicles. You can see last location, movement status, timekeeping status (if applicable) and time since the last GPS update. Live view is the user list panel, the search function and the map. Search to find specific addresses, users or geofences, and then see them displayed on the map. List panel The List panel is an alphabetical listing of all your users and devices. For each, the name, location, time since last position, and current status are shown using status and label icons. Choose an item from the list to see it on the map. Or, collapse it and view the map only. Status icons Cluster Moving Non-geofence stop Geofence stop Idle Blue circle with concentric rings showing multiple users at a location. The number of users in the cluster is indicated by a number in the center. Green circle with arrow showing the current direction and speed Red octagon with timestamp showing a current stop at a non-geofenced location Purple octagon showing a geofenced location stop, including total time stopped Orange triangle showing no movement. On the map, it will display how long the vehicle has been idle. Label icons User Vehicle User-vehicle linked User only Vehicle only User and vehicle linked together Release 1.0 May 24,

28 Encore User Guide Active eptt status User has an eptt number in their profile. Icon will display as blue. You can change how you view the data on the list panel by using the options at the top: Filter this list Customize the data displayed in the Live view panel and map Advanced option Set this to Show/Hide labels. If you have Fleet functionality, you can choose to see Users or Vehicles. Search Use the search box to search for specific users/devices, geofences, or addresses on the map. Predictive text offers you matching results as you type in the field. If your search is successful, your selection is centered on the map with the label expanded. Map The map shows the location of all users and devices. Users on the map will have the same icons as they do in the list panel. Multiple users in close proximity will be grouped or clustered together with an icon the icon to expand it. displaying a count of the users it contains. Choose Use the standard Map view, or choose Aerial to see a satellite map. Zoom in or out on the map, or collapse the user list panel to view only the map. Choose an icon from the map to expand it into a label with more information. Or, hover over a stopped user to see how long they've been idling. You can choose certain options directly from the map icons or labels. For example, right-click anywhere on the map to create a geofence, or choose History from the label to open the History function. Labels Hover over a user on the map to see a label identifying the user. You can choose to show or hide labels by clicking Show/Hide labels above the user listing. Balloons Balloons on the map show data based on the type of map display. For instance, the Geofence balloon features options to Edit the geofence and Find the closest user to the geofence. On the Address balloon, the address is displayed, along with an option to create a geofence and Find the closest user. The User balloon features user name, status information, and the History and Zoom here options. 28 May 24, 2017 Rev. 1.0

29 Tracking Geofences Geofences are map area boundaries used to mark areas of interest, such as homes, offices or employee no-entry/no-exit areas. Geofences can be created in either circle or polygon shapes. Geofences are located under the Tracking menu item, but you can create a geofence from any map in the application. Geofences display as the listing plus the map. Use the geofence options above the listing to add, edit, delete or search geofences. Map The map is zoomed out on initial view. In this view, single geofence location pushpins may show on the map along with numbered blue circular icons. The circle icons indicate a geofence cluster; the number represents the total geofences in that area. Choose a geofence on the left to see it highlighted on the map. Use the map tools to switch from Aerial to Map view, or to zoom in or out on the map. Geofence types Use Types to organize your geofences. For example, if you make multiple restaurant deliveries, you can create a Restaurant geofence category type to organize all the locations. Then, you can view them together under the Types tab. Create geofence types before creating geofences; this way, you can categorize each geofence as you create it. When you select a geofence type on the left, the associated geofences display on the right. If you need to change the category for a geofence, click it and drag it from the right to a different category type on the left. As you drag a geofence type, a red-togreen status indicator will indicate if the new category is allowable. Adding a geofence type 1. Choose the Types tab. 2. Choose New. 3. Enter a name for the geofence type in the Name field. The maximum allowable character limit for this field is fifty (50). 4. Choose Change icon to select an icon for the category. Release 1.0 May 24,

30 Encore User Guide 5. Choose the Change icon and choose one of the pre-set icons, or upload your own image. To upload an image, choose Browse, find the image and then choose Upload. Choose OK to close the dialog box when you are finished. 6. The icon color applies to pre-set icons only. You can use this color selector to use the same icon in different colors if you wish. To change the icon color, choose the down arrow on the Icon Color field, and click in the vertical color display (rainbow) to choose a color family, and then drag the selector in the larger color palette box on the left to choose a more specific color. 7. As you move around the color picker, the color model fields on the right will populate with the numerical values for your choices. R means Red, G = Green, B = Blue. H = Hue, S = Saturation, B = Brightness and # indicates the hex code. If you know the specific color value you want to use, you can enter it in these boxes. 8. When you are satisfied with your choices, choose the checkmark on the color picker to record your new color. 9. Choose Save. Adding a geofence 1. Choose New. 2. Enter a name for the new geofence in the Name field, and then choose a geofence type. If you have not created any types, None will be the only option available. From here, you have two options for creating your geofence; you can enter an address, or draw a shape on the map. 3. Complete the address fields, if you have a unique address. Or, you can zoom in and pinpoint a location on the map. Note: If you choose to draw a shape, you do not have to choose Plot it on the map. 4. Choose Plot it on the map. A pushpin will designate your address location on the map. If the address cannot be matched, an error message will display, and you'll have to enter a correct address. 5. Choose a shape for your geofence at the top of the map. There are two (2) shapes to choose from: Circle - Click in your selected area, ensuring that the geofence pushpin is included in the shape. Click and drag the square geofence handles to enlarge or reduce the size of the area. You can also click inside or outside of your shape to change the size. 30 May 24, 2017 Rev. 1.0

31 Tracking Polygon - Click to begin drawing your polygon. As you click at each point of the polygon's shape, a square handle will display. Your polygon can take any shape you want - click and drag the handles to modify the shape as necessary. Make sure that the pushpin is located inside the shape, and that you do not intersect any lines within your shape. When you finish drawing, close the shape by clicking again at the starting point. If you make a mistake, clear the map by clicking on the. Then, enter a new address in the fields on the left or re-pinpoint your location. 6. Choose Save when you are finished. Editing a geofence You can edit geofence details from the Geofences tab (location and shape), or from the Types tab (name, icon and color). Geofences tab 1. Choose a geofence from the list, and then choose Edit, or double-click the item from the list and choose Edit from its map label. 2. Make any changes necessary to either the information fields on the left, or to the shape definition on the right. 3. Choose Save when you are finished with your changes. Types tab 1. Choose a geofence from the list, and then choose Edit. 2. In the Name field, change the name of your geofence, if desired. 3. For the icon, you can choose the Change icon button and choose one of the preset icons, or upload your own image. To upload an image, choose Browse, find the image and then choose Upload. Choose OK to close the dialog box when you are finished. 4. The icon color applies to pre-set icons only. To change the icon color, choose the down arrow on the Icon color field, and click in the vertical color display (rainbow) to choose a color family, and then drag the selector in the larger color palette box to the left to choose a more specific color. 5. As you move around the color picker, the color model fields on the right will populate with the numerical values for your choices. R means Red, G = Green, B = Blue. H = Hue, S = Saturation, B = Brightness and # indicates the hex code. If Release 1.0 May 24,

32 Encore User Guide you know the specific color value you want to use, you can enter it in these boxes. 6. When you are satisfied with your choices, choose the checkmark on the color picker to record your new color. 7. Choose Save. Searching for a geofence To search for a specific geofence listing, enter any alphanumeric characters in the Search geofences field. If no matching geofences are found, the listing will display 'No results were found'. Deleting a geofence Choose a geofence from the listing on the left and then select Delete, or double-click the item from the list and choose Delete from its map label. Alerts Use the Alerts function to create and view your alerts. You can create custom alerts for events like worker arrival/departure times or geofence violations. Edit alerts that you have already created, or subscribe to an alert to receive an notification when it is activated. Alerts screen The initial Alerts screen consists of a split grid with your created alerts on the left, and subscribed alerts on the right. You can filter the alerts on the right side of the screen by clicking an alert type on the left. Choose All to see all the alerts you've created, or use the Search field to look for a specific alert. On the right for each alert, the grid shows the alert Name, Type, Criteria and whether you are subscribed to receive notifications. Creating a new alert To create a new alert, click New, and complete the Alert details dialog. 1. Choose an alert type from the drop-down list. Choose from: 32 May 24, 2017 Rev. 1.0

33 Aggressive Driving (Fleet only) The aggressive driving alert option is only visible to clients with the Fleet option. Use the Vehicle event type drop-down to further define the aggressive driving event. Choose from Hard acceleration or Hard deceleration. Geofence Use the Geofence alert type drop-down to further define the alert. Then, choose the geofence that the alert will apply to. Tracking If you create a geofence alert, and the attached geofence is later deleted, the next time you edit the alert the Geofence drop-down will be empty, and you must choose a new geofence before you can save changes to the alert. Idle (Fleet only) Choose a numerical value in the first Idle threshold field, and then choose an incremental value in the second field, such as minutes or hours. For example, you may want the alert to be triggered if the driver has been idling for over ten (10) minutes. Speed Choose a value in the first Speed threshold field, and then choose a miles per hour (mph) value in the second field. Stop Choose a value in the first Stop threshold field, and then choose an incremental value in the second field, such as minutes or hours. For example, you may want the alert to be triggered if a delivery driver has been stopped for over one (1) hour. Vehicle Events (Fleet only) Use the Vehicle event type drop-down to define the event. Choose from Ignition on, Ignition off, Tamper or Power up. 2. Enter a unique alert name. 3. Enter a description for the new alert in the Description field. 4. Assign a Score card value, up to 99 points, to the alert. You must assign at least one (1) point value in this field. The Score card value determines how you value the severity of an incident or action. For example, you may want hard braking to be scored lower than rapid acceleration from a stop, and assign it a value of ten (10) points versus a five (5) for rapid acceleration. Customizing an alert type The information shown in the next section varies based on the alert type you've selected: 1. Use the Start and End drop-downs to choose beginning and ending times for the alert. Release 1.0 May 24,

34 Encore User Guide 2. Check the days you want the alert to be effective. 3. Choose the users who the alert will apply to. For example, you can choose Everyone, or use the lists below to specify certain users and/or specific vehicles or assets. Use the search field in each area to find users and vehicles or assets. Click next to any choice to delete it. 4. Send alert notifications to addresses in this section. Use the Add an address field to add non-user recipients. You can also choose to notify any users who activate the alert. 5. Add addresses, one at a time. Select the plus, or choose Enter to complete each entry. As you add addresses, they will display below the field. If you need to delete an address, choose the next to it. 6. Check the Send notifications to users who trigger the alert checkbox if you would like for them to receive a notification also. 7. Choose Save. User reports The User tracking report provides historical information on user locations. Information includes: Position date and time Position source (GPS or cell site) Speed at time of the position reading Position address, city, state and ZIP code Geofence name where the user was located when the position was obtained Running a user report 1. Choose a report type from the drop-down list. Alert details - View details on alerts generated by users Geofence history - Search for activity within a geofence for a specified time period Start & end time - Time that users began and ended moving each day Stops, time and mileage - Details of all stops, including beginning/end time and location, as well as geofence data 34 May 24, 2017 Rev. 1.0

35 Tracking summary - Comprehensive report of user activities, including a total trips, mileage and stops count and total stops time Speeding - Details of speeding incidents, including speedometer reading, date, time and location Tracking 2. Select Absolute date or Calculated date. For Absolute date, use the calendars to choose a start date/time and a finish date/time. For Calculated date, choose one of the options in the drop-down list below. 3. Choose either All users, Selected users, or Selected groups. If you choose selected users or groups, go to the panel below and pick the user(s) or groups you want included in the report. 4. Choose a Group by option from By users or By day. 5. Choose Run report. 6. The report opens in the Report viewer window. Use the navigation arrows to move through the report pages, or choose a specific page number. 7. Select Print to print a copy of the report. 8. To export and save the report data, select the desired format. Review the format listing for available file types. Select Export to download the report file. Scheduling a user report The Schedule reports tab shows created and scheduled reports. You can edit the scheduling details or parameters for any report that displays on this tab. To schedule a user history report: 1. Choose New from the Schedule reports tab. 2. Enter a name in the first field. 3. Choose a report type in the Select type of report field. 4. Select a format type for the report. 5. Choose a time for the report to run. 6. Then, choose the frequency for the report, from Daily, Weekly or Monthly, Or, enter a value in the Run days indicator. 7. Enter as many addresses as you like, and separate them by semicolons. Do not add spaces. 8. Enter a subject for the ed report in the Subject field. 9. Type a message for the in the Message field, if you want. This step is optional. Release 1.0 May 24,

36 Encore User Guide 10. Choose the empty report checkbox if you want to send the report even if there's no data for the report period. 11. Choose Next. 12. Choose a date range, and then select the users featured in the report. Choose from All users, Selected users or Selected groups. 13. If you need your data in metric values, choose Display values in metric. 14. Choose Save. Editing a user report 1. Choose Edit next to a report on the Scheduled reports listing. 2. Change any of the field values for the report. 3. Choose Save. Fleet reports Fleet reports help you document vehicle use and driver performance. Choose the Fleet reports option to generate and view reports about vehicle activity on demand. Depending on your subscription level, you can also set up scheduled reports to run automatically. The following fleet reports are available: Alert details Event details Fleet utilization Geofence history Idle Score card Trips Alert details report This report provides information about any alerts triggered by the vehicle device. Choose to view all alert types, or select specific alerts. The report includes the following information: Total alerts for each vehicle and date. Alert time and type (speed, idle, stop, geofence, aggressive driving, or vehicle event.) Trigger that caused the alert. Specific data based on the alert type is provided. Location information including street address. 36 May 24, 2017 Rev. 1.0

37 Tracking Event details report The event details report provides detailed information about events recorded by the vehicle device during a date range. Choose to view data for some, or all event types and vehicles. The report includes: Event time and type (ignition on, ignition off, hard acceleration, hard deceleration, power up, and tamper.) Only selected event types are included on the report. Location information, including street address, city, state, and Zip code. If the location corresponds to a geofence location, the name appears in bold. See Geofences for information about setting up geofence locations. Any additional information provided by the vehicle device. This includes engine diagnostic codes for check engine events. Fleet utilization report The fleet utilization report provides a statistical overview of vehicle use across the entire fleet. The report includes: The summary bar displays a snapshot of fleet activity. The number and percentage of vehicles used is displayed. Usage indicates the total number of vehicle trips (from ignition on to ignition off) and distance driven. Run time provides the total amount of time for ignition on events. Idle displays the total idle time for all vehicles based on the specified threshold, and idle percentage shows the idle time versus the vehicle run time. The vehicle utilization detail table provides information about each vehicle's usage for the selected time frame. Each vehicle's days used, trips, miles/kilometers, idle times, idle percentage, and run time are provided. Release 1.0 May 24,