Networkfleet SELF SERVICE PORTAL USER GUIDE · Self Service Portal Filters Filters Use the headers...
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Networkfleet SELF SERVICE PORTAL USER GUIDE Contents SELF SERVICE PORTAL FILTERS .............................................................................................................................. 2 FILTERS.............................................................................................................................................................................. 2 DEVICE MANAGEMENT.................................................................................................................................................. 4 DEVICE DEACTIVATIONS ................................................................................................................................................... 4 DEVICE ACTIVATIONS........................................................................................................................................................ 6 DEVICE SWAPS.................................................................................................................................................................. 7 UNREGISTER VEHICLES .................................................................................................................................................... 9 UPDATE GPS MESSAGE RATES .................................................................................................................................... 11 INSTALLATIONS ............................................................................................................................................................. 13 INSTALLATION VERIFICATION .......................................................................................................................................... 13 USER MANAGEMENT ................................................................................................................................................... 17 LIST OF USERS ................................................................................................................................................................ 17 CREATE USER ................................................................................................................................................................. 19
Transcript of Networkfleet SELF SERVICE PORTAL USER GUIDE · Self Service Portal Filters Filters Use the headers...
Networkfleet
SELF SERVICE PORTAL USER GUIDE
Contents
SELF SERVICE PORTAL FILTERS .............................................................................................................................. 2
FILTERS .............................................................................................................................................................................. 2
DEVICE MANAGEMENT .................................................................................................................................................. 4
DEVICE DEACTIVATIONS ................................................................................................................................................... 4 DEVICE ACTIVATIONS ........................................................................................................................................................ 6 DEVICE SWAPS .................................................................................................................................................................. 7 UNREGISTER VEHICLES .................................................................................................................................................... 9 UPDATE GPS MESSAGE RATES .................................................................................................................................... 11
INSTALLATIONS ............................................................................................................................................................. 13
INSTALLATION VERIFICATION .......................................................................................................................................... 13
USER MANAGEMENT ................................................................................................................................................... 17
LIST OF USERS ................................................................................................................................................................ 17 CREATE USER ................................................................................................................................................................. 19
Self Service Portal Filters
Filters
Use the headers to filter the list of devices for the action requested. More than one filter can be used at a time. As filters are selected the list will automatically decrease to show only items that match, i.e. no submit button is required to complete the filter action. The following fields can be used to filter the device list. Filters can be used in any combination. As filters are deployed the list will automatically apply those filters.
Serial Number – Enter all or part of a device serial number. The list will continually refine based on the character(s) typed.
Status – A drop down is provided to select devices with the device status.
Status Effective Date – The start date of the current device status.
In Contract – Filter to devices that are either within their contracted warranty period or that fall outside of the warranty. If the image of a document appears in this column that indicates that the device is in contract.
Unit Model– Click one or more check boxes to filter by device model type (i.e. 5500, AT-1400, etc.), or check the top check box in the header line to select all. Uncheck the header box to deselect all.
Update Rate - Click one or more check boxes to filter by current update rate type (i.e. 60 seconds, 120 seconds, etc.), or check the top check box in the header line to select all.
Order Number – Enter the order number to filter to a specific order number.
Vehicle Label – Enter a vehicle label to filter to a specific vehicle.
VIN– Enter a Vehicle Identification Number (VIN) to filter to a specific VIN
Fleet Name – Enter a fleet name to filter the list to vehicles/devices assigned to a specific fleet.
Once filters are applied, click the check boxes in the left column to select vehicles for the desired action. Check the top check box in the header line to select all. Uncheck the header box to deselect all.
Click Print to print the list. If the list is filtered it will apply to the printed sheets.
Click Export to export the list to one of the following formats. If the list is filtered it will apply to the exported sheets.
o PDF
o Excel
o CSV
Click Reset to restore the complete list, ignoring any previously used filters.
Note: Different fleet names will only display for certain customers/sales partners who have access to multiple fleets.
Tip: Click on the up or down caret in any column to ascend or descend the list by that column’s data.
Device Management
Device Deactivations
Devices that have been de-installed need to be deactivated to prevent further billing. Deactivating a device may result in an early termination fee if still under contract. Follow these steps to deactivate one or more devices.
Use filters to generate an appropriate list of devices for deactivation.
Note: The action buttons along the top of the page will illuminate or gray out as devices are selected by clicking on the check box according the eligible action that can be taken. For example, clicking on devices that have the status of Deactivated will illuminate the “Activate” button and the “Deactivate” button will be grayed out.
Select devices to deactivate by clicking on the check box in the left column. Click the header box to select all.
Click Deactivate.
Read and acknowledge the set up page statement to illuminate the Submit button.
Select a Deactivation Reason.
o You may select a Deactivation Reason for all devices using the drop down selection in the header.
o Or you may select individual reasons for specific devices by clicking Deactivation Reason hyperlink to the right side of the device line.
Tip: If most devices have the same deactivation reason but a few have a different reason, use the header box to select the same reason for the entire list, and you can change a few individual device deactivation reasons using the selector to the right of the device description line.
Once the list is configured, click Submit. This button will only become active once the acknowledgement statement has been checked.
Tip: Click Remove to delete devices from this list. This will remove the devices from the Deactivation list only.
Once the action is complete the following options are provided.
o Click OK to acknowledge the action. Clicking OK will navigate the user to the main page.
o Click Print List to print the deactivated device list.
o Click PDF to save the list in a PDF file.
o Click Email to send the list via email.
Device Activations
Devices that have been installed need to be activated to begin service of the devices. Devices that have been swapped into a vehicle that may also need to be activated (i.e. are cold or previously deactivated devices). Follow these steps to activate one or more devices.
Use filters to generate a list of devices for activation.
Select devices to activate by clicking on the check box in the left column. Click the header box to select all.
Click Activate.
Read the contract statement then click Submit.
Once the action is complete the following options are provided on the confirmation page.
o Click OK to acknowledge the action. Clicking OK will navigate the user to the main page.
o Click Print List to print the activated device list.
o Click PDF to save the list in a PDF file.
o Click Email to send the list via email.
Device Swaps
Devices may occasionally need to be swapped when one device is removed and replaced with another. The replacement device does not need to be of the same device series but does need to be the same device type. For example, a 3500 device can be swapped out for a 5500 device but not an asset guard. The serial number of the removed device does NOT automatically become deactivated so billing changes will continue occur until deactivation is complete. A device can be deactivated only after the swap is complete. Additionally, the serial number of the newly installed device is NOT automatically activated. This action can be done before or after the swap is done.
WARNING: Deactivating a swapped out device before the contract period is finished may result in an early termination fee.
Follow these steps to swap one or more devices.
Use filters to generate a list of devices to swap.
Only vehicles that are currently registered are eligible to be swapped.
Select devices to swap by clicking on the check box in the left column. Click the header box to select all.
Click Swap.
Enter the replacement device serial number in the row of the swapped device number. As serial numbers are typed, a filtered drop down will appear with eligible device serial numbers.
WARNING: Only devices that have a status of cold or deactivated and are not currently registered are eligible as replacement devices so only those serial numbers will appear in the drop down list.
Enter New Odometer to update the odometer at the time the device was swapped in.
Note: The New Odometer field on heavy duty vehicles will not be editable because odometer is read directly from the engine in heavy duty vehicles.
Optionally, enter New Engine Hours to update the engine hours at the time the device was swapped.
Read the Swap Confirmation Page statement then click Submit to swap selected devices.
Once the action is completed the following options are provided.
o Click OK to acknowledge the action. Clicking OK will navigate the user to the main page.
o Click Print List to print the swapped device list.
o Click PDF to save the list in a PDF file.
o Click Email to send the list via email.
Unregister Vehicles
Users may unregister a vehicle so that it no longer displays on the fleet application. Unregistering a vehicle does not deactivate or otherwise change the status of the device associated with the vehicle, i.e. if the device is active and being billed for, it will continue to incur billing charges. Reasons to unregister a vehicle include, but are not limited to:
Vehicle is no longer with the fleet and device will be registered into a new fleet vehicle (device transfer).
Vehicle is no longer with the fleet but device is remaining active to avoid early termination fees.
WARNING: Do NOT unregister vehicles that are receiving a new (swapped) device. Devices must be currently registered to a vehicle to be eligible for a swap.
Follow these steps to unregister one or more devices.
Use filters to generate a list of devices to unregister.
Select devices to unregister by clicking on the check box in the left column. Click the header box to select all.
Click Unregister.
Read the statement then click Submit.
Tip: Click Remove to delete devices from this list. This will remove the devices from the Unregister list only.
Once the action is complete the following options are provided.
o Click OK to acknowledge the action. Clicking OK will navigate the user to the main page.
o Click Print List to print the Unregistered Vehicle list.
o Click PDF to save the list in a PDF file.
o Click Email to send the list via email.
Update GPS Message Rates
Networkfleet devices come standard with a two-minute (120 second) GPS message rate although GPS data is gathered at much more frequent intervals. Users can increase the frequency of the GPS messages for one or more fleet vehicles with 3500 or 5000 series devices. Increasing the GPS message frequency will incur higher service fees. Please contact your sales representative for more details on billing for this feature.
Note: Only 3500 and 5000 series devices that are currently registered to a vehicle(s) are eligible for updating GPS message rates.
Follow these steps to configure new GPS message rates for one or more devices.’
Use filters to generate a list of devices to update rates.
Select devices change the GPS message rates for by clicking on the check box in the left column. Click the header box to select all.
Click Update Rates.
WARNING: Configurable update rates for 3500 and 5000 series devices are only available through the Self-Service Portal and are not available through Customer Care. Asset Tracker update rates are configured through Customer Care only at this time and not via the Self-Service Portal.
Read and acknowledge the set up page statement to illuminate the Submit button.
Select the desired message rate for each vehicle using the Set All button or the drop down in the Update Rate column.
The following update rates are available depending on device type.
o 3500 series
45 seconds
60 seconds
120 seconds
o 5000 series
15 seconds
30 seconds
45 seconds
60 seconds
120 seconds
Click Submit.
Tip: Click Remove to delete devices from this list. This will remove the devices from the Update Rate list only.
Once the action is complete the following options are provided.
o Click OK to acknowledge the action. Clicking OK will navigate the user to the main page.
o Click Print List to print the Unregistered Vehicle list.
o Click PDF to save the list in a PDF file.
o Click Email to send the list via email.
Installations
Installation Verification
Verify installations and check on progress using the Installs feature Begin by clicking on Installs at the top of the page. There are two available views:
Standard – This view allows the use of the top row filters. For example, use the serial filter to find a specific device serial number, or click on the Install Date column header to sort the list by installation date.
Real-Time – Choosing real time enables the automatic page refresh. The page will consistently update with current verification status while installations are occurring.
o In the Real –Time view newly installed devices will appear as the devices are detected and will display in bold. Click Unbold New to change the newly displayed devices from bold to normal font.
WARNING: The header row filters are disabled while in the Real-Time view.
Note: Installs is a permissions based option. If Installs does not appear at the top of the page you have not been assigned that permission. Please contact your fleet administrator for further information.
While in the Standard View the following fields can be used to filter the device list or may hyperlink into other information. Filters can be used in any combination. As filters are deployed the list will automatically apply those filters. In the Real-Time View, these headers are inactive
Serial Number – Enter all or part of a device serial number. A wildcard is automatically applied to the end of the text.
Status – A drop down is provided to select devices with the device status.
Vehicle Label – Enter a vehicle label to filter to a specific vehicle.
VIN– Enter a Vehicle Identification Number (VIN) to filter to a specific VIN
Fleet Name – Fleet associated with the device, if known
Install Status – Shows the current status of the installation. While in Real-Time mode, this field will update as status changes. When in Standard mode the page will need to be refreshed in order to view updated status.
o Active - Installation is currently being verified.
While verification is in progress a status bar will display with the percent of progress.
o Failed - Installation could not be verified.
Click on the Install Date for specific failed checks.
o Pending - Devices are queued and waiting to begin the verification process.
o Success - Installation was successfully verified.
Install Confirmation Number – A confirmation number will display on all successful installations.
Install Date – The most recent installation attempt date will display here. Click on the Install Date for installation verification check pass or fail details. If the installation verification was attempted more than once, each attempt date will display showing details on checks that passed or failed.
Vehicle Info – Click Vehicle Info to view vehicle details, including VIN number.
o When the VIN is read from the engine, it will automatically populate this page with the year, make, and model of the vehicle. These fields can be changed if necessary. Optionally, the following fields may also be populated.
License Plate
Odometer (Always leave blank for Heavy Duty Vehicles)
Engine Hours (Always leave blank for Heavy Duty Vehicles)
Vehicle Label
Color
Harness Type
Fuel Type
User Management
User Management displays all user accounts for the fleet. Use this feature to create, edit and delete users.
List of Users
The list of users displays the following information.
o Last Name
o First Name
o Username
o Email Address
o Primary Phone
o Secondary Phone
o Title/Position
Delete individual user ID’s by clicking Delete
Click on the action buttons above the list to perform these actions
o Create User - Create a new user (see next section for details)
o Print List
o Export List – Export options are PDF, Excel or CSV formats
o Reset List – Removes any filters used and reverts to original display
Click the Last Name to view and edit user details.
Create User
Click Create User action button on the top of the user list to create a new user.
Complete the following fields.
o First Name
o Last Name
o User Name
o Email Address
o Confirm Email
o Primary Phone
o Secondary Phone (optional)
o Title/Position (optional)
o Street Address
o City
o Country
o State
o Zip/Postal Code
o Time Zone
o Local
Select appropriate User Permissions
o Manage Users – User can create and manage other users in the Self-Service Portal
o Register/Edit Vehicles – User can unregister vehicles and perform device swaps (removing a device and installing another)
o Run Device Reports – User can generate reports
o Cellular Services Management – User can activate and deactivate devices
o Set Update Rates – User can change device GPS frequency rates in devices
Click Submit.
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