User Manual Part 2

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Screens & Tabs: Features & Functions

Report Screen

The report screen displays information about the Fleet Key

currently in use across the top of the work area, including its

DOT number, serial number, IFTA number and memory

capacity.

In the work area, a drop-down menu allows you to select the

type of report you wish to view:

• DVIR Status.

• HOS Download Reminder.

• IRP Miles Driven. (Future feature.)

• IRP Vehicle List. (Future feature.)

• Vehicle Trip. (Future feature.)

Reports can be printed directly from the Fleet Management

Software or saved in a variety of formats, including PDF, RTF,

ODT, DOCX, HTML, XLS and CSV.

DVIR Status Report

The DVIR Status Report data includes:

• Vehicle number

• Most Recent Pre-Trip Date

• Most Recent Post-Trip Date

• Most Recent Pre-Trip Driver

• Most Recent Post-Trip Driver

• Repair Certification

• Safety Certification

To view the DVIR Status Report click on the Report button.

• Select DVIR Status Report from the drop-down menu.

• Click on the Create Report button. The Fleet Management

Software generates the report and shows an on-screen

view. From the on-screen view you can print or save the

report.

Summary of content (20 pages)

PAGE 1
Screens & Tabs: Features & Functions Report Screen The report screen displays information about the Fleet Key currently in use across the top of the work area, including its DOT number, serial number, IFTA number and memory capacity. In the work area, a drop-down menu allows you to select the type of report you wish to view: • DVIR Status. • HOS Download Reminder. • IRP Miles Driven. (Future feature.) • IRP Vehicle List. (Future feature.) • Vehicle Trip. (Future feature.
PAGE 2
Screens & Tabs: Features & Functions HOS Download Reminder Report The HOS Download Reminder Report shows a list of Drivers and their IDs along with: • Last Downloaded Date • Next Download Due Date • Days until Next Download To view the HOS Download Reminder Report, click on the Report button. • Select HOS Download Reminder Report from the drop-down menu. • Click on the Create Report button. The Fleet Management Software generates the report and shows an on-screen view.
PAGE 3
Screens & Tabs: Features & Functions Supporting Documents Screen The work area shows a table of Supporting Documents by entry date and time. The range of entry dates shown is selected with the interactive calendar in the action palette. This Supporting Document Screen also displays the company’s Fleet Key information across the top of the work area.
PAGE 4
Screens & Tabs: Features & Functions Driver Tab The Driver tab shows three types of data: Common Data about the Driver, Hours of Service (HOS) settings and data on the Driver’s work reporting location. Many of the fields provide drop-down menus for quick selections from a list. HOS Settings: • US HOS schedule (7 days or 8 days). • US HOS starting time (in 24-hour format). • Canadian HOS schedule (Cycle 1 or Cycle 2). To create a new Driver Profile see Creating and Working With Driver Keys.
PAGE 5
Screens & Tabs: Features & Functions Vehicle Screen The Vehicle Screen can be seen by clicking on the icon in the Action Palette and selecting the Vehicle that you want to view. If no vehicles exist, you must first create one to see the Vehicle screen. The vehicle screen shows the Vehicle Profile including: Common Data about the vehicle, Calibration Data to ensure accurate speed and mileage records, IRP/IFTA data and GSM/GPRS network registration data.
PAGE 6
Screens & Tabs: Features & Functions Vehicle data includes: Common Data • License Plate Number. • VIN. • Make. • Model. • Type. • Seats. • Axle. • Weight. • Fuel Type. • Low pressure: The lower tire-pressure threshold that generates a warning to the Driver and records an EOBR event in vehicles with a Tire Pressure Management System (TPMS). • High pressure: The upper tire-pressure threshold that generates a warning to the Driver.
PAGE 7
Screens & Tabs: Features & Functions • Username. • Password. • GPRS (General Packet Radio Service) usage in roaming. Calibration Data “W” and “N” factors are utilized in RoadLog EOBR calibration on trucks that feature a non-computerized interface with RoadLog. These trucks are uncommon, and are usually older models. Installation on these trucks is done with the RoadLog Open-end cable.
PAGE 8
Screens & Tabs: Features & Functions Trailer Screen To view the Trailer screen: • Click Drivers / Vehicles in the main navigation. • Click the Icon in the Action Palette and select the trailer that you want to view. If no trailers exist, you must first create one to see the Trailer screen. When a Trailer is selected in the Action Palette, the Trailer Profile screen in shown. Data includes: • Trailer number (this is a unique identifier assigned when the trailer entry is first created and cannot be edited).
PAGE 9
Screens & Tabs: Features & Functions Shipping Assignments Tab When a Driver is selected using the icon in the Action Palette, the Shipping Assignments tab shows two columns used to assign Shipping Documents to a Driver and to remove Shipping Documents assignments from a Driver. The Shipping Documents shown in the columns are created in the Shipping Documents tab in the Company Configuration screen.
PAGE 10
Screens & Tabs: Features & Functions Company Configuration Screen The Company Configuration screen contains tabs for the company’s profile as well as information that supports other aspects of the RoadLog Fleet Management Software. Some of this information is used to automatically complete on-screen fields and reports. It also provides the settings that control how the software operates.
PAGE 11
Screens & Tabs: Features & Functions IRP Address • Name (company name). • Address (address used for IRP reporting for the fleet). • City, ZIP. • State. • IRP Account Number. • IFTA Number. • Phone. • Fax. • Email. Time Zone and Download Warnings The Company’s home terminal time zone is the time zone from which the Fleet being managed is deployed. Some types of data must be downloaded from RoadLog more frequently than other types.
PAGE 12
Screens & Tabs: Features & Functions Shipping Documents Tab Shipping Documents are records relating to Bills of Lading or Pro Numbers. Note: Shipping Documents are assigned to Drivers in the Shipping Documents tab in the Drivers / Vehicles screen. Creating Shipping Documents To create a new Shipping Document: • Click on Company Configuration in the main navigation. • Click on the Shipping Documents tab. An Add Shipping Document pop-up window appears. • Add the Shipping Document number and click OK.
PAGE 13
Screens & Tabs: Features & Functions Annotations Tab Annotations are comments or corrections made to Duty Status records submitted by Drivers on their Driver Keys. In the Annotations tab, you can create predefined Annotations to explain changes made in Duty Status records, such as “waiting while loading” or “traffic stopped.” Having predefined Annotations makes creating reports from the RoadLog EOBR faster and more consistent.
PAGE 14
Screens & Tabs: Features & Functions Asset Part List Tab The Asset Part List allows you to create predefined lists of Part Names and Part Codes for the Part Names. It also allows you to create predefined lists of Defects for each of the Part Names. Each Defect Name is assigned to a specific Part Name. Defect Codes are assigned to each Defect name and Defects can be flagged as being “High Priority.
PAGE 15
Screens & Tabs: Features & Functions Application Tab The Application Tab allows you to set the parameters for the Fleet Management Software itself. The application settings are established during first start up, but they can be edited at any time. To edit the application parameters: • Click on Company Configuration in the main navigation. • Click the Application tab. • Click in the appropriate field to edit settings for Common Data, Regulations and Measurement and Path.
PAGE 16
Screens & Tabs: Features & Functions Support Screen The Support page allows you to download updates for the Fleet Management Software and the EOBR and to work with VDO RoadLog technical and customer support. Your PC must be connected to the Internet to use most of these functions. Update RoadLog EOBR Software To check for updates available for the RoadLog EOBR from the Support screen: • Click Support in the main navigation. • Click Update EOBR Software.
PAGE 17
Screens & Tabs: Features & Functions Collect Software Diagnostics Adding Vehicle Licenses through the VDO Portal The Collect Software Diagnostics function creates an archive of data and diagnostic files that will help technical support personnel deal with your issues. If you do not have Internet access on the PC that you use to run the Fleet Management Software, you will have to use a different PC that has Internet access to add licenses.
PAGE 18
Screens & Tabs: Features & Functions Purging old data Whenever you import files, the Fleet Management Software will automatically purge data from the Driver Key and Fleet Key that is older than you are legally required to keep. Backup files are not affected; the Fleet Management Software keeps a copy of those files in the backup folder. Note: The backup folder location is defined in the Company Configuration / Application tab in the Backup Path field.
PAGE 19
Resolving Conflict Files 8. Resolving Conflict Files Using the Fleet Key and Driver Keys, data can be imported from the RoadLog Fleet Management Software to the RoadLog EOBR, and from the RoadLog EOBR to the Fleet Management Software. As a result of such data transfers, there may be instances of conflicting files, where data from the Fleet Management Software does not match the data from the RoadLog EOBR.
PAGE 20
Backing up your RoadLog Data 9. Backing up your RoadLog Data Moving from paper logbooks to electronic fleet data does not change the regulatory requirements for maintaining compliance records. The US and Canada require that operators maintain HOS and other records for specific periods of time – in the US, for six months. In the Application settings tab, you can set in the back-up location, whether you want the back-up to take place automatically and how frequently.