Operating Manual Solution Reseller

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2 Table of Contents System Overview 4 Login 5 Dashboard 6 Clients 6 System 6 Client Management 7 Add Clients 7 Client Address 8 Edit Clients 9 Delete Clients 10 Filtering Client View 12 Reporting 13 Client Reporting 13 Client List 14 Client GPS List 15 Billing Report 16 ECM Data Report 17 Telematics Log 18 Admin Tools 19 Client GPS Management 19 Add Client GPS Units 20 Page: 2

3 Table of Contents Admin Tools (continued) Edit GPS Units 21 Delete GPS Units 22 Reassign GPS Units 23 Filtering GPS Units View 25 Manage Login Accounts 26 Add Login Accounts 27 Client Accounts 27 Partner Accounts 28 Default Login Account Password 29 Edit Login Accounts 29 Delete Login Accounts 30 Filter Login Accounts 31 Change Login Password 32 Help Request History 33 Page: 3

4 System Overview This ELD Compliant Application is a State of the Art, DOT Compliant, Electronic Hours of Service Application that meets all of the new Federal Regulatory Mandates that have been put into place by DOT. The new mandates will require devices that provide direct connectivity to the engine computer (ECM) installed in all vehicles and will also require drivers to produce Electronic Logs upon request. The e-track Certified Application incorporates rule sets for all Transportation Industry Segments, all State variations of those rule sets as well as all industry segment exceptions. Additionally, Federal, State and Country (U.S., Canada, Mexico) Specific Rule Sets are incorporated making this ELD Compliant Application the most complete, comprehensive Electronic Hours of Service Application available. The ELD Compliant Application also provides Motor Carriers with the ability to track and monitor fleet operations for any compliance issues that drivers may encounter during their day. Real time alerts notify both the Motor Carriers and Drivers alike providing the information necessary to take corrective actions before a driver goes out of compliance. This Operational Manual will discuss proper ELD Compliant Application setup and usage for Solution Reseller and Reseller Companies. IMPORTANT This Manual as well as the ELD Compliant Application itself are only to be considered tools for Motor Carriers to use in their DOT Compliance efforts and are not to be relied on as the end authority for DOT / FMCSA Compliance Rule Sets. Motor Carriers themselves are ultimately responsible for ensuring they are fully DOT Compliant and should refer to Federal and State Departments of Transportation for required regulations and rule sets that each must follow. We shall not be held liable for any action taken against a Solution Reseller / Reseller or Motor Carrier by DOT or other agency using the ELD Compliant Application, ATS Website, any printed materials or other publications available through the Application or Website resulting from inaccurate information. By using the ELD Compliant Application, our Website or any materials provided signifies the Solution Reseller / Reseller, or Motor Carrier acknowledges, agrees to abide by and accepts the Terms of Use and Privacy Policy listed below. Terms of Use: Privacy Policy: Page: 4

Once an administrative login account has been created and you have been provided your credentials (Login ID and Password), using your browser (preferably Google Chrome) simply

5 Login Prior to accessing the ELD Compliant application, an administrative account must be setup in the system. Talk to your account representative to ensure your account has been created. Once an administrative login account has been created and you have been provided your credentials (Login ID and Password), using your browser (preferably Google Chrome) simply navigate to the following URL. At the following prompts, simply enter your User Id and Password and click on the Login Button: Once Logged In to the ELD Compliant Application, you will be taken to your Company Dashboard (image below) that will be explained in more detail in the following sections of this manual. Page: 5

Dashboard The Dashboard provides a snapshot of your company at a glance. Information provided includes the number of Clients and Drivers that are using the ELD application under your account.

6 Dashboard The Dashboard provides a snapshot of your company at a glance. Information provided includes the number of Clients and Drivers that are using the ELD application under your account. The number of active and inactive GPS Units your company has distributed in the field along with the number of vehicles using installed devices are also shown on the Dashboard screen. Clients The information under the client section of the Dashboard are the number of system users (Motor Carriers) you have entered into the system. Both active and inactive counts are given for clients as well as the number of cumulative drivers entered by the attached clients. System The System section on the Dashboard provides information on the number of active and inactive GPS Units that have been distributed throughout the system to all clients in the system. The number of vehicles are also given - both active and inactive that the GPS Units have been attached to in the application by clients. Page: 6

Client Management The first step to integrate your client base into the ELD application is to enter your Client information into the Client Management Form.

7 Client Management The first step to integrate your client base into the ELD application is to enter your Client information into the Client Management Form. The Client Management Form gives you a way to quickly and easily enter Client Demographic and other necessary information into the system. Add Clients Adding your client information into the system is the first step in integrating your client base. To begin adding your Clients, simply click the Add button on the Client Management Form. (see above) Once the Add Client Form has been displayed on the screen, begin entering all of the information on the form. Page: 7

Client Management The following is the Add Client form. All sections will be described below. All information on the Add Client form is required except the Contract Information.

8 Client Management The following is the Add Client form. All sections will be described below. All information on the Add Client form is required except the Contract Information. Contract Information should be used and filled out when the client will begin being billed for services provided. Client ID is for internal use only. Any unique alphanumeric value can be entered into this field. Client Name, Client and Client Description are all required fields. Fill out as necessary. Time Zone is important as this will affect several parts of the system on the Motor Carrier side of the application. Client Address A valid Client Address is required to be entered at the time of Client Creation. To enter the Client Address, click the Home Address Button on the Add Client Form. (see below) Page: 8

Client Management Client Address (continued) When the Add Home Address Button is clicked, the following screen is displayed. Enter all information for the client being entered into the fields above.

9 Client Management Client Address (continued) When the Add Home Address Button is clicked, the following screen is displayed. Enter all information for the client being entered into the fields above. All fields are required except the fields for Cell and Fax Numbers. These are optional fields on the form. Edit Clients If any Client information that has been entered must be changed for any reason, the Edit function should be used. From the Client Management Form, select the desired client from the grid and simply click the Edit Button to begin the process. (see below) Page: 9

Client Management Edit Clients (continued) Once the Edit Clients Form has been displayed, make the necessary changes and click the Save & Close Button to complete the process and save the necessary

10 Client Management Edit Clients (continued) Once the Edit Clients Form has been displayed, make the necessary changes and click the Save & Close Button to complete the process and save the necessary changes. (see below) Delete Clients The Delete Client Function should be used to retire a Client from the system. This function does not really delete the client entirely from the system. Instead it merely sets the Client Status to Inactive so the Client is no longer a part of the active system information. To Delete a Client from the Client list, select the desired Client from the list at the bottom of the Client Maintenance form and click the Delete Button. Page: 10

Client Management Delete Clients (continued) Once the Delete Client Form has been displayed, you are given the opportunity to review the selected Client Information to ensure the client being deleted

11 Client Management Delete Clients (continued) Once the Delete Client Form has been displayed, you are given the opportunity to review the selected Client Information to ensure the client being deleted is the correct client. To complete the process simply click the Delete & Close Button at the bottom of the form. (see below) NOTE: It may also be necessary at times to reverse the status of a client that has been deleted in the system. To reinstate a client that has been deleted from the system, view the Inactive Client List using the Filter Buttons above the grid on the Client Management Form. Filters will be explained in the next section of this manual. Select the Client you wish to reinstate and click the Edit button on the System Management Form. When you save the Client record, the status for that client is automatically returned to the Active State. The client is now once again made active. Page: 11

12 Client Management Filter Client View There are filter options that allow users to view both Active and Inactive Clients in the system. The user can select which list of clients to view simply by clicking on the Active and Inactive Filter Buttons that are above the grid at the bottom of the Client Management Form. (see below) As mentioned in the previous section of this manual, Inactive Clients are those clients that have been deleted from the system using the Delete Function. Deleted Clients are able to be reinstated by simply using the filter buttons to view Inactive Clients, selecting the desired client and editing that particular client. When the client record has been saved, the client status is then automatically reverted back to the active status. Page: 12

13 Reporting The reporting feature in the ELD system is very user friendly and uncluttered. There are only two (2) categories of reports so the system is as simplistic as possible but yet provides the information necessary to effectively manage your operations. These categories are Client Reporting and Billing Report. (see below) Each of the Reporting Categories will be explained below. Client Reporting Under the Client Reporting Feature, there are two (4) reports available. These are the Client List, Client GPS Listing, ECM Data and Telematics Log Reports. Page: 13

Reporting Client List Report The Client List report is a listing of all Clients (both Active and Inactive) currently in the system under the Solution Reseller / Reseller account.

14 Reporting Client List Report The Client List report is a listing of all Clients (both Active and Inactive) currently in the system under the Solution Reseller / Reseller account. Simply click the Client List button under Client Reports as displayed below. The Client List Report Option Screen is then displayed. Select the correct options from the available option set and click Generate Report. A report is now printed to the screen based on the options that have been selected on the Client List Options screen pictured above. Page: 14

The Client GPS List Report Option Screen is then displayed.

15 Reporting Client GPS List Report The Client GPS List report is a listing of all GPS Units that are attached to each Client. Simply click the Client GPS List button under Client Reports as displayed below. The Client GPS List Report Option Screen is then displayed. Select the correct Report Format options from the available option set and click Generate Report. A report is now printed to the screen based on the options that have been selected on the Client GPS List Options screen pictured above. Page: 15

Reporting ECM Data The ECM Data report lists the ECM Records that are used in creating the Driver Logs. You can select the ECM Data Report by clicking on the ECM Data Button as shown below.

16 Reporting ECM Data The ECM Data report lists the ECM Records that are used in creating the Driver Logs. You can select the ECM Data Report by clicking on the ECM Data Button as shown below. Fill in the options below and click the Generate Report button to View and/or Print the report. Please note you are only able to get ECM Data Records for an 8 hour period at a time. Page: 16

Reporting Telematics Log Report The ELD Application has the ability to pass Telematics Information such as vehicle Longitude / Latitude information.

17 Reporting Telematics Log Report The ELD Application has the ability to pass Telematics Information such as vehicle Longitude / Latitude information. To see the information that has been passed from the Application, simply select the Telematics Log button as pictured below. Fill in the options below and click the Generate Report button to View and/or Print the report. Page: 17

To access the Billing Report, click on the Billing Report Button on the Reporting Tab pictured below.

18 Reporting Billing Report The Billing Report is based on the Contract Information that was entered when the Client Information was entered on the Client Management Form previously described in this manual. To access the Billing Report, click on the Billing Report Button on the Reporting Tab pictured below. Once the Billing Report Button has been clicked, the Billing Report Option set is displayed. Select the appropriate options from the option set listed above and press the Generate Report button. Page: 18

Admin Tools The Administrator Tools are a set of tools that help with the management of Login Accounts, GPS Units and Login Passwords. Each are described in detail below.

19 Admin Tools The Administrator Tools are a set of tools that help with the management of Login Accounts, GPS Units and Login Passwords. Each are described in detail below. Client GPS Management Before Motor Carrier Clients can effectively use the application to produce logs and monitor fleet activities, GPS Units must be assigned to the clients. This feature is to be used unless the Client is using the BAFX or PT-30 devices to connect to the ECM. The Client GPS Management Feature allows the Solution Reseller / Reseller to assign GPS Units to each client very easily. To begin using the Client GPS Management Feature, ensure all necessary clients have been entered into the Client Management Form explained in earlier sections of this manual. Once you click the Client GPS Management Button on the Admin Tools Screen, the following form is displayed. Page: 19

Admin Tools Client GPS Management (continued) Using the Client GPS Management Feature, GPS Units are able to be Added, Edited, Deleted and Reassigned when necessary.

20 Admin Tools Client GPS Management (continued) Using the Client GPS Management Feature, GPS Units are able to be Added, Edited, Deleted and Reassigned when necessary. Each of the features will be explained in detail in the following few sections of this manual. Add Client GPS Units Client GPS Units must be added to the system and assigned to their respective Client accounts. To begin the process, simply click on the ADD Button on the Client GPS Management Form. (see below) Fill in all of the necessary information on the Add GPS Unit Form including GPS ID, and Description. Be sure to select the proper client from the drop down list of existing clients. NOTE: When entering the GPS ID, make sure it is the same ID that is being passed through the data feed. Otherwise the unit will not be recognized. Page: 20

21 Admin Tools Edit GPS Units To make corrections to existing GPS Units, select the GPS Unit from the grid and press the Edit button. (see below) Once the Edit GPS Unit Form is displayed, make the necessary corrections to the data and click the Save & Close Button at the bottom of the screen. NOTE: You will notice that the only fields that the system allows editing is the Description and Odometer fields. All other fields are locked in the Edit mode. Page: 21

22 Admin Tools Delete GPS Units To delete existing GPS Units, select the GPS Unit from the grid and press the Delete button. (see below) Once the Delete GPS Unit Form is displayed, review the GPS Unit detail and if correct click the Delete & Close Button at the bottom of the screen. NOTE: Deleting a GPS Unit doesn t remove the GPS Unit from the system. It simply sets the status to Inactive. You can reactivate a deleted (Inactive) GPS Unit by editing the GPS Unit in the Inactive List. The inactive Filter will be discussed in the next section of this manual. Page: 22

Select the GPS Unit from the list and click the Delete Button on the GPS Unit Form.

23 Admin Tools Reassign GPS Units It may be necessary at times to reassign a GPS Unit to another Client. This is easily accomplished. The first step in reassigning a GPS Unit is to first Delete the Active GPS Unit. Select the GPS Unit from the list and click the Delete Button on the GPS Unit Form. Once the Delete GPS Unit Form is displayed, review the GPS Unit detail and if correct click the Delete & Close Button at the bottom of the screen. Next, view the Inactive List of GPS Units using the Filter Buttons above the GPS Unit Grid. The Filter Options will be explained in the next section of this manual. Page: 23

Once the Edit GPS Unit Form is displayed, make the necessary changes to the GPS Unit including selecting the new Client

24 Admin Tools Reassign GPS Units (continued) Once the Inactive List of GPS Units has been displayed, select the desired GPS Unit from the list that will be reassigned and click the Edit Button menu above the Grid. Once the Edit GPS Unit Form is displayed, make the necessary changes to the GPS Unit including selecting the new Client that the GPS Unit will be assigned to. Once the necessary changes have been made, click the Save & Close Button to complete the process. Page: 24

Admin Tools Filtering GPS Units View Using the Filter Buttons at the top of the GPS Unit Grid, you are able to view both Active and Inactive GPS Units.

25 Admin Tools Filtering GPS Units View Using the Filter Buttons at the top of the GPS Unit Grid, you are able to view both Active and Inactive GPS Units. Filter buttons are helpful if you want to see which GPS Units are active and which units were deleted or set to inactive. As mentioned in a previous section of this manual, you are also able to reinstate a deleted GPS Unit by viewing the Inactive GPS Unit List, finding and editing the desired GPS Unit and Saving the GPS Unit to reset the Unit Status to Active. Page: 25

Admin Tools Manage Login Accounts In order to provide users with access into the system, User Login Accounts must be created for every system user.

26 Admin Tools Manage Login Accounts In order to provide users with access into the system, User Login Accounts must be created for every system user. From the Admin Tools Screen, click on the Manage Login Accounts Button to get started. Once the Manage Login Accounts form has been displayed, you are then able to Add, Edit or Delete User Accounts. Each of the options will be explained in detail in the following sections of this manual. Page: 26

Admin Tools Manage Login Accounts: Add Login Accounts From the Manage Login Accounts Form, click the Add Button to begin adding User Login Accounts.

27 Admin Tools Manage Login Accounts: Add Login Accounts From the Manage Login Accounts Form, click the Add Button to begin adding User Login Accounts. Note: You are able to create two (2) types of accounts. Client and Partner Accounts. Client Accounts give your clients access into the Motor Carrier portion of the application. Partner Accounts are accounts you would create for internal users at the Solution Reseller / Resellers Company. Once the Add User Form has been shown on the Screen, enter all information on the form. Login is the User ID the User will type into the system. Manage Login Accounts: Add Login Accounts: Client Accounts Select the correct Account Type to continue. If you are setting up a Client Account, select Client from the Account Type drop down list. Next you will select the Client you are creating a User Account for from the Drop Down. (see below) Page: 27

Email Address This is an optional field and is simply for reference. Permissions Access permissions are very important.

28 Admin Tools Manage Login Accounts: Add Login Account : Partner Accounts Partner Accounts are user accounts for internal personnel. If you are setting up a Partner Account, select Partner from the Account Type drop down list. (see below) User Name The User Name is the full name of the user that is being entered into the system. Address This is an optional field and is simply for reference. Permissions Access permissions are very important. Regardless of what type of account is being created, the Access Option must be checked to allow the user to gain access into the system. Admin option provides a user with global access to the system data. Add, Edit and Delete are used to allow users to interact with the management side of the application. When all data has been entered, click the Save & Close Button to complete the process. Page: 28

Admin Tools Manage Login Accounts: Add Login Account : Default Login Account Password When adding user accounts into the system, you will notice that you are not able to set a password on the Add

29 Admin Tools Manage Login Accounts: Add Login Account : Default Login Account Password When adding user accounts into the system, you will notice that you are not able to set a password on the Add User Form. The Default Login Account Password is set for each user that is entered into the system. Note: Default Login Password: etrack1 Using the Change Login Password feature in the system, User Passwords can be easily changed. Manage Login Accounts: Edit Login Account Using the Edit Function of the Manage Login Accounts Form, Login Accounts can be changed if necessary. To access the Edit Function, click on the Edit Button above the grid on the Manage Login Accounts Form. (see below). The Edit User form is displayed. Make the necessary changes to the data and click the Save & Close button to complete the process. Page: 29

30 Admin Tools Manage Login Accounts: Delete Login Accounts User Accounts are able to be deleted from the Active User List. As with other areas of the system, using the Delete Function does not delete the User Login Account from the system. It simply changes the record status to Inactive. The user no longer has access into the system if their account is deleted. To delete a User Login Account, simply select the User from the User List and click the Delete Button. After ensuring the selected User is the one that should be deleted, click the Delete & Close Button to complete the process. (see above) Note: It is possible to reinstate a deleted user by first selecting to view the Inactive User List using the Filter Buttons, and editing the inactive user. When the User Account is then saved again, the user status will once again be set to the Active status. Filtering will be discussed in the next section of this manual. Page: 30

Admin Tools Manage Login Accounts: Filter Login Accounts Using the Filter Buttons at the top of the User Login Grid, you are able to view both Active and Inactive User Login Accounts.

31 Admin Tools Manage Login Accounts: Filter Login Accounts Using the Filter Buttons at the top of the User Login Grid, you are able to view both Active and Inactive User Login Accounts. Filter buttons are helpful if you want to see which User Login Accounts are active and which units were deleted or set to inactive. As mentioned in a previous section of this manual, you are also able to reinstate a deleted User Login Account by viewing the Inactive User Login Account List, finding and editing the desired User Login Account and Saving the User Login Account to reset the User Account Status to Active. Page: 31

Admin Tools Change Login Password As mentioned previously in this manual, there is a Default Login Account Password that is assigned initially to all User Login Accounts that are created in the

32 Admin Tools Change Login Password As mentioned previously in this manual, there is a Default Login Account Password that is assigned initially to all User Login Accounts that are created in the system. The Default User Login Account Password is: etrack1 This should be changed to provide a higher degree of system security. To change Login Passwords for any account, simply click the Change Login Password Button on the Admin Tools page. (see below) Once the Change Login Password Form has been displayed, select the desired User Login Account from the drop down list. Next enter a new password and confirm the password in the fields provided. Lastly, press the Save & Close Button to complete the process. Repeat for all user accounts you wish to change the password for. Page: 32

33 Admin Tools Help Request History The Help Request History feature lists all of the Help Requests issued by Drivers. This feature can be useful for recurring issues or for future reference. Administrative Users at the client level can interact with the Drivers to provide assistance. This feature gives the driver a way to get help when on the road. Page: 33

Mechanic Operating Instructions

Mechanic Operating Instructions Copyright 2016 all rights reserved. Page: Table of Contents System Overview 3 Login 4 Dashboard 5 Screen Layout 5 Dropdown Menu 6 Vehicle Inspections 7 Vehicle Inspection