Fleet Management Solution. Web Portal Guide

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Fleet Management Solution

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Document Name: FLEETLYNX Portal Guide - d01

Document ID: FleetLynx_ml_Portal Guide_r01

Last modified: 09 April 2014

Permission to Reproduce

Except as otherwise specifically noted, the information in this publication may be reproduced, in part or in whole and by any means, without charge or further permission from Vecima Networks Inc., provided that due diligence is exercised in ensuring the accuracy of the information reproduced; that Vecima Net-works Inc. is identified as the source; and that the reproduction is not represented as an official version of the information reproduced.

Warranty

Vecima Networks Inc. provides this guide without warranty of any kind, either implied or expressed, including, but not limited to, the implied warranties of merchantability and fitness for a particu-lar purpose. Any representation(s) in this document concerning performance of Vecima Networks product(s) are for informational purposes only and are not warranties of future performance, either express or implied. Vecima Networks Inc. reserves the right to revise this publication and to make changes in content from time to time without obligation on the part of Vecima Networks Inc. to pro-vide notification of such revision or change.

Vecima Networks Inc. 771 Vanalman Avenue Victoria, BC, Canada V8Z 3B8 Published in Canada

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Thank you for purchasing this product from FleetLynx

Preface

This Operation Guide introduces the FLEETLYNX product and describes how it works. It is intended for fleet managers and dispatchers who are responsible for accessing and monitoring the FLEETLYNX web portal and are familiar with fleet management solutions.

Note: The information contained in this manual is subject to change without notice.

[email protected] For more information or any technical concerns

please contact the FleetLynx Support Team Phone 250-881-1982 | Toll Free 877-955-3122

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Fleet Management Solution

Viewing Vehicle Faults

The FleetLynx fleet management solution reports all faults recorded by a vehicle’s ECM. The faults are reported back in real-time and can be viewed through the FleetLynx web portal or through the FleetLynx reports page (See page 4 of this guide ). This documents is a step by step guide for view-ing vehicle faults for all or specific vehicles within your fleet.

Step 1: Web Portal Login

Insert your username and password and press Login.

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Step 2: Dashboard

From the dashboard, you can see all vehicle faults in the vehicle faults section. Faults here include all faults reported within all your fleets. Red denotes how many vehicles have reported faults.

Step 3: Drill Down Into Fleet Faults

Click anywhere in the pie chart in the vehicle faults section on the dashboard and you will get the view below. The screen shows all your assigned fleets with the number of faults reported in each fleet.

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Step 4: Drill Further Into Vehicle Faults within a Specific Fleet

Click on any of the fleets on the previous screenshot to get into all vehicles linked with that fleet and their associated faults. The screenshot below shows you all vehicles associated with the fleet you selected along with the number of faults reported for each vehicle.

Step 5: Get to Faults Associated with a Specific Vehicle

Click on the blue bar chart for any vehicle to see the specific faults reported by it. If you hover over any of the blue lines in the screenshot below, more fault details will appear.

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Creating a Fault Report

In addition to the method above, the FleetLynx fleet management system allows you to cre-ate a custom fault report for all your vehicles. This section includes a step-by-step process on creating the fault report.

Step 1: Reports’ Site Login

1. Go to https://www.fleetlynx.net/dealers/reports

2. Click on the type of report needed (in this case Current Faults) 3. Login with FleetLynx’s web portal credentials

Step 2: Report

After Step 1, a report will be generated with all faults reported within your selected fleet. The report can be downloaded as a CSV file if needed.

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Monitoring Fuel Economy

[email protected] For more information or any technical concerns please

con-tact the FleetLynx Support Team Phone 250-881-1982 | Toll Free 877-955-3122 Monitoring Fuel Economy

The FleetLynx fleet management system allows for monitoring of fuel economy either by fleet or by individual vehicle.

Step 1: Selecting Date Range

Select the date range in the Fuel Economy section on the dashboard

Step 2: Chart Display

Once the date range is selected, the Fuel Economy chart will give a visual display as to overall fleet fuel economy for that date range.

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con-tact the FleetLynx Support Team Phone 250-881-1982 | Toll Free 877-955-3122 Step 3: Drill Down

If you click anywhere on the chart, another window opens allowing you to drill down further Along the bottom, you can select and unselect any of the categories: Fuel Economy, Driving Fuel, Idle Fuel, and PTO Fuel (Also applies to Step 4)

Step 4: Drill Further Into Fuel Economy for Individual Vehicles

If you click on any of the bars on the chart, another widow opens allowing you to drill down further to see the fuel economy per vehicle

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Monitoring Idle Times

con-tact the FleetLynx Support Team Phone 250-881-1982 | Toll Free 877-955-3122 Step 2: Bar Chart

Once the date range is selected, the Idle Period Occurences bar chart will show how many idles you have in four caterories: less than 5 minutes, 5-10 minutes, 10-30 minutes, and greater than 30 minutes.

If you hover over any of the bars with your mouse, a breakdown of the idles in that category will be displayed.

Monitoring Idle Times

The FleetLynx fleet management system allows for monitoring of idle times by vehicle for any pe-riod of time.

Step 1: Selecting a Date Range

Select the date range in the Idle Period Occurrences section on the dashboard Select either Today, Yesterday, One Week, One Month, or Specific Date

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con-tact the FleetLynx Support Team Phone 250-881-1982 | Toll Free 877-955-3122 Step 2: Drill Down Into Idle Period Occurrences

If you click on any of the bars on the chart, another widow opens allowing you to drill down further. Along the bottom, you can select and unselect any of the categories of idles you would like to see at this level (Also applies to Step 4)

Step 4: Drill Further Into Idle Period Occurrences for Individual Vehicles

If you click on any of the bars on the chart, another widow opens allowing you to drill down further to see the idles per vehicle.

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Retrieving Vehicle History

con-tact the FleetLynx Support Team Phone 250-881-1982 | Toll Free 877-955-3122 Retrieving Vehicle History

The FleetLynx fleet management system allows you to view the history of any vehicle for any time period of your choosing.

Step 1: Select a Fleet or an Individual Vehicle

Click on “Vehicles” near the top of the screen

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Step 2: Map View

Once in the map view, you can hover your mouse pointer over any vehicle and you can view vehicle location, heading, drive status, speed, number of faults, and time since last check-in.

con-tact the FleetLynx Support Team Phone 250-881-1982 | Toll Free 877-955-3122 Step 3: Vehicle’s Basic Data

Clicking on a vehicle will open a new window in the top right section of the map.

This window will show some basic data and allow for expansion of J1939 data as well as a “History” selection.

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Step 4: Selecting a Date Range for Vehicle’s History Retrieval

Clicking “History” will open another window in the bottom left section of your screen. Select the date range for the history you would like to view.

Step 5: Vehicle History Retrieved

Once the date range is selected, the window changes to show the distance driven during that time period, fuel used, fuel economy, and a chart showing data over time.

You may hover over anywhere over the “bread-crumb trail” of the route driven for that time period to get a snapshot of the information at that time.

You may play, skip forward/backward or pause.

con-tact the FleetLynx Support Team Phone 250-881-1982 | Toll Free 877-955-3122

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Generating Reports

con-tact the FleetLynx Support Team Phone 250-881-1982 | Toll Free 877-955-3122 Generating Reports

The FleetLynx fleet management solution is capable of generating a Current Fualts Report, a Milage and Fuel History Report, a State by State Mileage Report and a Vehicle Status Report.

Reports can be created for any data recorded by FleetLynx. If you require a specifc report type, please contact your FleetLynx sales representative. ep 1: Web Portal Login

1) Go to https://www.fleetlynx.net/dealers/reports

2) Click on the type of report needed (Current Faults, Mileage & Fuel History, State by State Mileage, Vehicle Status)

3) Login using your FleetLynx's web portal credentials

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Step 2: Viewing and Downloading the Report

After Step 1, the report will be generated. The inforamation contained in the report depends on the type of report selected. All reports can be downloaded as a CSV file for further analysis.

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Geo-Fence Creation

con-tact the FleetLynx Support Team Phone 250-881-1982 | Toll Free 877-955-3122 Creating Geo-Fences

A geo-fence is a virtual perimeter for geographic areas.

Geo-fencing is a critical element to telematics. It allows users of the system to draw zones around places of work, customer sites, and any other desired areas. These geo-fences, when crossed by an equipped vehicle, trigger an alert delivered via email or SMS message.

A geo-fence can be dynamically generated – as in a radius around an area or point location. Custom creation of geo-fences allows for real time and historic monitoring of asset movement entering and/or exiting the chosen perimeter area.

Step 1: Starting a Geo-Fence

From the map view, right click anywhere on the map. Select "Geofence Control" from the opened window.

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Step 2: Selection of Geo-Fence Type

Plygonal or circular geo-fences can be created.

For the purpose of this guide, click on the button for the circular geo-fence.

Step 3: Selection of Geo-Fence Name and Fleet

After you click on the geo-fence shape, an adjustable ego-fence will appear on the map and an-other window opens.

Select a name for your geo-fence and choose a fleet to associate the geo-fence with if you have multiple fleets set up (If you only have one fleet, it will default to your fleet)

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Step 4: Adjusting Geo-Fence Size and Location

Two small boxes appear on the adjustable geo-fence on the map.

Place your curser over the small box at the center of the geo-fence then right-click and hold to move it around.

Place your curser over the small box on the side of the geo-fence then right-click and hold to grow or shrink the geo-fence.

Click on the Create bottun to creat the geo-fence.

Creating Geo-Fence Alerts

After setting the geo-fence, it’s time to set geo-fence alerts. Geo-fence alerts would send you an email alert when selected vehicles enter or exit a specific geo-fence. Emails sent for all alerts are date, time, and location stamped with vehicle information.

Step 1: My Alerts

Click on your ID on the top right corner of the FleetLynx portal map view. Select "My Alerts".

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Step 2: Choose Alert Type

After selecting “My Alerts” a new window will open. From the “Alert Type” dropdown menu, select geo-fence

Step 3: Setting Geo-Fence Alert Preferences

Select the specific geo-fence (if you have multiple geo-fences created), the vehicles for which you would like to be alerted (all, some, or a specific vehicle), and whether you want to be notified upon entry into the geo-fence, exit from the geo-fence, or both.

Your alert is now set. You will receive an email that is date, time, and location stamped with vehicle information instantly whenever the vehicles that you selected trigger the event that you selected (enter, exit, or both) for that geo-fence.

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Setting-Up Alerts

con-tact the FleetLynx Support Team Phone 250-881-1982 | Toll Free 877-955-3122 Setting-Up Alerts

The FleetLynx fleet management system allows for event driven alerts to be sent for real-time moni-toring and tracking of: Speed, Faults, and Geo-fences.

Step 1: My Alerts

Click on your ID in the top right corner. From the dropdown, click on “My Alerts”

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Step 2: Selecting Alert Type

After clicking on “My Alerts”, a window will open containing a dropdown list allowing you to select the alert type.

To create a speed alert, click “Add Speed Alert”. For faults and geo-fence alerts, skip to steps 3 – 2 and 3 – 3 respectively.

Step 3 - 1: Setting Speed Alert Parameters

Select the vehicles for which you would like to trigger the alert (one, some, or all). To select multiple vehicles, hold Ctrl button while clicking the desired vehicles

Set the alert trigger speed Click Create

Your speed alert is now set. You will receive an email that is date, time, and location stamped with vehicle information instantly whenever the vehicles selected trigger the event you selected (speed limit) for that speed alert.

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Step 3 – 2: Setting Parameters for Fault Alerts

Set the alert trigger fault type(s): Engine, Chassis, and/or Transmission Click Create V

Your fault alert is now set. You will receive an email that is date, time, and location stamped with summary fault information for the offending vehicle instantly whenever the vehicles that you se-lected trigger the event that you sese-lected – Engine, Chassis, and/or Transmission fault.

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con-tact the FleetLynx Support Team Phone 250-881-1982 | Toll Free 877-955-3122 Step 3 – 3: Setting Parameters for Geo-Fence Alerts

Select the specific geo-fence for which you would like to be alerted on (Please see “Geo-fence User Guide” for details on how to create a geo-fence)

Select to be notified upon entry into the geo-fence, exit from the geo-fence, or both. Click Create

Your alert is now set. You will receive an email that is date, time, and location stamped with vehicle information instantly whenever the vehicles you selected trigger the event you selected (enter, exit, or both) for that geo-fence.

Fleet Management Solution. Web Portal Guide

Fleet Management Solution

Thank you for purchasing this product from FleetLynx

Fleet Management Solution

Table of Contents

Fleet Management Solution

Viewing Vehicle Faults

Monitoring Fuel Economy

Monitoring Idle Times

Retrieving Vehicle History

Generating Reports

Geo-Fence Creation

Setting-Up Alerts