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Exceptions Admin and User Guide

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1. Cancel Figure 2 30 Select the Exception Type Parameters for Low Battery Step 1 of 4 Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Minutes device If the GeoManager application is not detected as running within continues to have this number of minutes due to low battery added to the update Low Battery with frequency that your service transmits to the server an alert will be out recharge sent This must be greater than 15 minutes Trimble MRM Confidential 47 Field Description Type of Monitor Monitoring Schedules are available in two types ing Schedule e Recurring a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s e 24 X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Begin Date The month day and year you want to begin monitoring low battery for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to beg
2. Type of Monitor ing Schedule Monitoring Schedules are available in two types e Recurring a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s e 24 X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Begin Date The month day and year you want to begin monitoring diagnostics faults for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to begin monitoring Stops for the selected mobile device This must be the current time or later Min utes can be selected in 15 minute increments Type a name into the Exception Name field 3 Select the type of switch to monitor from the Switch Status to Monitor drop down menu 4 Select the state of the switch you want to monitor e Active e Inactive Trimble MRM Confidential 88 e Both 5 Select the type of Stops you want monitored from the Select Stops to Monitor radio buttons e Ifyou select Only Stops at Landmark Type select the Landmark type if applicable from the Landmark Type drop menu For more information about Landmark types see the GeoManager Administrator Manual e Ifyou select Only Stops at Specified Customer L
3. 11 Click Next to advance to the Confirmation screen shown in Figure 2 19 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Trimble MRM Confidential 25 Exceptions Setting up an Exception Confirmation Exception Forms2 Exception Confirmation Exception Name Forms2 Exception Type Forms Monitoring Form Name Duty Status Parameters Field Name Co Driver ID Validation Condition None Monitoring Schedule Type 24X7 Monitoring Schedule Begin Date 11 20 08 11 15 AM HST Exception Notification Exception Console Delivery Monitored Mobile SSSR FE333123 Create Another Exception Done Figure 2 19 Setting Up the Exception Confirmation 12 Confirm the Forms Exception parameters that you selected 13 Click Done if you are finished setting up Exceptions The Exception Administration screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Handset Usage Handset Usage Exceptions occur when a mobile device has not accessed your Trimble MRM application by an expected time or if there is activity outside of set work hours These Exceptions can help a company determine when hand held devices are being used outside of company time or turned off during work hours Handset Usage is available for GeoManager iLM GeoManager PE and Pathway iLM From the Setting u
4. GeoManager Home Support Logout GeoMahager a t Mobile Device Status Home Page Click here for tools to help you are get started gt MapView a Customer Support Improve Worker Join us for a free Trimble GeoManager Customer 2 aeRO Productivity and Webinar and learn how to increase mobile 2 Reduce Operations worker productivity and lower operational costs o report a service issue please aop SEE Costs ay click on the Service Request 4 Mai On October 30 at 2 00 p m Eastern Time button in the Control Panel to ee 11 00 a m Pacific Time we will host a free the left Vehicle Diagnostics customer enly webinar about using Trimble Contact us panne GeoManager on a management level During Exceptions this valuable webinar we ll cover a Troubleshooting FAQs Service Request Mobile Worker Workday Behavior 7 5 e Assembling Worker Behavior Data sang Routing e Analyzing Worker Data prensa CSN DIET e Increase Productivity and Decreasing Overtime Activity Detail and Stop Reports How to Audit Time and Log Sheets for a iser P Accurate Time Sheet Approval Zz Shange s iE wort e How to Increase Fleet wide Productivity Employee Management a gt Training Schedule Register for Courses Planned Webinar Schedule Maintenance System Status e Register today for this free customer webinar Click her
5. Begin dete eT lel Next Figure 2 52 Select the Exception Type Parameters for Zone Step 1 of 5 Trimble MRM Confidential 97 Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Zone Type A specified area that makes up the zone This can be a City State Zipcode County or Country Arrival Departure Drop menu that allows you to select the mobile worker s arrival at departure from or both from a Zone Type of Monitor Monitoring Schedules are available in two types ing Schedule e Recurring a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s e 24 X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Begin Date The month day and year you want to begin monitoring diagnostics faults for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to begin monitoring diagnostics faults for the selected mobile device This must be the c
6. Figure 2 41 Confirmation Screen for Speed 13 Confirm the Speed Exception parameters that you selected 14 Click Done if you are finished setting up Exceptions The Current Exceptions screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Stop Stop Exceptions monitor total daily stop time accumulated at specific locations Landmarks This is helpful in determining if workers are spending too much time at non revenue generating facilities such as a home office or base location Noting Stop Exceptions can help drive productivity by capturing less than usual numbers of expected deliveries or potentially assist with security breaches if higher than usual numbers of expected stops are noted From the Setting up an Exception Select the Exception Type screen 1 Click Stop The Setting up an Exception Select the Exception Type Parameters Step 1 of 4 screen for Stop shown in Figure 2 42 appears Trimble MRM Confidential 72 Exceptions Setting up an Exception Select the Excep pe Parameters Step Parameters SLUC SO characters Max Exception Type STOP Total Daily Stop Duration Select Stop Duration z minutes wl Select Stops t ere Psio Cll stops Customer Landmarks Non Customer Landmark w C All stops at Customer Landmark C All stops at Non Customer Landmark Only stops at Landmark Type Building Black z G Only s
7. one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com 3 Click Update to save the parameter changes 4 Click Cancel to leave the current parameter settings You will return to the Exceptions Management screen shown in Figure 3 2 5 Click Done if you are finished making changes Click another link to make more changes to that Exception Mobile Devices From the Exceptions Management screen 1 Click Mobile Devices located under the Edit Menu list to view the current schedule The Change the Mobile Devices screen shown in Figure 3 6 appears Trimble MRM Confidential 112 Exception Management Edit Menu Editing an Exception Change the Mobile Devices Parameters Exception Handsetl Recurnng Mobile Device s to Monitor Notification Available Mobile Device s Monitor Mobile Device s Mobile Devices Group s All Groups Y or SEARCH Device s not available CA0G00374 Unavailable Mobile Devices u CA000318changed handset live2 hanndd Myseconddevice Handd Update Cancel Figure 3 7 Edit the Mobile Devices Example Screen 2 Make the desired changes 3 Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Sea
8. Another Exception Done Figure 2 54 Confirmation Screen for Zone 15 Confirm the Zone Exception parameters that you selected 16 Click Done if you are finished setting up Exceptions The Current Exceptions screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Vehicle Diagnostics Exceptions generated for Vehicle Diagnostics i e J1708 are triggered based on built in fault codes from the J1708 bus This causes Vehicle Diagnostic Exceptions to be different for each type of vehicle depending on the make model and year Each type of vehicle sends different pre defined information determined by the manufacturer and gathered from the vehicle s computer system s GeoManager Vehicle Diagnostic Exceptions trigger when these pre defined thresholds are exceeded The following common types of Vehicle Diagnostic information may appear in your Vehicle Diagnostic Exceptions notifications and reports e Diagnostic Fault Description Describes the vehicle malfunction such as a cylinder misfire e Engine Idle Time Records the time the engine is on but the vehicle is not moving e Driving time The length of time spent driving Trimble MRM Confidential 102 e Trip Duration Driving time plus engine idle time e PTO Duration The length of time Power Take Off PTO occurred e PTO Fuel The amount of fuel used for PTO e Idle Fuel The amoun
9. Exception that was previously disabled Otherwise the Enable option is not available Disable This allows you to temporarily remove an active Exception from use e All parameters are preserved e Users cannot access receive data from this Exception e Remains inactive until it is enabled From the Exception Administration screen 1 Click Disable from the Edit Menu list A dialog box shown in Figure 3 8 appears to verify disabling the Exception 2 Click OK to disable the Exception Windows Internet Explorer x j Are you sure you want to disable the selected exception cms Figure 3 8 Dialog Box Trimble MRM Confidential 114 The Exception Administration screen changes to show that the Exception is disabled Delete This allows you to completely remove an Exception from your system e An Exception is permanently deleted from your system e Parameters established for this Exception are lost and cannot be retrieved for later use From the Exceptions Management screen 1 Click Delete from the Edit Menu list A dialog box appears to verify deleting the Exception 2 Click OK to delete the Exception Windows Internet Explorer xj jJ The scheduled reports associated with the exception will also be deleted Are you sure you want to delete the selected exception ox oa Figure 3 9 Delete Dialog Box When the Trimble MRM solution is finished deleting the Exception the current Exceptions
10. Exceptions Setting up an Exception Confirmation Exception Stop Counti Exception Confirmation Seesmic Stop Counti Sea Stop Count Monitoring Duration 3 minutes Parameters Min Stops 1 Max Stops 10 Landmarks adhoclmk hub_1412 Imk bug Monitoring Schedule Type 24X7 Monitoring Skede Begin Date 12 4 08 04 15 PM HST Exception Notification Exception Console Delivery Monitored Mobile Device s Create Another Exception Done CA000374 CD030609 FE333123 FE333124 FE333132 FES33133 FE415263 FE415264 Figure 2 45 Confirmation Screen for Stop 14 Confirm the Stop Count Exception parameters that you selected 15 Click Done if you are finished setting up Exceptions The Current Exceptions screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Stop Duration Stop Duration Exceptions occur when the total amount of time a mobile worker spends at a stop exceeds a set threshold during a defined workday This helps companies identify workers who spend too much or too little time stopped at any location Trimble MRM Confidential 82 From the Setting up an Exception Select the Exception Type screen 1 Click Stop Duration The Setting up an Exception Select the Exception Type Parameters Step 1 of 4 screen for Stop Duration shown in Figure 2 46 appears Exceptions Parameters eee ld SO characte
11. Main Menu drop menu An Exceptions screen shown in Figure 4 1 with selection options for generating the report appears Trimble MRM Confidential 117 Exceptions This will generate a report to show which Mobile Device s have which exceptions 1 Select Mobile Device s Group s Mobile Device s OR Group s 1000351E5 1000351E6 1000351E7 1000351E8 1000351E9 1000351ED 1000351EE 2 Select the Exception s A Device Vicinity Exception A test of Mileage Exception at 100ML BAT_CM_Spd BAT_CM_Zone Close to Home dffgfg Diagnostics Fault1 Select Reporting Option Online Report z Generate Report Cancel Figure 4 1 Select Options for Generating an Exception Assignment Report 5 Select the appropriate radio button e Ifyou select Groups a list of the available Groups appears e If you select Mobile Devices a list of the available vehicles appears e To select more than one vehicle or group hold the Ctrl key while selecting 6 Highlight the mobile devices from the Select Mobile Devices Groups field 7 Select Exceptions to assign from the Select the Exception s field e If you want to search for a specific Exception enter the criteria into the Search field then click Search Matching Exceptions appear in the Select the Exceptions list e To select more than one Exception hold the Ctrl key while selecting 8 Select the way you want to view the report from the Select Re
12. Mobile Devices field indi cating they have been selected 13 Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Trimble MRM Confidential 30 Exceptions Setting up an Exception Confirmation Exception Handseti Exception Confirmation Exception Name Handset Exception Type Handset Usage Monitoring Interval 15 minutes Parameters SMS Notification Enabled Monitoring Schedule Type aE Monitoring Schedule Begin Date 11 20 08 02 30 PM HST Exception Notification Exception Console Delivery Monitored Mobile Device s Create Another Exception CA000374 Figure 2 21 Confirmation Screen for Handset Usage 14 Confirm the Handset Usage Exception parameters that you selected 15 Click Done if you are finished setting up Exceptions The Current Exceptions screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Idling Idling Exceptions are triggered when the engine idles longer than a specified period of time Idle time is defined when the ignition is on but the vehicle is stopped This allows better manage ment of productive time as well as for cost savings through fuel and maintenance savings Idling is available for GeoManager iLM and Pathway iL
13. Notification of the Off Hours Unauthorized Use Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Standard message delivery option if you want a list of all the Landmark Exceptions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com 6 Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen 7 Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual Trimble MRM Confidential 66 e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting 8 Click the gt button to add the select
14. Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com 8 Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen 9 Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting Trimble MRM Confidential 58 10 Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indi cating they have been selected 11 Click Next to advance to the Confirmation screen shown in Figure 2 35 Click Previous to return to the last screen Click Cancel to return to the Exception Administration
15. Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual Trimble MRM Confidential 40 e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting 13 Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indi cating they have been selected 14 Click Next to advance to the Confirmation screen shown in Figure 2 27 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Exceptions Setting up an Exception Confirmation Exception Landmarki Exception Confirmation Exception Name Landmark Exception Type Landmark Monitoring Landmarks adhoclmk hub_1412 Imk bug Parameters Monitoring Schedule Type 28X7 rieka Begin Date 12 2 08 02 15 PM HST Exception Notification Exception Console Delivery Monitored Mobile Device s CA000374 Create Another Exception Done Figure 2 27 Confir
16. Weekends Includes week nights and weekends Note Mouse over the Note icon to display step by step instructions for filling out the Exception parameters Trimble MRM Confidential 21 Field Description Begin Monitoring The day hour and minute you want GeoManager to begin recording Speed Exceptions Days of the week cannot be repeated or overlapped Minutes can be selected in 15 minute increments If a predefined schedule is selected these fields are auto filled with information End Monitoring The day hour and minute you want GeoManager to stop recording Speed Exceptions Days of the week cannot be repeated or over lapped Minutes can be selected in 15 minute increments If a predefined schedule is selected these fields are auto filled with information To customize Recurring Schedule options shown in Figure 2 15 b Select one of the four options from the Predefined Schedules field e Week Days e Week Nights e Weekends e Nights and Weekends c Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed d Click the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed e Click the Day drop down menu in the End Monitoring column to change the day of the week as needed f Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM
17. X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Begin Date The month day and year you want to begin monitoring diagnostics faults for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to begin monitoring idling for the selected mobile device This must be the current time or later Min utes can be selected in 15 minute increments Trimble MRM Confidential 2 Type a name into the Exception Name field 32 3 Select the number of minutes a vehicle must idle before an alert is created from the Select Idling Duration field 4 Select the schedule type you would like to establish for monitoring Idling Exceptions from the Type of Monitoring Schedule field e Recurring e 24X7 Each type of schedule has different set up options which appear in the next screen 5 Click NEXT to open the Schedule Options screen 6 Set up the options for your schedule For predefined Recurring Schedule options shown in Figure 2 15 a Select one of the four options from the Predefined Schedules field e Week Days e Week Nights e Weekends e Nights and Weekends Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed Click
18. Zone field The system will default to PDT if no option is selected b Click the Calendar icon to select the Begin Date c Click the Clock icon to select the Begin Time d Click NEXT to advance to the Specify the Exception Notification Options screen shown in Figure 2 17 Click Cancel to return to the Exception Administration screen 10 Select how you want Notification of the Landmark Proximity Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Real Time message delivery option if you want immediate notification a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com e Check the Standard message delivery option if you want a list of all the Landmark Prox imity Exceptions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com 11 Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Fig
19. able for monitoring selection For information about creating Landmarks refer to the GeoMan ager User Admin Guide Type of Monitor ing Schedule Monitoring Schedules are available in two types e Recurring a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s e 24 X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Begin Date The month day and year you want to begin monitoring diagnostics faults for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to begin monitoring landmarks for the selected mobile device This must be the current time or later Min utes can be selected in 15 minute increments 2 Type a name into the Exception Name field 3 Click Select The Landmarks screen displays shown in Figure 2 25 appears Trimble MRM Confidential 37 Landmarks Search Criteria Landmark Type All Location All Landmark Name Searc Landmark Address adhocimk 105 E BETHUNE ST DETROIT Ml 48202 US Homer hub_1412 BEDROCK CO 81411 US Building Blue Imk bug WY 82834 Homer Imk_13_3 111 N 4TH ST COLUMBUS OH 43215 Building Red Imk_from_ma
20. alert notifications on the Notification page for this Exception but no SMS message will be sent automatically to any of the devices selected for this Exception when a Usage Excep tion is triggered for a given device Note A Handset Usage Exception will be sent as an email SMS message to all the selected devices if the Trimble phone applica tion is detected to be off for more than the time specified below during defined monitoring hours If no phone number is entered for any of the devices selected for the Usage Exception then no SMS notices will be sent to the handset Trimble MRM Confidential 27 Field Description Minutes Device If the Trimble application is not detected as running within this does not Register number of minutes added to the update frequency that your ser ON vice transmits to the server an alert will be sent This must be greater than 15 minutes Note Mouse over the Tip icon to view addition information Type of Monitor Monitoring Schedules are available in two types ing Schedule e Recurring a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s e 24 X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Begin Date The month day and year you want to be
21. continuously transmit digital radio signals so that up to the minute information may be used in location tracking navigation and other location or mapping technologies iLM Internet Location Manager is a patented Trimble in vehicle mobile resource management device using GPS and wireless network communications technologies The Trimble iLM captures location based information in the field and securely transmits it over high speed wireless Trimble MRM Confidential 130 networks to Trimble subscribers This data shows up in the form of on demand exception or scheduled web based reports that reflect information such as mobile worker location vehicle speed starts and stops on customizable maps IP Internet Protocol sends data packets called data grams across multiple networks but does not ensure that they arrive at their destination reliably TCP ensures reliable delivery Each IP datagram has a header containing source and destination information allowing each datagram to travel independently to its destination directly or through gateways with each datagram perhaps traveling a different route to reach its destination IP address Also called Internet address The 32 bit address assigned to hosts using TCP IP Most Internet addresses consist of a network portion and a node portion The address for each device must be unique on the network LAN Local Area Network is a small data network covering a limited area such as a b
22. down the Ctrl key Begin Date The month day and year you want to begin monitoring diagnostics faults for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to begin monitoring messaging for the selected mobile device This must be the current time or later Min utes can be selected in 15 minute increments Type a name into the Exception Name field Select the pre typed message from the Select Message drop menu If desired enter the exact words that will be used to validate the message in the Validation field Select the schedule type you would like to establish for monitoring Idling Exceptions from the Type of Monitoring Schedule field e Recurring e 24X7 Each type of schedule has different set up options which appear in the next screen Click NEXT to open the Schedule Options screen Set up the options for your schedule For predefined Recurring Schedule options shown in Figure 2 15 Trimble MRM Confidential 52 a Select one of the four options from the Predefined Schedules field e Week Days e Week Nights e Weekends e Nights and Weekends b Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed c Click the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed d Click the Day drop down menu in the E
23. flag vehicles that drive above a maximum speed for a specific block of time This is helpful in monitoring both fleet safety and cost containment since speeding can be tied to accidents and higher insurance rates Speed is available for GeoManager iLM GeoManager PE Pathway iLM and Pathway PE From the Setting up an Exception Select the Exception Type screen 1 Click Speed The Setting up an Exception Select the Exception Type Parameters Step 1 of 4 screen for Speed shown in Figure 2 40 appears tion Select the Excepti e Parameters Step Parameters Seni St SO characters Max Seema ys Speed Max Speed p Select Max Speed gt mph w Select Duration Select Duration of Speed z minutes of Speed Type of 4x7 J Monitoring 24 7 ti Schedule TimeZone GMT 10 00 Hav ii Begin Date iz308 Figure 2 40 Select the Exception Type Parameters for Speed Step 1 of 4 Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Trimble MRM Confidential 68 Field Description Max Speed The maximum speed the mobile worker can reach before an Excep tion is triggered e An Exception is triggered when the speed of the mobile device s exceeds th
24. for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com e Check the Standard message delivery option if you want a list of all the Speed Excep tions that occurred the previous day Trimble MRM Confidential 90 10 11 12 13 a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl
25. in two types ing Schedule e Recurring a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s e 24 X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Begin Date The month day and year you want to begin monitoring diagnostics faults for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to begin monitoring landmarks for the selected mobile device This must be the current time or later Min utes can be selected in 15 minute increments 2 Type a name into the Exception Name field 3 Select the number of mobile devices that must be in proximity to each other from the Num ber of Vehicles drop menu 4 Select the amount of time the mobile devices must be in proximity to each other from the Common Duration drop menu 5 Select how close the mobile devices must be from the Distance drop menu 6 Select the schedule type you would like to establish for monitoring Landmark Exceptions from the Type of Monitoring Schedule field e Recurring e 24X7 Trimble MRM Confidential 61 Each type of schedule has different set up options which appear in the next screen 7 Click NEXT to open the Schedule
26. key while selecting Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indi cating they have been selected Click Next to advance to the Confirmation screen shown in Figure 2 49 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Trimble MRM Confidential 91 Exceptions Setting up an Exception Confirmation Exception Switchi Exception Confirmation Seen ome Switch Siraieum esa Switch Status Monitoring Switch Status Door Parameters Switch transition Active Landmarks LM_28593 LM_Fremont Monitoring Schedule Type 2a KE Monitoring Schedule Begin Date 12 8 08 02 15 PM HST Exception Notification Monitored Mobile Device s Exception Console Delivery CD420001 1 Open Create Another Exception Done Figure 2 49 Confirmation Screen for Switch Status 14 Confirm the Switch Status Exception parameters that you selected 15 Click Done if you are finished setting up Exceptions The Current Exceptions screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Temp Status Temp Status Exception monitors the temperature inside mobile assets Temp Status Exception flags
27. of data If you want to generate a report containing more than one month of data then you must use the Scheduled Reports Tool For more information about Scheduled Reports see the GeoManager Administrator Guide e Pathway An online report can contain 14 days worth of data Pathway does not have Scheduled Reports Trimble MRM Confidential 126 Field Description Report Format Shows you the available formats for the Exception Reports Currently e Online e Downloadable Format Tab delimited e Downloadable Format Comma delimited e Downloadable Format Excel version Check Box Select if you want to include the header in Comma and Tab delimited downloadable reports a Select Exception Name from the drop menu b Select the radio button for mobile devices Groups or mobile devices from Group c Ifyou select mobile devices from Group select the Group from the drop menu d Select the mobile devices for the report from the text box Hold down Ctrl key to select more than one mobile device or group e Select the Time Period from the From and To Day Month Year Hour and Min drop menus f Select the Report Format from the drop menu g If you choose to download the Exception Assignment Report select the check box to Include header in Comma and Tab Delimited downloadable reports if you want headers included in the report h Click Generate Report e If you chose to view the repo
28. screen Exceptions Setting up an Exception Confirmation Exception Mileagel Exception Confirmation Soe hlileage1 Monitoring Mileage 100 Miles Parameters Monitoring Schedule Type iod Monitoring Schedule Begin Date 12 3 08 02 45 PM HST Exception Notification Exception Console Delivery Monitored Mobile Device FE415264 s Create Another Exception Figure 2 35 Confirmation Screen for Mileage 12 Confirm the Mileage Exception parameters that you selected 13 Click Done if you are finished setting up Exceptions The Current Exceptions screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Trimble MRM Confidential 59 Mobile Device Vicinity Mobile Device Vicinity monitors the occurrences of multiple mobile devices stopping within a defined distance from each other for a period of time common to both or all This allows compa nies to check for route overlap or flag unproductive time if mobile devices are grouped near each other for extended periods of time Mobile Device Vicinity is available for GeoManager iLM GeoManager PE and Pathway iLM AP Note Landmarks designated as Type 14 exclude vehicle congregation from the Mobile Device Vicinity Exception report From the Setting up an Exception Select the Exception Type screen 1 Click Mobile Device Vicinity The Setting up an Exception
29. through the Extended Data Storage option Offered at an additional fee this option gives you access to data up to a year after the event occurred Note Please consult with your Trimble MRM Sales Manager if you are interested in extending the time your data is available to you for retrieval Optional Features Additional Fee Some Exception types are companions to optional product features that require an additional fee for their use You may add more features and options to your existing agreement at any time Trimble MRM Confidential 2 Note For information about how to add more features and options please consult with your Trim ble MRM Sales Manager Exception Types Many types of Exceptions are available depending on the Trimble MRM solution you have The standard Exceptions are Forms triggered when a form field is sent from the mobile device and meets certain user specified parameters Handset Usage triggered when a hand held mobile device has not accessed the Trimble MRM application by the time expected or if there is mobile activity beyond expected work hours The administrator specifies the time window during which mobile users should be logged in to the Trimble MRM application as well as the notification parameters Idling occurs when a mobile device idles for more than a specified duration Idling is mea sured when the ignition is on and the mobile device is not moving for more than 2 min
30. time If you manage more than 15 devices the screen also shows the number of pages Select the appropriate page number to move to the desired page Click Create New the Setting up an Exception Select the Exception Type screen shown in Fig ure 2 9 displays Here you can select the Exception type you would like to set up Setting up an Exception Select the Exception Type Diagnostics Fault Forms Handset Usage Hard Brake Idling Landmark Landmark Proximity Low Battery Messaaqing Mileage Mobile Device Vicinity Off Hours Unauthorized Use Speed Stop Stop Count Stop Duration Switch Status Temp Status Zone Figure 2 9 Setting Up the Exception Select the Exception Type Trimble MRM Confidential 11 Click Exception Menu to return to the Exceptions screen shown in Figure 2 6 You are now ready to set the parameters for any Exceptions you would like to track The follow ing sections complete the creation procedure for each Exception type After clicking the desired Exception an Exceptions wizard opens to guide you through a series of screens used to create each set of Exceptions parameters Diagnostics Fault Diagnostics Fault Exceptions are triggered when a mobile device generates a fault code Diagnostics Fault is currently available for users with Vehicle Diagnostics enabled who are using iLM 4500 series hardware From the Setting up an Exception Select the Exception Typ
31. to advance to the Specify the Exception Notification Options shown in Figure 2 17 Click Cancel to return to the Exception Administration screen Exceptions Setting up an Exception Specify the Exception Notification Options Step 3 of 4 Exception Landmarki Exception Notification I Exception Console delivery Standard message delivery ut Message to Format PC version Mobile device Format PC version Mobile device Cancel Figure 2 26 Exception Notification Screen with Standard Notification Only Step 3 of 4 10 Select how you want Notification of the Landmark Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Standard message delivery option if you want a list of all the Landmark Exceptions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com 11 Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen 12 Select vehicles or hand held devices to monitor e
32. AE E ae ue aae ge meee RRE de oe Aar ETE ieee dekh Sse a se ands 1M cet gee 2 97 Vehicle Diagnostics ssns hess ee Reeve ean eke nee ier ie dad wee eee ene SEE T a eked ek 102 Editing Exceptions iei oe keea i aoai E aai E d r ete eens 107 Parameters sio anais a oia anos aoe E aR ai aE a E avenge AORE OEE ASER RORE ORE EE da E ane 109 Schedules nies p cuid ie ge a aa a dp eee GEE E a whee EREN e E EERE 110 Notification e sassesnet teise eneen EEE EER ear anes Gob Ser age eet EE Hem bate ene 111 Mobile Devices 0 0 cc tenets 112 Enables tan digits leon Bid aie re eee en let eto N es a wad Aude oto avin WR avy Me 114 Disable cecis ccs eens Rie RERNE RE SEERE we SE de SEES d bb awels ta uke eee 114 Delet ic ctread tek teas OPA LOSER EA EEE OE REM RAE ee EE eee ee REEERE 115 Assigning Exceptions to Mobile Devices or Groups nassaan auaa anana 115 Exception Reports 22 sc te eta ee oe dette seh ee eA ped aN eae ae ee eee Re eee eee EA 117 Exceptions Parameter Report 00 0c eee eee 117 Exception Notification Console 00 0 cc teens 120 Trimble MRM Confidential ili Generating Exception Reports 0 cece te tenets 122 GOSS Ys e E tae ects pasaye oe as A AE ete noe a EE E tgs Pad gee eee ees E A E ac 130 Trimble MRM Confidential iv Preface System Requirements Item Description Operating System Microsoft Windows 2000 XP Vista Microsoft Windows 2000 Professional XP Professional CPU Pen
33. Admin amp User Guide Exceptions December 2008 Trimbl Trimble Mobile Resource Management Exceptions Admin amp User Guide Trimble Mobile Resource Management AUG Except 12Dec08US December 2008 www road com Copyright 2008 by Trimble Navigation Limited Road Trimble and iLM are registered trademarks of Trimble Navigation Limited The Road logo the Trimble logo GeoManager and Road Pathway are trademarks and or service marks of Trimble Navigation Limited All other trademarks and or service marks used 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 engineer
34. Check Box Select if you want to include the header in Comma and Tab delimited downloadable reports a Select the radio button for mobile devices Groups or mobile devices from Group b If you select mobile devices from Group select the Group from the drop menu c Select the mobile devices for the report from the text box Hold down Ctrl key to select more than one mobile device or group d Select the Time Period from the From and To Day Month Year Hour and Min drop menus e Select the Report Format from the drop menu f If you choose to download the Exception Assignment Report select the check box to Include header in Comma and Tab Delimited downloadable reports if you want headers included in the report g Click Generate Report e If you chose to view the report online a new browser window opens with the Con solidated Exception Report as shown in Figure 1 167 Trimble MRM Confidential 124 Exceptions Consolidated Exception Report from 10 28 08 12 00 AM to 10 31 08 11 59 PM Note Date Time is rounded off to the nearest minute Phone CA000318changed Time Exception Name Exception Type Exception Details 10 28 08 9 08 AM PDT land prox test 2 Landmark Proximity Departure palo MONROE DR PALO ALTO CA 94306 10 28 08 9 32 AM PDT land prox test 2 Landmark Proximity Arrival office BAYSIDE PKY FREMONT CA 94538 10 28 08 9 51 AM PDT Step_duration St
35. E ERNEA REEE eee 9 Diagnostics Fault occ ecc i medaia e wae dows a heed bd eee ode eed de eee ea 12 FOM S op renia a aise sete E eh ees oe ot E A Fly teeta E E ob A Ae aed aad as aon anche nd tae eens ee eee gas 18 Handset Usage ie cece ie teens dae Ge eed ope See Re he Be EE he Be ew edd oe bee eS 26 JQMING secs Sates oth cae hee oe Ee eee nee eRe ee Renee cig ce due eee ne 31 Landor K sipa gee sce aE E E vane keds gh ves Gaba acted ont idoa be late oe R RE A Rub EEEa nee E R A at nega 36 Landmark Proximity 0 000s 41 LOW Battery iccevencaebea rea ee ieee eee PRE Rea OTE PERE E ES Ree DRE a Re ES 46 Messaging crier ratere rnp ed tame ne RAEE EEA REE eae neds treba Phe ed 51 Mil ages catck eed aw hie el econ ee le ae hE le bie Whe emi CPR Eee See eS 55 Mobile Device Vicinity 0 0 saasaa cette 60 Off Hours Unauthorized Use 0 0 0 0 cents 64 SPEE ienas ega eE i REE ae ee eee eee Rhodes ents eee Re E oe eee ee he Eee eae S 68 SEO Pak a me evade E steno te eter atk a dale ene S yank get ces tele ie Gene duds Gaeta spies E ate kode es eaaa E EE ak ENN 72 Stop COUNT stick dtie dd anra oDAN Eee oe oe eke ee eee dee Cee E bebe Bae ede E 77 SOP Dura GON 2c ns edad aha enees ei eta Eek eed niece ee eee es eee eee eae 82 Switch Status isidis segona ieia eg d ia wa ged dee ne tan ane 2G bed Petes ede aia eed 86 Temp Stats ta aren Rahat Pea ed ced eens Head Vee Pee Ya ie dae Ok Ge ee 92 ZOME co cepa dese caste ee ede ea aed pee ioe EE
36. Exception Report Options screen shown in Figure 1 169 appears Reports Standard Reports Exception Reports Exception Reports Select Report to Generate Exception Name Select Mobile Devices to include in the report Time Period Report Format z Required field Speed speed318 x Select Mobile Devices to include in the report Groups OR Select Mobile Device s from Group FP_USA_Client z _Search Device Group search will list all device group with name containing the given search word This search is not case sensitive CA000318changed romp ae Raa e p ae rep O Note data available for 369 days Online Report S I Include header in Comma and Tab Delimited downloadable reports Generate Report Figure 4 9 Individual Exception Report Options Field Description Select Report to Generate This is filled in from the previous screen and shows Consolidated Exception report Exception Name Contains a list of all the Exceptions available for report creation Select Mobile Combination of radio buttons drop down menus and text box for eae T organization of mobile devices available for reporting One radio NE Ge tang button must be selected One or more mobile devices or groups Report f listed must be selected Time Period The length of time you want the report to contain This is limited to e GeoManager An online report can contain one month or less
37. Guide e Select the location by City State or Zip if applicable from the Location drop down menu Trimble MRM Confidential 74 e Enter search criteria into Landmark Name field then click Search to search for a specific Landmark Matching Landmarks appear in the Available Landmarks list c Select the check box es next to the Landmark s you would like to monitor d Click Select to add the selected Landmarks to the Customer Landmarks to Monitor list Click Close exit the Landmarks screen without selecting landmarks The Landmark s you have selected will appear in the Customer Landmarks to Monitor list indicating they have been selected 5 Select the schedule type you would like to establish for monitoring Landmark Exceptions from the Type of Monitoring Schedule field e Recurring e 24X7 Each type of schedule has different set up options 6 Click NEXT to open the Schedule Options screen 7 Set up the options for your schedule For predefined Recurring Schedule options shown in Figure 2 15 a Select one of the four options from the Predefined Schedules field e Week Days e Week Nights e Weekends e Nights and Weekends b Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed c Click the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed d Click the Day drop down menu in the End Monitoring col
38. M From the Setting up an Exception Select the Exception Type screen 1 Click Idling The Setting up an Exception Select the Exception Type Parameters Step 1 of 4 screen for Idling shown in Figure 2 22 appears Trimble MRM Confidential 31 Exceptions Setting up an Exception Select the Exception Type Parameters Step 1 of 4 Parameters Select idling Duration Schedule TimeZone Figure 2 22 Select the Exception Type Parameters for Idling Step 1 of 4 Field Description Begin Date Exception Name 50 characters Max Exception Type Idling Select Idling Duration x minutes Ea Type of Monitorin bes iiiad 24 x7 x ue GMT 10 00 Hawaii i2008 04 30 PM O Cancel Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Select Idling Dura tion The continuous amount of time before Idling is exceeded and an Exception is triggered This can be anywhere between 5 and 120 minutes in duration Type of Monitor ing Schedule Monitoring Schedules are available in two types e Recurring a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s e 24
39. Next to advance to the next screen Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen For 24 X 7 Schedule options shown in Figure 2 16 a Select the correct time zone from the Time Zone field The system will default to PDT if no option is selected b Click the Calendar icon to select the Begin Date c Click the Clock icon to select the Begin Time d Click NEXT to advance to the Specify the Exception Notification Options screen shown in Figure 2 17 Click Cancel to return to the Exception Administration screen 7 Select how you want Notification of the Low Battery Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Real Time message delivery option if you want immediate notification a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com e Check the Standard message delivery option if you want a list of all the Speed Excep tions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mob
40. Options screen 8 Set up the options for your schedule For predefined Recurring Schedule options shown in Figure 2 15 a Select one of the four options from the Predefined Schedules field e Week Days e Week Nights e Weekends e Nights and Weekends Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed Click the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed Click the Day drop down menu in the End Monitoring column to change the day of the week as needed Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed To clear the selected options and re enter information click Clear Click Next to advance to the next screen Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen For 24 X 7 Schedule options shown in Figure 2 16 a Select the correct time zone from the Time Zone field The system will default to PDT if no option is selected Click the Calendar icon to select the Begin Date Click the Clock icon to select the Begin Time Click NEXT to advance to the Specify the Exception Notification Options screen shown in Figure 2 17 Click Cancel to return to the Exception Administration screen 9 Select how you want Notification of the Mobile Device Vicinity Exceptions sen
41. PM fields as needed g To clear the selected options and re enter information click Clear Click Next to advance to the next screen Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen For 24 X 7 Schedule options shown in Figure 2 16 Trimble MRM Confidential 22 Exceptions Setting up tion Select the Excepti pe Parameters Step Parameters Exception Name Forms2 Exception Type Forms Select Form Duty Status 7 w Select Field Co Driver ID z Validation Alpha Alphanumeric fields condition Numeric Currency field condition Yes No fields condition Yes v Type of Monitoring x7 o Schedule ESZ y TimeZone ccmT 10 00 Haveii z Begin Date TIIE E Figure 2 16 Setting Up the Exception Select the Exception Select the Exception Type Parameters Step 1 of 4 24 X 7 a Select the correct time zone from the Time Zone field The system will default to PDT if no option is selected b Click the Calendar icon to select the Begin Date c Click the Clock icon to select the Begin Time d Click NEXT to advance to the Specify the Exception Notification Options screen shown in Figure 2 17 Click Cancel to return to the Exception Administration screen Trimble MRM Confidential 23 Exceptions Setting up an Exception Specify the Exception Notification Options Step 3 of 4 Exception Formsi Exception Notification I Exception Co
42. Searches ABOUT TRIMBLE NEWS ROOM E GEOMANAGER E GeoManager Region 1 ffomerly GeoManager ILM PE amp SMB E GeoManager Region 2 fomerty GeoManayer international PRODUCTS amp SOLUTIONS SUPPORT amp TRAINING Trimble Mobile Resource Management Trimbls Home gt Trimble Mobile Resource Management GPS Tracking Routing amp Scheduling by Industry Fleet Management amp Mobile Solutions E aai TRIMWEB E TrimWeb Region 1 tfomerly Login 1 amp 3 E TrimWeb Region 2 Our solutions are tailored to your industry Transportation amp Distribution Construction Telco amp Cable Utilities amp Public Works Ready Mix Field Services Waste Management Public Safety HVAC Plumbing amp Electrical View Indusines Trimble MRM Our services and solutions help you solve your mobile business Issues Vehicle Tracking Fuel Efficiency Driver Compliance Vehicle Maintenance Scheduling amp Dispatching Safety Monitoring Load Management Inventory Management Back Office Management Our products help increase mobile wi productivity Mobile Solutions Our hand held an workers connecteg Fleet amp Mobile Sol E PATHWAY a PathWay LM il E PathWay PE devices keep your portico m Portico iM fomerly Login 2 Software Our software solutions provide the information you need when you need it Services Our support and Professional Services help you throughout the installa
43. Select the Exception Type Parameters Step 1 of 4 screen for Landmark shown in Figure 2 36 Exceptions an Exception Select the Excepti e Parameters Step Parameters See ug Sc characters Max ZOnE a Mobile Device Vicinity Number of 2 o H a Mobile Devices Common Select Vicinity Duration x minutes Duration o s 7 Miles Type of fzax7 wy Monitoring 24 XT w Schedule TimeZone GMT 10 00 Hawaii Begin Date fizr3i08 EH Figure 2 36 Select the Exception Type Parameters for Mobile Device Vicinity Step 1 of 4 Trimble MRM Confidential 60 Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Number of Mobile The number of mobile devices that must be in proximity to each Devices other before an Exception is triggered This can be anywhere from 2 to 10 devices Common Duration The amount of time the specified number of mobile devices must be in proximity to each other before an Exception is triggered This can be anywhere from 5 to 60 minutes Distance The range in Miles of the mobile devices before an Exception is triggered This can be from 0 5 to 2 0 miles in 0 5 mile increments Type of Monitor Monitoring Schedules are available
44. Select the Exception Type Parameters Step 1 of 4 Parameters ia ci Exception Type Landmark Proximity Arrival Departure Arrival w Customer Landmark s to monitor Select Type of Monitoring zax7 Fj Schedule ARE wa TimeZone GMT 10 00 Hav ii Begin Date fizi2i08 Figure 2 28 Select the Exception Type Parameters for Landmark Proximity Step 1 of 4 Trimble MRM Confidential 42 Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Customer Land Designated Landmarks entered by an administrator that are avail mark s to monitor able for monitoring selection For information about creating Landmarks refer to the GeoMan ager User Admin Guide Type of Monitor Monitoring Schedules are available in two types ing Schedule e Recurring a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s e 24 X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Begin Date The month day and year you want to begin monit
45. a click on the column heading you want as your sort filter You may rearrange the order in which Exception data columns appear online To change the order of your columns click on the column header you want to move and drag it to the spot on the table in which you would like it to appear Message Types are color coded to make identification of like Exceptions easy to find and read If you set up real time alerts you can elect to receive an audible alert each time a new notification is sent to the Notification Console To enable or disable this option click the alert icon When it is disabled the icon will appear with a red slash across it For additional details on any of the alerts 1 Scroll to the alert you want to select 2 Click the alert anywhere on the row Details appear in the Exception Details area at the bottom of the Exception Notification Console The Notification Console highlights your selection and additionally shows the Criteria that had to be met to generate the Exception as well as the Location of the mobile device when the Excep tion occurred To generate a printable version of this information press the print icon in the upper right hand corner of the screen The system will display the same information in a text format that can be easily printed Click the Printer icon The Exception Details screen displays From here you can print two ways e Click the Print link in the Details column of the Exception Detail
46. age nextel com i e 5551112222 page nextel com 9 Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen 10 Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting 11 Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indi cating they have been selected Trimble MRM Confidential 76 12 Click Next to advance to the Confirmation screen shown in Figure 2 43 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Exceptions Setting up an Exception Confirmation Exception Stopi Exception Confirmation Exception Name Stopi Seek om Stop Monitorin
47. ameters Trimble MRM Confidential 108 e Notification e Mobile Devices Parameters From the Exceptions Management screen 1 Click Parameters located under the Edit Menu list The Change the Parameters screen an example of which is shown in Figure 3 4 appears Each type of Exception may have different parameters Exception Management Edit Menu Editing an Exception Change the Parameters Parameters Recurring Sa ua Handseti Notification Saus Handset Usage Mobile Devices Enable Disable SMS Parameters I Check here if you do not want an SMS message sent to each device selected for this Exception You can still set up alert notifications on the Notification page for this Exception but no SMS message will be sent automatically to any of the devices selected for this Exception when a Usage Exception is triggered for a given device Minutes device h i does not register ON Type of Monitoring Recurring Schedule TimeZone GMT 10 00 Havaii Begin Date 12 9 08 Update Cancel Figure 3 4 Change the Parameters Example Screen 2 Make the desired changes Each type of Exception will have different parameters that can be changed Some Exceptions have no parameters that can be changed 3 Click Update to save the parameter changes 4 Click Cancel to leave the current parameter settings You will return to the Exceptions Management screen shown in Figure 3 2 5 Click Done if you are
48. andmark a Click Select The Landmarks screen displays b Select the Landmarks you would like to monitor e Select the Landmark type if applicable from the Landmark type drop down menu For more information about Landmark types see the GeoManager User Admin Guide e Select the location by City State or Zip if applicable from the Location drop down menu e Enter search criteria into Landmark Name field then click Search to search for a specific Landmark Matching Landmarks appear in the Available Landmarks list c Select the check box es next to the Landmark s you would like to monitor d Click Select to add the selected Landmarks to the Customer Landmarks to Monitor list Click Close exit the Landmarks screen without selecting landmarks The Landmark s you have selected will appear in the Customer Landmarks to Monitor list indicating they have been selected 6 Select the schedule type you would like to establish for monitoring Idling Exceptions from the Type of Monitoring Schedule field e Recurring e 24X7 Each type of schedule has different set up options which appear in the next screen 7 Click NEXT to open the Schedule Options screen 8 Set up the options for your schedule For predefined Recurring Schedule options shown in Figure 2 15 a Select one of the four options from the Predefined Schedules field e Week Days e Week Nights e Weekends Trimble MRM Confidential 89 e Nights and Weekends b Click th
49. any loss or damage caused or alleged to be caused directly or indirectly by the instructions contained in this manual or by the software or hardware products described in it Privacy and Use This product is intended to monitor and make available information concerning the vehicle s activities It is the customer s sole responsibility to ensure that its use complies with any applicable laws and regulations It is the customer s responsibility to develop and communicate policies concerning use of the application prior to implementing the product Customers are urged to consult with their own legal counsel in connection with the particular use to which the customer puts the product and the potential implications from that use Trimble MRM Confidential ii Table of Contents Preface ccc ie eine sions aonb 2 kas aoe BEE aes s Sie See a Rb eee Hate ae aed he ORE RG oe Eee Ee v System REQuIFeMeNtS o c022 002 cede ele eee Ga ei ey ee Pe eee oe eed ee REE ede Ee RG v IMtrOdUCHION 2 25223 e i oa iaon aSa Eaa ees ap Eiai Eonia oel aE R Aal Eoi aa Baia EE te RE iT Eo E aa 1 F rmatses soana nE E E o a E a E O ai E a dig E E dete OE 2 Data Retention eree ites scene he Makes ne ed ee hee ae ee Re Raa aaa EEE E 2 Optional Features Additional Fee 0 c ccc ene ene eens 2 Exception Typ S sse cae be eee es peek oe ee eee See Eee EP Ne Pee See ee eee 3 Creating Exception Parameters 0 0 cee tte 5 Exception Management 0 000 PEREI RER
50. ark type if applicable from the Landmark type drop down menu For more information about Landmark types see the GeoManager User Admin Guide Trimble MRM Confidential 79 menu e Select the location by City State or Zip if applicable from the Location drop down e Enter search criteria into Landmark Name field then click Search to search for a specific Landmark Matching Landmarks appear in the Available Landmarks list c Select the check box es next to the Landmark s you would like to monitor d Click Select to add the selected Landmarks to the Customer Landmarks to Monitor list Click Close exit the Landmarks screen without selecting landmarks The Landmark s you have selected will appear in the Customer Landmarks to Monitor list indicating they have been selected 6 Select the schedule type you would like to establish for monitoring Landmark Exceptions from the Type of Monitoring Schedule field e Recurring e 24X7 Each type of schedule has different set up options 7 Click NEXT to open the Schedule Options screen 8 Set up the options for your schedule For predefined Recurring Schedule options shown in Figure 2 15 a Select one of the four options from the Predefined Schedules field e Week Days e Week Nights e Weekends e Nights and Weekends b Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed c Click the Clock icon in the Begin Monitoring colu
51. ation Click Save to save the file to your computer Click Cancel to return to the Exception Reports Options screen Trimble MRM Confidential 128 Trimble MRM Confidential 129 Glossary affiliate Companies who work with larger carriers to build a nationwide network Affiliates may use the larger carrier s brand name network operations customer service or other resources antenna A device for transmitting and receiving signals Often camouflaged on existing buildings trees water towers or other tall structures the size and shape of antennas are generally determined by the frequency of the signal they manage AP Access point is a WLAN transceiver or base station that can connect a network to one or many wireless devices APs can also bridge to one another carrier Also known as service provider or operator a carrier is the communications company that provides customers with air time and other services for their wireless phones channel A path along which a communications signal is transmitted FSM Field Service Management is the process of managing mobile resources to improve the performance of tasks in the field FSM includes scheduling dispatching and Intelligent Appointing as reflected in the Trimble Taskforce solution GPS Global Positioning System is a worldwide satellite navigational system made up of 24 satellites orbiting the earth and their receivers on the earth s surface The GPS satellites
52. bile device Update Figure 2 57 Edit Diagnostics Fault Exception 3 Select how you want Notification of the Diagnostics Fault Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Real Time message delivery option if you want immediate notification a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com e Check the Standard message delivery option if you want a list of all the Speed Excep tions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com Trimble MRM Confidential 105 4 Click Update to advance to the Confirmation screen shown in Figure 2 58 Click Cancel to return to the Exception Administration screen Exception Management Edit Menu Editing an Exception Confirmation Parameters Exception Diagnostics Fault1 Notification Exception Confirmation Mobile Devices Santee ire Diagnostics Fa
53. button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com 10 Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen 11 Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting 12 Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list Trimble MRM Confidential 81 The name s you have selected will move to the Monitor Mobile Devices field indi cating they have been selected 13 Click Next to advance to the Confirmation screen shown in Figure 2 45 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen
54. cinity 5 Disable Delete A test of Mileage Exception at 100ML Mileage Disable Delete BAT CM Spd Speed Disable Delte BAT CM Zone Zone Disable Delete Close to Home Mileage Disable Delete atfata Temp Status Disable Delete Diagnosti Diagnostics Fault Disable Delete formss Forms Disable Delete form bug Forms Disable Delete fmt Forms Disable Delte Note Click on the Exception Name link to edit an Exception Create New Exception Menu Figure 2 55 Exception Administration Screen The Exceptions Management screen for Vehicle Diagnostics shown in Figure 2 56 appears Exception Management Edit Menu Parameters Se ie Diagnostics Faulti Notification ZEE Diagnostics Fault Mobile Devices Status Enabled Figure 2 56 Edit Diagnostics Fault Exception 2 From the Edit Menu screen select the Notification link The Exception Notification screen as shown in Figure 51 appears Trimble MRM Confidential 104 Exception Management Edit Menu Editing an Exception Change the Notification Parameters Exception Diagnostics Fault Notification Exception Notification Mobile Devices Vv Exception Console delivery I Real time message delivery w Message to Format PC version Mobile device 2 ji Format PC version Mobile device I Standard message delivery T Message to Format PC version Mobile device Format PC version Mo
55. cover whether company resources are being used when mobile workers are not on shift Off Hours Unauthorized Use is available for GeoManager iLM and GeoManager PE From the Setting up an Exception Select the Exception Type screen 1 Click Off Hours Unauthorized Use The Setting up an Exception Select the Exception Type Parameters Step 1 of 4 screen for Off Hours Unauthorized Use shown in Figure 2 38 appears Trimble MRM Confidential 64 Exceptions Parameters eee Slug 50 characters Max Sasa Off Hours Unauthorized Use Description An Exception will be triggered when the Mobile Device s reports activity outside the specified work time TimeZone GMT 10 00 Hav ii X Begin Date i2308 E Figure 2 38 Select the Exception Type Parameters for Idling Step 1 of 4 Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Description An Exception will be triggered when the mobile device s reports activity outside the specified work time TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Begin Date The month day and year you want to begin monitoring diagnostic
56. ct the Exception Type screen appears Forms Forms Exception works in conjunction with the Messaging option If the Forms feature of Mes saging is being used exceptions for form field data outside an expected parameter can be moni tored for variance This would be useful for example for flagging unusually large quantities associated with a sales order Forms Exceptions are available for GeoManager iLM and GeoManager PE From the Setting up an Exception Select the Exception Type screen 1 Click Forms The Setting up an Exception Select the Exception Type Parameters Step 1 of 4 screen for Forms shown in Figure 2 14 appears Trimble MRM Confidential 18 Exceptions e Parameters Step Parameters Exception Name i Exception Type Select Form Duty Status z en a aa w Select Field Co Driver ID z Validation Alpha Alphanumeric fields condition Numeric Currency field condition gt Ead z gt z Yes No fields condition Yes z Type of Monitoring Becir W Schedule Recurring h w TimeZone GMT 10 00 Hawaii Begin Date faos Begin Time ver PM i O Figure 2 14 Setting Up the Exception Select the Exception Parameters Screen for Forms Step 1 of 4 Recurring Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is a
57. deviance in temperature for defined periods of time For example if the temperature inside a refrigerated truck climbs 5 degrees above normal and stays there for more than 10 minutes an Exception is triggered Dispatch then notifies the driver that there is a problem with the refriger ation unit You can define up to 20 Temp Status Type Exceptions for your account Temp Status Exceptions are available for GeoManager iLM From the Setting up an Exception Select the Exception Type screen 1 Click Temp Status The Setting up an Exception Select the Exception Type Parameters Step 1 of 4 screen for Temp Status shown in Figure 2 50 appears Trimble MRM Confidential 92 Exceptions pe Parameters Step Parameters Steele Sunil 50 characters Max ain E a Temp Status Te rature t ce ahaa Min degree F Max degree F Setect Select Tempersture Duraka i we Temperature Select Temperature Duratior minutes Duration Type of oax7 wy Monitoring RAAZ wa Schedule TimeZone GMT 10 00 Hawaii fizisios EH Cancel Figure 2 50 Select the Exception Type Parameters for Temp Status Step 1 of 4 Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type sc
58. dmark Type Building Black z Only stops at specified Customer landmark Select Type of zax od Monitoring ZANT w Schedule TimeZone GMT 10 00 Havaii E a Figure 2 44 Select the Exception Type Parameters for Stop Count Step 1 of 4 Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Duration of Stop This is the maximum amount of time before an Exception occurs This can be anywhere from 3 to 240 minutes in five minute incre ments Total Daily Number This is the minimum and or maximum number of stops a mobile of Stops device can make before an Exception occurs Trimble MRM Confidential 78 Field Description Select Stops to Monitor These radio buttons allow you to select the types of Landmarks you want to monitor e All Stops Customer Landmarks Non Customer Landmark e All Stops at Customer Landmark e All Stops at Non Customer Landmark e Only Stops at Landmark Type Select from drop down menu e Only Stops at Specified Customer Landmark For information about creating Landmarks refer to the GeoMan ager User Admin Guide Type of Monitor ing Schedule Monitoring Schedules are available in two types e R
59. dmarks The Landmark s you have selected will appear in the Customer Landmarks to Monitor list indicating they have been selected 7 Select the schedule type you would like to establish for monitoring Landmark Exceptions from the Type of Monitoring Schedule field e Recurring e 24X7 Each type of schedule has different set up options 8 Click NEXT to open the Schedule Options screen 9 Set up the options for your schedule For predefined Recurring Schedule options shown in Figure 2 15 a Select one of the four options from the Predefined Schedules field e Week Days e Week Nights e Weekends e Nights and Weekends b Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed c Click the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed d Click the Day drop down menu in the End Monitoring column to change the day of the week as needed e Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed f To clear the selected options and re enter information click Clear g Click Next to advance to the next screen Click Previous to return to the last screen Trimble MRM Confidential 44 Click Cancel to return to the Exception Administration screen For 24 X 7 Schedule options shown in Figure 2 16 a Select the correct time zone from the Time
60. down Ctri key to select more than one mobile device or group Time Period Eros fave fiz00AM faves EM isPH O Note data available for 369 days Online Rept S F Include header in Comma and Tab Delimited downloadable reports Generate Report Required field Figure 4 6 Consolidated Exception Reports Screen Field Description Select Report to This is filled in from the previous screen and shows Consolidated Generate Exception report Mobile Device s Combination of radio buttons drop menu and text box for Group s organization of mobile devices available for reporting One radio button must be selected One or more mobile devices or groups listed must be selected Time Period The length of time you want the report to contain This is limited to e GeoManager An online report can contain one month or less of data If you want to generate a report containing more than one month of data then you must use the Scheduled Reports Tool For more information about Scheduled Reports see the GeoManager Administrator Guide e Pathway An online report can contain 14 days worth of data Pathway does not have Scheduled Reports Trimble MRM Confidential 123 Field Description Report Format Shows you the available formats for the Exception Reports Currently e Online e Downloadable Format Tab delimited e Downloadable Format Comma delimited e Downloadable Format Excel version
61. dress PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com e Check the Standard message delivery option if you want a list of all the Idling Excep tions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields 8 Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com 9 Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen 10 Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting 11 Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add al
62. e and or Road web site even if the user has paid for or otherwise been provided virus protection services from Trimble The Trimble devices products and services and any modifications alterations additions or changes to the devices products or services are not fault tolerant and are not designed manufactured or intended for use in life support emergency mission critical or other ultra hazardous activities High Risk Activities Trimble specifically disclaims any express or implied warranty of fitness for such High Risk Activities Use of a Trimble device product or services in any application without the written consent of Trimble is prohibited All customer information is governed by the Trimble Privacy Policy located on the Trimble web site at www road com 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
63. e 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com 9 Click Next to advance to the Specify Zones to Monitor screen shown in Figure 2 53 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Exceptions Setting up an Exception Specify the Zones to Monitor Step 4 of 5 Exception Zonei Cities to Monitor City State 1 2 3 4 5 6 7 8 9 9 Note Atleast 1 City State is required Previous Next Cancel Figure 2 53 Setting up an Exception Specify the Zones to Monitor Step 4 of 5 10 Enter the information for the Zone you specified Trimble MRM Confidential 100 11 12 13 14 Trimble MRM Confidential 101 e City enter the city name and state abbreviation For example Fremont CA e State enter the state abbreviation For example CA e Zip Code enter the five digit zip code At least one zip code is required e County enter the county name and state abbreviation For example Alameda CA e Country select the country from the drop menu Defaults to USA Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return t
64. e Day drop down menu in the Begin Monitoring column to change the day of the week as needed c Click the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed d Click the Day drop down menu in the End Monitoring column to change the day of the week as needed e Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed f To clear the selected options and re enter information click Clear g Click Next to advance to the next screen Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen For 24 X 7 Schedule options shown in Figure 2 16 a Select the correct time zone from the Time Zone field The system will default to PDT if no option is selected b Click the Calendar icon to select the Begin Date c Click the Clock icon to select the Begin Time d Click NEXT to advance to the Specify the Exception Notification Options screen shown in Figure 2 17 Click Cancel to return to the Exception Administration screen 9 Select how you want Notification of the Switch Status Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Real Time message delivery option if you want immediate notification a Enter up to two email or mobile devices one
65. e Management Sector Refer a friend or colleague to This change will not adversely affect the products services and innovations that you have come to expect from Road Trimble and earn credit on your monthly bill Click here for details We look forward to continuing the same great relationships with all of our customers throughout the coming year To order additional products and services contact Road Sales at 1 877 7AtRoad 1 877 728 7623 or info road inc com Figure 2 4 GeoManager Pathway iLM From the Administration screen you can configure edit maintain enable and create exceptions for activities and their functions If the WLAN feature is enabled in the Administration Tool Client account the WLAN Security Administration link in the administration home page will be enabled Click the WLAN Security Administration link to configure access point parameters we Note You will need an Administrator Password to access the Administration Control Panel If you do not have an Administrator Password contact Trimble MRM Customer Satisfaction at mrm support trimble com To access Administration 1 Click the Administration link on the navigation Control Panel The main Administration screen shown in Figure 9 4 appears Trimble MRM Confidential 7 Administration Configure Custom Fields Configure Messaging Details Configure Mobile Device Details Create Scheduled Report Driver Authentication Pr
66. e and select Enroll to reserve your space ANNOUNCING The following enhancements and changes are now available to North American users of GeoManager 8 3 GeoManager Enhancements Product Manuals Notify me i To access product documentation click the Support New Role Management Feature link at the top of this page New Switch Status Report owerod byg e New Weekly Time Variance Report an hR AD Daily Activity Report Driver Logs Revised California Tanker a mete E2008 GRoas 2 Division of Trimble li nghts reserved Refer a Friend Refer a friend or colleague to Trimble and earn credit on your Privacy Policy and Legal Notice To order additional products and services contact Road Sales at 1 877 mony ih aes rare rer 7AtRoad 1 877 728 7623 or info road inc com x Figure 2 3GeoManager iLM GeoManager PE Home Page Trimble MRM Confidential 6 Pathway ILM Home Support Logout Control Panel E Pathway iLM T Mobile Device Status H me Page gt Click here for tools to help you get started MapView Customer Support Important In preparation for future role management features Changesto and improved security to GeoManager and Pathway User iLM the need to enter a separate administration Information password will be eliminated shortly after May 30 2008 If you share your current user ID and password ALERT with other us
67. e been selected 12 Click Next to advance to the Confirmation screen shown in Figure 2 33 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Trimble MRM Confidential 54 Exceptions Setting up an Exception Confirmation Exception Messagingl Exception Confirmation soem eames Messaging Monitoring Message Job Start Parameters Validation Condition None Monitoring Schedule Type 28 Monitoring x 7 Schede Begin Date 12 3 08 02 15 PM HST Exception Notification Exception Console Delivery Monitored Mobile Device FE333123 s Create Another Exception Figure 2 33 Confirmation Screen for Messaging 13 Confirm the Messaging Exception parameters that you selected 14 Click Done if you are finished setting up Exceptions The Current Exceptions screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Mileage Mileage Exceptions occur when a mobile device exceeds a predefined number of miles within a specified work day By monitoring mobile worker mileage companies can save money by deter mining which mobile workers consistently exceed mileage parameters and determining more efficient routes The Mileage Exception is available for GeoManager iLM and GeoManager PE From the Setting up an Exception Select the Exception Type screen 1 Click Mileage The Setting
68. e maximum speed for X minutes The minutes must be consecutive minutes e A mobile device cannot exist in more than one speed exception Select Duration of The continuous amount of time the Max Speed is exceeded before Speed an Exception is triggered Type of Monitor Monitoring Schedules are available in two types ing Schedule e Recurring a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s e 24 X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Begin Date The month day and year you want to begin monitoring diagnostics faults for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to begin monitoring diagnostics faults for the selected mobile device This must be the current time or later Minutes can be selected in 15 minute increments Type a name into the Exception Name field Select the maximum speed at which vehicles in your fleet are allowed to travel from the Max Speed field From the Duration field select the number of minutes a vehicle must travel at the maximum speed before an alert is created This can be anywhere between 2 and 10 minutes in duration Select the schedul
69. e screen 1 Click Diagnostics Fault The Setting up an Exception Select the Exception Type Parame ters Step 1 of 4 screen for Diagnostics Fault shown in Figure 2 10 appears Exceptions Setting up an Exception Select the Excepti pe Parameters Step Parameters eee lal Diagnostics Faultl Sie sieemeus Diagnostics Fault Type of Monitoring 24X7 W Schedule TimeZone GmT 10 00 Hav ii a Begin Date 11711708 EH seonvine CRE O r a fl Figure 2 10 Setting Up the Exception Select the Exception Parameters Screen for Diag nostics Fault Step 1 of 4 Trimble MRM Confidential Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Type of Monitor Monitoring Schedules are available in two types ing Schedule e Recurring a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s e 24 X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Begin Date The month day and year you want to begin monitoring diagnostics faults f
70. e time of day you want to begin monitoring diagnostics faults for the selected mobile device This must be the current time or later Minutes can be selected in 15 minute increments Type a name into the Exception Name field Select the pre typed message from the Select Form drop menu Select the pre typed message from the Select Field drop menu a e SP N If desired enter the exact words that will be used to validate the message in the Validation field 6 Select the schedule type you would like to establish for monitoring Forms Exceptions from the Type of Monitoring Schedule field e 24X7 e Recurring For predefined Recurring Schedule options shown in Figure 2 15 a Click NEXT to open the Specify the Monitoring Schedule screen Trimble MRM Confidential 20 Exceptions Setting up an Exception Specify the Monitoring Schedule Step 2 of 4 Exception Forms2 Recurring Schedule Predefined Schedules Select Hera x cer we Begin Monitoring End Monitoring Hour Min Day Hour Min z Previous Figure 2 15 Setting Up the Exception Select the Exception Specify the Monitoring Schedule Step 2 of 4 Field Description Predefined Sched For your convenience Trimble MRM has predefined the four most ules commonly used schedules e Week Days 8 a m 5 p m Mon Fri e Week Nights 5 p m 8 a m Mon Fri e Weekends 5 p m Fri 8 a m Mon e Nights and
71. e type you would like to establish for monitoring Idling Exceptions from the Type of Monitoring Schedule field e Recurring e 24X7 Each type of schedule has different set up options which appear in the next screen Click NEXT to open the Schedule Options screen Set up the options for your schedule For predefined Recurring Schedule options shown in Figure 2 15 a Select one of the four options from the Predefined Schedules field Trimble MRM Confidential 69 e Week Days e Week Nights e Weekends e Nights and Weekends b Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed c Click the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed d Click the Day drop down menu in the End Monitoring column to change the day of the week as needed e Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed f To clear the selected options and re enter information click Clear g Click Next to advance to the next screen Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen For 24 X 7 Schedule options shown in Figure 2 16 a Select the correct time zone from the Time Zone field The system will default to PDT if no option is selected b Click the Calendar icon to select the Begin Date c C
72. ear the selected options and re enter information click Clear Click Next to advance to the next screen Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen For 24 X 7 Schedule options shown in Figure 2 16 a Select the correct time zone from the Time Zone field The system will default to PDT if no option is selected Click the Calendar icon to select the Begin Date Click the Clock icon to select the Begin Time Click NEXT to advance to the Specify the Exception Notification Options screen shown in Figure 2 17 Click Cancel to return to the Exception Administration screen 8 Select how you want Notification of the Idling Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Real Time message delivery option if you want immediate notification Trimble MRM Confidential 99 a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com e Check the Standard message delivery option if you want a list of all the Speed Excep tions that occurred the previous day a Enter up to two email or mobile devices one for each of th
73. ecurring a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s e 24 X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Begin Date The month day and year you want to begin monitoring diagnostics faults for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to begin monitoring Stops for the selected mobile device This must be the current time or later Min utes can be selected in 15 minute increments 2 Type a name into the Exception Name field 3 Select the stop duration from the Duration of Stop drop down menu 4 Select the minimum and maximum total daily number of stops from the Min and Max drop down menus 5 Select the type of Stops you want monitored from the Select Stops to Monitor radio buttons e If you select Only Stops at Landmark Type select the Landmark type if applicable from the Landmark Type drop menu For more information about Landmark types see the GeoManager Administrator Manual e If you select Only Stops at Specified Customer Landmark a Click Select The Landmarks screen displays b Select the Landmarks you would like to monitor e Select the Landm
74. ed devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indi cating they have been selected 9 Click Next to advance to the Confirmation screen shown in Figure 2 39 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Exceptions Setting up an Exception Confirmation Exception Off Hours1 Exception Confirmation SE com Off Hours Sensa Off Hours Unauthorized Use Monitoring Senee Teun Outside Work Hours Monitoring Begin Date 12 3 08 04 30 PM HST Schedule Monday 08 00 AM to Monday 5 00 PM HST Tuesday 08 00 AM to Tuesday 5 00 PM HST Wednesday 08 00 AM to Wednesday 5 00 PM HST Thursday 08 00 AM to Thursday 5 00 PM HST Friday 08 00 AM to Friday 5 00 PM HST Exception Notification Exception Console Delivery Monitored Mobile Device CA000374 OE Create Another Exception Figure 2 39 Confirmation Screen for Mobile Device Vicinity 10 Confirm the Off Hours Unauthorized Use parameters that you selected 11 Click Done if you are finished setting up Exceptions The Current Exceptions screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Trimble MRM Confidential 67 Speed Speed Exceptions
75. el com e Check the Standard message delivery option if you want a list of all the Speed Excep tions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com 9 Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen 10 Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting 11 Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indi cating they hav
76. elect vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting 11 Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indi cating they have been selected 12 Click Next to advance to the Confirmation screen shown in Figure 2 41 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Trimble MRM Confidential 71 Exceptions Setting up an Exception Confirmation Exception Speedingl Exception Confirmation Exception Type Monitoring Max Speed 70 mph Parameters Duration 2 minutes Monitoring Schedule Type 447 Monitoring Schedule Exception Notification Begin Date 12 3 08 06 15 PM HST Exception Console Delivery Monitored Mobile Device FE333132 s Create Another Exception
77. eries monitoring unauthorized e g personal usage of company vehicles either during or after work hours or flagging unscheduled customer stops You can specify up to 20 Landmark Exceptions for monitoring The Trimble MRM servers moni tor Landmark Exceptions and require the vehicle to stop at the Landmark to trigger an Excep tion Landmark is available for GeoManager iLM GeoManager PE Pathway iLM and Pathway PE From the Setting up an Exception Select the Exception Type screen 1 Click Landmark The Setting up an Exception Select the Exception Type Parameters Step 1 of 4 screen for Landmark shown in Figure 2 24 appears Exceptions Setting up an Exception Select the Exception Type Parameters Step 1 of 4 Parameters Exception Type Landmark Customer Landmark s to monitor Select ut Type of Monitoring zax7 od Schedule i ut TimeZone GMT 10 00 Havaii 1121708 Figure 2 24 Select the Exception Type Parameters for Landmark Step 1 of 4 Trimble MRM Confidential 36 Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Customer Land mark s to monitor Designated Landmarks entered by an administrator that are avail
78. ers you need to create a separate user ID and password for each user immediately Without a separate user ID and password other users will gain access to all administrative functions after the end of June Maintenance To report a service issue please click on the Service Request button in the Control Panel to the left gt Contact us Administration Exceptions Service Request Planned Maintenance System Status Portico and RoadReport accounts are limited to one user per account After the end of May the separate administrator password will be eliminated and all users will have administrator access If you need more than one account user ID and password please call 877 728 7623 about upgrading your solution gt Register for Courses Notify me Product Manuals js For more information about how to create new users in the system please read these text instructions PDF or watch this video Web Ex To access product documentation click the Support link at the top of this page AOA D2008 Goad 2 Division of Trimble All rights reserved Road nowa Asa vital division of Trimble Navigation Division of Limited Road is pleased to embrace a more Refer a Friend Trimble integrated role merging with the Trimble Navigation Mobile Solutions division to create the new SACRED Limited Trimble Mobile Resourc
79. ery X X X X X X Off Hours Use X X Mileage X X Stop Duration X X X X Message X X X X Form X X X X Switch Status X X Temp Status X X Vehicle Diagnos xX xX tics New to Exceptions 2 0 Exceptions give you the ability to define a normal range of parameters for events or activities then capture any deviance from this range The parameters and range settings vary by Exception type but most often include less than and or greater than values duration and time frame for monitoring Trimble MRM Confidential 1 Formats Users can view exception data in several formats e Exceptions Console Online PC based console that displays Exceptions in real time or stan dard delivery depending on the selected options Exception is configured e Notifications e Real Time receive individual notifications as Exceptions occur in the form of a text message to the user s desktop via email console or mobile device e Standard receive a daily summary of notifications sent automatically to the user s desktop console or mobile device at scheduled times e Reports e Detailed reports onscreen e Downloadable reports in the following formats e Excel e Tab de limited e Comma de limited Data Retention Exception data is normally retained for 14 days for Pathway iLM or Pathway PE and 90 days for GeoManager iLM and GeoManager PE You may choose to retain access to data for a longer period of time
80. essage to Format PC version Mobile device Format PC version Mobile device le ees Gas Figure 2 11 Setting Up the Exception Specify the Exception Notification Options Screen for Diagnostics Fault Step 3 of 4 Field Description Exception Con Sends a notification of the Diagnostics Fault Exception to the online sole Delivery Exceptions Console For more information about the Exceptions Console see the Exceptions Notification Console section Real Time Mes Notifies selected personnel that a Diagnostics Fault Exception has sage Delivery occurred in real time Note Mouse over the Tip or Note icon to view addition informa tion Standard Message Notifies selected personnel of Diagnostics Fault Exceptions that Delivery occurred the previous day All Exceptions are cataloged and sent in a single message Note Mouse over the Tip or Note icon to view addition informa tion Note Icon Direc Mouse over the Note icon to view step by step instructions for fill tions ing out the Exception parameters Trimble MRM Confidential 14 All exception violations will be recorded and stored for reporting purposes 8 Select how you want Notification of the Speed Exceptions sent to you You may select more than one delivery option e Check the Exception Console delivery check box if you want console notification e Check the Real Time Message delivery option if you want immediate noti
81. eters Step 1 of 4 screen for Idling shown in Figure 2 32 appears Exceptions Setting up an Exception Select the Excepti pe Parameters Step Parameters See ules SO characters Max See e ae Messaging Select Message di Vatidation Type of zax7 a Monitoring pte se wt Schedule TimeZone emT 10 00 Haveii x Begin Date 1213708 Figure 2 32 Select the Exception Type Parameters for Messaging Step 1 of 4 Trimble MRM Confidential 51 Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Select Message A list of your custom canned messages will appear Validation This step allows a second level of validation to ensure the correct message flags an exception Leave the box blank if you do not wish to use this extra validation Type of Monitor Monitoring Schedules are available in two types ing Schedule e Recurring a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s e 24 X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding
82. fication of Speed Exceptions a Enter up to two email or mobile device addresses into the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com e Check the Standard Message delivery option if you want a list of all the Speed Excep tions that occurred the previous day a Enter up to two email or mobile device addresses one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com 9 Click Next to advance to the Specify mobile devices to Monitor screen shown in Figure 12 e Click Previous to return to the last screen e Click Cancel to return to the Current Exceptions screen Trimble MRM Confidential 15 Exceptions Setting up an Exception Specify the Mobile Devices to Monitor Step 4 of 4 Exception Diagnostics Fault1 Mobile Device s to Monitor Available Mobile Device s Monitor Mobile Device s Group s cnodet v OR SEARCH Device s not available Unavailable Mobile Devices wl CD030609 Vehicle Exp Previous Figure 2 12 Setting Up the Exception Specify the Mobile Devices to Monitor Screen for Diagnostics Fa
83. finished making changes Click another link to make more changes to that Exception Trimble MRM Confidential 109 Click another link to make more changes to that Exception Schedule From the Exceptions Management screen 1 Click Recurring or 24 X 7 located under the Edit Menu list to view the current schedule The Change the Schedule screen shown in Figure 3 5 appears Exception Management Edit Menu Editing an Exception Change the Schedule Parameters Exception Handseti Recurring Recurring Schedule Notification a Predefined Schedules SaectHee H 2 Mobile Devices Select Here 70 CLEAR we Begin Monitoring End Monitoring Day Hour Min Day Hour Min Monday 08 00 AM Monday z 05 00 PM ___ Oa z Update Figure 3 5 Edit the Schedule Example Screen 2 Make the desired changes Each type of schedule has different schedules that can be changed AP Note The type of schedule cannot be changed for an Exception The parameters within the sched ule type can be changed 3 Click Update to save the schedule changes 4 Click Cancel to leave the current schedule settings You will return to the Exceptions Management screen shown in Figure 3 2 5 Click Done if you are finished making changes Trimble MRM Confidential 110 6 Click Done again to return to the Exceptions Management screen Click another link to make more changes
84. g Parameters Duration 15 minutes Landmarks adhoclmk hub_1412 Monitoring Schedule Type 24X7 Monitoring Eraikin Begin Date 12 4 08 10 30 AM HST Exception Notification Exception Console Delivery Monitored Mobile Device CAG00374 CD030609 s Create Another Exception Figure 2 43 Confirmation Screen for Stop 13 Confirm the Stop Exception parameters that you selected 14 Click Done if you are finished setting up Exceptions The Current Exceptions screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Stop Count Stop Count Exceptions monitor the total number of stops a vehicle makes This can help a com pany determine which mobile workers are performing too many or too few stops during a shift From the Setting up an Exception Select the Exception Type screen 1 Click Stop Count The Setting up an Exception Select the Exception Type Parameters Step 1 of 4 screen for Stop Count shown in Figure 2 44 appears Trimble MRM Confidential 77 Exceptions up an Exception Select the Exception Type Parameters SAN GUGA SO characters Max Siecle Stop Count Duration of 2 Stop E 7 minutes ul Total Daily Min z Max E zj Number of Stops a Stops to All stops Customer Landmarks Non Customer Landmark monitor All stops at Customer Landmark All stops at Non Customer Landmark Only stops at Lan
85. ge from the Select Temperature Duration drop down menu 5 Select the schedule type you would like to establish for monitoring Idling Exceptions from the Type of Monitoring Schedule field e Recurring e 24X7 Each type of schedule has different set up options which appear in the next screen 6 Click NEXT to open the Schedule Options screen 7 Set up the options for your schedule For predefined Recurring Schedule options shown in Figure 2 15 a Select one of the four options from the Predefined Schedules field e Week Days e Week Nights e Weekends e Nights and Weekends b Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed c Click the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed d Click the Day drop down menu in the End Monitoring column to change the day of the week as needed e Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed Trimble MRM Confidential 94 f To clear the selected options and re enter information click Clear g Click Next to advance to the next screen Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen For 24 X 7 Schedule options shown in Figure 2 16 a Select the correct time zone from the Time Zone field The system will default to PDT if no option i
86. gin monitoring handset usage for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to begin monitoring diagnostics faults for the selected mobile device This must be the current time or later Minutes can be selected in 15 minute increments 2 Type a name into the Exception Name field 3 Select the SMS Message check box if you do not want an SMS message sent to each device selected for this Exception 4 Enter the maximum number of minutes that the GeoManager application is not detected as running before an Exception occurs 5 Select the schedule type you would like to establish for monitoring Handset Usage Excep tions from the Type of Monitoring Schedule field e Recurring e 24X7 Each type of schedule has different set up options which appear in the next screen 6 Click NEXT to open the Schedule Options screen 7 Set up the options for your schedule For predefined Recurring Schedule options shown in Figure 2 15 a Select one of the four options from the Predefined Schedules field e Week Days Trimble MRM Confidential 28 e Week Nights e Weekends e Nights and Weekends b Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed c Click the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed d Click t
87. he Day drop down menu in the End Monitoring column to change the day of the week as needed e Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed f To clear the selected options and re enter information click Clear g Click Next to advance to the next screen Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen For 24 X 7 Schedule options shown in Figure 2 16 a Select the correct time zone from the Time Zone field The system will default to PDT if no option is selected b Click the Calendar icon to select the Begin Date c Click the Clock icon to select the Begin Time d Click NEXT to advance to the Specify the Exception Notification Options screen shown in Figure 2 17 Click Cancel to return to the Exception Administration screen 8 Select how you want Notification of the Handset Usage Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Real Time message delivery option if you want immediate notification a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page ne
88. ification Exception Console Delivery Monitored Mobile cb420001 Device s Create Another Exception Figure 2 51 Confirmation Screen for Temp Status 13 Confirm the Temp Status Exception parameters that you selected 14 Click Done if you are finished setting up Exceptions The Current Exceptions screen appears Trimble MRM Confidential 96 Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Zone Zone Exceptions flag arrivals to and departures from multiple specified zones defined as Zip Code City County State or Country This can help monitor unauthorized e g personal use of company vehicles either during or after work hours or flag possible security breaches when vehicles were not expected to move from a specific location Zone is available in real time notification for GeoManager iLM and GeoManager PE and in stan dard notification for Pathway iLM From the Setting up an Exception Select the Exception Type screen 1 Click Zone The Setting up an Exception Select the Exception Type Parameters Step 1 of 4 screen for Zone shown in Figure 2 52 appears Exceptions an Exception Select the Exception Type Parameters Step Parameters SE ums 50 characters Max Siete meus ZONE Zone Type yp city 7 Arrival Departure i Arrival 7 w Type of 4x7 wa Monitoring es Rs Schedule TimeZone GMT 10 00 Haveii
89. ify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Exceptions Setting up an Exception Specify the Mobile Devices to Monitor Step 4 of 4 Exception Forms2 Mobile Device s to Monitor Available Mobile Device s Monitor Mobile Device s Group s All Groups yi OR SEARCH CA000318changed FE333123 FE333124 FE333132 FE333133 fe890809 live2 Previous Cancel Figure 2 18 Setting Up the Exception Specify the Mobile Devices to Monitor Step 4 of 4 9 Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting 10 Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indi cating they have been selected
90. ile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com Trimble MRM Confidential 49 8 Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen 9 Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting 10 Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indi cating they have been selected 11 Click Next to advance to the Confirmation screen shown in Figure 2 37 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Exceptions Setting up an Exception Confirmation Exceptio
91. in monitoring diagnostics faults for the selected mobile device This must be the current time or later Minutes can be selected in 15 minute increments 2 Type a name into the Exception Name field 3 Enter the maximum number of minutes that the GeoManager application is not detected as running due to low battery before an Exception occurs 4 Select the schedule type you would like to establish for monitoring Idling Exceptions from the Type of Monitoring Schedule field e Recurring e 24X7 Each type of schedule has different set up options which appear in the next screen 5 Click NEXT to open the Schedule Options screen 6 Set up the options for your schedule For predefined Recurring Schedule options shown in Figure 2 15 a Select one of the four options from the Predefined Schedules field e Week Days e Week Nights e Weekends e Nights and Weekends b Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed c Click the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed Trimble MRM Confidential 48 d Click the Day drop down menu in the End Monitoring column to change the day of the week as needed e Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed f To clear the selected options and re enter information click Clear g Click
92. ing 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 Trimbl
93. ious date Begin Time The time of day you want to begin monitoring diagnostics faults for the selected mobile device This must be the current time or later Minutes can be selected in 15 minute increments Trimble MRM Confidential 56 Note 2 3 4 A mobile device cannot exist in more than one mileage exception Type a name into the Exception Name field Enter the maximum number of miles the mobile device can travel per day Select the schedule type you would like to establish for monitoring Idling Exceptions from the Type of Monitoring Schedule field e Recurring e 24X7 Each type of schedule has different set up options which appear in the next screen Click NEXT to open the Schedule Options screen Set up the options for your schedule For predefined Recurring Schedule options shown in Figure 2 15 a Select one of the four options from the Predefined Schedules field e Week Days e Week Nights e Weekends e Nights and Weekends b Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed c Click the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed d Click the Day drop down menu in the End Monitoring column to change the day of the week as needed e Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed f To clear
94. ity Exception Mobile Device Vicinity 5 Disable A test of Mileage Exception at 100ML Mileage Disable Delete BAT CM Spd Speed Disable Delete BAT CM Zone Zone Disable Delete Close to Home Mileage Disable Delete difofa Temp Status Disable Delete Diagnostics Fault Diagnostics Fault Disable Delete Forms Forms Disable Delete formss Disable Delete form bug Disable Delete Note Click on the Exception Name link to edit an Exception Create New Exception Menu Figure 2 7 Exception Administration Screen e Click the Show drop down menu shown in Figure 2 8 to display exceptions by type Trimble MRM Confidential 9 All Exception Types S Aii Exception Types Diagnostics Fault Forme Handset Usage Hard Brake Idling Landmark Landmark Proximity i Low Battery Figure 2 8 Show Drop Down Menu The following exception types are appear e Diagnostics Fault e Forms e Handset Usage e Hard Brake e Idling e Landmark e Landmark Proximity e Low Battery e Messaging e Mileage e Mobile Device Vicinity e Off Hours Unauthorized Use e Speed e Stop e Stop Count e Stop Duration e Switch Status e Temp Status e Zone Trimble MRM Confidential 10 2 Click the Starting With Ending With Containing drop down menu to sort Exceptions accordingly 3 Click Refresh to display only the exceptions you wish to view The screen lists 10 15 or 20 devices at a
95. key while selecting 11 Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the box on the right indicating they have been selected AP Note Devices can only be part of one Speed Exception Unavailable devices that are part of a dif ferent Speed Exception are shown in the Unavailable mobile devices field along with the name of the Speed Exception to which they belong 12 Click Next to advance to the Confirmation screen shown in Figure 13 Click Previous to return to the last screen Click Cancel to return to the Current Exceptions screen Exceptions Setting up an Exception Confirmation Exception Diagnostics Fault1 Exception Confirmation eect u Diagnostics Faultt SOE imme Diagnostics Fault Monitoring Schedule Type at Hl Monitoring Seca Begin Date 11 11 08 05 30 PM HST Exception Notification Exception Console Delivery Monitored Mobile Device s Create Another Exception Figure 2 13 Setting Up the Exception Confirmation 13 Confirm the Speed Exception parameters that you have selected Trimble MRM Confidential 17 14 Click Done if you are finished setting up Exceptions The Exception Administration screen appears Click Create Another Exception if you want to create other Exceptions The Setting up an Exception Sele
96. key while selecting 3 Select Exceptions to assign from the Select the Exception s field e If you want to search for a specific Exception enter the criteria into the Search field then click Search Matching Exceptions appear in the Select the Exceptions list To select more than one Exception hold the Ctrl key while selecting 4 Click Assign to record the changes you made Click Cancel to exit without making the requested changes Trimble MRM Confidential 116 4 Exception Reports Exceptions data can be viewed in several ways through Exception Parameter Reports the Excep tion Notification Console and by creating Exception Reports for specific Exceptions or a Consoli dated Exception Report Exceptions Parameter Report The Exceptions Parameter Report shows current Exceptions and their corresponding vehicle assignments for your company It may be downloaded as a tab delimited comma delimited or Excel report or generated for online viewing To create and view an Exceptions Parameter Report you must first log into your GeoManager solution 1 Log into your GeoManager Solution For more information about logging in see the begin ning of Section 2 Creating Exception Parameters 2 Click Administration from the Control Panel on the left side of the screen 3 Click Exception Administration The Exception Administration Options screen shown in Figure 3 1 displays 4 Select View Exceptions Parameter Report from the
97. l devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indi cating they have been selected Trimble MRM Confidential 34 AP Note Devices can only be part of one Idling Exception Unavailable devices that are part of a differ ent Idling Exception are shown in the Unavailable mobile devices field along with the name of the Idling Exception to which they belong 12 Click Next to advance to the Confirmation screen shown in Figure 2 23 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Exceptions Setting up an Exception Select the Exception Type Parameters Step 1 of 4 Parameters Exception Name 50 characters Max Exception Type Idling Select idling Duration Select Idling Duration x minutes w Type of Monitoring Schedule 23x7 zi r TimeZone GMT 10 00 Hawaii Begin Date fi 4 20 08 Figure 2 23 Confirmation Screen for Idling 13 Confirm the Idling Exception parameters that you selected 14 Click Done if you are finished setting up Exceptions The Current Exceptions screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Trimble MRM Confidential 35 Landmark Landmark Exceptions flag stops at a specific landmark type or address This is helpful for track ing pickups and deliv
98. lick the Clock icon to select the Begin Time d Click NEXT to advance to the Specify the Exception Notification Options screen shown in Figure 2 17 Click Cancel to return to the Exception Administration screen 8 Select how you want Notification of the Speed Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Real Time message delivery option if you want immediate notification a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device Trimble MRM Confidential 70 To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com e Check the Standard message delivery option if you want a list of all the Speed Excep tions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com 9 Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen 10 S
99. llowed Exception Type This field is pre filled from the Select Exceptions Type screen Select Form A list of your previously created forms For more information about creating Forms see the GeoManager Admin User Guide Select Field Combination of a drop menu of fields from the previously created form and alpha numeric conditions that would be contained in the field For more information about pre defined form information see the GeoManager User Admin Guide Trimble MRM Confidential 19 Field Description Validation Allows a second level of validation to ensure the correct form field flags an exception Combination of drop menus and text fields for validating data from form fields For more information about pre defined form information see the GeoManager User Admin Guide Type of Monitor Monitoring Schedules are available in two types ing Schedule e Recurring a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s e 24 X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Begin Date The month day and year you want to begin monitoring forms for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time Th
100. mation Screen for Landmarks 15 Confirm the Landmark Exception parameters that you selected 16 Click Done if you are finished setting up Exceptions The Current Exceptions screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Landmark Proximity Trimble MRM Confidential 41 Landmark Proximity Exceptions flag arrivals to and departures from a specific landmark type or address This area is more tightly confined than an area for a Zone Exception which are covered later in this manual Landmark Proximity Exceptions are helpful for tracking merchandise pick up and delivery monitoring unauthorized e g personal usage of company vehicles either dur ing or after work hours or flagging unscheduled customer stops You can specify up to 20 Landmark Proximity Exceptions for monitoring Landmark Proximity Exceptions are monitored in the iLM An Exception is triggered as soon as the vehicle breeches the Landmark for at least one minute Stopping the vehicle is not required to trigger an Excep tion Landmark Proximity is available for GeoManager iLM GeoManager PE and Pathway iLM From the Setting up an Exception Select the Exception Type screen 1 Click Landmark Proximity The Setting up an Exception Select the Exception Type Param eters Step 1 of 4 screen for Landmark Proximity shown in Figure 2 28 appears Exceptions Setting up an Exception
101. mn to change the daily time using the Hour Min and AM PM fields as needed d Click the Day drop down menu in the End Monitoring column to change the day of the week as needed e Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed f To clear the selected options and re enter information click Clear g Click Next to advance to the next screen Trimble MRM Confidential 80 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen For 24 X 7 Schedule options shown in Figure 2 16 a Select the correct time zone from the Time Zone field The system will default to PDT if no option is selected b Click the Calendar icon to select the Begin Date c Click the Clock icon to select the Begin Time d Click NEXT to advance to the Specify the Exception Notification Options screen shown in Figure 2 17 Click Cancel to return to the Exception Administration screen 9 Select how you want Notification of the Stop Count Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Standard message delivery option if you want a list of all the Landmark Prox imity Exceptions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio
102. n Low Batteryi Exception Confirmation Sore cic LOW Battery Seems ume LOW Battery Monitoring Minutes device does not register ON 15 Parameters Monitoring Schedule Type 24X7 Monitoring f Schedule Begin Date 12 2 08 04 45 PM HST x ion li Notification Exception Console Delivery Monitored Mobile Device FE333124 s Create Another Exception Done Figure 2 31 Confirmation Screen for Low Battery 12 Confirm the Low Battery Exception parameters that you selected Trimble MRM Confidential 50 13 Click Done if you are finished setting up Exceptions The Current Exceptions screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Messaging Messaging Exception works in conjunction with our Messaging option It allows exceptions to be sent as an alert notification when certain pre defined messages are sent by the driver For exam ple you can tie an alert to the pre defined message Driver has flat tire Whenever this pre defined message is sent the system forwards an e mail or notification console alert to the dispatcher and maintenance group to ensure that immediate assistance is provided to the driver Messaging is available for GeoManager iLM and GeoManager PE From the Setting up an Exception Select the Exception Type screen 1 Click Messaging The Setting up an Exception Select the Exception Type Param
103. n Customer Landmark wl All stops at Customer Landmark All stops at Non Customer Landmark Only stops at Landmark Type Building Black gt Only stops at specified Customer landmark Select Type of zax od Monitoring EEK w GMT 10 00 Hav ii 128708 ma O Next Cancel Figure 2 48 Select the Exception Type Parameters for Switch Status Step 1 of 4 Trimble MRM Confidential 87 Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Switch Status to Monitor A predefined list of switches on the vehicle that you want to moni tor This can be a door trunk roll up door pump engine etc You can monitor on off or both for the switch Switch State Allows you to change the state of the switch to Active Inactive or Both Select Stops to Monitor These radio buttons allow you to select the types of Landmarks you want to monitor e All Stops Customer Landmarks Non Customer Landmark e All Stops at Customer Landmark e All Stops at Non Customer Landmark e Only Stops at Landmark Type Select from drop down menu e Only Stops at Specified Customer Landmark For information about creating Landmarks refer to the GeoMan ager User Admin Guide
104. nd Monitoring column to change the day of the week as needed e Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed f To clear the selected options and re enter information click Clear g Click Next to advance to the next screen Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen For 24 X 7 Schedule options shown in Figure 2 16 a Select the correct time zone from the Time Zone field The system will default to PDT if no option is selected b Click the Calendar icon to select the Begin Date c Click the Clock icon to select the Begin Time d Click NEXT to advance to the Specify the Exception Notification Options screen shown in Figure 2 17 Click Cancel to return to the Exception Administration screen 8 Select how you want Notification of the Messaging Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Real Time message delivery option if you want immediate notification a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device Trimble MRM Confidential 53 To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page next
105. ndmark is greater than a pre defined threshold e Stop Duration triggered when a mobile device at a landmark or any location exceeds a stop time longer than the predefined threshold within a defined workday e Switch Status allows customers to define when a Switch Status event should trigger a noti fication such as trailer door open or close e Temp Status allows customers to set a temperature and duration value to monitor the tem perature of a mobile asset s cargo e Zone allows the user to monitor the arrival at and or departure of a mobile device from a specified zone A zone can be a zip code city county or state e Vehicle Diagnostics monitors the vehicle systems and triggers an alert when any mechan ical issue occurs The following Exceptions are optional for an additional fee with GeoManager iLM and Geo Manager PE e Forms e Messaging e Mobile Device Vicinity The following Exceptions are optional for an additional fee with GeoManager iLM only e Temp Status Trimble MRM Confidential 4 2 Creating Exception Parameters Before you can define the parameters for any Exception you must log into GeoManager To log into GeoManager iLM GeoManager PE Pathway iLM or Pathway PE To log into GeoManager 1 Enter the address http Awww trimble com mobile_resource_management in the Universal Resource Locator URL The Trimble home page shown in Figure 2 1 appears Search Popular
106. nsole delivery I Real time message delivery wa Message to 1 Format PC version Mobile device 2 Format PC version Mobile device IT Standard message delivery il Message to Format PC version Mobile device Format PC version Mobile device ea Figure 2 17 Setting Up the Exception Specify the Exception Notification Options Step 3 of 4 7 Select how you want Notification of the Forms Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Real Time message delivery option if you want immediate notification a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com e Check the Standard message delivery option if you want a list of all the Forms Excep tions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com Trimble MRM Confidential 24 8 Click Next to advance to the Spec
107. o the Exception Administration screen Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indi cating they have been selected Click Next to advance to the Confirmation screen shown in Figure 2 54 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Exceptions Setting up an Exception Confirmation Exception Zonel Exception Confirmation Sa tele ZONE 1 Monitoring Zone Type Country Arrival Parameters US Monitoring 4x7 Schedule Type aoe Monitoring Begin Date 12 8 08 03 00 P HST Schedule S ansio ni mie Exception Notification Exception Console Delivery Monitored Mobile Device CA000374 CD030609 s Create
108. o the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indi cating they have been selected Click Next to advance to the Confirmation screen shown in Figure 2 37 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Exceptions Setting up an Exception Confirmation Exception Mobile Device Vicinity1 Exception Confirmation Sin cus Mobile Device Vicinity Seo LURS same Mobile Device Vicinity Monitoring More than 2 devices within 0 5 Miles for a common duration of Parameters 20 minutes Monitoring Schedule Type 2A XT Monitoring Schedule Begin Date 12 3 08 03 45 PM HST Exception Notification Exception Console Delivery Monitored Mobile Device CA000374 CD030609 s Create Another Exception Figure 2 37 Confirmation Screen for Mobile Device Vicinity 14 Confirm the Mobile Device Vicinity Exception parameters that you selected 15 Click Done if you are finished setting up Exceptions The Current Exceptions screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Off Hours Unauthorized Use When a mobile device is used outside of designated work hours an Off Hours Unauthorized Use Exception occurs This Exception helps a company dis
109. ofile Administration Driver Logs Administration Edit Current Scheduled Reports Edit Switch Status Employee Administration Exception Administration Fleet Administration Landmark Administration Organizational Hierarchy Role Management TimeConnect Administration User Administration Vehicle Maintenance Figure 2 5 Administration Options 2 Click Exception Administration The Exceptions Administration screen shown in Figure 2 6 appears Exceptions gt Exception Management gt Batch Exception Assignment gt View Exception Parameter Reports Figure 2 6 Exception Administration Options Trimble MRM Confidential 8 The following options appear after you click Exception Administration e Exception Management e Batch Exception Assignment e View Exception Parameter Reports Exception Management Exception Management displays all current Exceptions you track You can create modify enable disable and delete exceptions based on business need The first time you enter Exceptions the list will be empty until exceptions have been assigned 1 Click Exception Management from the Exceptions screen The Exception Administration screen shown in Figure 2 7 appears Exception Administration Show Al Exception Types x Starting With z Refresh Display 10 z Records per page Showing 1 10 of 91 records Pages O Eneention tame ExcentionType Mobile Devices Subscribed Status A Device Vicin
110. onnections over the air and operate under the 802 11 family of specifications developed by the IEEE wireless General term for using radio frequency spectrum for transmitting and receiving voice data and video communications wireless Internet A general term for using wireless services to access the Internet e mail and or the web wireless IT Wireless Information Technology is the monitoring managing and troubleshooting of computer equipment throughout a wireless network Trimble MRM Confidential 132
111. op Duration 15 min BAYSIDE PKY FREMONT CA 94538 10 28 08 1 45 PM PDT lowbat Low Battery Status Battery Low GATEWAY BLVD FREMONT CA 94538 10 29 08 5 00 PM PDT handset Handset Usage Status Logout BAYSIDE PKY FREMONT CA 94538 10 29 08 11 59 PM PDT Stop_us Stop 405 min 10 30 08 11 43 AM PDT lowbat Low Battery Status Battery Low BAYSIDE PKY FREMONT CA 94538 10 30 08 11 59 PM PDT Stop_us Stop 662 min 10 31 08 12 53 PM PDT lowbat Low Battery Status Battery Low BAYSIDE PKY FREMONT CA 94538 Figure 4 7 Online Consolidated Exception Report e If you chose to download the Consolidated Exception Report a download dialog box Figure 4 8 appears File Download Do you want to open or save this file sh Name RapSheetReport csy Type Microsoft Office Excel Comma Separated Values File From web1 ga3 atroad com oen swe C harm your computer If you do not trust the source do not open or C While files fram the Internet can be useful some files can potentially save this file What s the risk Figure 4 8 File Download Dialog Box h Click Open to open the file in a default application Click Save to save the file to your computer Click Cancel to return to the Exception Reports Options screen Trimble MRM Confidential 125 e If you select any other individual Exception Report the
112. or the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to begin monitoring diagnostics faults for the selected mobile device This must be the current time or later Minutes can be selected in 15 minute increments 2 Type a name into the Exception Name field 3 Select a time zone from the TimeZone drop down menu 4 Click the Begin Date calendar icon to select a begin date to start monitoring the selected mobile device 5 Click the Begin Time clock icon to select a begin time to start monitoring the selected mobile device 6 Click OK to accept the selected begin time e Click Cancel to exit without making changes e Click Clear to remove an existing time from the Begin Time field 7 Click Next The Setting up an Exception Specify the Exception Notification Options Step 3 of 4 screen for Diagnostics Fault shown in Figure 2 11 appears e Click Cancel to return to the Exception Administration screen shown in Figure 2 7 without saving changes Trimble MRM Confidential 13 Exceptions Setting up an Exception Specify the Exception Notification Options Step 3 of 4 Exception Diagnostics Faultl Exception Notification I Exception Console delivery l Real time message delivery a Message to 1 Format PC version Mobile device 2 Format PC version Mobile device l Standard message delivery wi M
113. oring landmark proximity for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to begin monitoring diagnostics faults for the selected mobile device This must be the current time or later Minutes can be selected in 15 minute increments Note e Only circular landmarks can be monitored in landmark proximity exceptions e Subsequent changes to Landmarks created for this exception will not be automatically recognized Any Landmarks that have been changed need to be selected again in the Edit Modify Exception screen 2 Type a name into the Exception Name field 3 Click Select The Landmarks screen displays 4 Select the Landmarks you would like to monitor e Select the Landmark type if applicable from the Landmark type drop down menu For more information about Landmark types see the GeoManager User Admin Guide e Select the location by City State or Zip if applicable from the Location drop down menu Trimble MRM Confidential 43 e Enter search criteria into Landmark Name field then click Search to search for a specific Landmark Matching Landmarks appear in the Available Landmarks list 5 Select the check box es next to the Landmark s you would like to monitor 6 Click Select to add the selected Landmarks to the Customer Landmarks to Monitor list Click Close exit the Landmarks screen without selecting lan
114. p 441 E SPRING ST COLUMBUS OH 43215 pe Imk_not_14 BEDROCK CO 81411 US Homer moana ot ot as norton123 100 NORTON RD COLUMBUS OH 43228 US amp 47075 BAYSIDE PKY FREMONT CA 94538 417 MONROE DR PALO ALTO CA 94306 Figure 2 25 Landmarks Screen AP Note Subsequent changes to Landmarks created for this exception will not be automatically recog nized Any Landmarks that have been changed need to be selected again in the edit modify exception screen 4 Select the Landmarks you would like to monitor e Select the Landmark type if applicable from the Landmark type drop down menu For more information about Landmark types see the GeoManager User Admin Guide e Select the location by City State or Zip if applicable from the Location drop down menu e Enter search criteria into Landmark Name field then click Search to search for a specific Landmark Matching Landmarks appear in the Available Landmarks list 5 Select the check box es next to the Landmark s you would like to monitor 6 Click Select to add the selected Landmarks to the Customer Landmarks to Monitor list Click Close exit the Landmarks screen without selecting landmarks Trimble MRM Confidential 38 The Landmark s you have selected will appear in the Customer Landmarks to Monitor list indicating they have been selected 7 Select the schedule type you would like to establish for monitoring Landmark Exception
115. p an Exception Select the Exception Type screen 1 Click Handset Usage The Setting up an Exception Select the Exception Type Parameters Step 1 of 4 screen for Handset Usage shown in Figure 2 20 appears Trimble MRM Confidential 26 pe Parameters Step 1 of 4 Parameters Exception Name 50 characters Max Exception Type Handset Usage Enable Disable sig IV Check here if you do not want an SMS message sent to each device selected for this Exception You can still set up alert notifications on the Notification page for this Exception but no SMS message will be sent automatically to any of the devices selected for this Exception when a Usage Exception is triggered for a given device Minutes device fis w does not register ON Type of Monitoring ax wd Schedule cdi A al TimeZone GMT 10 00 Hav ii Begin Date f 4 20 08 Figure 2 20 Setting Up the Exception Select the Exception Select the Exception Type Parameters for Handset Usage Step 1 of 4 Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Enable Disable Check this box if you do not want an SMS message sent to each SMS device selected for this Exception You can still set up
116. porting Option drop down menu 9 Click Generate Report to generate the report Trimble MRM Confidential 118 If you chose to view the report online a new browser window opens with the Exception Assign ment Report Figure 4 2 Exceptions Exception Assignment Report Exception Legend 1 spd_rs i 2 Speed Test 3 speed318 CA000318changed E fe890809 X Figure 4 2 Online Exception Assignment Report If you chose to download the Exception Assignment Report a download dialog box Figure 4 3 appears Do you want to open or save this file h Name ExceptionAssignmentReport csyv Type Microsoft Office Excel Comma Separated Values Fil From web1 qa3 atroad com Open Save While files from the Internet can be useful some files can potentially harm your computer If you do not trust the source do not open or save this file What s the risk Figure 4 3 File Download Dialog Box 10 Click Open to open the file in a default application Click Save to save the file to your computer Click Cancel to return to the Select Options for the Exception Assignment Report screen Trimble MRM Confidential 119 Exception Notification Console The Exception Notification Console is a browser based tool that allows you to easily view sort and manage alerts online This provides a timely way to learn about Exceptions created by your mobile workers if real time notifications are no
117. rch For more information about Groups see the GeoManager Admin User Manual e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting 4 Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indicating they have been selected 5 Click Update to save the mobile device changes 6 Click Cancel to leave the current parameter settings You will return to the Exceptions Management screen shown in Figure 3 2 Trimble MRM Confidential 113 7 Click Done if you are finished making changes Click another link to make more changes to that Exception Enable This allows you to reactivate a disabled Exception e All previous parameters are reinstated as created e Users have full access to information generated with this Exception e Remains active until it is disabled From the Exception Administration screen click Enable for the exception you would like to enable The Exceptions Management screen changes to show the Exception is enabled AP Note You can only enable an
118. reen Temperature to The minimum and maximum acceptable temperatures for the vehi Monitor cle This must be in degrees Fahrenheit Select Tempera The maximum amount of time the temperature can be outside the ture Duration temperature range before triggering an Exception Type of Monitor Monitoring Schedules are available in two types ing Schedule e Recurring a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s e 24 X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Trimble MRM Confidential 93 Field Description Begin Date The month day and year you want to begin monitoring Temp Sta tus for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to begin monitoring diagnostics faults for the selected mobile device This must be the current time or later Minutes can be selected in 15 minute increments 2 Type aname into the Exception Name field 3 Enter the minimum and maximum acceptable temperatures in the Temperature to Monitor Min and Max fields 4 Select the maximum amount of time that is acceptable for the temperature of the vehicle to be outside the selected temperature ran
119. ring Schedule Type 24X7 Monitoring Schedule Begin Date 12 2 08 03 30 PM HST Exception Notification Exception Console Delivery Monitored Mobile Device s CA000318changed Create Another Exception Figure 2 29 Confirmation Screen for Landmark Proximity 15 Confirm the Landmark Proximity Exception parameters that you selected 16 Click Done if you are finished setting up Exceptions The Current Exceptions screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Low Battery Trimble MRM Confidential 46 Low Battery Exceptions send warnings when handset or vehicle battery levels fall to a point at which no location data can be transmitted This Exception helps remind mobile workers to charge their equipment Low Battery is available for GeoManager iLM GeoManager PE and Pathway PE From the Setting up an Exception Select the Exception Type screen 1 Click Low Battery The Setting up an Exception Select the Exception Type Parameters Step 1 of 4 screen for Low Battery shown in Figure 2 30 appears Exceptions Setting up an Exception Select the Excepti pe Parameters Step Parameters sire ap osc Exception Type Low Battery Minutes device fis w continues to have Low Battery without recharge Type of Monitoring fzax7 Soo uw Schedule ZIEN TimeZone GMT 10 00 Havaiji Begin Date frziziog
120. rs Max soem sys ae Stop Duration Stop Duration x minutes w Type of 4 Monitoring Recurring wi Schedule TimeZone GMT 10 00 Haveii Begin Date 12 5 08 Begin Time 03 00 PM Next Figure 2 46 Select the Exception Type Parameters for Stop Duration Step 1 of 4 Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Stop Duration This is the maximum amount of time a mobile device can be stopped before an Exception occurs Type of Monitor Monitoring Schedules are available for a Recurring Schedule which ing Schedule is a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Trimble MRM Confidential 83 Field Description Begin Date The month day and year you want to begin monitoring diagnostics faults for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to begin monitoring diagnostics faults for the selec
121. rt online a new browser window opens with the Exception Report as shown in Figure 1 170 Trimble MRM Confidential 127 Reports Standard Reports Exception Reports Exception Reports Select Report to Speed Generate Exception Name speed3 18 T Select Mobile Devices to include in the report Select Mobile Devices to include in the report Groups OR Select Mobile Device s from Group FP_USA Client Search Device Group search will list all device group with name containing the given search word This search is not case sensitive CA000318changed ee padmi From 49 4108 Ee 12 00 Am To 10 31 08 EER fits PM Q Note data available for 369 days Eeport EormAE Online Report z T Include header in Comma and Tab Delimited downloadable reports Generate Report Required field Figure 4 10 Online Exception Report e If you chose to download the Exception Report a download dialog box as shown in Figure 1 271 appears File Download Do you want to open or save this file eh Name SpeedReport csv Type Microsoft Office Excel Comma Separated Values File From web1 ga3 atroad com om soe _ eee While files from the Internet can be useful some files can potentially Q harm your computer If you do not trust the source do not open or save this file What s the risk Figure 4 11 File Download Dialog Box i Click Open to open the file in a default applic
122. s faults for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to begin monitoring diagnostics faults for the selected mobile device This must be the current time or later Minutes can be selected in 15 minute increments 2 Type a name into the Exception Name field 3 Click NEXT to open the Setting up an exception Specify the Monitoring Schedule screen 4 Set up the options for your schedule For predefined Recurring Schedule options shown in Figure 2 15 a Select one of the four options from the Predefined Schedules field Trimble MRM Confidential 65 e Week Days e Week Nights e Weekends e Nights and Weekends b Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed c Click the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed d Click the Day drop down menu in the End Monitoring column to change the day of the week as needed e Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed f To clear the selected options and re enter information click Clear g Click Next to advance to the next screen Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen 5 Select how you want
123. s from the Type of Monitoring Schedule field e Recurring e 24X7 Each type of schedule has different set up options which appear in the next screen 8 Click NEXT to open the Schedule Options screen 9 Set up the options for your schedule For predefined Recurring Schedule options shown in Figure 2 15 a Select one of the four options from the Predefined Schedules field e Week Days e Week Nights e Weekends e Nights and Weekends Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed Click the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed Click the Day drop down menu in the End Monitoring column to change the day of the week as needed Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed To clear the selected options and re enter information click Clear Click Next to advance to the next screen Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen For 24 X 7 Schedule options shown in Figure 2 16 a b Trimble MRM Confidential 39 Select the correct time zone from the Time Zone field The system will default to PDT if no option is selected Click the Calendar icon to select the Begin Date c Click the Clock icon to select the Begin Time d Click NEXT
124. s list To select more than one vehicle hold down the Ctrl key while selecting Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indi cating they have been selected Click Next to advance to the Confirmation screen shown in Figure 2 47 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Trimble MRM Confidential 85 Exceptions Setting up an Exception Confirmation Exception Stop Durationl Exception Confirmation ores ices Stop Duration1 Siro e som Stop Duration Monitoring Stop Duration 30 minutes Parameters Monitoring Schedule Type Recurring Monitoring Begin Date 12 5 08 03 00 PM HST Schedule NELIE Monday 08 00 AM to Monday 5 00 PM HST Tuesday 08 00 AM to Tuesday 5 00 PM HST Wednesday 08 00 AM to Wednesday 5 00 PM HST Thursday 08 00 AM to Thursday 5 00 PM HST Friday 08 00 AM to Friday 5 00 PM HST Exception Notification Monitored Mobile Device CD000392 CD420001 s Exception Console Delivery Create Another Exception Figure 2 47 Confirmation Screen for Stop Duration 11 Confirm the Stop Duration Exception parameters that you selected 12 Click Done if you are finished setting up Exceptions The Current Excep
125. s selected b Click the Calendar icon to select the Begin Date c Click the Clock icon to select the Begin Time d Click NEXT to advance to the Specify the Exception Notification Options screen shown in Figure 2 17 Click Cancel to return to the Exception Administration screen 8 Select how you want Notification of the Temp Status Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Real Time message delivery option if you want immediate notification a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com e Check the Standard message delivery option if you want a list of all the Speed Excep tions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com 9 Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return
126. screen This will print the details for that specific Exception Trimble MRM Confidential 121 e Click the Print Summary button in the top right corner This opens the Print dialog box Click Print to print the Exception Summary Click Cancel to close the dialog without printing Generating Exception Reports Exception Reports may be generated at any time Steps for creating reports for all of the Excep tions are virtually the same Below are steps for generating each report format 1 Click the Reports link from the Control Panel on the left The Reports screen shown in Figure 1 165 opens Reports Standard Reports Exception Reports Exception Reports Select Report to Generate Figure 4 5 Reports Screen 2 Click the Exceptions Reports tab 3 Select the type of Exception report to generate from the Select Report to Generate drop menu e Ifyou select Consolidated Exception Report the Exception Report Options screen shown in Figure 1 166 appears Trimble MRM Confidential 122 Reports Standard Reports Exception Reports Exception Reports Select Report to Consolidated Exception Report j Generate Consolidated Exception Report Mobile Device s Group s Mobile Device s Group s OR Mobile Devices from Group cnode1 Device Group search will list all device group with name containing the given search word This search is not case sensitive 1000351E5 Hold
127. screen will appear Assigning Exceptions to Mobile Devices or Groups If you would like to change several vehicle assignments for more than one Exception you can easily do this by accessing Assigning Exceptions to Mobile Devices in Exception Administration Note The Group option will only appear if your company has subscribed to this feature If you would like to add this capability to your system please contact your Trimble MRM sales man ager From the Exceptions screen shown in Figure 3 1 1 Select Batch Exception Assignment The Assigning Exceptions to Mobile Devices or Groups screen shown in Figure 3 10 appears Trimble MRM Confidential 115 Exceptions Assigning Exceptions to Mobile Device s Group s 1 Select Mobile Device s Search 1000351E5 1000351E6 1000351E7 1000351E8 1000351E9 1000351EA 1000351EB 1000351EC 1000351ED 1000351EE xj 2 Select Exception s to assign to Search A Device Vicinity Exception A test of Mileage Exception at 100ML BAT_CM_Spd BAT_CM_Zone Close to Home Diagnostics Fault1 Figure 3 10 Assigning Exceptions to Mobile Devices or Groups Screen 2 Highlight the mobile devices from the Select mobile devices Groups field e Ifyou want to search for a specific device enter the criteria into the Search field then click Search Matching devices appear in the Available mobile devices list To select more than one vehicle or group hold the Ctrl
128. t available or enabled for an Exception Online Console Notifications are delivered real time or next day based on how the Exception was configured Real time Exception Notifications are immediately sent to the console if console delivery was selected Standard Exception Notifications are sent to the Console the following day To view the Exception Notification Console 1 Log into your Trimble MRM Solution For more information about logging in see the begin ning of Section 2 Creating Exception Parameters 2 From the GeoManager home page click Exceptions under the Control Panel on the left of the home page The Exception Notification Console Figure 4 4 opens gt Exception Console for Client FP_USA amp _Client Windows Internet Explorer Exception Details Please click any row from above to view details Figure 4 4 Exceptions Notification Console Trimble MRM Confidential 120 Field Description Row Delineates the order Exceptions were received with the most recent appearing in row 1 Date Date and time the Exception occurred Mobile Device The name of the mobile device that incurred the Exception Exception Type General Exception type Exception Name Specific Exception based upon custom parameters Exception Value Details that indicate why Exception was triggered You can sort Exceptions shown in the Exceptions Notification Console by any of the column headers To sort dat
129. t immediate notification Trimble MRM Confidential 84 7 10 a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com e Check the Standard message delivery option if you want a list of all the Speed Excep tions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile device
130. t of fuel used while the engine is idling e Driving Fuel The amount of fuel used for driving e Trip Fuel The amount of fuel used for idling PTO and driving e Miles per gallon Number of miles a vehicle drives per gallon of fuel e Deceleration per 100 miles Number of times the vehicle decelerates per 100 miles e Acceleration per 100 miles Number of times the vehicle accelerates per 100 miles e Brakes per 100 miles Number of times the brakes are applied per 100 miles e Distance in top gear The distance the vehicle traveled in the top gear e PTO distance The distance the vehicle traveled with the PTO switch engaged e Trip distance Total distance traveled during the trip e End odometer The odometer reading at the end of the trip e Stop Count The number of times the vehicle stopped during the trip Since the information for the Vehicle Diagnostic Exceptions is pre determined when the iLM is installed in the vehicle there is no customer configuration needed aside from assigning the noti fication delivery method To assign the notification delivery method to a vehicle diagnostics exception 1 From the Exception Administration screen select Diagnostics Fault shown in Figure 2 55 Trimble MRM Confidential 103 Exception Administration Show Al Exception Types 7 Starting With 7 Display 10 z Records per page Showing 1 10 of 89 records A Device Vicinity Exception Mobile Device Vi
131. t to you You may select more than one delivery option Trimble MRM Confidential 62 10 11 12 13 Trimble MRM Confidential 63 e Check the Exception Console Delivery check box if you want console notification e Check the Standard message delivery option if you want a list of all the Landmark Exceptions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting Click the gt button to add the selected devices t
132. ted basis This can be one of four predefined schedules or customized to your work day s e 24 X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Begin Date The month day and year you want to begin monitoring diagnostics faults for the selected mobile device This can be today s date or a future date but cannot be a previous date Begin Time The time of day you want to begin monitoring Stops for the selected mobile device This must be the current time or later Min utes can be selected in 15 minute increments 2 Type a name into the Exception Name field 3 Select the daily total duration of stops from the Total Daily Stop Duration drop menu 4 Select the type of Stops you want monitored from the Select Stops to Monitor radio buttons e If you select Only Stops at Landmark Type select the Landmark type if applicable from the Landmark Type drop menu For more information about Landmark types see the GeoManager Administrator Manual e If you select Only Stops at Specified Customer Landmark a Click Select The Landmarks screen displays b Select the Landmarks you would like to monitor e Select the Landmark type if applicable from the Landmark type drop down menu For more information about Landmark types see the GeoManager User Admin
133. ted mobile device This must be the current time or later Minutes can be selected in 15 minute increments 2 Type a name into the Exception Name field 3 Enter the maximum number of minutes a vehicle must stopped before an alert is created in the Stop Duration field 4 Click NEXT to open the Schedule Options screen 5 Set up the options for your schedule a Select one of the four options from the Predefined Schedules field e Week Days e Week Nights e Weekends e Nights and Weekends Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed Click the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed Click the Day drop down menu in the End Monitoring column to change the day of the week as needed Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed To clear the selected options and re enter information click Clear Click Next to advance to the next screen Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen 6 Select how you want Notification of the Stop Duration Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Real Time message delivery option if you wan
134. ter Reports Figure 3 1 Exceptions Screen 4 Click Exception Management The Exceptions Management screen shown in Figure 3 2 appears Trimble MRM Confidential 107 Exception Administration Show Al Exception Types 7 Starting With vj Display 10 z Records per page Showing 1 10 of 73 records Pages 12345678 Next Exception Name Exception Type Mobile Devices Subscribed TT A Device Vicinity Exception Mobile Device Vicinity Enabled D Delete A test of Mileage Exception at 100ML Mileage Enabled Dis Delete Close to Home Mileage Enabled Disi Delete Temp Status Enabled Delete Forms Enabled Delete Forms Enabled Delete Forms Enabled Delete Forms Enabled Disable Delete Enabled Disable Delete Enabled Disable Delete Note Click on the Exception Name link to edit an Exception Create New Pages 12345678 Next Exception Menu Figure 3 2 Exceptions Management Screen Note If an Exception is disabled you can enable or delete the exception You must enable the exception before additional changes can be made 5 Click the name of the Exception you would like to edit The Exceptions Management Edit Menu shown in Figure 54 appears Exception Management Edit Menu Parameters Exception Name Notification Exception Type Mobile Devices sonatas Figure 3 3 Edit Menu Screen From the Exceptions Management Edit Menu screen you can edit the following e Par
135. the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed Click the Day drop down menu in the End Monitoring column to change the day of the week as needed Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed To clear the selected options and re enter information click Clear Click Next to advance to the next screen Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen For 24 X 7 Schedule options shown in Figure 2 16 a Trimble MRM Confidential 33 Select the correct time zone from the Time Zone field The system will default to PDT if no option is selected Click the Calendar icon to select the Begin Date Click the Clock icon to select the Begin Time d Click NEXT to advance to the Specify the Exception Notification Options screen shown in Figure 2 17 Click Cancel to return to the Exception Administration screen 7 Select how you want Notification of the Idling Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Real Time message delivery option if you want immediate notification a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device ad
136. the selected options and re enter information click Clear g Click Next to advance to the next screen Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen For 24 X 7 Schedule options a Select the correct time zone from the Time Zone field Trimble MRM Confidential 57 The system will default to PDT if no option is selected b Click the Calendar icon to select the Begin Date c Click the Clock icon to select the Begin Time d Click NEXT to advance to the Specify the Exception Notification Options screen shown in Figure 2 16 Click Cancel to return to the Exception Administration screen 7 Select how you want Notification of the Mileage Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Real Time message delivery option if you want immediate notification a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com e Check the Standard message delivery option if you want a list of all the Speed Excep tions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields b
137. tion and integration process View Products Mobile Field Service amp Sales Manage the mobile workers work with up to the minute view of your mobile employees Field Asset Management Manage the mobile workers assets with vehicle diagnostics maintenance and sensor technologies What is MRM HAVE MORE QUESTIONS ABOUT OUR PRODUCT WE ARE HERE TO HELP Road and Trimble Mobile Solutions have merged to create Trimble Mobile Resource Management MRM a leading global provider of GPS fleet tracking employee and inventory management solutions designed to help businesses lower operation costs increase nraductivity and enhance custamer service hy makinn it easier for vau ta manane Figure 2 1 Trimble MRM Home Page 2 Select the desired Trimble MRM solution from the Customer Login drop down menu The Login screen shown in Figure 2 2 appears Trimble MRM Confidential 5 Welcome Log in here to your Mobile Resource Management solution which delivers real time GPS fleet monitoring powerful reporting tools and administrative flexibility to maximize mobile workforce performance Username Password 7 Remember Username on this computer Figure 2 2 The Trimble Login Screen 3 At the prompt enter the Username and Password 4 Click the Login Here button or press Enter The GeoManager home page shown in Figure 2 3 appears or the home page for Pathway shown in Figure 2 4 appears
138. tions screen appears Click Create Another Exception if you want to create other Exceptions The Select Exception Type screen appears Switch Status Switch Status Exceptions keep track of on off events such as door open door close or trunk open trunk close This is used to identify irregularities such as unauthorized deliveries door open door close unauthorized tows crane arm up crane arm down or unauthorized passenger pick ups passenger door open passenger door close Switch Status Exceptions can also be tied to pre defined Landmarks to identify stops at non cus tomer sites Trimble MRM Confidential 86 Almost any on off switch in the vehicle may be monitored for activity and Exceptions to what you define as normal can be flagged You can define up to 20 Switch Status Exceptions for your account Only one Switch Status Exception can be configured for a vehicle at a time Switch Status Exceptions are available for GeoManager iLM From the Setting up an Exception Select the Exception Type screen 1 Click Switch Status The Setting up an Exception Select the Exception Type Parameters Step 1 of 4 screen for Switch Status shown in Figure 2 48 appears Exceptions pe Parameters Step Parameters See ud S50 characters Max See Switch Status Switch Status to lt tise of Switch Status switches activated 7 w monitor Switch State Active v Select Stoi s to BRUON R All stops Customer Landmarks No
139. tium class processor 500 MHz or faster recommended Memory 64 MB minimum 128 MB or more recommended Display VGA or better display 1024x768 resolution recommended Browser Internet Explorer 5 5 and above Note e All pop up blockers should be disabled when using Geo Manager to prevent conflict with the MapView Control Panel e The Run Activex control option must be enabled Plug In Autodesk MapGuide Viewer 5 0 plug in available on the Road web site for Internet Explorer Internet Access Minimum 56 Kbps high speed access via DSL cable or ISDN recommended Trimble MRM Confidential v 1 Introduction Trimble addresses the challenges of managing mobile workers with Trimble Exceptions a com prehensive monitoring and reporting tool that helps efficiently manage daily mobile workforce operations and improve business productivity through event based monitoring and timely alerts Exceptions are offered as a standard feature of the Trimble GeoManagersp iLM Trimble Geo Managersyy PE Trimble Pathwaygyy iLM and Trimble Pathwaysy PE as shown in the matrix below GeoManager Pathway iLM Pocket Edition iLM Pocket Edition Rl seen BE cake E ena DSO Gepeena Time Time Time Time Speed X X X X X X Idling X X X Landmark X X X X Landmark Proxim X X X X X X X X ity Mobile Device X X Vicinity Zone X X X X Stop X X Stop Count X X Handset Usage X X xX X Low Batt
140. to that Exception Notification From the Exceptions Management screen 1 Click Notification located under the Edit Menu list to view the current schedule The Change the Notification screen shown in Figure 3 6 appears Exception Management Edit Menu Editing an Exception Change the Notification Parameters Exception Handsetl Recurring Exception Notification Notification M Exception Console delivery Mobile Devices I Real time message delivery uw Message to Format PC version Mobile device 2 Format PC version Mobile device I Standard message delivery wt Message to Format PC version Mobile device Q Format PC version Mobile device Update Cancel Figure 3 6 Edit the Notification Example Screen 2 Make the desired changes e Check the Exception Console Delivery check box if you want console notification e Check the Real Time message delivery option if you want immediate notification a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com Trimble MRM Confidential 111 e Check the Standard message delivery option if you want a list of all the Forms Excep tions that occurred the previous day a Enter up to two email or mobile devices
141. to the Exception Administration screen Trimble MRM Confidential 95 10 Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting 11 Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indi cating they have been selected 12 Click Next to advance to the Confirmation screen shown in Figure 2 51 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Exceptions Setting up an Exception Confirmation Exception Temp Statusi Exception Confirmation SUGA Temp Statust Seema ome Temp Status Monitoring Min Temperature 5 degree F Parameters Max Temperature 30 degree F Duration 5 minutes Monitoring Schedule Type 24X7 Monitoring Schedule Begin Date 12 8 08 02 15 PM HST Exception Not
142. tops at specified Customer landmark Select Type of ax i Monitoring RET w Schedule TimeZone emT 10 00 Havai x Figure 2 42 Select the Exception Type Parameters for Stop Step 1 of 4 Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Total Daily Stop This is the daily total duration of stops made at each landmark For Duration example if a mobile device stops at Joe s Gas Station twice today for 5 minutes each the total daily stop duration is 10 minutes This can be anywhere from 15 to 120 minutes in five minute incre ments Trimble MRM Confidential 73 Field Description Select Stops to Monitor These radio buttons allow you to select the types of Landmarks you want to monitor e All Stops Customer Landmarks Non Customer Landmark e All Stops at Customer Landmark e All Stops at Non Customer Landmark e Only Stops at Landmark Type Select from drop down menu e Only Stops at Specified Customer Landmark For information about creating Landmarks refer to the GeoMan ager User Admin Guide Type of Monitor ing Schedule Monitoring Schedules are available in two types e Recurring a specific schedule that happens on a repea
143. uilding or group of buildings Most LANs connect workstations or personal computers allowing many users to share devices such as laser printers as well as data A LAN also allows easy communication by facilitating e mail or supporting chat sessions Landmarks The GeoManager Landmarks feature available with all Trimble MRM Fleet Productivity amp Management solutions is an enhanced scheduling and reporting tool that enables you to define and post special destinations and locations in the Trimble customized mapping database then view them conveniently on a map in relation to current field asset locations Landmarks feature option is an excellent tool for administrators looking to streamline their vehicle routing process while reducing wasted time fuel costs and other expenses MRM Mobile Resource Management is a category of business solutions designed to maximize the productivity of mobile work forces The most effective MRM solutions such as those offered by Trimble MRM combine Internet services with applications that leverage on demand GPS wireless capabilities and transaction processes to help companies reduce operating costs and raise the quality of customer experience Trimble MRM Confidential 131 Wi Fi Wireless fidelity is the generic term for 802 11 technology WLAN Wireless Local Area Networks use radio waves instead of a cable to connect a user device such as a laptop computer to a LAN They provide Ethernet c
144. ult Saisie masse Diagnostics Fault Monitoring Schedule Type Monitoring Schedule 24X7 Begin Date 11 11 08 5 30 PM HST Exception R f tion C li Notification Exception Console Delivery Monitored Mobile Device OE Figure 2 58 Edit Diagnostics Fault Exception 5 Confirm the Diagnostics Fault Exception Notification parameters that you selected 6 Click Done to return to the Exceptions Management screen 7 Click Done again to return to the Current Exceptions screen Trimble MRM Confidential 106 3 Editing Exceptions You have the ability to change any parameters in effect for each Exception type as well as e Disable e Enable e Delete Before you can edit the parameters for any Exception you must log into your Trimble Solution Note You will need an Administrator Password to access the Administration Control Panel If you do not have an Administrator Password contact Trimble MRM Customer Satisfaction at mrm support trimble com To edit an Exception 1 Log into your Trimble MRM Solution For more information about logging in see the begin ning of Section 2 Creating Exception Parameters 2 Click Administration from the Control Panel on the left side of the screen 3 Click Exception Administration The Exception Administration Options screen shown in Figure 3 1 displays Exceptions gt Exception Management gt Batch Exception Assignment gt View Exception Parame
145. ult Step 4 of 4 Field Description Available Vehicles Shows a list of all the vehicles or hand held devices that are avail able for tracking Diagnostics Fault Exceptions Monitor Vehicles Shows a list of all vehicles or hand held devices selected for Diag nostics Fault Exception tracking Group If vehicles or hand held devices have been grouped into categories the categories are listed here Defaults to All Vehicles Search Allows the administrator to enter a keyword or name for faster loca tion of a specific mobile worker s vehicle or hand held device Unavailable Shows a list of devices that have already been assigned to a differ Mobile Devices ent Diagnostics Fault Exception Note Mouse over the Tip icon to view addition information Note Icon Direc Mouse over the Note icon to view step by step instructions for fill tions ing out the Exception parameters Trimble MRM Confidential 16 10 Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu For more information about Groups see the GeoManager User Admin Guide e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl
146. umn to change the day of the week as needed e Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed f To clear the selected options and re enter information click Clear g Click Next to advance to the next screen Click Previous to return to the last screen Trimble MRM Confidential 75 Click Cancel to return to the Exception Administration screen For 24 X 7 Schedule options shown in Figure 2 16 a Select the correct time zone from the Time Zone field The system will default to PDT if no option is selected b Click the Calendar icon to select the Begin Date c Click the Clock icon to select the Begin Time d Click NEXT to advance to the Specify the Exception Notification Options screen shown in Figure 2 17 Click Cancel to return to the Exception Administration screen 8 Select how you want Notification of the Stop Exceptions sent to you You may select more than one delivery option e Check the Exception Console Delivery check box if you want console notification e Check the Standard message delivery option if you want a list of all the Landmark Prox imity Exceptions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields b Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber p
147. up an Exception Select the Exception Type Parameters Step 1 of 4 screen for Idling shown in Figure 2 34 appears Trimble MRM Confidential 55 pe Parameters Step Parameters 50 characters Max Seems sae Mileage Type of z4x7 zj Monitoring aa T ai Schedule TimeZone GMT 10 00 Hawaii Begin Date 42 3108 aan O Next Cancel Figure 2 34 Select the Exception Type Parameters for Mileage Step 1 of 4 Field Description Exception Name This is the name that appears on the Exceptions Report You may use up to 50 characters to create a unique name Characters must be alpha numeric No symbols or punctuation is allowed Exception Type This field is pre filled from the Select Exceptions Type screen Mileage The daily mileage the mobile device must exceed to trigger an exception Type of Monitor Monitoring Schedules are available in two types ing Schedule e Recurring a specific schedule that happens on a repeated basis This can be one of four predefined schedules or customized to your work day s e 24 X 7 continuous monitoring of mobile workers TimeZone The time zone where the mobile workers will be performing their tasks You can select multiple time zones by holding down the Ctrl key Begin Date The month day and year you want to begin monitoring diagnostics faults for the selected mobile device This can be today s date or a future date but cannot be a prev
148. ure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen 12 Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual Trimble MRM Confidential 45 e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting 13 Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor Mobile Devices field indi cating they have been selected 14 Click Next to advance to the Confirmation screen shown in Figure 2 29 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen Exceptions Setting up an Exception Confirmation Exception Landmark Proximity1 Exception Confirmation Exception Name Landmark Proximity Exception Type Landmark Proximity Monitoring Arrival Departure Arrival Parameters Landmarks adhoclmk hub_1412 Imk bug Monito
149. urrent time or later Minutes can be selected in 15 minute increments Note e This exception type is limited to the update interval of the mobile device e Each Zone Type is limited to a maximum of 10 mobile devices Type a name into the Exception Name field Select the Zone you want monitored from the Zone Type drop menu Select type of monitoring you want from the Arrival Departure field a Fe S N Select the schedule type you would like to establish for monitoring Idling Exceptions from the Type of Monitoring Schedule field e Recurring e 24X7 Each type of schedule has different set up options which appear in the next screen Trimble MRM Confidential 98 6 Click NEXT to open the Schedule Options screen 7 Set up the options for your schedule For predefined Recurring Schedule options shown in Figure 2 15 a Select one of the four options from the Predefined Schedules field e Week Days e Week Nights e Weekends e Nights and Weekends Click the Day drop down menu in the Begin Monitoring column to change the day of the week as needed Click the Clock icon in the Begin Monitoring column to change the daily time using the Hour Min and AM PM fields as needed Click the Day drop down menu in the End Monitoring column to change the day of the week as needed Click the Clock icon in the End Monitoring column to change the daily time using the Hour Min and AM PM fields as needed To cl
150. utes Landmark triggered when a mobile device stops at user defined landmarks Trimble MRM runs a nightly process to identify Landmark Exceptions from the previous day Landmark Proximity triggered when a Mobile User arrives at or departs from a user defined landmark and has been there for 1 minute plus device sampling rate Landmark Proximity is monitored by the device and capable of real time delivery notification Low Battery triggered when the vehicle battery level or hand held mobile device battery level for PE applications falls to the point at which no location data may be transmitted The administrator sets notification parameters Messaging triggered when a predefined message is delivered by the mobile device Mileage triggered when a mobile device exceeds a predefined number of miles within a day Mobile Device Vicinity monitors the occurrences of multiple mobile devices stopping within a defined distance from each other for a predefined period of time common to both or all vehicles Off Hours Use triggered when a mobile device registers vehicle movement outside desig nated working hours which are defined by the administrator Speed triggered when a mobile device exceeds a speed and duration threshold Stop triggered when the total daily stop time at a landmark is greater than a predefined threshold Trimble MRM Confidential 3 e Stop Count triggered when the total number of stops at a la
151. xtel com Trimble MRM Confidential 29 e Check the Standard message delivery option if you want a list of all the Handset Usage Exceptions that occurred the previous day a Enter up to two email or mobile devices one for each of the 1 and 2 fields 9 Select the radio button for the format of the device address PC format or mobile device To send messages to mobile devices use the format phonenumber page nextel com i e 5551112222 page nextel com 10 Click Next to advance to the Specify the Mobile Devices to Monitor screen shown in Figure 2 18 Click Previous to return to the last screen Click Cancel to return to the Exception Administration screen 11 Select vehicles or hand held devices to monitor e Select the vehicle group if applicable from the Group drop menu then click Search For more information about Groups see the GeoManager Admin User Manual e If you want to search for a specific device enter the search criteria into the Search field then click Search Matching devices appear in the Available mobile devices list e Select the vehicle s you would like to monitor from the Available mobile devices list To select more than one vehicle hold down the Ctrl key while selecting 12 Click the gt button to add the selected devices to the Monitor mobile devices list Click All gt gt to add all devices from the Available mobile devices list The name s you have selected will move to the Monitor

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