What’s new in MyGeotab

What’s new in MyGeotab — Version 8.0

Published on June 1, 2022 in Updates by MyGeotab and Technical Writing Teams | 16 minute read

Welcome to our latest summary of updates in MyGeotab.

Geotab Users: To verify your version: go to MyGeotab > Administration > About, and check the build number, (e.g. 8.0.0 release).

✱ NOTE: The images shown here are for illustration purposes only, and may appear different in the software as we approach the final release.

Registration

Moved the check for database name already in use to the end of the registration process

To provide a safe and reliable product that protects your data, we have removed the ability for users to check if a database name already exists.

Now, the registration page will no longer have the pre-emptive check to see if the database name you entered already exists. You will only see a message if the database name already exists after you finish filling out the required fields and press finish.

Rules

Update to the Backing up when leaving rule

To better differentiate the source of reverse detection, we are now using two diagnostics to detect backing up:

Gear position of the vehicle
Accelerometer-based reverse detection from the Geotab GO device

The Backing up when leaving rule in MyGeotab is an important safety feature that helps reduce the risk of collisions. The rule will trigger an exception or alert when a driver reverses their vehicle from parking location against company rules. To identify reversing when leaving, this rule considers signals from the engine control unit (ECU) if they are present, otherwise it uses the accelerometer-based reverse detection from the GO device.

IMPORTANT: Going forward, the gear position diagnostic will only provide data from the vehicle, and will no longer be combined with the GO device’s reverse detection algorithm. Reverse detection from the GO device will be reported as a separate diagnostic.

This rule will be updated in previous versions of MyGeotab as well.

Assets

Trailers page has been removed and trailers have been migrated to the Vehicles & Assets page

You can now manage your assets in one place! We have consolidated the user experience within MyGeotab to create more feature parity between vehicles and trailers. Trailers now have the same functionality that vehicles have had within MyGeotab. For example, you can now:

Add telematics devices to trailers
Leverage maintenance reminders and log maintenance on your trailers
Create rules for trailers
Use our various Excel reports to keep track of your trailers, and gain valuable insights
Additional properties are available on trailers, such as license plate and license state

See this slide deck to understand more about why this change was made, and how this may impact you.

Adding an asset — two new fields

Two new fields have been added to the Add Asset page. Users are now prompted to select a mandatory Asset Type Group for their asset, and can add the asset to other groups using the Groups field.

The quick import function has also been updated to include a mandatory field for Asset type.

Added message about GO9+ Wi-Fi hotspot being rate limited

To give customers feedback that a device is being rate limited, we have added a message in the Wi-Fi section of the Asset Edit page. Devices get rate limited if their current monthly Wi-Fi usage is greater than the tier the customer is paying for.

Groups

New built-in groups

To make it easier for our customers to manage vehicles and other assets, we have added several new built-in groups into all existing and new databases.

In our 2104 release we introduced the concept of Global reporting groups. All of these new built-in groups are Global reporting groups, so customers do not need to worry about scope being a problem.

For example, John is part of one group: Las Vegas. In this group there are both vehicles and trailers. When John navigates to the Vehicles & Assets page, John will want to differentiate between vehicles and trailers (see which assets are in the Vehicle group or the Trailer group). Since John doesn’t have access to the Vehicle or Trailer group, previously John would not have been able to see the assets that are in the Las Vegas group and also belong to the Vehicle or Trailer group. By marking these asset type groups as Global reporting groups (which we have done by default), John can see within the assets he has access to, which ones are in the Vehicle or Trailer group.

Note: Just because a group is marked as a Global reporting group, that doesn’t mean all users can see all assets within this group. As a reminder, to set up a user’s data access, edit that user by navigating to Administration > Users, and update their data access.

Asset Information: Group under Company Group, which contains various groups that describe the assets in your database. Customers can add additional groups under this group, such as an Asset color group, for example, to categorize their assets by their various colors.

Asset Type: Group under the Asset Information group, which helps Customers categorize their assets by asset type. Customers can add additional asset types other than Vehicle and Trailer, which are included by default.

Vehicle: Group under the Asset Type group. You can further break down the Vehicles in your database into child groups such as the Heavy-Duty group, Medium Duty group, and the Light Duty group for example. Please note: All existing vehicles in their database will automatically be added to this group when Customers are upgraded to the 8.0 release. The Vehicle group will be used by the Geotab Drive app to filter for assets that are vehicles on the Vehicle selection screen.
Trailer: Group under the Asset Type group. You can further break down the Trailers in your database into child groups such as the Flatbed group, Enclosed group, and the Refrigerated group for example. Please note: All existing trailers in their database will automatically be added to this group when Customers get upgraded to the 8.0 release. The Trailer group will be used by the Geotab Drive app to filter for assets that are trailers on the Trailer selection screen.

Electric Vehicle Powertrain and Fuel Type Groups: Groups under the Asset Information group. This new built-in group structure automatically classifies electric vehicles (EV) based on their unique powertrain types: Plug-in Hybrid (PHEV), Battery Electric Vehicle (BEV), or Fuel Cell Electric Vehicle (FCEV). MyGeotab will receive AI model diagnostics data (if available for the vehicle), and automatically enter the respective asset into one of these three built-in groups.

Assets can be manually added or removed from the groups if they are not properly displayed in their respective group. If an asset is manually assigned to any of these groups, that asset will be tagged under the Manually Classified Powertrain group. Once an asset is manually classified, the Manually Classified Powertrain group must be removed in order for the asset to get automatically classified again. If the user is removing the Manually Classified Powertrain group to re-enable automatic classification, it is recommended that any existing powertrain or fuel type group for the asset is removed at the same time. An asset can be part of multiple groups if it is manually classified. However, in an automatic classification scenario, the asset may be only part of one built-in group, unless the asset is a Plug-in Hybrid vehicle.

There are new built-in group structures available for this feature under Groups > Asset Information > Powertrain and Fuel Type. In addition to the Electric or Hybrid Plug-in, Fuel Cell Electric Vehicle, and Manually Classified Powertrain groups, there is also the Internal Combustion Engine group. This group will include multiple sub-groups based on the asset fuel types. While the group structure is currently available, automatic assignment has not yet been configured and will be available in a later MyGeotab release. In the meantime, MyGeotab users can manually classify assets based on their fuel types using the same method described above.

The Global Groups filter is now out of Feature Preview

You now have the option to specify the type of operator (AND and OR) to use when searching for groups using the Groups filter. The Advanced Groups Filter option allows you to use more than one type of operator when searching for a specific group.

For example, filtering for vehicles that belong to the Tractor group and the Toronto group displays a list of tractors that belong to the Toronto branch. Previously, the Groups filter used the OR operator by default. Using the example above, this means the page previously displayed all the tractors (including those outside Toronto) and all vehicles in Toronto (including non-tractor vehicles) together.

This feature was previously in Feature Preview, but is now available by default to all Customers. Thank you to all the customers who took time to try it out, and gave us feedback!

User

Groups and Data Access have been split up

Prior to the 8.0 release, specifying Groups for users provided two functions:

Determining who within the organization could see the users; and,
Determining what the user could see in the database.

For example, if John Smith was part of the Las Vegas group, John could see assets, zones, users, reports, and more belonging to the Las Vegas group. Anyone who had access to the Las Vegas group (or higher, such as the Nevada group), could also see John in the database.

We have now split these functions into individual properties. Going forward, Groups will be used to designate which groups in the organization the user is part of. In this example, John works at the Las Vegas branch of his company, so John would continue to be part of the group Las Vegas.

Data access will determine what the user can see within the database. If John manages the delivery vehicles throughout the company, regardless of which branch they belong to, John’s data access will be set as the Delivery group.

There is now no relationship between a user’s Groups and Data access.

More granularity when configuring users’ data access

You can now use operators such as AND and OR when setting up a user's data access.

For example, John is in charge of his company’s western region trailers. The trailers in the company database are organized in a Trailer group, subdivided into Northern Region, Southern Region, Eastern Region, and Western Region.

To perform his job, John needs access to any trailers that are in both the Trailer and Western Region groups (i.e. the Western region’s trailers because John is only in charge of these trailers). This data access can now be achieved using the AND operator.

Set default timezone based on user timezone

The database registration process uses your system’s timezone as the default timezone unless the user manually selects a new timezone. Assets or users created after registering the database will now use the timezone of the user that created them by default.

Reports

More granularity when configuring which groups’ data is within a report

You can now use the AND and OR operators when choosing Groups to get the exact data you need. For example, user John Smith wants an inventory report of the trailers belonging to the Western Region branch, scheduled and sent to this inbox monthly. John can configure the report as follows:

Map
Share Asset Location (Feature Preview)

You can now share an asset’s location for a short time via a shareable link with Customers who do not have access to your database. The link displays the asset on the map and provides a near real-time ETA to the destination. Once the asset departs the destination, or the user-specified time window closes, the link expires.

* PRIVACY NOTE: You understand that the link created exposes location information of your asset and associated driver to third parties, and may be forwarded by the recipient to other individuals. For data security purposes, the IP address of the recipient of the link will be collected and stored only as long as such purposes are achieved and for no other uses. You should confirm that creating and sharing this link is in compliance with your corporate policies and local privacy legislation.

New asset list layout on the Map

The layout of the asset list on the Map is improved! You can find a specific asset on the list using the Find asset field (formerly known as Filter by asset). The following information is displayed for each asset on the list:

Asset name
Asset status icon
Time spent since the last status change (for example, driving for 18 minutes)
Speed
Number of ongoing exceptions
Charge level and status for EVs
Driver name
Location of the asset, and if the asset is within a zone, the zone name

This information helps you gain an overview of your fleet at a glance. If you wish to further investigate an asset or act on an item, click it to open a card with more information. Click the Back button to return to the list.

Asset card on the Map

A new asset card now displays when an asset icon on the map or in the asset list is clicked. Opening this asset card automatically adjusts your viewport to zoom to the location of the asset. Return to the previous view or the asset list by clicking the Back button.

The asset card displays the following information:
Groups that the asset belongs to, along with their respective colors
Asset name
Asset location, latitude and longitude
Zones that the asset is currently in, if any
Asset status and the date and time of the last status change (for example, Stopped since 02/03/2022 15:45 pm)
Charge level and status for EVs
Speed
Driver name (if one is assigned to the asset)
Driver contacts information
Ongoing exceptions, if any

Additionally, you can click the following buttons to view more information:

View trip opens the Trip History page and shows you the asset’s trip history
View details opens the Asset Edit page
Assign driver opens a dialog for assigning a driver to the asset
Share asset location allows you to share a link that shows this asset’s live location for a short time
Nearest finds the nearest assets to this asset’s location among all assets selected in your asset filter
Send message opens a page where you can send a new message to this asset
Dispatch asset opens the Messages page for dispatching
More allows you to take further actions, including Show Street view, and view existing Add-Ins for this asset

Map auto zoom and list auto update (Feature Preview)

The Map feature’s auto zoom and auto list features have been updated! You can now select the Match list with map checkbox to update the assets visible on the map. When the checkbox is unselected, moving the map or zooming in and out does not update the list.

To adjust the visible map area to the list while the checkbox is unselected, click Zoom to list. If you select an asset while the checkbox is unselected, click Locate asset on the asset card to zoom to the selected asset.

Asset clustering on the Map

As a user, you can now see your assets clustered even when you have not selected All in the asset filter.

Engine & Maintenance

EV Battery Health Report Beta (Feature Preview)

The new EV Battery Health report (Feature Preview) communicates usable capacity loss of the vehicle’s high voltage (HV) battery over the lifetime of your BEVs and PHEVs. The goal is to provide you with more information about the degradation of this important EV component.

The newly launched beta version of this report uses historic data communicated by vehicle beginning in January 2021 to make a usable original capacity and current capacity detection. Monthly usable capacity determinations are made using a 90-day rolling average, showing battery capacity changes over the lifetime of your EVs.

Skip and Snooze Reminders

Skip Reminder and Snooze buttons have been added to the Maintenance page to give you the power to better manage your maintenance cycles! The Skip Reminder button allows you to skip a single cycle of maintenance reminders for a given asset, while the Snooze button allows you to put off a maintenance reminder for one, seven, or thirty days.

Skipping a reminder opens a new window and allows you to enter comments detailing why the maintenance event was skipped. If you made a mistake, you can click Undo skip on the asset’s Maintenance Details page to delete the skipped maintenance record. Records of skipped reminders can be found on the Maintenance Records page.

Snoozing a maintenance reminder keeps the reminder in your Maintenance Reminders tab, but shows a countdown based on your selection of one, seven, or thirty days. Once the selected time has expired, the reminder will return to the top of your Maintenance Reminders tab when searching for new reminders.

To snooze a reminder, click Snooze and select a duration from the available options. Confirm your selection by clicking Snooze reminder in the popup dialog. A green confirmation banner confirms your changes at the top of the screen.

Ability to import maintenance records by searching for VIN or asset name

Importing Maintenance Records has never been easier with the new ability to search for VIN or asset name already on your database to associate with imported records. Previously, you only had the option to import records using the serial number of your GO device.

To use this new ability, navigate to the Maintenance Records page, click Add maintenance, then click Bulk import maintenance.

Download the template for importing your records. It allows you to enter either the VIN or the name of the asset added to your database.

Added toggle for including or excluding archived assets for the Fuel and EV Energy Usage report

Customers can now specify whether they want to include archived assets in their report.

Routing

Ongoing improvements to Routes (Feature Preview)

We continue our work to improve design and usability of Routes for fleets of all sizes. For this release, we added two default empty route stops to make the Route creation process more intuitive. Each route stop now has an address/zone search field making it easy to add and edit a stop address or zone. We’ve added the ability to repeat routes (for example, daily, weekly, etc.) to reduce the amount of time spent creating new routes, and also updated the labels for Route Type from Route and Route Plans to Unplanned and Planned routes to make it more intuitive.

Public Works

Live Service Map

Users now have the ability to view near real-time when roads have last been serviced. This allows city managers to monitor and analyze the freshness of passes of fleets that are assigned to specific route schedules to see when road operations have been completed. Freshness of passes are indicated on the map based on the Service within the last: time window and color set by the user for a Service Rule.

Asset Monitoring

Improvements

Users now have refresh options with a dropdown menu with a selection of no refresh, every one minute, every 5 minutes, and refresh now.
The grid view now remembers the configuration of the page such as columns and filters when a user returns to the page after exiting.

The main asset monitoring page (grid view) now allows users to switch between full table view, full map view, or split screen view.

Download Report

Users can now download a spreadsheet of the most recent data present on the grid view.

Graph View

Users now have the ability to select an asset and view a historical view of all the sensor data, as well as a map that shows the trips in a specific date range. Diagnostics are selectable, allowing any data to be shown in this view.
Users can also see any exceptions that may have been triggered below the map during a trip.
Users can view the data on both a graph and an accompanying table, which provide more granular information.