GeoManager. Documentation Addendum. March 2012

Transcription

1 GeoManager Documentation Addendum March 2012

2 UG-Addendum-31Mar12 March Copyright 2012, 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 ultrahazardous 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 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. ii

3 GEOMANAGER Documentation Addendum Contents Chapter 1: GeoManager Enhancements 1 Introduction... 1 Employee Start Location Association Audit Report... 3 Landmark Detail Report... 5 Enhancements to employee-based reports... 9 Activity - Detail Report (Employee Based) Activity - Summary Report (Employee Based) Employee Detail Report Employee Device Association Report Stop Report (Employee Based) Generating the employee-based reports on demand Scheduling the employee-based reports Trip Detail Report Introduction Overview of changes Example report and report description Organizational Hierarchy Administration Introduction Overview of changes Driver Safety and Rolling Freeze Frame ing and scheduling analytic reports Chapter 2: GeoManager Enhancements 39 Introduction Employee Administration Viewing / creating / editing employee details Uploading employee details Exception Administration Exception messages Role-based analytics Chapter 3: GeoManager Enhancements 51 Introduction New and enhanced reports Congregation Report Mileage Discrepancy Report Trip Detail Report and Trip Summary Report Role-based Early Access Configure Mobile Device Details Travel Offset Viewing / creating / editing employee details iii

4 CONTENTS Uploading employee details Employee Start Location Uploading employee to location associations Viewing employee start locations Chapter 4: GeoManager Enhancements 73 Introduction New Reports Device Workhours Report Driver Mileage Report Inactivity Health Status Report Org Employee Device Assignment Report Workshift Report Organizational Hierarchy changes Organizational Hierarchy window Organizational Hierarchy upload Appendix A: Administering the Organizational Hierarchy 89 Introduction Optional features Creating or modifying an organizational hierarchy Opening the Organizational Hierarchy window Creating or modifying categories Creating an organizational unit Modifying the organizational units Deleting an organizational unit Searching the organizational hierarchy Assigning mobile devices to the hierarchy Reassigning mobile devices Unassigning mobile devices Assigning employees to the hierarchy Reassigning employees Unassigning employees Assigning users to the hierarchy Uploading an organizational hierarchy Upload Organizational Hierarchy Upload Device to Organizational Unit Assignment Upload User To Organizational Unit Assignment Uploading employee to organizational unit assignment Appendix B: Standard Scheduled Report Options 113 iv

5 GEOMANAGER Documentation Addendum GeoManager Enhancements 1 Introduction This chapter describes the changes to Trimble GeoManager that have been introduced in the GeoManager release. The new and enhanced functionality is described in this chapter. The following functionality has been introduced: Employee Start Location Association Audit Report This report enables customers who are using the Work Audit feature to track all changes to the start locations of employees. For details, see Employee Start Location Association Audit Report on page 3. This report is optional and will not affect existing customers unless an additional feature is enabled by Trimble on the customer s account. The feature is automatically enabled if the Work Audit feature is enabled. Landmark Detail Report This report displays the details of the active customer landmarks in one or more organizational units and identifies any details that are missing or incorrect. For details, see Landmark Detail Report on page 5. This report is optional and will not affect existing customers unless an additional feature is enabled by Trimble on the customer s account. Driver Safety Hard Brake exception and Rolling Freeze Frame A new Driver Safety Hard Brake exception and its associated reports are now available to all customers that use the Driver Safety functionality. In addition, an optional GPS-based Rolling Freeze Frame feature captures vehicle data for a number of seconds before and after the hard braking event. For details, see Driver Safety and Rolling Freeze Frame on page 36. Rolling Freeze Frame is an optional feature for the GPS-based ilm 45xx and will not affect existing customers unless an additional feature is enabled by Trimble on the customer s account. An upgrade to the firmware is required to provide this functionality. 1

6 GEOMANAGER ENHANCEMENTS Introduction Ability to and schedule Driver Safety analytic reports It is now possible to send an analytic report by . Users can also schedule analytic reports for delivery by , or to be viewed online in the user s history list. For more information, see ing and scheduling analytic reports on page 37. These changes affect all customers who currently use Driver Safety. Enhancements and changes have been made to the following existing functionality: Employee-based reports A number of employee-based reports have been enhanced to enable users to select employees based on their organizational unit, as an alternative to selecting from a list of individual employees. For details, see Enhancements to employee-based reports on page 9. These changes will affect all customers. Trip Detail Report The Trip Detail Report has been enhanced to display additional information about the source and accuracy of the data displayed in the report. For details, see Trip Detail Report on page 23. The changes to the Trip Detail Report will affect all customers who currently use the ilm 27xx and upgrade to firmware v2.11. Organizational Hierarchy Administration page User access to the Organizational Hierarchy Administration can now be restricted so that users only have access to the organizational units to which they have been assigned and any children of those organizational units. A user with full administrative privileges can no longer administer the whole organizational hierarchy, unless that user has been assigned to the root node or to all the organizational units in the organizational hierarchy. For details, see Organizational Hierarchy Administration on page 33. This functionality is optional and will not affect existing customers unless an additional feature is enabled by Trimble on the customer s account. Driver Safety In addition to the Driver Safety Hard Brake exception and the Rolling Freeze Frame, several other enhancements have been made to the Driver Safety functionality, including a new Driver Safety Console. For details, see Driver Safety and Rolling Freeze Frame on page 36. 2

7 GEOMANAGER Documentation Addendum Employee Start Location Association Audit Report If your company uses the Work Audit feature, you can associate each employee with a landmark that represents the employee s start location. For details, see Employee Start Location on page 69. This report enables you to track all changes to the start locations of employees. That is, each time a start location was assigned to an employee, a start location was changed, or the association between a start location and an employee was deleted. In each case, the following information is displayed: the name of the employee, the name of the landmark, the time at which the association came into effect, and optionally the time at which the association ends. This report is optional and is only available if the Work Audit feature has been enabled by Trimble on your account. It will not affect existing customers unless the Employee Start Location Association Report feature is enabled by Trimble on the customer s account. Once the feature is enabled on your account, this report is available to users whose role includes the Employee Start Location Association Report capability. This report is available as an on-demand report and as a scheduled report. Figure 1: Example Employee Start Location Association Audit Report 3

8 GEOMANAGER ENHANCEMENTS Employee Start Location Association Audit Report Column Date Time Performed By Details Description The date on which the change to the employee s start location was performed. The time at which the change was performed. The name of the user who performed the change. The details of the change. The change can be one of Assigned, Updated From...To, or Deleted. The details include the following information: Employee The name of the employee whose start location was changed. Landmark The name of the landmark used as the employee s start location. Start Date The date and time at which the association between the employee and the start location came into effect. End Date The date and time at which the association between the employee and the start location ended. The end date is optional. To generate the report on demand 1 Click the Reports tab, and then select the Employee Location Association Audit Report from the list of reports. 2 Select the Time Period of the report. You can only report on 30 days of data in an on-demand report. If you want to report on a longer time period, you must schedule the report. 3 Select the report format. You can choose to display the report online, or download it in comma-delimited, tabdelimited, or Microsoft Excel format. If required, select Include header in Comma and Tab Delimited downloadable reports. 4 Click Generate Report. If you selected Online Report, the report appears in the web browser. If you selected one of the other formats, you are then prompted to open or save the report. 4

9 GEOMANAGER Documentation Addendum To schedule the report For information about the standard report options, see Standard Scheduled Report Options on page On the Administration tab, click the Reports menu, and then click Create Scheduled Reports. The Schedule a Standard Report screen appears. 2 From the list of reports, select Employee Location Association Audit Report. 3 In the Scheduled Report Name field, enter a unique name for the report. 4 Select the Schedule Frequency. In addition to the standard daily, weekly, or monthly options, you can also select One time only. This option generates a report once rather than scheduling a regular report. The start date for a one-time-only report can be up to one month before the current date, or up to one year before the current date if your company subscribes to the Trimble Extended Storage service. The end date can be any date up to and including the day on which you schedule the report. 5 In the Deliver By field, select the time by which the report must be delivered; change the time zone if required. 6 Select the Report Format. 7 In the Deliver To field, enter the recipients, or select FTP. 8 Click Save to save and schedule the report. The Scheduled Report Confirmation screen appears and a test mail is sent to each recipient. 9 If the information is correct, click OK. Landmark Detail Report This report displays the details of the active customer landmarks in one or more organizational units and enables you to identify any details that are missing or incorrect. This report is especially useful for companies that have a large number of landmarks or have landmarks that change frequently. Any missing details are highlighted in gray. To make it easier to identify the landmarks whose details are incomplete, you can choose to generate a report that only shows only the landmarks that have one or more empty fields. This report shows the details of landmarks that were active in the selected reporting period. It does not include landmarks that had already expired or landmarks that had not yet come into effect. This report is optional and will not affect existing customers unless the Landmark Detail Report feature is enabled by Trimble on the customer s account. The feature is only available to customers who are using the Customer Landmarks feature. Once the feature is enabled on your account, the report is available to users whose role includes the Landmark Detail Report 5

10 GEOMANAGER ENHANCEMENTS Landmark Detail Report capability. If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled, then users can only see the organizational units to which they have access rather than the whole organizational hierarchy. This report is available as an on-demand report and as a scheduled report. You could schedule a regular report to keep track of the landmarks that have been assigned to each organizational unit and to highlight any landmarks whose details are incomplete. Figure 2: Example Landmark Detail Report Column Organization Name Landmark Name House Number Street City State or Province Zip or Postal Code Country Lat/Long Description The name of the organizational unit to which the landmark is assigned. Landmarks that have an empty organization name will only be displayed to users who are assigned to the root node. The name of the landmark. The house or building number of the landmark location. The street address of the landmark location. The city of the landmark location. The state or province of the landmark location. The ZIP code or postal code of the landmark location. The country of the landmark location. The latitude and longitude of the landmark location. 6

11 GEOMANAGER Documentation Addendum Column Fence Landmark Type ID Landmark Type Start Date End Date Description The radius of the fence around the landmark. The radius is given in feet if your user locale is English (United Kingdom) or English (United States), or in meters for all other locales. The ID of the landmark type. The type of landmark. For example, this could be Gas Station, Factory or any other customer-defined landmark types. If you examine the report and discover that a particular landmark type is no longer used, you could then remove that landmark type from the system. The date at which the landmark becomes active. The date at which the landmark expires, if an end date has been specified for the landmark. The landmark will be removed from the system at the end of the specified day. To generate the report on demand 1 Click the Reports tab, and then select the Landmark Detail Report from the list of reports. 2 Select the organizational units on which to base the report. Click the folder icon next to OrgUnit to open the Organizational Hierarchy window. In the Organizational Hierarchy window, expand the hierarchy if necessary, select one or more organizational units, and then click Assign. 3 Back in the report parameters window, click the organizational units to select them. Hold down the Ctrl key to select multiple values. 4 If required, select the Show Only Landmarks with empty fields option. Note: Landmarks that have an empty organization name will only be displayed to users who are assigned to the root node. 5 Select the report format. You can choose to display the report online, or download it in comma-delimited, tabdelimited, or Microsoft Excel format. If required, select Include header in Comma and Tab Delimited downloadable reports. 6 Click Generate Report. If you selected Online Report, the report appears in the web browser. If you selected one of the other formats, you are then prompted to open or save the report. 7 If required, you could then add any missing landmark details by clicking Administration > Landmarks > Landmark Administration > List/Edit/Remove Landmarks. 7

12 GEOMANAGER ENHANCEMENTS Landmark Detail Report To schedule the report For information about the standard report options, see Standard Scheduled Report Options on page On the Administration tab, click the Reports menu, and then click Create Scheduled Reports. The Schedule a Standard Report screen appears. 2 From the list of reports, select Landmark Detail Report. 3 In the Scheduled Report Name field, enter a unique name for the report. 4 Select the organizational units on which to base the report. Click the folder icon next to OrgUnit to open the Organizational Hierarchy window. In the Organizational Hierarchy window, expand the hierarchy if necessary, select one or more organizational units, and then click Assign. 5 Back in the main window, click the organizational units to select them. Hold down the Ctrl key to select multiple values. 6 If required, select the Show Only Landmarks with empty fields option. Note: Landmarks that have an empty organization name will only be displayed to users who are assigned to the root node. 7 Select the Schedule Frequency. In addition to the standard daily, weekly, or monthly options, you can also select Now. The Now option generates a report as soon as possible based on the current data. No start or end dates are necessary and the Deliver By setting is not used. 8 In the Deliver By field, select the time by which the report must be delivered; change the time zone if required. 9 Select the Report Format. 10 In the Deliver To field, enter the recipients, or select FTP. 11 Click Save to save and schedule the report. The Scheduled Report Confirmation screen appears and a test mail is sent to each recipient. 12 If the information is correct, click OK. 8

13 GEOMANAGER Documentation Addendum Enhancements to employee-based reports For companies that have a large number of employees, it can be time consuming to select employees for employee-based reports. The following employee-based reports have been enhanced to enable you to select employees based on their organizational unit, as an alternative to selecting from a list of individual employees. Activity - Detail Report (Employee Based) Activity - Summary Report (Employee Based) Employee Detail Report Employee Device Association Report Stop Report (Employee Based) You can now choose to base these reports on one of the following: one or more employees from anywhere in the organizational hierarchy all employees in one or more organizational units one or more employees from a single organizational unit. If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled, then you can only see the organizational units to which you have access, and the employees in the organizational units to which you have access. If you are selecting employees, you can restrict the list of employees that is displayed by searching for employees based on their last name, first name, or employee ID. If you are selecting organizational units, you can narrow down the number of organizational units that is displayed by entering a search string. For example, you could search for employees whose last name contains the string Smith or search for organizational units that include the string North. To limit the effect of generating the report on the performance of GeoManager, on-demand reports are limited to a maximum of 1000 employees or 100 organizational units, whichever is fewer. If you want to generate a report for a large number of employees, you must schedule the report. In addition, the reports listed above have been enhanced to include the following fields if they were not already present: name of organizational unit cost centre (organizational unit code) employee first and last name employee ID employee description 9

14 GEOMANAGER ENHANCEMENTS Enhancements to employee-based reports Activity - Detail Report (Employee Based) This report displays the details of the driving activity carried out by each selected employee or by each employee in the selected organizational units. Figure 3: Activity - Detail Report (Employee Based) The report header shows the reporting period. This is followed by a section for each selected employee that shows the employee s details, a summary of the employee s driving activity in the reporting period, and then the details of all the employee s driving activity in that period. If the employee was associated with more than one mobile device in the reporting period, then the details for each mobile device are given separately. In the detail section, the white rows in the report indicate the periods during which the mobile device was moving. The gray rows indicate when the vehicle s ignition was switched on or off. The colored rows indicate that the mobile device was stopped and the colors indicate the length of the stop duration. 10

15 GEOMANAGER Documentation Addendum Note: If your company has purchased the Vehicle Diagnostics service package, then the vehicle s ignition on and ignition off statuses are used to determine when the engine is running. Otherwise, the vehicle must be moving at a minimum speed for it to be classed as moving. By default the following color coding is used: a green row indicates a stop duration of >= 3 minutes and < 15 minutes, a yellow row indicates a stop duration of >= 15minutes and < 60 minutes, a red row indicates a stop duration of >= 60 minutes. Note: The colors used to indicate the stop durations can be changed by your administrator. Summary Column Device Shift Start Shift End Total Time Total Travel Time Description The label of the device that was associated with the employee on the specified date and time. If the employee was associated with more than one mobile device during the reporting period, then each mobile device is listed separately. The date and time at which the employee s shift began when driving the specified mobile device. If the employee was associated with the same mobile device for the whole reporting period, then the shift start is the same as the start of the reporting period. The date and time at which the employee s shift ended when driving the specified mobile device. If the employee was associated with the same mobile device for the whole reporting period, then the shift end is the same as the end of the reporting period. The total time that the employee was associated with the specified mobile device in the reporting period. If the employee was associated with the same mobile device for the whole reporting period, then the total time is the same as the reporting period. The time is shown in days, hours, and minutes. The total amount of time that the specified mobile device was moving in the reporting period. The time is shown in days, hours, and minutes. 11

16 GEOMANAGER ENHANCEMENTS Enhancements to employee-based reports Column Total Distance Number of Stops Total Stop Time Description The total distance travelled by the specified mobile device in the reporting period. The distance is given in miles if your user locale is English (United Kingdom) or English (United States), or in kilometers for all other user locales. The total number of stops made by the employee when driving the specified mobile device within the reporting period. The total amount of time taken up by stops by the employee when driving the specified mobile device within the reporting period. Detail Column Date Time Status Distance Location County Description The date of the update from the mobile device. The time of the update from the mobile device. The status of the mobile device since the last update, for example parked, stopped, or the status of the ignition (on or off). If the mobile device was stopped, then this column also shows the duration of the stop. If the mobile device was moving, then this column also shows the speed of the mobile device and the direction in which the mobile device was heading. Directions are shown by N for North, SW for Southwest, and so on. The distance travelled by the mobile device since the start of the report. The distance is given in miles if your user locale is English (United Kingdom) or English (United States), or in kilometers for all other user locales. The location of the mobile device at the time of the update. This shows the street, cross street, city and state that were nearest to the update location. The county in which the mobile device was located at the time of the update. 12

17 GEOMANAGER Documentation Addendum Activity - Summary Report (Employee Based) This report displays the summary of the driving activity carried out by the selected employees or by all the employees in the selected organizational units. Figure 4: Activity - Summary Report (Employee Based) The report header shows the reporting period. This is followed by a summary of the driving activity for all the selected employees. The summary contains the total distance driven by the employees, the total number of stops, and the total amount of time taken up by stops in the reporting period. This is followed by a breakdown of the driving activity for each employee. Summary Column Total Distance Total Stops Total Stop Time Max Speed Description The total distance driven by the selected employees in the reporting period. If this report is based on organizational units, then this is the total distance driven by the employees that belong to the selected organizational units in the reporting period. The distance is given in miles if your user locale is English (United Kingdom) or English (United States), or in kilometers for all other user locales. The total number of stops made by the selected employees in the reporting period. The total amount of time taken up by stops by the selected employees in the reporting period. The highest speed attained by a mobile device associated with any of the selected employees within the reporting period. The speed is given miles per hour (mph) if your user locale is English (United Kingdom) or English (United States), or in kilometers per hour (km/h) for all other locales. 13

18 GEOMANAGER ENHANCEMENTS Enhancements to employee-based reports Detail Column Employee Description Organization Name Organization Code Total Distance Total Stops Total Stop Time Max Speed Description The display name of the employee with the employee ID in brackets. The employee s description. The name of the organizational unit to which the employee is assigned. The code of the organizational unit to which the employee is assigned. The distance driven by the selected employee in the reporting period. The distance is given in miles if your user locale is English (United Kingdom) or English (United States), or in kilometers for all other user locales. The total number of stops made by the employee in the reporting period. The total amount of time that the employee s vehicle was stopped in the reporting period. The highest speed attained by a mobile device associated with the employee within the reporting period. The speed is given miles per hour (mph) if your user locale is English (United Kingdom) or English (United States), or in kilometers per hour (km/h) for all other locales. 14

19 GEOMANAGER Documentation Addendum Employee Detail Report This report displays the details of the selected employees, or of all the employees in the selected organizational units. Figure 5: Employee Detail Report Column Employee Id First Name Last Name Organization Name Organization Code Work Phone Description PIN Description The ID of the employee. The first name of the employee. The last name of the employee. The name of the organizational unit to which the employee is assigned. The code of the organizational unit to which the employee is assigned. The employee s address. The employee s work telephone number. The employee s description. The personal identification number (PIN) of the employee. 15

20 GEOMANAGER ENHANCEMENTS Enhancements to employee-based reports Employee Device Association Report This report displays all the associations between the selected employees and mobile devices within the reporting period. It allows you to see the vehicles (mobile devices) that were driven by each employee in the reporting period. There is a section for each selected employee that provides details of the employee, including the organizational unit details, and the date and time at which the association started and ended. It also indicates whether the association was created by uploading a CSV file or from the user interface and whether this has been modified from the user interface. Figure 6: Employee Device Association Report Column Employee Id First Name Last Name Description Organization Name Organization Code Mobile Device Label Description The ID of the employee. The first name of the employee. The last name of the employee. The employee s description. The name of the organizational unit to which the employee is assigned. The code of the organizational unit to which the employee is assigned. The label of the mobile device that was associated with the employee. 16

21 GEOMANAGER Documentation Addendum Column Start Association Date Start Association Time End Association Date End Association Time Association Method Description The date at which the association between the employee and the mobile device came into effect. The time at which the association between the employee and the mobile device came into effect. The date at which the association between the employee and the mobile device ends, if an end date has been specified for this association. The time at which the association between the employee and the mobile device ends, if an end has been specified for this association. This indicates whether the association was created or modified by uploading a CSV file (UPLOAD) or from the user interface (WEB). An asterisk indicates that the association was modified from the user interface. So an association method of UPLOAD* indicates that the association was created by uploading a CSV file but then modified from the user interface. 17

22 GEOMANAGER ENHANCEMENTS Enhancements to employee-based reports Stop Report (Employee Based) This report displays a record of all the stops made within the reporting period by each selected employee or by each employee in the selected organizational units. This report is similar to the Activity - Detail Report (Employee Based) on page 10, except that the detail section of the Stops Report focusses on the stops made by the employee, whereas the Activity Detail report contains the details of the activities carried out by the employee. Figure 7: Stop Report (Employee Based) The report header shows the reporting period. This is followed by a section for each selected employee that shows the employee s details, a summary of the employee s activities in the reporting period, and then the details of all the stops made by the employee in that period. If the employee was associated with more than one mobile device in the reporting period, then the details for each mobile device are given separately. In the detail section, the colored rows indicate that the mobile device was stopped and the colors indicate the length of the stop duration. The gray rows show the travel duration and the distance travelled between the stops. By default the following color coding is used: a green row indicates a stop duration of >= 3 minutes and < 15 minutes, a yellow row indicates a stop duration of >= 15 minutes and < 60 minutes, a red row indicates a stop duration of >= 60 minutes. 18

23 GEOMANAGER Documentation Addendum Note: The colors used to indicate the stop durations can be changed by your administrator. Summary Column Device Time In Time Out Total Time Total Travel Time Total Distance Number of Stops Total Stop Time Description The label of the device that was associated with the employee on the specified date and time. If the employee was associated with more than one mobile device during the reporting period, then each mobile device is listed separately. The date and time at which the employee s shift began in the specified mobile device. If the employee was associated with the same mobile device for the whole reporting period, then the shift start is the same as the start of the reporting period. The date and time at which the employee s shift ended in the specified mobile device. If the employee was associated with the same mobile device for the whole reporting period, then the shift end is the same as the end of the reporting period. The total time that the employee was associated with the specified mobile device in the reporting period. If the employee was associated with the same mobile device for the whole reporting period, then the total time is the same as the reporting period. The time is shown in days, hours, and minutes. The total amount of time that the specified mobile device was moving in the reporting period. The time is shown in days, hours, and minutes. The total distance travelled by the specified mobile device in the reporting period. The total number of stops made by the employee when driving the specified mobile device within the reporting period. The total amount of time taken up by stops by the employee when driving the specified mobile device within the reporting period. 19

24 GEOMANAGER ENHANCEMENTS Enhancements to employee-based reports Detail Column Date Time Speed Duration Distance Address Cross Street City State or province Zip or postal code County Description The date of the stop. The time of the stop. Not applicable. The duration of the stop in days, hours, and minutes. The distance travelled since the start of the report. The distance is given in miles if your user locale is English (United Kingdom) or English (United States), or in kilometers for all other user locales. The street that was nearest to the stop location. The cross street that was nearest to the stop location. The city that was nearest to the stop location. The state or province of the stop location. The ZIP code or postal code of the stop location. The county of the stop location. Generating the employee-based reports on demand 1 Click the Reports tab, and then select the name of the report from the list of reports. 2 Select Employees, Organizations, or Employees from Organization. If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature has been enabled by Trimble on your customer account, then you can only see the organizational units to which you have access, and the employees in the organizational units to which you have access. If you selected Employees, now select employees from the list. You can narrow down the list of employees displayed by selecting Last Name, First Name or Employee ID from the list, entering a search string, and then clicking Search. For example, select Last Name and then enter Smith to display only those employees whose last name contains the string Smith. The search is not case sensitive. You can select a maximum of 1000 employees for an on-demand report. If you selected Organizations, now select organizational units from the list. You can narrow down the list of organizational units displayed by entering a search string. For example, enter North to display only those organizational units whose name contains the string North. The search is not case sensitive. You can select a maximum of 100 organizational units. The total number of employees in the selected organizational units cannot exceed 1000 for an on-demand report. If the number of employees in the 20

25 GEOMANAGER Documentation Addendum organizational units exceeds 1000, reduce the number of selected organizational units. If a single organizational unit contains more than 1000 employees, select Employees from Organization and then select a subset of the employees from the list. If you selected Employees from Organization, now select employees from the list. You can narrow down the list of employees displayed by selecting Last Name, First Name or Employee ID from the list, entering a search string, and then clicking Search. For example, select Last Name and then enter Smith to display only those employees whose last name contains the string Smith. The search is not case sensitive. You can select a maximum of 1000 employees for an on-demand report. 3 Select the Time Period of the report. You can only report on 30 days of data in an on-demand report. If you want to report on a longer time period, you must schedule the report. 4 Select the report format. You can choose to display the report online, or download it in comma-delimited, tabdelimited, or Microsoft Excel format. If required, select Include header in Comma and Tab Delimited downloadable reports. 5 Click Generate Report. If you selected Online Report, the report appears in the web browser. If you selected one of the other formats, you are then prompted to open or save the report. Scheduling the employee-based reports For information about the standard report options, see Standard Scheduled Report Options on page On the Administration tab, click the Reports menu, and then click Create Scheduled Reports. The Schedule a Standard Report screen appears. 2 Select the name of the report from the list of reports. 3 In the Scheduled Report Name field, enter a unique name for the report. 4 Select Employees, Organizations, or Employees from Organization. If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature has been enabled by Trimble on your customer account, then you can only see the organizational units to which you have access, and the employees in the organizational units to which you have access. If you selected Employees, now select employees from the list. You can narrow down the list of employees displayed by selecting Last Name, First Name or Employee ID from the list, entering a search string, and then clicking Search. For example, select Last Name and then enter Smith to display only those employees whose last name contains the string Smith. The search is not case sensitive. If you selected Organizations, now select organizational units from the list. You can narrow down the list of organizational units displayed by entering a search string. For example, enter North to display only those organizational units whose name contains 21

26 GEOMANAGER ENHANCEMENTS Enhancements to employee-based reports the string North. The search is not case sensitive. You can select a maximum of 100 organizational units. If you selected Employees from Organization, now select employees from the list. You can narrow down the list of employees displayed by selecting Last Name, First Name or Employee ID from the list, entering a search string, and then clicking Search. For example, select Last Name and then enter Smith to display only those employees whose last name contains the string Smith. The search is not case sensitive. 5 Select the Schedule Frequency. In addition to the standard daily, weekly, or monthly options, you can also select One time only. The One time only option generates a report once rather than scheduling a regular report. The start date for a one-time-only report can be up to one month before the current date, or up to one year before the current date if your company subscribes to the Trimble Extended Storage service. The end date can be any date up to and including the day on which you schedule the report. 6 Select the Reporting Time, that is whether you want the full day s data to contribute to the report or just part of the day. You can either select 12:00 AM - 11:59 PM or use the clock icons to select part of the day. For example, if you have shift workers you could use this to select one shift, for example just the morning period. 7 In the Deliver By field, select the time by which the report must be delivered; change the time zone if required. 8 Select the Report Format. 9 In the Deliver To field, enter the recipients, or select FTP. 10 Click Save to save and schedule the report. The Scheduled Report Confirmation screen appears and a test mail is sent to each recipient. 11 If the information is correct, click OK. 22

27 GEOMANAGER Documentation Addendum Trip Detail Report Introduction The Trip Detail Report has been enhanced to display additional information about the source and accuracy of the data displayed in the report. The Trip Detail Report enables you to evaluate driver and vehicle performance across all the trips in a selected reporting period. You can base the report either on selected employees or on selected mobile devices. The report displays the details of each trip carried out by each selected driver (employee) or by each selected mobile device (vehicle) in the reporting period. It includes the trip start and end locations, the route taken, the driving and idle time, the PTO usage, the fuel usage, the distance travelled, and the maximum and average speed of each trip. The Trip Detail Report is an optional feature that relies on vehicle diagnostics. It is only available if the Vehicle Diagnostics feature has been enabled for your account. Only mobile devices that support vehicle diagnostics can be included in the trip reports. If you want to take advantage of the trip reports, please contact customer support. Overview of changes Trips that are missing from the trip records or that are open ended, that is either the trip start time or the trip end is outside the reporting period, are now included in the report. Any missing trip start and end times, trip start and end odometer reading, trip durations, and the trip start and end location details are now estimated based on the GPS archive data. Other fields are shown as not available. A new column called Odometer Source has been added to the report. This shows whether the odometer values are taken directly from the vehicle bus, taken from the vehicle bus speed, or are estimated based on the GPS archive data. If vehicle bus data was not available for the trip, or was not available for the whole trip, then this is indicated in the Notes column. If a particular trip or part of the trip is estimated from archive data, this is also indicated in the Notes column. Trips that both started and ended within the reporting period are fully included in the trip reports. Missing trips or trips that both started and ended outside the reporting period are identified from the archive records and added to the report. Any missing trip start and end times, trip start and end odometer reading, trip durations, or the trip start and end location details are estimated based on the GPS archive data. If a trip made by a particular mobile device or employee started before the report start time or ended after the report end time, this is indicated by a note in the footer of the report. The missing trip start time or end time, trip start odometer reading or end odometer reading, and trip start location details or end location details are estimated based on the GPS archive data. 23

28 GEOMANAGER ENHANCEMENTS Trip Detail Report The note in the footer is available in the Excel or online (HTML) report formats only. It is not available in the comma-delimited or tab-delimited report formats. Note: The new functionality is available for the ilm 27xx with firmware version Other device types or devices that have the previous version of the firmware cannot capture the additional information about the source and accuracy of the data displayed in the report. These changes affect both the device-based reports and the employee-based reports. The associations between employees and mobile devices are used to identify the trips that are active at the start or end of the reporting period for the employee-based reports. Example report and report description The Trip Detail Report displays many columns of data. Use the horizontal scroll bar to view the entire report. To make it easier to read this description, the report has been split into individual sections. Figure 8: Summary and Duration Sections of Trip Detail Report 24

29 GEOMANAGER Documentation Addendum Column Vehicle Description The label of the vehicle (mobile device) that was driven by the specified employee. The associations between employees and mobile devices are used to identify the drivers of the selected vehicles (mobile devices), or the vehicles that were driven by the selected employees, in the reporting period. If a selected employee was associated with more than one mobile device during the reporting period, then each mobile device is listed separately. Driver Start Time The driver of the vehicle during the trip. This is displayed as the display name of the employee with the employee ID in brackets. The time at which the specified trip started. For the ilm 27xx, ilm 31xx, TVG 660 and TVG 850, the start and end of the trip are defined by the ignition being switched on and off. For the ilm 45xx, the start and end of each trip depend on the trip definition that is assigned to the mobile device. For example, a trip start could be triggered a number of seconds after the driver switches on the ignition, or by the vehicle attaining a specified speed, or by the engine attaining a specified number of revolutions per minute. By default, the start and end of the trip are defined by the ignition being switched on and off. Trip definitions help managers to differentiate between drivers who are moving around a yard or a site and those who are travelling between customer sites. By creating trip definitions, managers can get more accurate reports about vehicle and driver performance. End Time Driving Duration Idle Duration The time at which the specified trip ended. The number of days, hours, and minutes that the vehicle was moving during the trip. The number of days, hours, and minutes that the vehicle was idling during the trip. The vehicle was idling if the vehicle s ignition was switched on but the vehicle was not moving, 25

30 GEOMANAGER ENHANCEMENTS Trip Detail Report Column PTO Duration Trip Duration Description The number of days, hours, and minutes that the Power Take Off (PTO) switch was engaged during the trip. The PTO allows implements to draw energy from the vehicle s engine to power to an attachment or separate machine. For example, PTOs can be used to run a water pump, power a blower system, raise and lower a truck bed, operate a mechanical arm, operate a winch, or operate a compactor. The duration of the trip in days, hours, and minutes. The trip duration may include non-driving time, for example if the driver switched on the ignition but did not switch on the engine. Figure 9: Fuel, Odometer and Speed Sections of Trip Detail Report Column Driving Fuel Idle Fuel PTO Fuel Trip Fuel Description The amount of fuel consumed while the vehicle was moving during the trip. This amount is given in Imperial gallons if your user locale is English (United Kingdom), in US gallons if your user locale is English (United States), or in liters for all other locales. The amount of fuel consumed while the vehicle was idling during the trip. The amount of fuel consumed for power take offs (PTO) during the trip. The total amount of fuel consumed during the trip. Trip Fuel = Driving Fuel + Idle Fuel The trip fuel may include non-driving time, for example if the driver switched on the ignition but did not switch on the engine. 26

31 GEOMANAGER Documentation Addendum Column Fuel Before Trip MPG or l/100km Driving Odometer Start Odometer End Odometer Trip Distance Average Speed Maximum Speed Maximum RPM Description The amount of fuel used by the vehicle before this trip started. For example, if the trip condition is set so that the trip start is triggered when the vehicle attains 30 mph, then this records the amount of fuel used by the vehicle from the time the ignition was switched on until the vehicle attains 30 mph. The average fuel economy of the vehicle across the whole trip. The fuel economy is given in miles per Imperial gallon (MPG) if your user locale is English (United Kingdom), miles per US gallon (MPG) if your user locale is English (United States), or in liters per 100 kilometers (l/100km) for all other locales. The average fuel economy of the vehicle while the vehicle was moving during the trip. The odometer reading at the start of the trip. The odometer reading at the end of the trip. The distance travelled during the trip. The distance is given in miles if your user locale is English (United Kingdom) or English (United States) or kilometers for all other locales. Odometer Trip Distance = Odometer End - Odometer Start The average speed travelled by the vehicle during the trip. The speed is given miles per hour (mph) if your user locale is English (United Kingdom) or English (United States), or in kilometers per hour (km/h) for all other locales. The highest speed attained by the vehicle during the trip. The highest number of revolutions per minute (RPM) attained by the vehicle s engine during the trip. Figure 10: Odometer Source and Departure Sections of Trip Detail Report 27

32 GEOMANAGER ENHANCEMENTS Trip Detail Report Column Odometer Source Departure Time Departure Address Departure City Departure State or Province Departure ZIP or Postal Code Departure County Description The source of the odometer readings: Bus: the odometer reading was taken directly from the vehicle bus. Speed: the odometer reading was calculated from the vehicle bus speed. GPS: the odometer reading was calculated using GPS data. The GPS data is not as accurate as readings taken directly from the vehicle bus. The time at which the vehicle started moving after the vehicle has been idling. If the vehicle moved off straight away, the departure time will be same as the start time. The house number and street name nearest to the departure location, that is the vehicle location at the start of the trip. Click the link to display the location on the map. This link is only available if you are viewing an online report. It is not available for an estimated trip. The address is taken from the trip data. If the house number and street cannot be determined, then the latitude and longitude is displayed instead of the address. The city of the departure location. The state or province of the departure location. The ZIP Code or postal code of the departure location. The county of the departure location. Figure 11: Arrival Section of Trip Detail Report 28

33 GEOMANAGER Documentation Addendum Column Arrival Time Arrival Address Arrival City Arrival State or Province Arrival ZIP or Postal Code Arrival County Description The time at which the vehicle stopped moving, even if the vehicle was still idling. If the ignition was switched off as soon as the vehicle stopped moving, the arrival time is same as the end time. The house number and street name that were nearest to the arrival location, that is the vehicle location at the end of the trip. Click the link to display the location on the map. This link is only available if you are viewing an online report. It is not available for an estimated trip. The address is taken from the trip data. If the house number and street cannot be determined, then the latitude and longitude is displayed instead of the address. The city of the arrival location. The state or province of the arrival location. The ZIP Code or postal code of the arrival location. The county of the arrival location. Figure 12: Stop Count, Event Count and Notes Sections of Trip Detail Report 29

34 GEOMANAGER ENHANCEMENTS Trip Detail Report Column Stop Count Fault Code Event Count Hard Brake Event Count Trail Notes Description The number of times the vehicle stopped during the trip. This uses the stop criteria that are specified in the mobile device configuration for the vehicle. The number of times a fault was recorded by the mobile device during the trip. Click the link to open the diagnostic fault exception report. This link is only available if you are viewing an online report. A diagnostics fault exception is triggered when a fault code is generated in the vehicle in which the mobile device is installed, such as a cylinder misfire. The number of times the driver braked with a force that was greater than or equal to the minimum hard brake specified in the Advanced Safety Management Hard Brake exception. This exception relies on the mobile device being attached to the vehicle bus and is only available for the ilm 45xx and ilm 42xx mobile devices. Click the link to open the exception report. This link is only available if you are viewing an online report. Click the link to display the route taken by the vehicle in the course of the trip. This column is only available if you are viewing an online report. The notes show when the data was estimated from the GPS archive data and when vehicle bus data was not available for the whole trip. To generate the report on demand 1 Click the Reports tab, and then select the Trip Detail Report from the list of reports. 2 Select Mobile Devices / Groups, or Employees to choose whether to report on mobile devices or on employees. 3 If you selected Mobile Devices / Groups, then select Mobile Devices, Groups, or Mobile Devices from Group to choose whether to report on individual mobile devices, the mobile devices in selected organizational units (groups), or selected mobile devices in an organizational unit. 4 Select the devices or groups (organizational units) on which to base the report. Hold down the Ctrl key to select multiple values. 5 Select the Time Period of the report. 30

35 GEOMANAGER Documentation Addendum You can only report on 30 days of data in an on-demand report. If you want to report on a longer time period, you must schedule the report. 6 Select the report format. You can choose to display the report online, or download it in comma-delimited, tabdelimited, or Microsoft Excel format. If required, select Include header in Comma and Tab Delimited downloadable reports. 7 If required, select Show Organization Hierarchy for Devices to include in the report the name of the organizational unit to which the mobile device is assigned. 8 Click Generate Report. If you selected Online Report, the report appears in the web browser. If you selected one of the other formats, you are then prompted to open or save the report. To schedule the report For information about the standard report options, see Standard Scheduled Report Options on page On the Administration tab, click the Reports menu, and then click Create Scheduled Reports. The Schedule a Standard Report screen appears. 2 From the list of reports, select Trip Detail Report. 3 In the Scheduled Report Name field, enter a unique name for the report. 4 Select Mobile Devices / Groups, or Employees to choose whether to report on mobile devices or on employees. 5 If you selected Mobile Devices / Groups, then select Mobile Devices, Groups, or Mobile Devices from Group to choose whether to report on individual mobile devices, the mobile devices in selected organizational units (groups), or selected mobile devices in an organizational unit. 6 Select the devices or groups (organizational units) on which to base the report. Hold down the Ctrl key to select multiple values. 7 Select the Schedule Frequency. In addition to the standard daily, weekly, or monthly options, you can also select One time only. This option generates a report once rather than scheduling a regular report. The start date for a one-time-only report can be up to one month before the current date, or up to one year before the current date if your company subscribes to the Trimble Extended Storage service. The end date can be any date up to and including the day on which you schedule the report. 8 In the Deliver By field, select the time by which the report must be delivered; change the time zone if required. 9 Select the report format. You can choose to display the report online, or download it in comma-delimited, tabdelimited, or Microsoft Excel format. If required, select Include header in downloadable reports. 31

36 GEOMANAGER ENHANCEMENTS Trip Detail Report 10 If required, select Show Organization Hierarchy for Devices to include in the report the name of the organizational unit to which the mobile device is assigned. 11 In the Deliver To field, enter the recipients, or select FTP. 12 Click Save to save and schedule the report. The Scheduled Report Confirmation screen appears and a test mail is sent to each recipient. 13 If the information is correct, click OK. 32

37 GEOMANAGER Documentation Addendum Organizational Hierarchy Administration Introduction Enterprise-level organizations often have many users with full administrative privileges and it is important that these users can only access the organizational units to which they have been assigned. User access to the Organizational Hierarchy Administration can now be restricted so that users only have access to the organizational units to which they have been assigned and any children of those organizational units. A user with full administrative privileges can no longer administer the whole organizational hierarchy, unless that user has been assigned to the root node or to all the organizational units in the organizational hierarchy. These changes only affect customers who are using the optional Organizational Hierarchy feature. The changes are optional and will not affect existing customers unless the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled by Trimble on the customer s account. If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled, then each user can only see the organizational units to which they have been assigned, and any children of those organizational units. The user cannot see the rest of the hierarchy or how their organizational units fit into the hierarchy. For example, a particular region could comprise 3 branches, each with 20 devices, with a dispatcher who is responsible for each branch. Dispatchers are assigned to the branch for which they are responsible and they can only see their branch and its subbranches, if any exist. The regional manager is assigned to the region that owns the 3 branches and can see all 3 branches and any subbranches in that region. An administrator is assigned to the root node and can see all the regions and all branches and subbranches. Company name South Region North Region Southwest Branch Southeast Branch South Central Branch Northwest Branch Northeast Branch North Central Branch Figure 13: Organizational Hierarchy Example 33

38 GEOMANAGER ENHANCEMENTS Organizational Hierarchy Administration If, however, a regional manager has responsibility for the North Region, but must also temporarily oversee the Southeast Branch, the manager would be assigned to the North Region and the Southeast Branch organizational units, as shown in Figure 13. That regional manager would be able to view and edit the Southeast Branch, the North Region, and all the child organizational units of the North Region. The organizational units that are visible to that user are shown in red. That regional manager would see the following organizational hierarchy: Company name > Southeast Branch > North Region > Northwest Branch > Northeast Branch > North Central Branch Overview of changes The following pages have been enhanced. They are available from the Organization Hierarchy Administration page. Only users whose role includes Org Hierarchy Administration can use these pages. View / Create / Edit Organizational Hierarchy If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled, the list of organizational units that is displayed to the user in the organizational hierarchy on the left is now restricted to the organizational units to which the user has access. The organizational units, mobile devices and employees displayed in the organizational hierarchy are restricted based on the organizational units to which the user has access. Users can only create organizational units within the organizational units to which they have access. When users search for organizational units, employees, or mobile devices, the search results are restricted based on the organizational units to which the user has access. When editing the parts of the organizational hierarchy to which they have access, users can now reassign mobile devices and employees directly from one organizational unit to another. They must have access to both organizational units. Upload Organizational Hierarchy If this feature is enabled, users can now only download and upload the parts of the organizational hierarchy to which they have access. Upload Device to Org Unit Assignment If this feature is enabled, users can now only download and upload mobile devices belonging to the organizational units to which they have access. Upload Users to Org Unit Assignment If this feature is enabled, users can now only download and upload user assignments for the organizational units to which they have access. 34

39 GEOMANAGER Documentation Addendum In addition, a user can now use Upload Users to Org Unit Assignment to a user to an organizational unit or unassign a user from an organizational unit. The user performing the upload must have access to the specified organizational unit. Note: The results files for uploads are not restricted. It is possible for users with full administrative privileges across your company to see all the organizational units that have been created or modified by viewing the results files. In the example shown in Figure 13 on page 33, whenever the organizational hierarchy appears, the manager of the North Region would have access to the organizational units shown in red only. If the manager s role included Org Hierarchy Administration, that manager would also be able to use the Organization Hierarchy Administration pages. In that case, the manager would be able to assign and upload users, assign and upload devices, and create organizational units in the organizational units shown in red only. Note: This section contains a description of the changes. For a full description of how to administer the organizational hierarchy, see Administering the Organizational Hierarchy on page 89. Related topics If the Enable Org Hierarchy Restriction in Config Mobile Device feature is enabled, then access to the Configure Mobile Device Details administration pages is restricted. Users can only view and administer the mobile devices in the organizational units to which they have been assigned and any children of those organizational units. For details, see Configure Mobile Device Details on page 63. If the Enable Org Hierarchy Restriction in Employee Administration feature is enabled, then access to the Employee Administration pages is restricted. Users can only view and administer the employees in the organizational units to which they have been assigned and any children of those organizational units. For details, see Employee Administration on page

40 GEOMANAGER ENHANCEMENTS Driver Safety and Rolling Freeze Frame Driver Safety and Rolling Freeze Frame The following enhancements and changes have been made to the Driver Safety functionality: A new Driver Safety Console has been added to the Driver Safety folder. The new Driver Safety Console provides supervisors and managers with an at-a-glance view of Driver Safety performance within their team. The reports in the Driver Safety folder, and the Harsh Maneuver Detail Report and the Harsh Maneuver Summary Report in the Reports folder, have been enhanced to include acceleration and deceleration at all speeds. In previous releases, only accelerations from zero and decelerations to zero were captured in the Driver Safety reports. The Harsh Maneuver Detail Report New has been enhanced to provide more details about speeding, acceleration, deceleration and turning. All new mobile devices are now assigned to the default Driver Safety profile on installation. Users can no longer delete the default profile. It is now possible to and schedule Driver Safety reports. For more information, see ing and scheduling analytic reports on page 37. The Driver Safety Event for Last 7 Calendar Days report now includes a map showing the location of the maneuver. The default date range for the Harsh Maneuver Summary report, Harsh Maneuver Detail report, and Harsh Maneuver Org Summary report has changed to 7 days instead of 15 days. A new Driver Safety Hard Brake exception and its associated reports are now available to all customers that use the Driver Safety functionality. The exception triggers whenever a driver brakes more forcefully than the force value given in the exception definition. It can be set up to trigger on either all hard decelerations or on hard stops only and is applied to all vehicles that use the specified Driver Safety profile. An optional GPS-based Rolling Freeze Frame feature captures vehicle data for a number of seconds before and after the hard braking event. This information can be very useful if a manager is investigating the cause of a hard brake event, especially if a hard brake event occurred just before the vehicle was involved in an accident. The existing Hard Brake exception that is available in the Advanced Safety Management bundle has been renamed to Advanced Safety Management - Hard Brake Exception. For a full description of the Driver Safety functionality, see the Driver Safety User Guide. Note: Acceleration and deceleration at all speeds (not just from zero and to zero) is available for the ilm 45xx with firmware version 4.4 and for the ilm 27xx with firmware version of Other devices, and devices that have the previous version of the firmware, can capture acceleration from zero and deceleration to zero only. For those devices, the Driver Safety Hard Brake exception will trigger for hard stops only. The GPS-based Rolling Freeze Frame is available for the ilm 45xx with firmware version 4.4 and without a connection to the vehicle bus. 36

41 GEOMANAGER Documentation Addendum ing and scheduling analytic reports It is now possible to send an analytic report by . You can also schedule analytic reports for delivery by , or to be viewed online in a user s history list. The following functionality is supported in this release: Users can schedule a weekly report on any day of the week. The weekly report shows the data for the preceding 7 days. The scheduled report can be delivered to the user via or viewed online once the report has been generated. An online report can be run in the background so that the user does not have to wait until the report has been generated before being able to continue working. An online report can be sent as an . Reports can be sent by in PDF format. Scheduled reports are provided as standalone reports. Links between reports are not supported. These changes benefit all customers who currently use the Driver Safety feature. For more information about ing and scheduling Driver Safety reports, see the Driver Safety User Guide. 37

42 38 GEOMANAGER ENHANCEMENTS ing and scheduling analytic reports

43 GEOMANAGER Documentation Addendum GeoManager Enhancements 2 Introduction This chapter describes the enhancements to Trimble GeoManager that have been introduced in the GeoManager release. Unless otherwise stated, the new and enhanced functionality is described in this chapter. The following existing functionality has been enhanced: Employee Administration page user access to the Employee Administration pages can now be restricted, so that a user is only able to create, modify, delete, upload, and view the employees who belong to the organizational units to which the user has been assigned in the organizational hierarchy. This change is optional. It will not affect existing customers unless an additional feature is enabled by Trimble on their account. These restrictions have not been applied to the web services or the API. Exception Administration page user access to the Exception Administration pages can now be restricted, so that a user is only able to create, modify, delete, upload, and view exceptions for the mobile devices that belong to the organizational units to which the user has been assigned in the organizational hierarchy. This change is optional. It will not affect existing customers unless an additional feature are enabled by Trimble on their account. These restrictions have not been applied to the web services or the API. Exception messages the real-time and standard exception messages now show the details of the employees who triggered the exception. This change affects all customers who are using the optional Employee Administration and Organizational Hierarchy features. Role-based analytics the Role Based Analytics feature has been introduced to enable companies to control which users have access to the analytic reports. 39

44 GEOMANAGER ENHANCEMENTS Employee Administration Driver Safety score calculation has been simplified and the following analytic reports have been introduced or enhanced: Driver Safety Scorecard has been changed to a new design. Harsh Maneuver Org Summary Report has been introduced. Harsh Maneuver Summary Report New and Harsh Maneuver Detail Report New have been changed to use the new score calculation. The map in the Harsh Maneuver Detail Report New now uses different icons to indicate each maneuver type and different colors to indicate the harshness of the maneuver. When generating a Harsh Maneuver Detail Report New for a driver, the user is now prompted to select first the driver s organization, and then the driver. The Driver Safety functionality is described in the Driver Safety User Guide. Employee Administration Enterprise-level organizations often have many users with full administrative privileges and it is important that these users can only access the employees who belong to the organizational units to which the user has been assigned. User access to Employee Administration can now be restricted so that users can only view and administer the employees in the organizational units to which they have been assigned and those in the child organizational units. A user with full administrative privileges can no longer administer all employees, unless that user has been assigned to the root node or to all the organizational units in the organizational hierarchy. For example, a particular region could comprise 3 branches, each with 20 devices, with a dispatcher who is responsible for each branch. Dispatchers are assigned to the branch for which they are responsible and they can only see the 20 employees in their branch. The regional manager is assigned to the region that owns the 3 branches and can see all 60 employees. An administrator is assigned to the root node and can see the employees across all the regions. By default, these changes will not affect existing customers. The Enable Org Hierarchy Restriction in Employee Administration feature must be enabled by Trimble on your account for these changes to come into effect. These changes will only affect customers who are using the optional Organizational Hierarchy feature. The following pages have been enhanced. They are available from the Employee Administration page. View / Create / Edit Employee Details The list of employees that is displayed to the user is now restricted to those employees who belong to the organizational units to which the user has been assigned, and to those in the child organizational units. The user can now only view or edit the details of employees to which they have access. To ensure that the user can assign each employee to an 40

45 GEOMANAGER Documentation Addendum organizational hierarchy when creating or editing employees, a new Organization field has been added to the Employee Administration screen. This new field appears when users view, create, or edit employee details if the Enable Org Hierarchy Restriction in Employee Administration feature is enabled on your account. The user can only assign an employee to one of the organizational units to which the user has been assigned, or to one of the child organizational units. When a user changes the organizational unit to which an employee is assigned, or unassigns an employee from an organizational unit, and there is a current employee-device association, the user is asked whether the association between the device and the employee should be retained. Associations between employees and devices must be within the same organizational unit. Figure 14: Organization Field Note: This works differently from the Employee Management pages. The Employee Management pages allow the user to manage employees in the organizational units to which the user has been assigned, but not to manage the employees in the child organizational units. Upload Employee Details When the user downloads a template containing the current employee details or the current workshift details, those details are now only available for the employees who belong to the organizational units to which the user has been assigned, and for those in the child organizational units. Similarly, the user can now only upload a CSV file containing employee details or workshift details for the employees who belong to the organizational units to which the user has been assigned, and for those in the child organizational units. The results files for the Employee Definition File Upload and Shift Definition File Upload are not restricted. It is possible for users with full administrative privileges across your company to see all the employees that have been created and all the workshifts that have been added by viewing the results files. 41

46 GEOMANAGER ENHANCEMENTS Employee Administration Note: If your company uses the Work Audit feature, then a third upload is available: Employee to Location Association File Upload. This allows users to associate each employee with a landmark that represents the employee s start location. The Employee to Location Association File Upload functionality is already restricted based on the organizational hierarchy. For details, see Employee Start Location on page 69. Viewing / creating / editing employee details 1 On the Administration tab, click the Employees menu, and then click Employee Administration. 2 Click View / Create / Edit Employee Details. The Employee Administration screen appears containing a list of records for any employees that have already been created. You can add new employees or edit existing ones. If the Enable Org Hierarchy Restriction in Employee Administration feature is enabled on your account, you can only see the employee details for employees who belong to the organizational units to which you have been assigned, and those employees in the child organizational units. 3 Click Create New to create a new employee; or click the Employee ID of the employee whom you want to edit. The Add New Employee or Edit Employee screen appears. Enter the required information, as shown in the following table: Column Description Mandatory First Name Last Name Display Name Employee ID Date of Joining The first name of the employee. This must be alphanumeric. The last name of the employee. This must be alphanumeric. Enter the name that you want to display for this employee, if required. The employee ID of the new or existing employee. This must be alphanumeric. The employee ID is used to identify the employee. If you change the ID of an existing employee, this will result in a duplicate employee. The employee ID must be in uppercase characters. Select the date that the employee joined your company, if known. Yes Yes No Yes No 42

47 GEOMANAGER Documentation Addendum Column Description Mandatory Status Organization Select active for employees who are currently working for you, or inactive for employees who have left or are on an extended leave of absence. If you are using the GeoManager Driver Logs functionality, note that deleting an employee also deletes their driver log records. In the United States, driver logs must be kept for 6 months. Set employees who have left to inactive for at least 6 months before deleting them. The organizational unit to which this employee belongs. To assign the employee to an organizational unit, click Select Organization. In the Organizational Hierarchy window, select the organizational unit and then click Assign. You cannot assign an employee to multiple organizational units. This field is only available if the Enable Org Hierarchy Restriction in Employee Administration feature is enabled for your account. Yes Yes Address The employee s street address. No City The city part of the employee s address. No State or province Zip Code or Postal code Country Select the employee s home state or province from the list. The ZIP Code or postal code of the employee s address. Select the employee s home country from the list. No No No 43

48 GEOMANAGER ENHANCEMENTS Employee Administration Column Description Mandatory Start Location Start Date End Date Home Phone Mobile Phone Work Phone This is only available if you are using Work Audit. It shows the name of the landmark that is associated with the employee and represents the employee s start location. Start location details cannot be added or edited from the UI. For more information, see Employee Start Location on page 69. The date at which the association between the employee and the landmark begins. This information is read only. The date at which the association between the employee and the landmark ends. This information is read only. The home phone number of the employee. The mobile phone number of the employee. The mobile phone number is necessary for the Mobile Phone Usage functionality. The work phone number of the employee. No No No No No No Fax The fax number for the employee. No The address of the employee. No 44

49 GEOMANAGER Documentation Addendum Column Description Mandatory Start Travel Offset (Minutes) End Travel Offset (Minutes) Description This is only available if you are using Work Audit. The Start Travel Offset is used to account for employees who need to use their vehicles before their official start time or after their official end time. Enter the start travel offset in minutes. For example, if an employee needs to start travelling 2 hours before the employee s official start time, enter 120 minutes. This field is not currently used and can be set to 0 minutes. For more information, see Travel Offset on page 65. Enter the end travel offset in minutes. For example, if an employee needs to finish travelling 30 minutes after the employee s official end time, enter 30 minutes. This field is not currently used and can be set to 0 minutes. An optional description of the employee. This can be the employee s title, level, or any other identifying information. No No No 4 Click Save to save the employee information and return to the Employee Administration screen. Click Cancel to return to the Employee Administration screen without saving the information. Uploading employee details This function enables users to create or modify employee definitions in GeoManager by uploading a CSV file containing employee definitions. The employee definition includes the association between the employee and its organizational unit. 45

50 GEOMANAGER ENHANCEMENTS Exception Administration Note: If the Enable Org Hierarchy Restriction in Employee Administration feature is enabled for your account, users can only download and upload the employee details for employees who belong to the organizational units to which they have been assigned, and those employees in the child organizational units. For more information, see Uploading employee details on page 66. Exception Administration Enterprise-level organizations often have many users with full administrative privileges and it is important that users can only manage exceptions for the mobile devices that belong to the organizational units to which the user has been assigned. The Exception Administration pages have been enhanced to only allow users to assign exceptions to the mobile devices to which they have access. That is, the mobile devices that belong to the organizational units to which the user has been assigned and those in the child organizational units. A user with full administrative privileges can no longer administer exceptions for all mobile devices, unless that user has been assigned to the root node or to all the organizational units in the organizational hierarchy. Note: If the same exception is used by more than one user, all the mobile devices that are currently assigned to that exception will be visible to all users of the exception. Users of the exception will be able to unassign any mobile devices from the exception, even those mobile devices that are assigned to other parts of the organizational hierarchy. For example, a particular region could comprise 3 branches, each with 20 mobile devices, with a dispatcher who is responsible for each branch. Dispatchers are assigned to the branch for which they are responsible and they can only see the 20 mobile devices in their branch. The regional manager is assigned to the region that owns the 3 branches and can see all 60 mobile devices. An administrator is assigned to the root node and can see the mobile devices across all the regions. By default, these changes will not affect existing customers. The Enable Org Hierarchy Restriction in Exceptions feature must be enabled by Trimble for your account for these changes to come into effect. These changes only affects customers who are using the optional Organizational Hierarchy feature. 46

51 GEOMANAGER Documentation Addendum The following pages have been enhanced. They are all available from the Exception Administration page. Exception Management When a user opens the Exception Management page, a list of all the exceptions created by users is displayed. There has been no change to this page. When creating or editing an exception, the list of mobile devices that is displayed to the user is now restricted to those mobile devices that belong to the organizational units to which the user has been assigned, and those in the child organizational units. Users can now only assign exceptions to mobile devices to which they have access. On the Mobile Devices to Monitor screen that appears when a user is creating or editing an exception, the following fields are restricted: Groups field Search field Available Mobile Devices list Unavailable Mobile Devices list. The restriction has not been applied to the Monitor Mobile Devices list. Batch Exception Assignment The list of mobile devices that is displayed to the user is now restricted to those mobile devices that belong to the organizational units to which the user has been assigned, and those in the child organizational units. Users can now only assign exceptions to the mobile devices to which they have access. View Exception Parameter Reports The list of mobile devices that is displayed to the user is now restricted to those mobile devices that belong to the organizational units to which the user has been assigned, and those in the child organizational units. Users can now only generate a report that shows the mobile devices to which they have access. The organizational hierarchy restrictions do not apply to the exception reports. To administer exceptions 1 On the Administration tab, click the Devices menu. 2 Then click Exception Administration to open the Exception Administration page. 47

52 GEOMANAGER ENHANCEMENTS Exception messages Exception messages In previous releases, exception messages sent by or SMS showed only the details of the mobile devices that triggered the exception. They did not show any details of the employees who were associated with the mobile devices. To enable exception managers to be able to easily identify the employee who was driving the vehicle that generated the exception, the real-time and standard exception messages have now been enhanced to show employee information. Depending on the type and format of the message notification, and the features that have been enabled for your account, the employee name, ID, description, organizational unit and organizational code can be shown in the exception message. The employee information is added to the standard and real-time exception messages if your company is using the optional Employee Management feature. The name of the employee s organizational unit and the organizational code are also added to the PC version of the exception messages if your company is using the optional Organizational Hierarchy feature. Associations between mobile devices and employees are used to identify the employees. If a particular mobile device is not associated with an employee, then the employee information in an exception message triggered by that mobile device will be blank. Employee information will be added to the alerts in the Exception Console and to the exception reports in a future release. Real-time and standard messages in PC version If the PC version of message delivery is selected for an exception, exception messages are sent by to a number of recipients. The PC version has been enhanced to include the following employee details in the exception s: Driver: Description: Organization: <last name of employee>, <first name of employee> (<employee ID>) <description of employee> <name of employee s organizational unit> (<organizational code>) Note: The exception messages currently display the details of the organizational unit to which the employee is assigned when the message is sent. In a future release, a message containing a daily summary of exceptions will contain the details of the organizational unit to which the employee was assigned when each exception was triggered. Vehicle Diagnostics exception messages already show the employee s first name and last name in the driver section. These employee details have been enhanced to include the employee description and the name of the employee s organizational unit. 48

53 GEOMANAGER Documentation Addendum Real-time and standard messages in mobile device version If the mobile device version of message delivery is selected for an exception, exception messages are sent by SMS to a number of mobile phone numbers. To make it easier to read the message on the screen of a mobile phone, the information is condensed; only the employee s last name, first name, and employee ID are displayed in the message: <exception type>;<exception date and time>;<device label>;<last name of employee>, <first name of employee> (<employee ID>);<exception value> Mobile Device Vicinity exceptions are triggered when 2 or more mobile devices are in the same vicinity. The exception messages sent by SMS for Mobile Device Vicinity exceptions are given in the following format: Mobile Device Vicinity Exception;<date and time of exception>;<device label 1> [<last name>, <first name> (<ID of employee 1>)]; <device label 2> [<last name>, <first name> (<ID of employee 2>)] Role-based analytics Analytic reports are the reporting mechanism used by the Driver Safety solution. They are available from the GeoManager Reports > Analytics tab. The Role Based Analytics feature has been introduced to enable companies to control which users have access to the analytic reports. If the Role Based Analytics feature has been enabled by Trimble for your account then the Analytics tab is only available to users whose role includes the Role Based Analytics capability. To view the Driver Safety reports, the Driver Safety feature must also be enabled by Trimble for your account. 49

54 50 GEOMANAGER ENHANCEMENTS Role-based analytics

55 GEOMANAGER Documentation Addendum GeoManager Enhancements 3 Introduction This chapter describes the enhancements to Trimble GeoManager that have been introduced in the GeoManager release. Unless otherwise stated, the new and enhanced functionality is described in this chapter. The following functionality has been introduced: Work Audit feature Congregation Report Mileage Discrepancy Report Role-based Early Access feature Work Audit is a restricted-access feature that is available to beta sites only. The Work Audit functionality is described in the Work Audit User Guide. The following existing functionality has been enhanced: Configure Mobile Device pages Employee Administration (addition of Travel Offset and Start Location) Trip Summary Report Trip Detail Report All these changes, except the changes to the trip reports, are optional. They will not affect existing customers unless an additional feature is enabled by Trimble on their account. The changes to the trip reports will affect any existing customers who currently use the trip reports. 51

56 GEOMANAGER ENHANCEMENTS New and enhanced reports New and enhanced reports Congregation Report The Congregation Report can only be enabled if you have both the Mobile Device Vicinity Exception and the Mobile Device Vicinity Report enabled. The Congregation Report displays information generated by the Mobile Device Vicinity Exception, which is triggered when a number of mobile devices are in the same vicinity for the specified number of minutes. The Congregation Report records the date and time that the congregation event occurred, the mobile devices involved, the location of the event, and the time at which each mobile device arrived in the vicinity of the other mobile devices and when it left the vicinity. The Mobile Device Vicinity Exception allows companies to monitor route overlap and to flag any unproductive time that results from mobile devices being grouped near to one another for periods of time. For example, you could set up the exception such that it triggers when two or more mobile devices are within 0.5 miles (0.8 kilometers) of one another for 5 or more minutes. This report is available as an on-demand report and as a scheduled report. Figure 15: Example Congregation Exception Report 52

57 GEOMANAGER Documentation Addendum Configuration parameters This section of the report shows the name of the exception and its type and the parameters that are configured for the exception. Parameter Exception Name Exception Type Number of Mobile Devices Common Duration Distance Monitoring Schedule Type Monitoring Schedule Devices Monitored Description The name of the exception shown in the report. The type of the exception shown in the report. The number of mobile devices that have to be in the same vicinity to trigger the exception. The length of time in minutes that the mobile devices have to be in the same vicinity to trigger the exception. How close the mobile devices have to be to one another to trigger the exception. The type of monitoring schedule, which can be either recurring (for example, every week day or every weekend) or 24 x 7. The monitoring schedule details for this exception. For example, for a 24 x 7 schedule, this shows the date and time at which the monitoring begins. The list of mobile devices that are being monitored by this exception. Each mobile device can be assigned to one mobile device vicinity exception only. Detail section Column Date Time Mobile Devices in Vicinity Arrival Time Departure Time Description The date of the exception. The time of the exception. The device label of each mobile device that triggered the exception. The time at which the mobile device arrived in the vicinity of the other mobile devices. The time at which the mobile device next moved after the exception was triggered. If the mobile device moves but then does not leave the vicinity, a new exception will be triggered. 53

58 GEOMANAGER ENHANCEMENTS New and enhanced reports Column Location County Description The location of the mobile device within the vicinity. If the mobile device is at a landmark, then this is noted in this column. For example, if you have set up landmarks for your branch office then you would expect multiple mobile devices to be in the vicinity of a branch office when the employees have been called to a team meeting. The county in which the exception was triggered. To generate the report on demand 1 Click the Reports tab, then the Exception Reports tab, and then select the Congregation Report from the list of reports. 2 Select the name of the exception on which to base the report. You can select any mobile device vicinity exception from this list. 3 Select Mobile Devices, Groups, or Mobile Devices from Group. 4 Select the devices or groups (organizational units) on which to base the report. Hold down the Ctrl key to select multiple values. 5 Select the Time Period of the report. You can only report on 30 days of data in an on-demand report. If you want to report on a longer time period, you must schedule the report. 6 Select the Report Format. If required, select Include header in Comma and Tab Delimited downloadable reports. 7 If required, select Show Organizational Hierarchy for Devices to include the organizational unit of the mobile device as well as its device label. 8 If you do not want to include the exception configuration parameters at the top of the report, select Do Not Include Exception Configuration Parameters. 9 Click Generate Report. If you selected Online Report, the report appears in the web browser. If you selected one of the other formats, then you are prompted to open or save the report. To schedule the report For information about the standard report options, see Standard Scheduled Report Options on page On the Administration tab, click the Reports menu, and then click Create Scheduled Reports. The Schedule a Standard Report screen appears. 2 Click the Exception Reports tab, and then select the Congregation Report from the list of reports. 54

59 GEOMANAGER Documentation Addendum 3 In the Scheduled Report Name field, enter a unique name for the report. 4 Select the name of the exception on which to base the report. You can select any mobile device vicinity exception from this list. 5 Select Mobile Devices, Groups, or Mobile Devices from Group. 6 Select the devices or groups (organizational units) on which to base the report. Hold down the Ctrl key to select multiple values. 7 Select the Schedule Frequency. 8 In the Deliver By field, select the time by which the report must be delivered; change the time zone if required. 9 Select the Report Format. If required, select Include header in downloadable reports. 10 If required, select Show Organizational Hierarchy for Devices to include the organizational unit of the mobile device as well as its device label. 11 If you do not want to include the exception configuration parameters at the top of the report, select Do Not Include Exception Configuration Parameters. 12 In the Deliver To field, enter the recipients, or select FTP. 13 Click Save to save and schedule the report. The Scheduled Report Confirmation screen appears and a test mail is sent to each recipient. 14 If the information is correct, click OK. Mileage Discrepancy Report The Mileage Discrepancy Report is an optional feature that relies on vehicle diagnostics. It is only available if the Vehicle Diagnostics feature and the Mileage Discrepancy Report have been enabled for your account. If you want to take advantage of these features, please contact customer support. The Mileage Discrepancy Report shows whether there is any discrepancy between the activity mileage displayed in the activity reports and the trip mileage displayed in the trip reports. The activity mileage is recorded using GPS and the trip mileage is taken directly from the odometer reading in the vehicle. If there is a significant discrepancy, the additional information in the report will allow the customer and Trimble s support team to identify the cause of the discrepancy and suggest corrective action. The additional information contained in the report shows, for example, if there were problems with the real-time clock of the mobile device during this period, if the mobile device was reset, if the driver s trip lasted overnight, or if the driver s trip had started before the report start time or ended after the report end time. If there were problems with the mobile device, or if the 55

60 GEOMANAGER ENHANCEMENTS New and enhanced reports reporting period did not include the complete trip, this would lead to a discrepancy between the data in the trip reports and the activity detail reports. The report includes other summary information, such as the total trip mileage recorded, the total activity mileage recorded, the number of vehicles that have no recorded trip mileage but that do have recorded activity mileage, and the number of vehicles that have a step jump discrepancy in the mileage values. That is, a sudden large discrepancy between the activity mileage and the trip mileage recorded in GeoManager on the specified date. This step jump in the mileage values usually corresponds to mobile devices were recently installed and have now had their odometer values changed in GeoManager to reflect the odometer reading in the vehicle. Owing to the large amount of data that could be retrieved for the report, this report must be scheduled. It is not available as an on-demand report. You can schedule a regular report to keep track of the mileage discrepancy on a daily or weekly basis, or schedule a one-off report containing data for up to 7 days. Detail section Figure 16: Example Summary Section of Mileage Discrepancy Report Column Screen Name Serial Number First PVT Date Description The device label of the mobile device. The serial number of the mobile device. The date of the first position-velocity-time packet (PVT) received by GeoManager. This shows when the mobile device was first commissioned. 56

61 GEOMANAGER Documentation Addendum Column VIN Period Date Last PVT Date Activity Mileage Trip Mileage Start Odometer (from GPS) End Odometer (from GPS) No. of Trips Overnight Trip Indicator Brief Power Out Count Illegal Power Up Count Is Bad RTC Description The vehicle registration number of the mobile device, which is used to identify the vehicle, if one has been specified for this mobile device. The date of the data shown in the report. The date of the last position-velocity-time packet (PVT) received by GeoManager for the mobile device. The total activity mileage recorded by this mobile device on the specified date. The activity mileage is recorded using GPS. The total trip mileage for all the trips made by this vehicle on the specified date. The trip mileage is taken from the odometer reading in the vehicle. The activity mileage value at the start of the specified date. The activity mileage is recorded using GPS. The activity mileage value at the end of the specified date. The activity mileage is recorded using GPS. The number of trips made by the mobile device on the specified date. It shows whether the trip started overnight, ended overnight, or both. This indicates the number of times a brief power outage occurred on the specified date. This condition can be caused by wiring issues, engine cranking, or a blown fuse, for example. This indicates the number of times the mobile device has registered Illegal State Power Up on the specified date. This condition can be caused by tampering or excessive power. This indicates whether there were problems with the real-time clock in the mobile device on the specified date. The following situations can trigger this condition: The mobile device was sitting on the shelf for a long time before being installed. This causes the internal clock to drift by several minutes. The vehicle commonly makes short trips of less than 15 minutes duration. The vehicle battery is low on battery, which causes the mobile device to shut down after one short trip. Under these conditions, a short trip can get lost when the mobile device powers up again. 57

62 GEOMANAGER ENHANCEMENTS New and enhanced reports Column NVRam Reset Mileage Discrepancy Human Activity/Reason Description This indicates whether the non-volatile RAM (NVRAM) has been reset on the mobile device on the specified date. The NVRAM reset can occur when the support team upgrades the firmware on the mobile device to the latest version or carries out a hard reboot. The difference between the activity mileage value and the trip mileage value at the end of the specified date. This column holds the reason for the discrepancy and is not populated automatically. It is added to the downloaded report manually after the customer and Trimble customer support have analyzed the discrepancy. Summary section Column No. of Step Jump Rows Total Count of Rows in Report Count of Unique Vehicles With Step Jumps Unique Vehicles With Zero Trip Miles Description The number of rows in the report for which the activity mileage and the trip mileage in GeoManager differ by more than Mileage Step Jump Value on one day. This step jump in the mileage values usually represents mobile devices that have been recently installed and have had their odometer values changed in GeoManager to reflect the odometer reading in the vehicle. If the same vehicle has exhibited a step jump on two days, then the count for this vehicle will be 2. If the vehicle has more than one step jump on one day, then the count for that date will be 1. The total number of rows in the detail report. The number of vehicles (mobile devices) in the report for which the activity mileage in GeoManager and the trip mileage in GeoManager differ by more than the Mileage Step Jump Value in the specified date range. The total number of unique vehicles for which there is a mileage discrepancy, but not a step jump, and that have a trip mileage of zero in the specified date range. The only vehicles that are considered are those that have a mileage discrepancy of greater than Mileage Threshold Value and less than Mileage Step Jump Value. That is, GeoManager recorded activity mileage for this vehicle on this date but no trip mileage. 58

63 GEOMANAGER Documentation Addendum Column Total Trip Events That Are Zero Unique Midnight Boundary Vehicles Unique Vehicles With Brief Power Outage Unique Vehicles With Illegal State Power Up Unique Vehicles With Bad RTC Unique Vehicles With Unknown Causes Total Unique Vehicles with Mileage Discrepancies in this Report Total Activity Miles For Vehicles That Meet The Mileage Discrepancy Threshold Total Trip Miles For Vehicles That Meet The Mileage Discrepancy Threshold Description The total number of occurrences of zero trip miles for vehicles that have a mileage discrepancy but not a step jump. If zero trip mileage has occurred more than once in a day in the specified date range for a particular vehicle, then each occurrence will be included in the count of the trip events. The total number of unique vehicles that had a trip that spanned midnight in the specified date range. The total number of unique vehicles for which there is a mileage discrepancy, but not a step jump, and that have registered at least one brief power outage in the specified date range. The total number of unique vehicles for which there is a mileage discrepancy, but not a step jump, and that have registered Illegal State Power Up at least once on the specified date. The total number of unique vehicles for which there is a mileage discrepancy, but not a step jump, and that have registered a problem with the real-time clock at least once on the specified date. The total number of unique vehicles for which there is a mileage discrepancy, but not a step jump, and for which there is no known cause of the discrepancy. That is, those vehicles that did not have Bad RTC, Illegal State Power Up or Brief Power Outage. The total number of unique vehicles for which there is a mileage discrepancy, but not a step jump, in this report. That is, those vehicles that have a mileage discrepancy of greater than Mileage Threshold Value but less than Mileage Step Jump Value. The total number of activity miles recorded for vehicles that have a mileage discrepancy, but not a step jump. That is, those vehicles that have a mileage discrepancy of greater than Mileage Threshold Value but less than Mileage Step Jump Value. The total number of trip miles recorded for vehicles that have a mileage discrepancy, but not a step jump. That is, those vehicles that have a mileage discrepancy of greater than Mileage Threshold Value but less than Mileage Step Jump Value. 59

64 GEOMANAGER ENHANCEMENTS New and enhanced reports Column Mileage Discrepancy Total No. of Unique Vehicles in This Report Total No. of Unique Vehicles With Zero Activity Miles Total No. of Unique Vehicles With Zero Trip Miles Description The difference between the activity miles and the trip miles for all the vehicles that have a mileage discrepancy, but not a step jump. That is, those vehicles that have a mileage discrepancy of greater than Mileage Threshold Value but less than Mileage Step Jump Value. The total number of unique vehicles that are featured in this report. The total number of unique vehicles that have an activity mileage of zero on the specified date. This count is irrespective of the mileage discrepancy. The total number of unique vehicles that have a trip mileage of zero on the specified date. This count is irrespective of the mileage discrepancy. To schedule the report For information about the standard report options, see Standard Scheduled Report Options on page On the Administration tab, click the Reports menu, and then click Create Scheduled Reports. The Schedule a Standard Report screen appears. 2 Select the Mileage Discrepancy Report from the list of reports. 3 In the Scheduled Report Name field, enter a unique name for the report. 4 Select Mobile Devices, Groups, or Mobile Devices from Group. Only the mobile devices and groups (organizational units) to which your user has access will appear in the list. For example, if your user has been assigned to organizational units Level 1 and Level 2, then the list of groups will consist of Level 1 and Level 2, and the list of mobile devices will consist of the devices that have been assigned to organizational units Level 1 and Level 2. However, only mobile devices that support vehicle diagnostics appear in the list. 5 Select the devices or groups (organizational units) on which to base the report. Hold down the Ctrl key to select multiple values. 6 Enter the Mileage Threshold Value, for example, 5 miles. Any mileage discrepancies of less than 5 miles will be ignored. 7 Enter the Mileage Step Jump Value, for example, 500 miles. Any mileage discrepancies of 500 miles or greater will be considered a step jump. 8 Select the Schedule Frequency. 60

65 GEOMANAGER Documentation Addendum To limit the impact on the performance of GeoManager, this report can be scheduled daily, weekly or one time only. The reporting date range for the one time only report is limited to 7 days. 9 In the Deliver By field, select the time by which the report must be delivered; change the time zone if required. 10 Select the Report Format. This report is available in Microsoft Excel format only. If required, select Include header in downloadable reports. 11 In the Deliver To field, enter the recipients, or select FTP. 12 Click Save to save and schedule the report. The Scheduled Report Confirmation screen appears and a test mail is sent to each recipient. 13 If the information is correct, click OK. Trip Detail Report and Trip Summary Report The Trip Detail Report and Trip Summary Report are optional features that rely on vehicle diagnostics. They are only available if the Vehicle Diagnostics feature has been enabled for your account. Only mobile devices that support vehicle diagnostics can be included in the trip reports. If you want to take advantage of these features, please contact customer support. The trip reports have been enhanced to indicate when trip data is incomplete within the specified reporting period. The fact that the trip data is incomplete leads to a discrepancy between the data shown in the trip reports and the data shown in the activity detail reports over the same reporting period. Trips that both started and ended outside the reporting period are not included in the trip reports, but this was not apparent from the report. Trips that are open ended, that is either the trip start time or the trip end are outside the reporting period, are included in the reports but the data is incomplete. Now, when a trip made by a particular mobile device or employee started before the report start time or ended after the report end time, this is indicated by a note in the footer of the report. You could then rerun the report for that mobile device or employee for a wider date range to ensure that the trip is fully included. The note in the footer is available in the Excel or HTML report formats only. It is not available in the comma-delimited or tab-delimited report formats. The Trip Detail Report has been further enhanced in the GeoManager release. For a full description and an example of the Trip Detail Report, see Trip Detail Report on page

66 GEOMANAGER ENHANCEMENTS New and enhanced reports A new column called Open Trip Indicator has been added to the Trip Summary Report only, to indicate that the trip was not complete within the specified reporting period. This column has been added after the Event Count column. These changes affect both the device-based reports and the employee-based reports. The associations between employees and mobile devices are used to identify the trips that are active at the start or end of the reporting period for the employee-based reports. Note: These changes affect all customers that currently use the trip reports. If the Trip Summary Report is downloaded as a comma-delimited or tab-delimited file, the downloaded report will now contain an extra column. Please note this if you use the downloaded report as the input to another system. Figure 17: Example Trip Summary Report Figure 18: Extract of Trip Summary Report showing Open Trip Indicator 62

67 GEOMANAGER Documentation Addendum Role-based Early Access The Early Access version of GeoManager enables customers to use new and enhanced features of GeoManager, without affecting existing customers who are using the Standard Version. The Early Access functionality has been enhanced so that some users can try out the Early Access features, while other users continue to use the Standard Version. The additional flexibility has been provided using role-based access control. Work Audit and Work Management, which are optional but mutually exclusive features, are only available on the Early Access version of GeoManager. If your company uses either of these two features, users who need to use them must be given the appropriate capability in their role profile. See below for details. The Early Access functionality is available as follows: If the Early Access feature has been enabled by Trimble for your account then all your users will be directed to the Early Access version. Users who require the Work Audit functionality must be assigned a role that includes the Work Audit capability. Alternatively, users who require the Work Management functionality must be assigned a role that includes the Work Management capability. If the Role Based Early Access feature has been enabled by Trimble for your account then only users whose role includes the Early Access GeoManager capability will be directed to the Early Access version. All other users will be directed to the Standard Version. Users who require the Work Audit functionality must be assigned a role that includes the Work Audit capability. Alternatively, users who require the Work Management functionality must be assigned a role that includes the Work Management capability. If neither the Early Access feature nor the Role Based Early Access feature has been enabled for your account then all your users will be directed to the Standard Version. The Early Access feature and the Role Based Early Access feature are mutually exclusive. Configure Mobile Device Details Enterprise-level organizations often have many users with full administrative privileges and it is important that these users can only access the mobile devices that belong to the organizational units to which the user has been assigned. User access to the Configure Mobile Device Details administration pages can now be restricted so that users can only view and administer the mobile devices in the organizational units to which they have been assigned and those in the child organizational units. A user with full administrative privileges can no longer administer all mobile devices, unless that user has been assigned to the root node or to all the organizational units in the organizational hierarchy. 63

68 GEOMANAGER ENHANCEMENTS Configure Mobile Device Details For example, a particular region could comprise 3 branches, each with 20 devices, with a dispatcher who is responsible for each branch. Dispatchers are assigned to the branch for which they are responsible and they can only see the 20 devices in their branch. The regional manager is assigned to the region that owns the 3 branches and can see all 60 devices. An administrator is assigned to the root node and can see the devices across all the regions. By default, these changes will not affect existing customers. The Enable Org Hierarchy Restriction in Config Mobile Device feature must be enabled for these changes to come into effect. These changes will have no effect on customers who are not using the organizational hierarchy. The following pages have been enhanced. They are all available from the Configure Mobile Device Details administration page. Configure Mobile Device The list of mobile devices that is displayed to the user is now restricted to those mobile devices that belong to the organizational units to which the user has been assigned, and those in the child organizational units. The user can now only configure the details of mobile devices to which they have access. Configure Mobile Devices (Batch Configuration) The list of available mobile devices that is displayed to the user is now restricted to those mobile devices that belong to the organizational units to which the user has been assigned, and those in the child organizational units. The user can now only batch configure the details of mobile devices to which they have access. GeoManager Pocket Edition Configuration The list of mobile devices that is displayed to the user is now restricted to those mobile devices that belong to the organizational units to which the user has been assigned, and those in the child organizational units. The user can now only configure the details of mobile devices to which they have access. Upload GeoManager Pocket Edition Configuration When the user downloads a template containing the current mobile device configuration details, those details are now only available for the mobile devices to which they have access. Similarly, the user can now only upload a CSV file containing mobile device configuration details for mobile devices to which they have access. Upload Mobile Device Configuration When the user downloads a template containing the current mobile device configuration details, those details are now only available for the mobile devices to which they have access. Similarly, the user can now only upload a CSV file containing mobile device configuration details for mobile devices to which they have access. Upload Mobile Device Custom Fields When the user downloads a template containing the current mobile device custom field details, those details are now only available for the mobile devices to which they have access. Similarly, the user can now only upload a CSV file containing mobile device custom field details for mobile devices to which they have access. 64

69 GEOMANAGER Documentation Addendum Upload Work Shift Definitions When the user downloads a template containing the current mobile device work shift definitions, those definitions are now only available for the mobile devices to which they have access. Similarly, the user can now only upload a CSV file containing mobile device work shift definitions for mobile devices to which they have access. To configure mobile device details 1 On the Administration tab, click the Devices menu. 2 Then click Configure Mobile Device Details. Travel Offset The Travel Offset functionality is displayed when the Work Audit feature is enabled by Trimble on your account. This functionality is not currently used. A report will be delivered in a future release of GeoManager that will use the travel offset to calculate when company vehicles have been used outside working hours. The travel offset has been introduced to account for employees who need to use their vehicles before their official start time or after their official end time. For example, you may have an employee who needs to leave home 2 hours before the start of their work shift in order to get to the office on time. In that case, you would set the Start Travel Offset for that employee to 120 minutes. Alternatively, you may have an employee who needs to finish travelling 1 hour after the end of their work shift. In that case, you would set the End Travel Offset to 60 minutes for that employee. To provide this functionality, Start Travel Offset and End Travel Offset fields have been added to the Employee Administration screen that appears when you view, create, or edit employee details if the Work Audit feature is enabled. These fields are not currently used and can be left set to 0 minutes. Figure 19: Start Travel Offset and End Travel Offset Fields 65

70 GEOMANAGER ENHANCEMENTS Travel Offset Start Travel Offset and End Travel Offset columns have been added to the existing Employee Definition template that appears when you Upload Employee Details (if the Work Audit feature is enabled). You can leave these columns set to 0 minutes. Viewing / creating / editing employee details You can view the employee start locations when you view, create, or edit employee details. For more information, see Viewing / creating / editing employee details on page 42. Uploading employee details This function enables you to create or modify employee definitions in GeoManager by uploading a CSV file containing employee definitions. The employee definition includes the association between the employee and its organizational unit. Creating the CSV file 1 On the Administration tab, click Employees and then Employee Administration. 2 Click Upload Employee Details. 3 In the Employee Definition File Upload area, if you want to edit the file in Microsoft Excel, select the check box to preserve leading characters. 4 Click the link to download the template containing the existing employees. We recommend that you make a copy of the file before making any changes. Changes to existing employee definitions will overwrite the existing details. Note: If the Enable Org Hierarchy Restriction in Employee Administration feature is enabled, you can only download and upload the employee details for employees who belong to the organizational units to which you have been assigned, and those employees in the child organizational units. See Employee Administration on page 40 for details. 5 Edit the file, for example in Microsoft Excel, modifying existing employee definitions or adding new definitions. Delete all the rows that you do not want to change. If you do not delete the unchanged rows, GeoManager will update existing details and the file will take longer to process. The file contains the following columns. Ensure that you do not change the order of the columns or the number of columns, otherwise the data will not load correctly. If you edit the 66

71 GEOMANAGER Documentation Addendum file in a text editor, ensure that you enter the information in the correct column and that all data is present, even empty entries. Duplicate records are ignored. Column Description Mandatory Employee ID First Name Last Name The employee ID of the new or existing employee. This must be alphanumeric. The employee ID is used to identify the employee. If you change the ID of an existing employee, this will result in a duplicate employee. The employee ID must be in uppercase characters. The first name of the employee. This must be alphanumeric. The last name of the employee. This must be alphanumeric. Yes Yes Yes The address of the employee. No Phone Mobile Phone Description Category Org Unit The home phone number of the employee. If the leading character is zero, ensure that the value is enclosed in single quotes. The mobile phone number of the employee. If the leading character is zero, ensure that the value is enclosed in single quotes. An optional description of the employee. The organizational category of the organizational unit to which this employee belongs. The organizational unit to which this employee belongs. If the Organizational Hierarchy feature has been enabled for your account, this field is compulsory. No No No No No 67

72 GEOMANAGER ENHANCEMENTS Travel Offset Column Description Mandatory Start Travel Offset (Minutes) End Travel Offset (Minutes) This is only available if the Work Audit feature has been enabled by Trimble for your account. It is used to account for employees who need to use their vehicles before their official start time or after their official end time. Enter the start travel offset in minutes. For example, if an employee needs to start travelling 2 hours before the employee s official start time, enter 120 minutes. This column is not currently used and can be set to 0 minutes Enter the end travel offset in minutes. For example, if an employee needs to finish travelling 30 minutes after the employee s official end time, enter 30 minutes. This column is not currently used and can be set to 0 minutes No No 6 When you have finished making your changes to the template file, verify that your changes are correct, and then save the file as a CSV file. We recommend that you give the file a meaningful name, for example including the date, so that it is clear which information has been uploaded. Note: The maximum file size that you can upload is 1 MB. If your file is bigger than this, split the file into smaller files and then upload the smaller files. Uploading the CSV file 1 On the Employee Definition File Upload screen, click Browse, navigate to the CSV file containing the employee definitions, and then click Upload File. You are asked to confirm that you want to load the file. 2 Click OK. If the upload is successful, the Upload Completed screen appears. Otherwise, the Upload Failed screen appears. 3 Click Done. 68

73 GEOMANAGER Documentation Addendum Once the file has been successfully uploaded, the file is queued for processing. Depending on the system load, it can take some time for the file to be processed. Viewing the results of the upload You can see the results from the last successful upload by clicking the Show Last Employee Definition Upload Result link. Once the file has been processed, the number of records that have been successfully processed appears. To be processed successfully, each record must contain all the mandatory fields. If one or more records have not been processed successfully, click the Processed x of x Records (Download Results File) link to download a CSV file containing the results. The Results column confirms that each record was successfully processed or displays the error that prevented successful processing. Viewing the upload history You can view the upload history by clicking the Show Employee Definition Upload History link in the Employee Definition File Upload screen. Employee Start Location The Employee Start Location functionality is only available if Work Audit is enabled. It allows you to associate each employee with a landmark that represents the employee s start location. A series of reports will be delivered in a future release of GeoManager that will highlight occurrences of employees returning to their start location before the end of the working day, visiting the start location of another employee during the working day, or not starting or finishing work from their designated start location. You create or modify an association between an employee and a landmark by means of the new Employee Start Location Upload functionality, which is available from the Employee Administration screen. You can view the employee s start location details on the Employee Administration screen that appears when you view, create, or edit employee details. You cannot create or modify the start location details from the UI. The employee and landmark do not have to be in the same organizational unit. You can only assign the start location to an employee if you have access to both the organizational unit of the employee and that of the landmark. As landmarks are not unique, the association between the start location and the employee is only created if an exactly one landmark is found that matches the start location details. The start location must uniquely match the name, and the coordinates (latitude and longitude) or the address of an existing landmark. If the coordinates of the start location are given, then that is used to match the landmark, and the address is ignored. The address is used if the coordinates of the start location are not given. 69

74 GEOMANAGER ENHANCEMENTS Employee Start Location Existing associations If the employee already has an association to one or more start locations that overlap with the new association, then the new association will take precedence and the existing associations will be amended or deleted, as described below: Any existing associations that start and end before the start date of the new association will be retained. Any existing associations that start after the start date of the new association and end before the end date of the new association will be deleted. Any existing associations that start before, but end after, the start date of the new association will be amended to end just before the start date of the new association. Any existing associations that start before the start date of the new association and end after the end date of the new association will be split into two associations. The portion before the start date of the new association and the portion after the end date of the new association will be retained. Uploading employee to location associations This function enables you to create or modify employee start locations in GeoManager by uploading a CSV file containing the associations between employees and their start locations (landmarks). The start locations cannot be created or modified from the UI. Creating the CSV file 1 On the Administration tab, click Employees and then Employee Administration. 2 Click Upload Employee Details. 3 In the Employee to Location Association File Upload area, if you want to edit the file in Microsoft Excel, select the check box to preserve leading characters. 4 Click the link to download the template containing the existing associations between employees and start locations. You can only download the associations for the employees and start locations to which you have been assigned access in the organizational hierarchy. We recommend that you make a copy of the file before making any changes. Changes to existing employee definitions will overwrite the existing details. 5 Edit the file, for example in Microsoft Excel, modifying existing associations or adding new associations. Delete all the rows that you do not want to change. If you do not delete the unchanged rows, GeoManager will update existing details and the file will take longer to process. The file contains the following columns. Ensure that you do not change the order of the columns or the number of columns, otherwise the data will not load correctly. If you edit the file in a text editor, ensure that you enter the information in the correct column and that all data is present, even empty entries. Duplicate records are ignored. As landmark names are not unique, you must enter the either the latitude and longitude of the landmark or the street address. 70

75 GEOMANAGER Documentation Addendum Column Description Mandatory Employee ID The employee ID of the employee. Yes Landmark Name Latitude The name of the existing landmark. Landmark names are not unique. The latitude of the landmark location. Either the coordinates of the start location or the address must be given. If the coordinates of the start location are given, then that is used to match the landmark, and the address is ignored. If both the latitude/longitude and address columns are empty or incomplete, then an error message will be generated. Yes No Longitude The longitude of the landmark location. No Address The street address of the landmark location. It must be a valid street address. The address is only used if the coordinates of the start location are not given. No City The city of the landmark location. No State or Province ZIP code The state or province of the landmark location. The ZIP code or postal code of the landmark location. No No Country The country of the landmark location. No Start Date End Date The date at which the association between the employee and the landmark (the employee s start location) begins. The date at which the association between the employee and the landmark ends. We recommend that you provide the end date when creating the association. It is not currently possible to end the association by any other means. Yes No 71

76 GEOMANAGER ENHANCEMENTS Employee Start Location 6 When you have finished making your changes to the template file, verify that your changes are correct, and then save the file as a CSV file. We recommend that you give the file a meaningful name, for example including the date, so that it is clear which information has been uploaded. Note: The maximum file size that you can upload is 1 MB. If your file is bigger than this, split the file into smaller files and then upload the smaller files. Uploading the CSV file 1 On the Employee to Location Association File Upload screen, click Browse, navigate to the CSV file containing the employee location associations, and then click Upload File. You are asked to confirm that you want to load the file. 2 Click OK. If the upload is successful, the Upload Completed screen appears. Otherwise, the Upload Failed screen appears. 3 Click Done. Once the file has been successfully uploaded, the file is queued for processing. Depending on the system load, it can take some time for the file to be processed. Viewing the results of the upload You can see the results from the last successful upload by clicking the Show Last Employee Location Association Upload Result link. Once the file has been processed, the number of records that have been successfully processed appears. To be processed successfully, each record must contain all the mandatory fields. If one or more records have not been processed successfully, click the Processed x of x Records (Download Results File) link to download a CSV file containing the results. The Results column confirms that each record was successfully processed or displays the error that prevented successful processing. Viewing the upload history You can view the upload history by clicking the Show Employee Location Association Upload History link in the Employee to Location Association File Upload screen. Viewing employee start locations You can view the employee start locations when you view, create, or edit employee details. For more information, see Viewing / creating / editing employee details on page

77 GEOMANAGER Documentation Addendum GeoManager Enhancements 4 Introduction This chapter describes the enhancements to Trimble GeoManager that have been introduced in the GeoManager release. This new functionality is described in this chapter. The following reports have been introduced: Device Work Hours Report Driver Mileage Report Inactivity Health Status Report Org Employee Device Assignment Report Workshift Report This release also includes enhancements to the Organizational Hierarchy Upload and to the method of assigning employees and devices to organizational units in the Organizational Hierarchy window. 73

78 GEOMANAGER ENHANCEMENTS New Reports New Reports Device Workhours Report This report shows the start and end of the working days for each device within the selected period. The start of the working day is the first start event of the day by the mobile device. The end of the working day is the last stop event of the day by the mobile device. This report must be scheduled. It is not available as an on-demand report. Figure 20: Example Device Workhours Report Column Mobile Devices Production Start Hours Production End Hours Description The mobile device label. The time of the first start event on the specified date for the mobile device. That is, the time at which the mobile device was first switched on, the vehicle was first moved, or the vehicle s ignition was first switched on, on the specified date. The time of the last stop event on the specified date for the mobile device. That is, the time at which the vehicle was last parked, or the ignition was last switched off, on the specified date. To schedule the Device Workhours Report For information about the standard report options, see Standard Scheduled Report Options on page

79 GEOMANAGER Documentation Addendum 1 On the Administration tab, click the Reports menu, and then click Create Scheduled Reports. The Schedule a Standard Report screen appears. 2 From the list of reports, select Device Workhours Report. 3 In the Scheduled Report Name field, enter a unique name for the report. 4 Select the Schedule Frequency. 5 In the Deliver By field, select the time by which the report must be delivered; change the time zone if required. 6 Select the Report Format. 7 In the Deliver To field, enter the recipients, or select FTP. 8 Click Save to save and schedule the report. The Scheduled Report Confirmation screen appears and a test mail is sent to each recipient. 9 If the information is correct, click OK. Driver Mileage Report This report shows the number of active drivers, the total number of drivers, and the total distance driven on each day in the selected period. The detail report shows the distance driven by each driver. This report must be scheduled. It is not available as an on-demand report. You can schedule a regular report to keep track of the mileage driven by your employees on a daily, weekly, or monthly basis. Figure 21: Example Device Workhours Report 75

80 GEOMANAGER ENHANCEMENTS New Reports Summary Column Total Active Drivers Total Drivers Total Mileage Description The number of drivers who have driven on the specified date (that is, the number of drivers whose mileage is greater than zero). The total number of drivers available on the specified date. The total number of miles or kilometers driven on the specified date. Detail Column Employee ID Last Name First Name Mileage Description The ID of the employee (the driver). The last name of the employee. The first name of the employee. The total number of miles or kilometers driven by the employee on the specified date. To schedule the Driver Mileage Report For information about the standard report options, see Standard Scheduled Report Options on page On the Administration tab, click the Reports menu, and then click Create Scheduled Reports. The Schedule a Standard Report screen appears. 2 From the list of reports, select Driver Mileage Report. 3 In the Scheduled Report Name field, enter a unique name for the report. 4 Select Show Summary Table, Show Details Table, or both. 5 Select the Schedule Frequency. 6 In the Deliver By field, select the time by which the report must be delivered; change the time zone if required. 7 Select the Report Format. 8 In the Deliver To field, enter the recipients, or select FTP. 9 Click Save to save and schedule the report. The Scheduled Report Confirmation screen appears and a test mail is sent to each recipient. 10 If the information is correct, click OK. 76

81 GEOMANAGER Documentation Addendum Inactivity Health Status Report This report shows the status of vehicles that have not been communicating with GeoManager within the specified number of days. This report must be scheduled. It is not available as an ondemand report. You can schedule this report for regular delivery to highlight any mobile devices that are not reporting as expected. It enables you to follow up communication problems before these affect the productivity of your mobile workforce. You can schedule the report for selected mobile devices or for groups (organizational units). Figure 22: Example Inactivity Health Status Report Column Groups Mobile Devices Last Signal Date Modem Status GPS Status Ignition Status Battery Voltage Last Known Location County Description The organizational unit to which the device is assigned. The mobile device label. The date at which a signal was last received from the mobile device. The status of the modem. For example, Registered, Good Signal. The status of the GPS signal. The ignition status. For example, Ignition Off. The battery voltage in volts. The location of the mobile device when a signal was last received. The county in which the last location was recorded. 77

82 GEOMANAGER ENHANCEMENTS New Reports To schedule the Inactivity Health Status Report For information about the standard report options, see Standard Scheduled Report Options on page On the Administration tab, click the Reports menu, and then click Create Scheduled Reports The Schedule a Standard Report screen appears. 2 From the list of reports, select Inactivity Health Status Report. 3 In the Scheduled Report Name field, enter a unique name for the report. 4 Specify the number of days of inactivity that you want to include in the report. By default, the report includes any mobile devices that have not been communicating with GeoManager for more than 3 days. 5 Select Mobile Devices, Groups, or Mobile Devices from Group. 6 Select the devices or groups (organizational units) on which to base the report. Hold down the Ctrl key to select multiple values. 7 Select the Schedule Frequency. 8 In the Deliver By field, select the time by which the report must be delivered; change the time zone if required. 9 Select the Report Format. 10 In the Deliver To field, enter the recipients, or select FTP. 11 Click Save to save and schedule the report. The Scheduled Report Confirmation screen appears and a test mail is sent to each recipient. 12 If the information is correct, click OK. Org Employee Device Assignment Report This report shows the employees and devices that have been assigned to the selected organizational units. It also shows the start and end times of the association between an employee and an device, and the method by which the association was created. If a device is not associated with an employee, or an employee is not associated with a device, this can be clearly seen from the report. Alternatively, this report can show the list of employees that have not been assigned to any organizational unit. Employees remain assigned to the root node until they are assigned to a specific organizational unit. This report must be scheduled. It is not available as an on-demand report. You can schedule the report on a regular basis to keep track of the employees and devices that have been assigned to each organizational unit and to highlight any employees that have yet to be assigned. 78

83 GEOMANAGER Documentation Addendum Figure 23: Example Org Employee Device Assignment Report Column Organization Name Employee ID Last Name First Name Associated Device Start Association End Association Association Method Description The organizational unit to which the employee is assigned. For an orphan employee, this is the root node. The ID of the employee. The last name of the employee. The first name of the employee. The label of the mobile device that is associated with the employee. The date and time at which the association between the employee and the device started. The date and time at which the association between the employee and the device ended. The method by which association between the employee and the device was created. For example, UPLOAD. 79

84 GEOMANAGER ENHANCEMENTS New Reports To schedule an Org Employee Device Assignment Report For information about the standard report options, see Standard Scheduled Report Options on page On the Administration tab, click the Reports menu, and then click Create Scheduled Reports. The Schedule a Standard Report screen appears. 2 From the list of reports, select Org Employee Device Assignment Report. 3 In the Scheduled Report Name field, enter a unique name for the report. 4 Select Orphan Employees or OrgUnits. 5 If you selected OrgUnits, then click the folder icon next to OrgTree to open the Organizational Hierarchy window. In the Organizational Hierarchy window, expand the hierarchy if necessary, select one or more organizational units, and then click Assign. In the report parameters, click the organizational units to select them. Hold down the Ctrl key to select multiple values. 6 Select the Schedule Frequency. In addition to the standard daily, weekly, or monthly options, you can also select Now. This option generates a report as soon as possible based on the current data. No start or end dates are necessary and the Deliver By setting is not used. 7 In the Deliver By field, select the time by which the report must be delivered; change the time zone if required. 8 Select the Report Format. 9 In the Deliver To field, enter the recipients, or select FTP. 10 Click Save to save and schedule the report. The Scheduled Report Confirmation screen appears and a test mail is sent to each recipient. 11 If the information is correct, click OK. Workshift Report This report shows the current and future workshift definitions for the employees or devices in the selected organizational units. It also shows the times at which an association between an employee and a device starts and ends. If a device is not associated with an employee, this can be clearly seen from the report. You can choose to display the workshifts for employees or devices. If no workshift has been defined for an employee or a device, this can also be clearly seen from the report. This report is available as an on-demand report and as a scheduled report. 80

85 GEOMANAGER Documentation Addendum Figure 24: Example Workshift Report Column Organization Name Mobile Device Employee ID Last Name First Name Start Association End Association Device/Employee Workshift Description The organizational unit of the mobile device or employee. The mobile device label. The ID of the employee associated with the mobile device. The last name of the employee. The first name of the employee. The date and time at which the association between the employee and the device started. The date and time at which the association between the employee and the device ended. The start and end times of the mobile device or employee workshift on the specified date. To generate the report on demand 1 Click the Reports tab, and then select the Workshift Report from the list of reports. 2 Select the organizational units on which to base the report. Click the folder icon next to OrgUnit to open the Organizational Hierarchy window. In the Organizational Hierarchy window, expand the hierarchy if necessary, select one or more organizational units, and then click Assign. Back in the report parameters window, click the organizational units to select them. Hold down the Ctrl key to select multiple values. 81

86 GEOMANAGER ENHANCEMENTS New Reports 3 Select the Show Device Workshift or Show Employee Workshift option. 4 Select the report format. You can choose to display the report online, or download it in comma-delimited, tabdelimited, or Microsoft Excel format. If required, select Include header in Comma and Tab Delimited downloadable reports. 5 Click Generate Report. If you selected Online Report, the report appears in the web browser. If you selected one of the other formats, then you are prompted to open or save the report. To schedule the report For information about the standard report options, see Standard Scheduled Report Options on page On the Administration tab, click the Reports menu, and then click Create Scheduled Reports. The Schedule a Standard Report screen appears. 2 From the list of reports, select Workshift Report. 3 In the Scheduled Report Name field, enter a unique name for the report. 4 Select the organizational units on which to base the report. Click the folder icon next to OrgUnit to open the Organizational Hierarchy window. In the Organizational Hierarchy window, expand the hierarchy if necessary, select one or more organizational units, and then click Assign. Back in the main window, click the organizational units to select them. Hold down the Ctrl key to select multiple values. 5 Select the Show Device Workshift or Show Employee Workshift option. 6 Select the Schedule Frequency. In addition to the standard daily, weekly, or monthly options, you can also select Now. This option generates a report as soon as possible based on the current data. No start or end dates are necessary and the Deliver By setting is not used. 7 In the Deliver By field, select the time by which the report must be delivered; change the time zone if required. 8 Select the Report Format. 9 In the Deliver To field, enter the recipients, or select FTP. 10 Click Save to save and schedule the report. The Scheduled Report Confirmation screen appears and a test mail is sent to each recipient. 11 If the information is correct, click OK. 82

87 GEOMANAGER Documentation Addendum Organizational Hierarchy changes Organizational Hierarchy window In previous releases, users could assign a mobile device to an organizational unit or unassign a mobile device from an organizational unit, even when an association existed between the mobile device and an employee. In the same way, users could assign an employee to an organizational unit or unassign an employee from an organizational unit, even when an association existed between the employee and a mobile device. Now, when a user assigns a device or employee to an organizational unit, or unassigns a device or employee from an organizational unit, and there is a current employee-device association, the user is asked whether the association between the device and the employee should be retained. Associations between employees and devices must be within the same organizational unit. The Organizational Hierarchy has been further enhanced in the GeoManager release. If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature has been enabled by Trimble on your customer account, users can now only view and modify the organizational units to which they have access. In addition to assigning and unassigning, a user who is modifying an organizational unit can also reassign a mobile device or employee to a different organizational unit. For a full description, see Organizational Hierarchy Administration on page 33. Assigning employees to an organizational unit 1 On the Administration tab, click the Devices, Employees, or User menu and then click Organizational Hierarchy. 2 Click View/Create/Edit Organizational Hierarchy. The Organizational Hierarchy window opens, displaying the current organizational hierarchy. 3 In the hierarchy in the left pane, click the organizational unit to which you want to assign employees. You would normally assign employees to the lowest level in the hierarchy. For example, to the branch level. Only employees assigned to the lowest level will contribute to roll-up reports. 4 In the pane on the right, click Assign Employees. The list displays any employees currently assigned to the selected organizational unit. You can search for the employees that are not yet assigned to any organizational unit (available employees), assigned employees, or all employees. You can search by employee ID, by first name or by last name. 5 In the Find field, enter the search text. The search is not case sensitive. 83

88 GEOMANAGER ENHANCEMENTS Organizational Hierarchy changes 6 Select Employee ID, Last Name, or First Name. 7 Select Assigned Employees, Available Employees, or All Employees. You would normally search for the available employees. 8 Select Starts With or Contains and then click Search. For example, you could search for available employees who have a last name that starts with ST. The search then returns all the available employees whose last name starts with ST or st. Note: The search returns a maximum of 500 employees. If the employee for whom you are searching is not in the list, narrow down the search, for example by entering STA. 9 To assign an employee, select the check box next to the employee ID and then click Assign Checked. 10 If the device has a current association to an employee, you are asked if you want to retain the association between the device and the employee. If you click Yes, then The device and employee will be assigned to the new organizational unit. All current and future associations between the device and the employee will be retained. All future associations between the device and other employees will be ended. All future associations between the employee and other devices will be ended. If you click No, then The device will be assigned to the new organizational unit. All current and future associations between the device and the employee will be ended. All the current and future associations between the device and other employees will be ended. All the future associations between the employee and other devices will be retained. If you click Cancel, then the device will not be assigned to the new organizational unit. If you assign a device to an organizational unit, and the device has only future associations to any employees, the device will be assigned to the new organizational unit and all future associations between the device and any employees will be ended. You will not be prompted first. 11 To assign all the employees in the list, select the check box in the header. Unassigning employees 1 To unassign an employee from the organizational unit so that you can assign it to another organizational unit, click Unassign Checked. 84

89 GEOMANAGER Documentation Addendum 2 When you unassign an employee, and the employee has a current association to a device, you are asked if you want to retain the association between the device and the employee. If you click Yes, then The device and employee will be unassigned from the current organizational unit. All current and future associations between the device and the employee will be retained. All future associations between the device and other employees will be ended. All future associations between the employee and other devices will be ended. If you click No, then The employee will be unassigned from the current organizational unit. All current and future associations between the device and the employee will be ended. All the current and future associations between the device and other employees will be ended. All the future associations between the employee and other devices will be retained. If you click Cancel, then the employee will not be unassigned from the current organizational unit. If you unassign en employee, and the employee has only future associations to any devices, the employee will be unassigned from the organizational unit and all future associations between the employee and any devices will be ended. You will not be prompted first. Organizational Hierarchy upload The upload functionality has been enhanced to enable you to change the assignment of device to organizational unit, and to specify whether you want to retain any current association between the device and an employee. If the association is retained, then the currently associated employee is also assigned to the new organizational unit. Uploading assignment of device to organizational unit 1 On the Administration tab, click Devices, Employees, or User. 2 Click Organizational Hierarchy -> Upload Organizational Hierarchy. 3 In the menu on the right, select Upload Device to Org Unit Assignment. 4 Click the link to download the template containing the list of existing devices and their assignments to organizational units, if any exist. We recommend that you make a copy of the file before making any changes. Changes to existing user assignments will overwrite the existing details. 5 Edit the file, for example in Microsoft Excel, modifying existing assignments or adding new assignments. Delete all the rows that you do not want to change. If you do not delete the unchanged rows, GeoManager will try to update the existing details and the file could take a long time to process. 85

90 GEOMANAGER ENHANCEMENTS Organizational Hierarchy changes The file contains the following columns. Ensure that you do not change the order of the columns or the number of columns, otherwise the data will not load correctly. If you edit the file in a text editor, ensure that you enter the information in the correct column and that all data is present, even empty entries. Duplicate records are ignored. Column Description Mandatory Device Label The mobile device label. Yes Serial Number The serial number of the mobile device. Yes Org Unit Name Retain Employee Association The organizational unit to which this device belongs. This can take a value of YES or NO. The default value is YES. Yes Yes If Retain Employee Association is set to YES and the device has a current association with an employee, then The device and employee will be unassigned from the current organizational unit and assigned to the new organizational unit. All current and future associations between the device and the employee will be retained. All future associations between the device and other employees will be ended. All future associations between the employee and other devices will be ended. If this value is set to NO and the device has a current association with an employee, then The device will be unassigned from the current organizational unit and assigned to the new organizational unit. All current and future associations between the device and the employee will be ended. All the current and future associations between the device and other employees will be ended. All the future associations between the employee and other devices will be retained. If the device has no current association with an employee then all future associations between the device and any employees will be ended. 6 When you have finished making your changes to the template file, verify that your changes are correct, and then save the file as a CSV file. We recommend that you give the file a meaningful name, for example including the date, so that it is clear which information has been uploaded. 86

91 GEOMANAGER Documentation Addendum Note: The maximum file size that you can upload is 1 MB. If your file is bigger than this, split the file into smaller files and then upload the smaller files. 7 On the Device to Org Unit File Upload screen, click Browse, navigate to the CSV file containing the device to organizational unit assignments, and then click Upload File. You are asked to confirm that you want to load the file. 8 Click OK. If the upload is successful, the Upload Completed screen appears. Otherwise, the Upload Failed screen appears. 9 Click Done. Once the file has been successfully uploaded, the file is queued for processing. Depending on the system load, it can take some time for the file to be processed. 87

92 88 GEOMANAGER ENHANCEMENTS Organizational Hierarchy changes

93 GEOMANAGER Documentation Addendum Administering the Organizational Hierarchy A Introduction The organizational hierarchy is an optional feature in GeoManager that gives you the ability to organize your business in a multi-tier configuration within GeoManager. The organizational hierarchy consists of a number of organizational units and organizational categories. The units specify the part of the organization to which users, employees and mobile devices are assigned. The organizational categories enable you specify the type of organizational unit, such as division, region, business unit, or branch. As you assign a category to the organizational unit when you create it, create the organization categories before you create the organizational units. You cannot modify the category of an organizational unit. For example, a particular region could comprise 3 branches, each with 20 devices, with a dispatcher who is responsible for each branch. Dispatchers are assigned to the branch for which they are responsible. The regional manager is assigned to the region that owns the 3 branches. An administrator is assigned to the root node. Company name South Region North Region Southwest Branch Southeast Branch South Central Branch Northwest Branch Northeast Branch North Central Branch Figure 25: Organizational Hierarchy Example 89

94 ADMINISTERING THE ORGANIZATIONAL HIERARCHY Optional features By assigning employees and mobile devices to your organizational hierarchy, you can assess the performance of your workforce and your fleet. Using the powerful suite of reports, you can gather information about specific employees and their activities, or about all the employees in a particular branch, region, or division. Similarly, you can gather information about specific vehicles, or about all the vehicles in a particular branch, region, or division. By analyzing the information and improving your business processes, you can increase productivity and increase the number of deliveries or jobs completed per day. The roll-up reports enable you to report on corporate results across each tier of your business, from the branch level to the corporate level. These reports rely on your first creating the organizational hierarchy and assigning mobile devices, users, and employees to the organizational units. If the organizational hierarchy functionality is enabled for your customer account, then you are required to assign users to an organizational unit when you create the users. The organizational hierarchy administration functions enable you set up your organizational hierarchy by creating, modifying and deleting organization categories and organizational units. Once you have set up your organizational hierarchy, you can then assign users, devices, and employees to the appropriate organizational units. You can either create the organizational hierarchy from the Organizational Hierarchy window or you can upload the organizational information from a CSV file. Optional features There are some features that you can request Trimble to enable on your customer account. Each feature restricts the user access to parts of GeoManager based on the assignments of mobile devices, employees and users in the organizational hierarchy. If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled by Trimble on your customer account, then each user can only view and administer the parts of the organizational hierarchy to which they have access. That is, the organizational units to which they have been assigned, and any children of those organizational units. The organizational units, mobile devices and employees displayed in the organizational hierarchy are restricted based on the organizational units to which the user has access. Users can only create organizational units within the organizational units to which they have access. When editing the parts of the organizational hierarchy to which they have access, users can now reassign mobile devices and employees directly from one organizational unit to another. They must have access to both organizational units. 90

95 GEOMANAGER Documentation Addendum In addition, users can only download and upload the parts of the organizational hierarchy to which they have access, and can only download and upload mobile devices and users for the parts of the organizational hierarchy to which they have access. If the Enable Org Hierarchy Restriction in Config Mobile Device feature is enabled, then access to the Configure Mobile Device Details administration pages is restricted. Users can only view and administer the mobile devices in the organizational units to which they have been assigned, and any children of those organizational units. If the Enable Org Hierarchy Restriction in Employee Administration feature is enabled, then access to the Employee Administration pages is restricted. Users can only view and administer the employees in the organizational units to which they have been assigned, and any children of those organizational units. If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled, then each user can only see the organizational units to which they have been assigned, and any children of those organizational units. The user cannot see the rest of the hierarchy or how their organizational units fit into the hierarchy. In the example in Figure 25, if a regional manager has responsibility for the North Region, but must also temporarily oversee the Southeast Branch, the manager would be assigned to the North Region and the Southeast Branch organizational units, as shown in Figure 25. The manager of the North Region would be able to view and edit the North Region, and all the child organizational units of the North Region, and the Southeast Branch. The organizational units that are visible to that user are shown in red. The regional manager would be able to see all 3 branches and any subbranches in the region. The administrator would be able to see all the regions and all branches and subbranches. Creating or modifying an organizational hierarchy Opening the Organizational Hierarchy window 1 On the Administration tab, click the Devices, Employees, or User menu and then click Organizational Hierarchy. 2 Click View/Create/Edit Organizational Hierarchy. 3 The Organizational Hierarchy window opens, displaying the current organizational hierarchy. If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled, then you can only see the organizational units to which you have access rather than the whole organizational hierarchy. 91

96 ADMINISTERING THE ORGANIZATIONAL HIERARCHY Creating or modifying an organizational hierarchy The pane on the right displays the name of the top-level organizational unit, together with its code and an optional description. If you have access to the root node, you can edit this information. Otherwise, it is grayed out. 4 Click Organizational Category in the Org Entities area at the top left to display the list of organizational categories. Creating or modifying categories Create the organization categories before you create the organizational units. 1 Open the Organizational Hierarchy window. 2 In the Org Entities area at the top left, click Organizational Category. 3 To modify an existing category, select the check box next to the category name and then click Edit. Change the name and description for the category, as necessary, and then click Save. 4 To delete an existing category, select the check box next to the category name and then click Delete. When you are asked to confirm that you want to delete the category, click OK. 5 To create a category, click Create New. Enter a name and description for the category and then click Save. Creating an organizational unit Create the hierarchy from the top down. If the first level in your hierarchy after the top-level organizational unit is, for example, business units, create the business units and assign them to the top-level unit. Then create the next level in the hierarchy and assign those organizational units to the business units, and so on. If you only have access to part of the organizational hierarchy, the hierarchy would normally have been created for you. 1 Open the Organizational Hierarchy window. 2 In the Org Entities area at the top left, click Organizational Units. 3 In the pane on the right, enter the organizational unit name, organization code, and an optional description. The name and organization code must be unique within the organizational hierarchy. 4 Select a category from the list. If you need to create additional categories or modify existing categories, see Creating or modifying categories on page

97 GEOMANAGER Documentation Addendum Note: Ensure that you select the correct category for the organizational unit. You cannot modify the category at a later date. 5 Click Assign Parent to assign the new organizational unit to its parent unit in the hierarchy. The parent unit is the unit directly above the unit you are currently creating. 6 In the Select Parent window, click the new organizational unit on the list, and then click Select. If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled, then you can only see the organizational units to which you have access. 7 Click Save to save the new organization unit. The organizational hierarchy updates in the pane on the left to show the new organizational unit. Repeat this process until you have created the entire organizational hierarchy. For example, you could start with Business Units, then Divisions, Regions and Branches. Following this top-down approach helps keep your organizational units at the correct level. Once the organizational units exist, you can assign mobile devices, employees and users to the correct organizational unit. See Assigning mobile devices to the hierarchy on page 95, Assigning employees to the hierarchy on page 99, and Assigning users to the hierarchy on page 103. Modifying the organizational units You can modify an organizational unit to change its name or its code, or to assign it to a different parent. When an organizational unit is reassigned to a different parent, all its child organizational units move with it. The assignments of mobile devices, employees and users to the modified organizational unit and to its child units remain. 1 Open the Organizational Hierarchy window. 2 Click Organizational Units in the Org Entities area at the top left. 3 Click the top-level organizational unit on the hierarchy on the left. The window changes to display the properties of the top-level organizational unit, which consist of its name, its organization code, and an optional description. If you have access to the root node, you can edit this information. Otherwise, it is grayed out. 4 If required, change the properties of the top-level organizational unit and then click Update. If you do not have access to the root node, the pane is grayed out and the Update button is not available. 5 To change the properties of a lower-level organizational unit, click the unit on the hierarchy in the pane on the left. 93

98 ADMINISTERING THE ORGANIZATIONAL HIERARCHY Creating or modifying an organizational hierarchy The pane on the right changes to display the properties of the lower-level organizational unit: name, organization code, an optional description, category and the parent organizational unit. 6 Change the properties as required. 7 To change the parent organizational unit, click Change Parent, click the new organizational unit on the list, and then click Select. If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled, then you can only see the organizational units to which you have access. If there is a long list of organizational units, you can search for an organizational unit by entering search text and then clicking Search. For example, if you enter the search text nor and then click Search, the search will return any organizational units whose name starts with nor. The search field is not case sensitive. If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled, the search only returns the organizational units to which you have access. 8 Click Update to save the changes. If you have renamed the organizational unit or changed its parent, the organizational hierarchy updates in the pane on the left to show the changed organizational unit. Deleting an organizational unit You might have to delete an organizational unit if, for example, you close a regional headquarters. You would also reassign all the branches that belonged to the deleted region to another region. When you delete an organizational unit, all the users, employees and mobile devices that were assigned to that organizational unit become available to be reassigned to another organizational unit. Any organizational units that were assigned to the deleted organizational unit are now without a parent and will be assigned to the top-level (root) organizational unit. We recommend that you move any child organizational units before deleting its parent. 1 Open the Organizational Hierarchy window. 2 Click Organizational Units in the Org Entities area at the top left. 3 In the hierarchy in the left pane, click the organizational unit that you want to delete. 4 For each child organizational unit of the one that you want to delete, click the organizational unit in the hierarchy in the left pane, click Change parent in the Properties pane on the right, and then click Update. For example, if you delete an organizational unit called South Region that has category Region then you would have to reassign any organizational units with category Branch from the South Region to other organizational units with category Region. Then delete the organizational unit called South Region. If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled, then you can only see the organizational units to which you have access. 94

99 GEOMANAGER Documentation Addendum 5 When you have moved all the child organizational units, click the organizational unit that you want to delete in the hierarchy in the left pane. 6 In the Properties pane on the right, click the Delete button at the top right of the window. 7 When you are asked to confirm that you are sure you want to delete the organizational unit, click OK. 8 Assign to another organizational unit any users, employees, or mobile devices that were assigned to the deleted organizational unit. Searching the organizational hierarchy 1 Open the Organizational Hierarchy window. 2 In the Search area within the Org Hierarchy area on the left, click By and then select the search criterion from the list. You can search by organizational units, mobile devices, employees, or users. You can search based on their identifiers or their names. If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled, then you can only see the organizational units to which you have access. 3 Select Starts With or Contains and then enter the search text. For example, if you search by employee ID that starts with 1, the search returns all the employees whose employee starts with 1 and their organizational unit. 4 Click the name of the organizational unit in the list to display the properties of that organizational unit in the pane on the right. Assigning mobile devices to the hierarchy Once the organizational units exist, you can assign mobile devices to the appropriate organizational units. 1 Open the Organizational Hierarchy window. 2 In the hierarchy in the left pane, click the organizational unit to which you want to assign mobile devices. If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled, you can only see the organizational units to which you have access. You would normally assign mobile devices to the lowest level in the hierarchy. For example, to the branch level. 3 In the pane on the right, click Assign Devices. The list displays any devices currently assigned to the selected organizational unit, up to a maximum of 500 mobile devices. If you cannot see a particular mobile device, you can enter a search string. For example, you could enter the first few characters of its device label. You can search for the devices that are not yet assigned to any organizational unit (available devices), assigned devices, or all devices. You can search by device label or by serial number. 95

100 ADMINISTERING THE ORGANIZATIONAL HIERARCHY Creating or modifying an organizational hierarchy If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled, then you can only see the mobile devices in the organizational units to which you have access. 4 In the Find field, enter the search text. The search is not case sensitive. 5 Select Device Label or Serial Number. 6 Select Assigned Devices, Available Devices, or All Devices. You would normally search for the available devices. 7 Select Starts With or Contains and then click Search. For example, you could search for available devices that have a device label that starts with CD. The search then returns all the available mobile devices that have a device label starting with CD or cd. 8 To assign a mobile device, select the check box next to the device label and then click Assign Checked. To assign all the mobile devices in the list, select the check box in the header to select all the mobile devices, and then click Assign Checked. 9 If the device has a current association to an employee, you are asked if you want to retain the association between the device and the employee. If you click Yes, then The device and employee will be assigned to the new organizational unit. All current and future associations between the device and the employee will be retained. All future associations between the device and other employees will be ended. All future associations between the employee and other devices will be ended. If you click No, then The device will be assigned to the new organizational unit. All current and future associations between the device and the employee will be ended. All the current and future associations between the device and other employees will be ended. All the future associations between the employee and other devices will be retained. If you click Cancel, then the device will not be assigned to the new organizational unit. If you assign a device to an organizational unit, and the device has only future associations to any employees, the device will be assigned to the new organizational unit and all future associations between the device and any employees will be ended. You will not be prompted first. 96

101 GEOMANAGER Documentation Addendum Reassigning mobile devices If the Enable Org Hierarchy Restriction in Org Hierarchy Administration feature is enabled, then you can use a Reassign Checked button to directly reassign mobile devices from one organizational unit to another. The following description assumes that the feature is enabled. 1 Open the Organizational Hierarchy window. 2 In the hierarchy in the left pane, click the organizational unit that contains the mobile devices that you want to reassign. You can only see the organizational units to which you have access. 3 In the pane on the right, click Assign Devices. The list displays any devices currently assigned to the selected organizational unit, up to a maximum of 500 mobile devices. If you cannot see a particular mobile device, you can enter a search string. For example, you could enter the first few characters of its device label. You can only see the mobile devices in the organizational units to which you have access. 4 On the Show menu, select Assigned Devices. Figure 26: Configure Organizational Unit 5 To reassign a mobile device, select the check box next to the device label and then click Reassign Checked. To reassign all the mobile devices in the list, select the check box in the header to select all the mobile devices, and then click Reassign Checked. 6 If the device has a current association to an employee, you are asked if you want to retain the association between the device and the employee. 97

102 ADMINISTERING THE ORGANIZATIONAL HIERARCHY Creating or modifying an organizational hierarchy If you click Yes, then The device and employee will be assigned to the new organizational unit. All current and future associations between the device and the employee will be retained. All future associations between the device and other employees will be ended. All future associations between the employee and other devices will be ended. If you click No, then The device will be assigned to the new organizational unit. All current and future associations between the device and the employee will be ended. All the current and future associations between the device and other employees will be ended. All the future associations between the employee and other devices will be retained. If you click Cancel, then the device will not be assigned to the new organizational unit. If you assign a device to an organizational unit, and the device has only future associations to any employees, the device will be assigned to the new organizational unit and all future associations between the device and any employees will be ended. You will not be prompted first. When you click Yes or No, the Reassign Devices to Organizational Unit dialog box appears: Figure 27: Reassign Devices to Organizational Unit 7 In the Reassign Devices to Organizational Unit dialog box, select an organizational unit from the list, and then click Save. Only the organizational units to which you have access are offered to you. You would normally assign mobile devices to the lowest level in the hierarchy. For example, to the branch level. You can narrow down the list of organizational units that is displayed by entering a search string, and then clicking Search. For example, enter North to display only those 98