Admin & User Guide Addenedum

Admin & User Guide Addenedum

GeoManager 9.2, 9.2.2, 9.2.3 and Trimble MRM University

Enhancements

October 2010

GeoManager Admin & User Guide Addendum

AUG-GM9.2.3Addendum-Oct2510US

October 2010

www.trimble.com/mrm

Copyright © 2010, Trimble Navigation Limited. All rights reserved. Trimble and the Globe & Triangle logo are trademarks of Trimble Navigation Limited registered in the United States Patent and Trademark Office and other countries. TrimWeb and TrimView are trademarks of Trimble Navigation Limited. GeoManager is a service mark of Trimble Navigation Limited. All other trademarks are the property of their respective owners.

Trimble reserves the right to make changes at any time, in order to improve the reliability, function or design of its devices, products or services and to supply the best devices, products and services possible. Trimble devices, products and services are protected under one or more of the following U.S. Patents: 5,477,228; 5,694,594; 5,959,577; 5,990,827; 6,459,988; 6,529,159; 6,552,682; 6,594,576; 6,664,922; 6,578,005; 5,963,911; 6,862,524; 6,795,017; 6,882,313; 6,867,733; 6,832,140; 6,922,566 and numerous other patents and patents pending in jurisdictions worldwide. Trimble does not represent that the devices, products or services shown or described herein are free from patent infringement or from any other third party right. Trimble assumes no obligation to correct any errors contained herein or to advise any user of liability for the accuracy or correctness of any engineering software support or assistance provided to a user.

The Trimble devices, products and services are dependent on the coverage and calling areas of wireless networks owned and operated by third parties. Coverage and calling areas are approximate and may not cover significant portions of the United States. Actual coverage and operation of the devices, products and services depend on a variety of factors, including without limitation: system availability and capacity; system and equipment upgrades, repairs, maintenance, modifications and relocation; user equipment; terrain; signal strength; structural conditions; weather and atmospheric conditions; availability of power; governmental regulations; suspected fraudulent activities; acts of God and other conditions beyond the reasonable control of Trimble. Trimble will not be responsible for limits in coverage or performance degradation due to any such conditions. The user acknowledges that coverage and calling areas may be interrupted, halted or curtailed or the quality of the transmission may be diminished at any time.

The devices, products and services are dependent upon the availability of the Internet, which is owned and operated by and accessed through third parties. Trimble assumes no responsibility for improper storage of data or information, or delivery of messages. The user assumes the entire risk in downloading or otherwise accessing any data, information, files or other materials obtained from the Trimble web site, even if the user has paid for or otherwise been provided virus protection services from Trimble.

The Trimble devices, products and services and any modifications, alterations, additions or changes to the devices, products or services are not fault tolerant and are not designed, manufactured or intended for use in life support, emergency, mission-critical or other ultra-hazardous activities (“High Risk Activities”). Trimble specifically disclaims any express or implied warranty of fitness for such High Risk Activities. Use of a Trimble device, product or services in any application without the written consent of Trimble is prohibited.

All customer information is governed by the Trimble Privacy Policy located on the Trimble web site www.trimble.com/mrm.

Notice of Rights. All rights reserved. No part of this manual may be reproduced or transmitted in any form by any means—electronically, mechanically, by photocopying, via recording or otherwise—without the prior written permission of Trimble Navigation Limited For information on getting permission for reprints, contact Corporate Communications at Trimble Navigation Limited Headquarters.

Notice of Liability. The information in this manual is distributed on an “As Is” basis, without warranty, and was current at the time of publication. While precautions have been taken in the preparation of the manual, Trimble will not have any liability to any person or entity with respect to any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this manual or by the software or hardware products described in it.

Privacy and Use. This product is intended to monitor and make available information concerning the vehicle’s activities. It is the customer’s sole responsibility to ensure that its use complies with any applicable laws and regulations. It is the customer’s responsibility to develop and communicate policies concerning use of the application prior to implementing the product. Customers are urged to consult with their own legal counsel in connection with the particular use to which the customer puts the product and the potential implications from that use.

Trimble Mobile Resource Management Company Confidential i

http://www.trimble.com/mrm


Table of Contents Table of Contents ................................................................................................ ii

1.0 GeoManager 9.2 Enhancements ........................................................................... 1 Feature and Navigation Menu Name Changes ........................................................... 1

Main Menu Name Changes ............................................................................... 1 Device Sub-Menu Name Changes ........................................................................ 2 Map Sub-Menu Changes ................................................................................... 3 Service Center Menu Changes ........................................................................... 4

New My Account Menu ...................................................................................... 5 Personalized Start View .................................................................................... 5 Optimized Clustering Feature ............................................................................. 6 Clear Filter Button .......................................................................................... 8 Select from Multiple Addresses and Points of Interest ................................................ 8 Tip of the Day ................................................................................................ 9 Track Selection .............................................................................................. 9 Dynamic Results Pane Only Available If Device/Landmark Is Selected ........................... 10

2.0 GeoManager 9.2.2 Enhancements ....................................................................... 11 GeoManager Reports Display Organizational Hierarchy .............................................. 11 Option to Exclude Exception Configuration Parameters in a Report .............................. 13 Upload Feature Added to Vehicle Maintenance for Mileage Adjustments ........................ 14

3.0 GeoManager 9.2.3 Enhancements ....................................................................... 16 Employee Detail Report ................................................................................... 16 Employee Device Association Report .................................................................... 16

4.0 Trimble MRM University Learning Center ............................................................... 18 New Online GeoManager Training Through Trimble MRM University Learning Center .......... 18 How to Access the Learning Center ..................................................................... 18 Learning Center Resources ............................................................................... 19 For Additional Training Information ..................................................................... 20

5.0 For More Information ...................................................................................... 21 U.S. Support Contacts ..................................................................................... 21 U.K. & Europe Support Contacts ......................................................................... 21 Australia & Asia Pacific Contacts ........................................................................ 21

Trimble Mobile Resource Management Company Confidential ii


1.0 GeoManager 9.2 Enhancements This section of the GeoManager Admin & User Guide Addendum covers enhancements to Trimble GeoManager with the June 4, 2010 release of GeoManager 9.2, which include:

● Feature and Navigation Menu Name Changes (including new Driver Logs tab, and new Sub-Menu of Service Center tab moves from right navigation to horizontal)

● New My Account menu

● Personalized Start View

● Optimized Clustering feature

● Clear Filter button

● Choose from Multiple Addresses and find Points of Interest

● Tip of the Day boxes

● Track selection on the map

● Dynamic Results pane is only available when a device or Landmark is selected from the Device Management tab

All of these enhancements appear through the latest GeoManager user interface, which uses the Microsoft BING map. If you use GeoManager Classic as your default, you will not see these enhancements unless you switch to the new GeoManager user interface.

Feature and Navigation Menu Name Changes Several tab, menu and feature names in GeoManager have shortened and changed to ensure better use of screen space and easier navigation.

Main Menu Name Changes The following tab and menu names were renamed for clarity (see Figure 1):

● Home tab becomes Device Management

● Device Actions becomes Devices

● Landmark Actions becomes Landmarks

● Map Actions becomes Map

● Driver Logs tab appears for those who have Driver Logs (see Figure 2)

Trimble Mobile Resource Management Company Confidential 1


Figure 1: Main Menu Name Changes

Figure 2: New Driver Logs Tab

Device Sub-Menu Name Changes

Many selections under the Device (Device Actions) menu were renamed for clarity (see Figure 3):

● Activities becomes Activities Report

● Exception becomes Exception Report

● Forms becomes Forms Report

● Message becomes Message Report

● Stop Detail becomes Stop Detail Report (shown only if your account has this optional report)

● Daily Technician Summary becomes Daily Technician Summary Report (shown only if your account has this optional report)

● Messaging was removed from this menu because it is available from toolbar



Figure 3: Device Sub-Menu Name Changes

Map Sub-Menu Changes The following options have been renamed for clarity and two new features were added (see Figure 4):

● Show Device Layer becomes Show Devices

● Show Landmark Layer becomes Show Landmarks

● Follow Selection was removed from this menu because it is available from the toolbar

● Cluster Devices was added

● Cluster Landmarks was added



Figure 4: Map Sub-Menu Changes

Service Center Menu Changes To keep a consistent look and feel to GeoManager, the items from the floating menus on the right side of the screen in the Service Center tab are now also shown in the horizontal menu bar beneath the top navigation tabs, as shown in Figure 5. The floating menus will phase out during the next enhancement.



Figure 5: New Service Center MenusNew My Account Menu

The My Account link is changing to a drop-down menu for easier access to account preferences, as shown in Figure 6. From this menu, you may change your account password or show/hide the Tip of the Day.

Figure 6: My Account Menu

Personalized Start View GeoManager now remembers the last tab you were viewing when you log out and shows it when you log back in.



Optimized Clustering Feature We have improved the vehicle clustering feature on the map that made it difficult for you to manage smaller vehicle population groups. The clustering feature now allows you to turn clustering on and off from the Map Actions menu, as shown in Figure 7.

Figure 7: Cluster Options

The Clustering feature also shows up to 10 items for each cluster dialog box, shown in Figure 8, placing fewer clusters on the map and helping you see more information about each cluster. Each vehicle or Landmark in a cluster has the yellow square and green circle icons, shown in Figure 9, that allow you to access dialog box information for that vehicle or Landmark, saving you the need to zoom in on the map to get the information.



Figure 8: Cluster Dialog Box

Figure 9: Cluster Zoom Map Feature



Clear Filter Button You are now able to clear the Filter field and view all devices or Landmarks with the press of a button. The Clear Filter button, shown and highlighted in Figure 10, clears the Filter field, allowing you to view all devices or redefine your search criteria.

Figure 10: Clear Filter Button

Select from Multiple Addresses and Points of Interest When you are using the Zoom to Address feature without a complete address, a box will appear offering you multiple address options from which you can choose, as shown in Figure 11, so that you can select the address closest to where you want to see.

Figure 11: Select Address Box

You may also use the Map menu to find a Point of Interest near a specific location, as shown in Figure 12, such as coffee shops or hardware stores.



Figure 12: Points of Interest Box

Tip of the Day In an ongoing effort to help customers master their use of GeoManager, our Training department has implemented a Tip of the Day dialog box, shown in Figure 13. Each day users will see a new tip along with “Previous Tip” and “Next Tip” buttons to view more than one tip.

Figure 13: Tip of the Day Dialog Box

Track Selection The new Track Selection allows a device/Landmark to be tracked continuously throughout a time period. When Track Selection is On, any device/Landmark highlighted from the device/Landmark is continuously tracked on the map, causing the map to pan when the device/Landmark moves.



Figure 14: Track selection feature

Dynamic Results Pane Only Available If Device/Landmark Is Selected Dynamic menus were incorporated to dynamically enable features when applicable. For example, device-specific features are enabled when a device is selected. Some features under Device and Landmarks are disabled by default, so you must select a device or Landmark before these features are available. When a feature under Device/Landmark actions is unavailable, a pop-up box indicates the cause of the disabled status.



2.0 GeoManager 9.2.2 Enhancements

This section of the GeoManager Admin & User Guide Addendum covers enhancements to Trimble GeoManager with the June 25, 2010 release of GeoManager 9.2.2, which include:

● GeoManager Reports Display Organizational Hierarchy

● Option to Exclude Exception Configuration Parameters

● Upload Additional Mileage to Vehicle Maintenance Feature

All GeoManager customers will see these enhancements, including users of GeoManager Classic and users of the new GeoManager interface.

GeoManager Reports Display Organizational Hierarchy Accounts that have the Organizational Hierarchy feature enabled show the name of the organizational unit on the following reports:

● Activity Detail

● Diagnostics Fault

● Forms

● Handset Usage

● Hard Brake

● Idling

● Landmark

● Landmark Proximity

● Low Battery

● Messaging

● Mileage

● Mobile Device Vicinity

● Off Hours Use

● Speed

● Stop

● Stop Count

● Stop Duration

● Sudden Acceleration



● Trip Detail

● Zone

The report generation interface includes a check box option that allows you to display the Organizational unit name on the report, as shown in Figure 15.

Figure 15: Report Generation with Organizational Unit Check Box

Once the option is selected, the organizational unit name is displayed on the report, as shown in Figure 16.

Figure 16: Report Showing Organizational Unit



Option to Exclude Exception Configuration Parameters in a Report When the Do not include Exception Configuration Parameter checkbox box is marked during Exception report configuration, as shown in Figure 17, the following Exception reports will not display the configured parameters in the header:

● Diagnostics Fault

● Forms

● Handset Usage

● Hard Brake

● Idling

● Landmark

● Landmark Proximity

● Low Battery

● Messaging

● Mileage

● Mobile Device Vicinity

● Off Hours Use

● Speed

● Stop

● Stop Count

● Stop Duration

● Sudden Acceleration

● Zone

Figure 17: Exception Report Configuration



An example of the Stop Exceptions report without the Exception configuration parameters is shown in Figure 18.

Figure 18: Example Exceptions Report

Upload Feature Added to Vehicle Maintenance for Mileage Adjustments The Odometer Addition File Upload spreadsheet was added to Vehicle Maintenance, allowing customers to use an Excel spreadsheet to add additional mileage to the existing mileage reading in GeoManager.

This option is available through the Upload File page of Maintenance Administration, as shown in Figure 19. It does not replace—but rather is offered in addition to—the the Odometer Spreadsheet File Upload, which allows customers to upload new vehicle odometer readings.



Figure 19: Upload Mileage Information

The new Odometer Addition File Upload spreadsheet is shown in Figure 20.

Figure 20: Odometer Addition File Upload spreadsheet



3.0 GeoManager 9.2.3 Enhancements This section of the GeoManager Admin & User Guide Addendum covers enhancements to Trimble GeoManager with the September 24, 2010 release of GeoManager 9.2.3, which include:

● New Employee Detail Report

● New Employee Device Association Report

Employee Detail Report

The Employee Detail report provides a record of driver information including Employee ID, name, organization name, email address, work phone, description and PIN.

Figure 21: Employee Detail Report

Employee Device Association Report

The Employee Device Association Report provides a record of driver‐device associations. It provides the Employee ID, Name, Device Label, Organization Name, Start Association Date, Start Association Time, End Association Date, End Association Time and whether the Association was made via Web (using GeoManager) or via iDT.



Figure 22: Employee Device Association Report



4.0 Trimble MRM University Learning Center

New Online GeoManager Training Through Trimble MRM University Learning Center

The new Trimble MRM University Learning Center is now the central location to access all GeoManager training, including brand-new self-playing eLearning courses and instructor-led webinars.

The new eLearning courses include interactive elements like guided practices where you can try out what you just learned, and knowledge checks to test your retention. All eLearning and instructor-led webinars are based on real-world GeoManager user roles, with a step-by-step methodology and practical examples. As an introductory offer, all basic courses are included with customers’ GeoManager service (subject to change).

How to Access the Learning Center 1. Log in to your GeoManager account

2. Click on the Service Center Tab (see Figure 21, Step 1)

3. Select the Training link (see Figure 21, Step 2)

4. Click the link to the Trimble MRM University Learning Center (see Figure 21, Step 3)

5. Complete a short registration form to gain access if you are a first-time user, or login if you are a returning user (see Figure 22).

3

2 1

Figure 23: GeoManager Training Information & Learning Center Link



Figure 24: Register or Login for Learning Center

Learning Center Resources Once within the Learning Center, customers can access a variety of resources (see Figure 23):

1. Review the Assignments Pending section to take courses that have automatically been assigned based on the user role you chose in the registration process. (Roles include: Dispatcher, Driver, Fleet Manager, Supervisor, Safety Manager, Administrator and Management.)

2. Click the round blue button to view the course catalog, where you can select additional eLearning courses and register for webinars.

Figure 25: Trimble MRM University Learning Center



For Additional Training Information The Training section of the GeoManager Service Center offers a link to frequently asked questions (see Figure 21). For inquiries about custom or on-site training, please email [email protected].


mailto:[email protected]



5.0 For More Information If you have questions about the GeoManager enhancements, you may contact Customer Support in the following ways:

U.S. Support Contacts

● Live Web Based Chat, available 5 a.m. to 5 p.m. PST/PDT Monday through Friday (excluding major US holidays), North America only.

Note: Live Help is a technical support program that allows Trimble MRM representatives to respond to North American GeoManager questions and concerns in real-time using Internet chat technology.

● Web-based Service Request, available 24x7. Please click the Service Request button within the GeoManager Service Center to complete a request. A Technical Service Representative will respond within one business day.

● Phone: 1-877-428-7623, Option 1 5 a.m. to 5 p.m. PST/PDT Monday through Friday (excluding major US holidays)

U.K. & Europe Support Contacts Phone: Within the UK: 0845 3371661 Outside the UK: +44 (0) 1332 267600

Email: [email protected]

Australia & Asia Pacific Contacts Phone: 1300 255477 (8 a.m. to 5 p.m. AEST Monday-Friday) Email: [email protected]

https://server.iad.liveperson.net/hc/56249128/?cmd=file&file=visitorWantsToChat&site=56249128&byhref=1&SESSIONVAR!skill=&imageUrl=https://images.liveperson.com/lp/56249128�

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Admin & User Guide Addenedum

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