This manual is a user’s guide for the iTRAK™ Fleet Executive application, a vehicle location and tracking web site at www.itrak.com. This manual provides the instruction necessary to use iTRAK Fleet Executive to locate vehicles on a map or view the entire fleet on the Fleet Executive web site. Note: This user’s guide may change without notice due to enhancements or changes to iTRAK Fleet Executive.
iTRAK™ User’s Guide – Rev 1.02
iTRAKultra™ User’s Guide – Rev 1.00
Disclaimer and Limitation of Liability
iTRAK Corporation assumes no responsibility for any damage or loss resulting from the use of its products or services. iTRAK Corporation assumes no responsibility for any loss or claims by third parties, which may arise through the use of its products or services.
The information disclosed herein is the exclusive property of iTRAK Corporation and no part of this information may be reproduced or transmitted in any form or by any means including electronic storage, reproduction, execution or transmission without the prior written consent of iTRAK Corporation. The information contained in this document is subject to change without notice and should not be construed as a commitment by iTRAK Corporation unless such commitment is expressly given in a separate document or contract.
iTRAK™ Fleet Executive (iFE) User Guide
To Pan, left click and hold, then drag the map, or click one of the directional arrows in the pan tool.
To Zoom, move the slider on the Zoom bar, or click the plus or minus signs at the top and bottom of the Zoom bar.
Several preset zoom levels are available under the “Views” menu. There is also the option to zoom to the level that will display all geofences, all positions currently displayed, all routes, or the last position of all vehicles. In the “Fleet” menu, “Zoom Fleet” will zoom out to a level that will show the last position of all vehicles. This is the same as “Zoom All Positions” in the “Views” menu.
The map can also be zoomed in one level by double-clicking on the map. The point that is clicked will become the center point of the zoomed map.
· “Map Data” in the “Tools” menu allows you to display Google Maps or Bing Maps.
· “Language” in the “Tools” menu will change all the menus and data displayed in iFE to:
· Using the “Save Map As” command in the “File” menu, the current display can be saved to a graphic file (.jpg, etc.)
· Geofences, landmarks and routes can be displayed or not displayed by checking “Show Geofences”, “Show Landmarks” and “Show Routes”, respectively, in the “Fleet” menu. To display the labels for these items, respectively:
o Check “Show Geofence Name” next to “Geofence” in the “Applications” menu.
o Check “Show Landmark Names” next to “Landmark Editor” in the “Landmarks” menu.
o Check “Show Route Name” next to “Route” in the “Applications” menu.
In the Vehicle Window, click on the plus sign next to the fleet name, then the plus sign next to the Vehicle Group (if any). Highlight the desired vehicle by left-clicking on the vehicle name, then right-click the highlighted name to display the menu for that vehicle. Select “center on”.
To follow a vehicle (display each new position at the center of the map as the vehicle moves), follow the steps above to locate a vehicle, but select “Follow” from the vehicle’s menu.
1. Startup map view
The startup map view is the view that will appear when the program first launches. From the File menu, select “Save Current View”.
2. Other saved map views
For other map views you will want to return to, under the “Views” menu, select “Stored Views”. Enter a view name in the blank window, then select “Add View”.
To retrieve stored map view, under the “Views” menu, select “Stored Views”. Select the desired view from the pull-down list.
To display the most recently displayed stored map view, select “Previous View” under the “Views” menu.
To toggle between the map display with and without the vehicle list, click the arrow in the upper left corner of the screen, next to the word “File”.
To display only the street map data, click on “Map” along the right top of the map window. To display only satellite imagery, click on “Satellite”. For both, click on “Hybrid”. To display a shaded relief map, click on “Terrain”.
Street View will display 360-degree street level imagery of selected roadways.
1. Drag the Street View icon onto the map.
2. Streets with available street-level imagery will be outlined in blue. Place the green circle below the icon onto a blue-outlined street at the desired location. The street view will be opened.
· To rotate the street view through 360 degrees, click in the “N” at the top of the circle in the upper left and drag it around the circle.
· To zoom into the image, use the zoom slider bar.
· To move along the street in either direction, click the arrow next to the street name at the bottom of the image.
· To look higher, lower, right or left in the image, use the arrows inside the circle at the upper left.
· To close the street view, click on the “x” in the upper left.
To find a location, enter the information in the window marked “Street Address OR (Lat, Lon)” at the bottom of the map. Searches can be on or town name, street addresses (with either city/state/country or postal code), or latitude and longitude. For a lat/lon search, enter the latitude (north/south degrees) first, then the longitude (east/west degrees), with a comma between the two values. Use degrees and decimal degrees, not degrees, minutes and seconds. Be sure to use a negative sign before south latitudes and west longitudes.
All previously located addresses from the current session can be retrieved by selecting the address from the pull-down list under “History” in the “Find” menu.
To regenerate the map, select “Refresh Map” (“Views” menu).
Vehicle information can be displayed with the current position of all vehicles. To turn this on, check “Show All Vehicle Information” in the “Fleet” menu.
Individual items can be displayed in this window by turning off “Show All Vehicle Information” and checking the data to be displayed. Note: this menu defines the minimum data displayed for all vehicles in the fleet. More information can be added for individual vehicles by checking the desired data items in the vehicle setup menu. See section II.E., “Vehicle Setup”.
Several options in the “Tools” menu will modify the information shown in this window.
· “Direction Format” allows you to display the direction of travel as either cardinal and ordinal directions (N, SE, etc.) or as the azimuth expressed as degrees (N = 0 degrees, W = 270 degrees, etc.)
· “Speed Measure” allows speeds to be expressed at kilometers per hour or miles per hour.
· “Show” will turn on or off the display of the device serial number or the vehicle alias. The unit name will always appear.
· “Time Format” will allow the display of the time in 12 hour or 24 hour (“military”) format.
· “Time Zone” defines the desired time zone for time display. Note: the time zone selected will apply to all vehicles in the fleet, regardless of the time zone of their current position. The time will not be adjusted for the local time zone of the vehicle.
The “Real Time Position Mode” (“Fleet” menu) will automatically display updated vehicle positions. If the Real Time Position Mode is not selected, a map refresh will be required to display new positions.
“Poll Fleet” in the “Fleet” menu will refresh the positions of all vehicles in the fleet. Due to the nature of iTRAK’s unique event-based reporting, this will rarely result in a change of position that would not otherwise have appeared in real-time position mode.
As a default, iFE will display vehicle positions that have occurred during the current session, or the last position if no new positions have been generated during the session.
· For all breadcrumbs during the session, select “Show Breadcrumb Trail” from the “Positions” menu
· For only the last five positions, select “Show Short Trail” from the “Positions” menu
· If no breadcrumb trail is desired, uncheck both “Show Breadcrumb Trail” and “Show Short Trail” from the “Positions” menu
· To delete the display of breadcrumbs and show only the current position, select “Clear Breadcrumb Trail” from the “Positions” menu.
· Stops will appear as small circles or bullseyes. These can be set up in “Stops” in the “Tools” menu.
o Checking “Show Vehicle Stops” will display the circles for stop positions rather than ordinary bread crumbs.
o “Set Stop Period” defines the length of time a vehicle must be stopped to display the stop symbol.
1. Select “Set Stop Period”
2. Enter the time desired, in minutes, in the window.
3. Click “OK”.
Note: to save this defined stop period for future sessions, “Save All Current Settings” must be selected from the “File” menu.
Vehicle data can be displayed in a box next to each breadcrumb in the trail by checking the individual item to be displayed in the “Positions” menu.
When the information with the current position icon or the breadcrumb trail is turned off, full position data can still be displayed for any position by hovering over the position symbol with the cursor.
To display all vehicle positions for a selected time period:
· Place a check in the box next to the desired vehicle(s)
· Select the starting and ending time and date below the vehicle list box.
· Click “Map”.
To access the vehicle setup menus, left-click on the vehicle name to highlight it, right-click the highlighted name to display the menu for that vehicle. Select “Setup”.
1. Alias: to add an alias to the vehicle (for example, a vehicle description, license plate, or driver name)
· Select the “Name/Alias” tab.
· Enter the desired alias in the “New Alias” window.
· Click “Update Alias”. The new alias will now appear with all vehicle positions, in the vehicle list, and on all reports.
2. Idle Alerts: You can be notified when the vehicle has been idling for a period you define. The iTRAK device must have an ignition input for this function to work.
· Select the “Idle” tab.
· The ignition is usually Input 1. From the “Alert I/O Filter” pull-down, select “IO1 Alert Active.” Select a different input number if Input 1 is connected to something else.
· Set “Speed Filter” to “Speed equals 0”.
· The time for an idle event is defined in seconds. Enter the desired number of seconds of idling to trigger an alert in “Idle Alert Time”.
· Enter the e-mail to receive the alert in “Notification”.
· You can also display idling vehicles on the map by having the vehicle icon blink. Put a check next to “Idle Blink” or “Short Blink”.
· Check “Idle Alert Enabled”.
· Click “Update Idle Settings”.
3. Over-Speed Alerts: You can also be notified if the vehicle exceeds a speed you define.
· Select the “Overspeed” Tab.
· Enter the desired maximum speed in “Over-Speed Rate”
· Enter the e-mail to receive the alert in “Notification”.
· Check “Enabled”.
· Click “Update Over-Speed”.
4. IO Naming: This allows you to describe the inputs to and outputs from the device.
· Select the “IO Naming” Tab.
· Enter the Input or Output definitions in the windows.
· Click “Update IO Names”.
5. Icon: The icon of the vehicle and the color of the breadcrumb trail can be changed
· Select the “Icon” Tab.
· Select the desired icon from the pull-down menu. It will be displayed as “New Icon”.
· Select the color of the breadcrumb trail from the “Primary Color” pull-down menu.
6. Show: This controls the information displayed in the label next to the current vehicle position. Note: this menu controls the display for only the selected vehicle. The display will include all the fields selected from the “Fleet” menu, even if all fields are turned off for the individual vehicle in the setup menu. See section II.A., “Display Vehicle Data”.
For faster map display, iFE utilizes clustering of positions that are in the same square set of pixels. These clusters are displayed as a circle with a number inside it. The number shown is how many positions are represented by the cluster. The clusters are color-coded based on the number of positions in each cluster.
Clusters will be combined or broken apart into smaller clusters as the map is zoomed out or in.
Zoomed out view of the previous map
The clustering can be customized or turned off. All commands are in “Clustering” in the “Tools” menu.
· To turn off clustering, uncheck “Clustering On”.
· To reset the size of the pixel (to increase or decrease the area combined into a cluster)
1. Select “Grid Size”
2. Select the desired grid size from the pull-down. Larger numbers will combine more positions into a cluster. Selecting “1” will only create a cluster if the vehicles are in the same pixel location.
· A minimum cluster size can be defined. This will force iFE to display individual breadcrumbs rather than create clusters for clusters of less than the selected number of positions.
1. Select “Minimum Cluster Size”
2. Select the desired minimum cluster size from the pull-down. Larger numbers will create fewer clusters.
Landmarks are named locations that will:
· Be displayed with the name and their boundary on the map.
· Appear by name (rather than as a street address) in reports as well as in the iTRAK Fleet Status table.
· Generate reports of when vehicles entered and left the location, using the Landmark report in iTRAK Report Manager.
Landmarks can be contrasted with geofences, which can appear similar on the map, because geofences provide real time alerts via e-mail when vehicles enter or leave them.
Creating a circular or a polygonal landmark begins the same way:
1. Open the landmark editor in the Landmark menu. This will open in a new window.
2. Enter a desired name for the landmark.
3. If desired, select a symbol to be displayed with the landmark - a house, building, or star.
4. The landmark can be a circle or a polygon.
1. To create a new circular landmark:
a. Make sure the “polygon” selection is not checked.
b. Select a radius for the circle. This can be adjusted later.
c. Select a transparency for the circle. “Transparency” is how well the underlying map can be viewed through the landmark. “0” is completely transparent; “1” is completely opaque.
d. The color for the landmark can be selected from a color chart by clicking “Color”, selecting the desired color, then clicking “OK” to close the color window.
e. Click “Draw Circle”.
f. Click on the map at the desired center point.
g. Click “Save”.
2. To create a polygonal landmark:
a. Make sure the “polygon” selection is checked.
b. Select a transparency for the polygon.
c. The color for the landmark can be selected from a color chart by clicking “Color”, selecting the desired color, then clicking “OK” to close the color window.
d. Click “Draw Polygon”.
e. Click on the desired corners of the polygon on sequence. A marker will appear at each corner point. The marker can be dragged to a new location if desired. NOTE: The “Satellite” or “Hybrid” view can be very helpful in determining the boundaries needed for the landmark.
f. Click “Save”.
NOTE: The current version of Google Maps does not support modifying a polygonal landmark. The landmark must be deleted and recreated.
3. To resize a circular landmark:
a. Select the landmark from the pull-down list.
b. Enter the new radius in the “Radius” window.
c. Click “Save”.
d. A confirmation window will pop up, naming the landmark being updated and asking for confirmation or cancellation.
To go to a saved landmark, you can:
1. Select the name of the landmark from the pull-down menu in the “Landmarks” menu.
2. Select the name of the landmark from the pull-down menu in the upper left of the Landmark Editor window.
Geofences are named locations that will generate a real time alert via e-mail when the vehicle has entered or left the location.
Creating a circular or a polygonal geofence begins the same way:
1. In the “Apps” menu, select “Geofence”.
2. Enter a name for the geofence, and select a vehicle for it to apply to, or select the entire fleet (at the end of the pull-down menu).
3. To create a polygon, click “Draw Polygon”.
a. Click on the desired corners. The system will automatically close the polygon by keeping the starting and ending at the same point as you proceed.
NOTE: The current version of Google Maps does not support modifying a polygonal geofence. The geofence must be deleted and recreated.
4. To create a circular geofence:
a. Select a desired radius for the circle.
b. Make the geofence more or less transparent by changing the “Transparency” - select a number between “0” (completely transparent) and “1” (completely opaque).
c. You can change the color of the geofence by selecting “Color” and clicking on a color from the palette, then click “OK”. Note – the color commands also apply to polygons.
d. Click “Draw Circle”.
e. Left click on the desired center point of the circle.
5. Click the “Geo-Fence Enabled” box.
6. Enter the e-mail you want to receive the alerts in the “Notification” box.
7. Click “Save Fence”.
8. If you want the geofence always active, leave “Always On” checked. If you want it to be turned on and off according to a schedule, uncheck “Always On” and click “Schedule”.
a. Multiple schedules can be saved for a given geofence – for example, if different vehicles operate on different schedules. Enter a schedule name in the “Schedule” box.
b. Select the vehicles desired to operate on this schedule, or select “Fleet” for all vehicles.
c. To activate during a time period, both the day must be checked and the time period highlighted (dark green). In the example below, the geofence is active from 7:00 a.m. to 6:00 p.m., Monday through Thursday and 7:00 a.m. to 1:00 p.m. Friday. No geofence alerts will be generated during the periods that are light green.
d. To add a holiday exception (turn off the geofence on a holiday), select a date and the time period under “Holiday Exceptions”, then click “Save”.
e. Define any additional alerts you want:
i. Late Vehicles – the vehicles leave the area too long after the geofence becomes active. In the example above, an alert would be generated if a vehicle leaves the geofence after 7:30 a.m.
ii. Early vehicles – the vehicle return too soon before the fence is deactivated. The alert would occur for vehicles arriving before 5:50 p.m.
f. Click “Add” to activate the schedule.
1. In the “Find” menu, select “Get Directions”.
2. Enter the desired beginning and ending points in the window. These points can be:
· Street addresses
· City names
· Latitude and Longitude values
3. Click “Get Directions”. The route will appear on the map, and the textual directions will appear on the right side.
4. The route can be revised by clicking on any point (a circle will appear on the route) and dragging it to the desired intermediate point. Updated text directions will also be generated.
“Routes”, in the context of iFE, are linear features that can be used to generate alerts for such events as out-of-route or late arrivals. They function in much the same way as geofences.
i. Select a color and transparency for the route, in the same way as with landmarks and geofences.
ii. Select a width for the route. The “width” is the total width of the route, that is, twice the distance from the center line to the edge. For a route that has a boundary one mile out from the center of the route, enter “2” for the width. NOTE: the current version of Google Maps does not support display of the route with its actual width. It will show the centerline, with the selected color.
i. Click “Schedule”.
ii. If there will be multiple schedules for the same route, give the schedule a name.
iii. Put the e-mail to receive the alert in “Notification”.
iv. Select the vehicle or device name that will use the schedule, or select the entire fleet at the bottom of the list.
v. If travel is always in the same direction for this schedule, you can select a starting point. Pick the end point that is the starting point from the pull down, and put a check in “Route Starts At”.
vi. Put a check in the days of the week you want the schedule to be active, or check “Enable All Days”.
vii. Highlight the time period the vehicle(s) should be inside the route by clicking in the time box. You can click each box separately, or click the first and color the time period by dragging the cursor across. For the route to be always on, color the entire schedule.
The scheduled period will appear dark green. NOTE: the day must be checked as well a time period colored to make the schedule active for that period.
viii. Select the type of alerts you want by putting a check mark by each.
1. “Start Early” means the vehicle enters the route more than a set time before the schedule is active. This is 30 minutes in the example above. This means that if the vehicle enters the route at the route starting point earlier than 9:30 a.m. on Monday, Wednesday or Friday, you will receive a “start early” alert.
2. “Start Late” means the vehicle enters the route more than a set time after the schedule becomes active.
3. “On Time” means the vehicle enters the route between the “Start Early” and “Start Late” times.
4. “Route Completed Early” means the vehicle left the route at the ending point more than a set time before the schedule becomes inactive.
5. “Route Completed Late” means the vehicle left the route at the ending point more than a set time after the schedule becomes inactive.
6. “Route Completed On Time” means the vehicle left the route at the ending point between the “Route Completed Early” and “Route Completed Late” times.
7. “Off Route” means the vehicle exited the route.
8. “Back On Route” means a vehicle that was off-route has re-entered the route.
9. “Reverse Geocode” will provide the address for the vehicle’s location with each alert.
ix. Click “Save”. The route has been scheduled.
Maintenance Alerts will send an e-mail when mileage, days passed and/or hours of use are approaching that for scheduled maintenance. Here is a sample maintenance alert:
Maintenance Alert for: NM01
Maintenance Type: Oil
Alert Type: Overdue
Overage: 83 MILES
1. Under the “Applications” menu, select “Maintenance Schedules”
2. Select the vehicle to be managed from the pulldown list.
3. Enter the e-mail addresses to receive the alerts in the “Notification” window.
4. Enter the odometer mileage and the time and date this mileage was observed in the “Initial Odometer” window. Also add the hours of use from the meter if applicable, and if hours of use tracking is desired. Type this information into the window. Click “Save” in the “Initial Setup” portion of the window when the entry is completed. Note:
a. For hours of use tracking, the ignition wire on the tracking unit must be connected to a device in the vehicle that turns on and off with the ignition.
b. The odometer and hours do not need to be current. If they were observed at a past time, the miles traveled and hours of use since that date and time will be added to generate the “Estimated Odometer” and “Estimated Hours”. This will be calculated, and these windows populated, when the user clicks “Save”.
5. Select the type(s) of alerts desired for this vehicle by checking next to the type of service.
a. Enter the mileage, date and time, and hours at the time of service
b. Distance, Days and Hours interval are the desired intervals between servicing. All three parameters can be selected, or only one or two. Parameters not to be used can have zero entered in the window.
c. Distance, Days and Hours windows define the period before the next service that the alert will be generated. For example, if the oil is to be changed after 3,000 miles, and the Distance window is 200 miles, the first alert will be sent when the vehicle has traveled 2,800 miles.
d. To copy a parameter down all the rows, click the double arrow at the top of the column.
6. To add custom servicing to the list, use the “Other Maintenance Settings” row.
a. Enter the name of the service in “Maintenance Type”
b. Complete the other fields as in section 5 above.
c. Click “Add” when finished. The item will appear in the table at the bottom of the screen. Multiple custom entries can be made in this way
7. The “Current Information” Tab will show the status of all parameters
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