NaviGo Portal Help

What is NaviGo Portal?

NaviGo Portal is a web-based application that allows you to monitor and manage your NaviGo solution. Using NaviGo Portal, you can perform a wide variety of operations, such as:

• generate new routes

• view existing route results

• resubmit route requests

• view detailed event information

• manage road modifiers

• manage points of interest

• manage fuel stations

• manage driver address books

• manage drivers

• manage fleets

• view usage reports

Some features and applications are only available to administrators and resellers. Read more about NaviGo Portal User Accounts.

NaviGo Portal Applications

To simplify things, NaviGo Portal's features have been divided into various applications (or add-ons).

• NaviGo Monitor: NaviGo Monitor is an application that allows you to view logs of route requests, and reports that are generated using log data. If you have NaviGo Compliance configured, you can view information about various NaviGo events such as feedback, searches, route requests, out of route / back to route events, position reports (and many more!)

• Event Viewer: Allows you to view detailed event information.

• Driver Addresses: Allows you to view and edit the fleet address book, which contains addresses saved by drivers.

• Fuel Stations: Allows you to view and edit fuel stations, including fuel pricing information.

• POI Editor: Allows you to manage points of interest (POIs).

• Road Manager: Allows you to create, view, and edit road modifiers. Modifiers allow you to customize routing by favoring or avoiding certain areas of the road network.

• Route Generator: Allows you to generate single or multi-stop routes using a variety of route parameters. You can also view an outline of any road modifiers encountered on a route.

• NaviGo Tools

  • Driver Management: The driver management application allows you to manage drivers using operations such as search, create, edit and delete.

  • Fleet Preferences: The fleet preferences application allows you to manage fleets, sub-fleets, routing profiles, portal users, and fleet defaults.

  • Usage Report: The usage report application allows you to obtain statistical information about NaviGo usage.

Supported Browsers

NaviGo Portal is tested and supported on the following browsers:

• Internet Explorer 6

  Note: Newer Maptuit features may not display properly on IE6.

• Internet Explorer 7

• Internet Explorer 8

• Internet Explorer 9

  Note: Any versions of Internet Explorer with Compatibility View enabled are not supported.

• Firefox 3, 4, 8

Share Your Feedback

If you have feedback about NaviGo Portal, please share it with us!

You can submit feedback by clicking Feedback on the menu at the top of the page. After you click Feedback, a screen is displayed that allows you to submit your feedback to us.

To submit your feedback, please fill out the fields on the form. When you are finished, click Submit to submit your feedback to us.

Recovering a Forgotten Password

If you have forgotten your password, you can recover it if your e-mail address is stored in the system.

If your e-mail address is not stored in the system, you must contact your fleet administrator or driver manager for assistance.

If your e-mail is stored in the system, you can recover your password by performing the following steps:

1. Click the Forgot your password? Click here link on the login page.

2. Type your login ID into the User ID field, and your e-mail address into the Email Address field.

3. Click Submit to recover your password, or Cancel to exit the password recovery screen.

   If the ID or email address that you specified is not valid, you will receive the following error: That e-mail address could not be found. Contact your fleet administrator or driver manager for assistance.

   If the operation is successful, your password is emailed to the address that you specified.

4. Check your email account to recover your password. You can now login to NaviGo Portal using the recovered password.

NaviGo Portal User Accounts

There are multiple types of NaviGo Portal accounts in order to efficiently manage user permissions. Each account type permits access to different features and functionality of NaviGo Portal.

The NaviGo Portal user accounts are:

• Regular User

  • ability to use all applications that have been configured for that user account

• Administrator

  • ability to manage drivers using the Driver Management tool

  • ability to manage portal users, sub-fleets and fleet defaults, using the Fleet Management tool

  • ability to access usage reports

• Reseller

  • ability to perform all operations that can be performed by an Administrator

  • ability to change fleets using the fleet selection tool located in the upper right hand corner of NaviGo Portal

  • ability to manage fleets using the Fleet Management tool

Using the Portal Menus to Navigate

You can also access Maptuit NaviGo features by using the main menu:

In the figure above, there are actually two menus. The top menu allows you to control your Preferences, submit Feedback, view information About Maptuit NaviGo, and view Help information.

The main menu allows you to access the main NaviGo Portal functions: the Home page, NaviGo Monitor, Event Viewer, Driver Addresses, POI Editor, Road Manager, Route Generator, and NaviGo Portal Tools. If you hover over the Tools menu item, a drop down menu is displayed that contains the tools that are available.

Reseller users can manage multiple fleets. To change the fleet that you are currently managing in NaviGo Portal, simply click the Change button located in the top right hand corner, and then type the name of the fleet that you wish to load. NaviGo Portal will list matching fleets as you type. Simply click outside of the fleet selection tool, or press the ESC key to cancel the fleet selection. Or, when you see the fleet you wish to manage, click it. NaviGo Portal will confirm whether or not you wish to switch fleets.

Using the Portal Home Page to Navigate

You can select various NaviGo Portal applications by clicking on the application name or icon located on the home page (see below). You can access the home page at any time by clicking Home or by clicking the Maptuit NaviGo logo located in the top left hand corner of the screen.

The home page contains a System Notification area that you can use to display helpful information. Please contact your customer support representative for help configuring this feature.

Overview

NaviGo Monitor is a NaviGo portal application that allows you to monitor fleets. You can view information about routes generated by fleet dispatch or requested by the driver. You can also view NaviGo Events if you have NaviGo Route Compliance or NaviGo Dispatch Compliance configured.

The NaviGo Monitor user interface is tab-based, which means you can perform multiple searches and view multiple details at the same time.

NaviGo Monitor allows you to view stored route traces, re-run route requests, and submit feedback about a route. NaviGo Monitor also allows you to view reports that are generated using the log data.

NaviGo Monitor logs provide you with helpful information about route requests that have been submitted to the system. For example, logs can be useful for recognizing when a route request has failed. A new log record is created every time a route request is submitted to the system.

Performing Searches

NaviGo Monitor provides a wide variety of search options so you can find log records more easily. NaviGo Monitor only returns search results if the log record matches all of the specified search criteria.

The most commonly used search fields are displayed at all times on the search form. Additional search options are available by clicking the Additional Options link located at the bottom of the search form.

The NaviGo Monitor search form looks like this:

You can show or hide the additional options at any time by clicking the Additional Options link. For your convenience, a summary of the additional options are displayed so you can see what options are set even when the additional options panel is hidden. When a particular option is displayed in bold font, it means that the search option has been set to a value (e.g. Route Status: Any).

As stated previously, NaviGo Monitor only returns search results if the log record matches all of the specified search criteria. You can use the following search fields to narrow down your search results:

• Dates: The From and To fields allow you to specify a start date and an end date by clicking the calendar and choosing a date. These filters allow you to limit the search results to records that occurred between two dates, before a particular date, or after a particular date. If specified, the search results will only contain route requests submitted during the specified date range. If both a From and To date are specified, the From date must be older than the To date. The calendar allows you to search for records that are up to 45 days old.

• Driver: Enter a driver ID to limit the search results to one or more drivers. Leave blank to include all drivers. If the Exact option button is active (displayed with a white background), you must enter the full ID of the driver. If the Prefix option button is active, you can enter just one or more leading characters. Any drivers whose IDs begin with those characters will be considered a match.

  Figure 6. Exact option button active

  

• Dispatch: Enter a dispatch ID to limit the search results to one or more dispatches. Leave blank to include all dispatches. If the Exact option button is active (displayed with a white background), you must enter the full ID of the dispatch. If the Prefix option button is active, you can enter just one or more leading characters. Any dispatches whose IDs begin with those characters will be considered a match.

• Location: This filter allows you to limit search results to a specified location, such as a region, city, or street. If specified, the search results will only contain requests that partially match the location information in the Routeline column.

• Route Status: This filter allows you to limit search results to one of the following route statuses:

  • All: Includes all routes regardless of status.

  • Successful: Filters out route requests that have failed. Search results will only include successful routes.

  • Failed: Filters out route requests that were successful. Search results will only include failed routes.

• Device ID: This filter allows you to limit search results to a particular device. If specified, the search results will only contain requests submitted by the specified hardware device ID. Device IDs must be exact matches, but are not case sensitive. For example, a search for 123 will not match device ID 123456.

• Route Type: If your fleet is using NaviGo Dispatch Compliance, you can use this option to indicate whether you want to see all routes (Any), just routes that were generated using fleet dispatches (Dispatch Pre-routes), or just routes that were requested by the driver (Driver Routes).

After you have set your search criteria, click the Search button to view your results. Read more about Viewing and Understanding Search Results.

Viewing and Understanding Search Results

Search results will not appear on the screen until you have performed a search. Read more about Performing Searches using NaviGo Monitor.

After a search has been performed, NaviGo Monitor looks something like this:

Each record contains the following information:

• Driver: Indicates the ID of the driver that submitted the request.

• Device ID: Indicates the ID of the hardware device that submitted the request.

• Date/Time: Indicates the date and time that the request was submitted.

• Dispatch: Indicates the dispatch ID, if applicable.

• Routeline: Indicates the start point and end point of the requested route. Simply click the routeline link to view detailed information about the record.

  • The following dispatch stop type icons may appear in the Routeline column beside the stop address:

    

    • The green D icon indicates that the stop is a drop off (or delivery) location.

    • The orange P icon indicates that the stop is a pickup location.

    • The blue fuel tank icon indicates that the stop is a fuel location.

    • The purple O icon indicates that the stop type is Other, which means the stop type was set to Other or the dispatch stop was created without a stop type.

    • If there is no dispatch stop type icon displayed, the route was requested from the Where To: Location Search screen in NaviGo.

  • The Routeline column may also outline error information. For example, Request Error: [RS] At least one route endpoint is inaccessible.

• Status: Indicates status information using a variety of icons (see below).

  • The following Route Status icons indicate whether the route was generated successfully or not:

    

    • The green checkmark icon indicates that the route was generated successfully.

    • The red X icon indicates that the route generation failed.

  • The Dispatch Route icon indicates whether the route was generated using a fleet dispatch:

    

    This icon will only appear for fleets using NaviGo Dispatch Compliance.

  • The following Reroute Status icons indicate whether the route was generated as a result of a re-route operation:

    

    • The grey circular arrow icon indicates that the route was generated normally (not due to a reroute operation).

    • The blue circular arrow icon indicates that the route was generated due to a reroute operation.

  • The Onboard Back to Route icon indicates that the route was generated by an onboard back-to-route request:

    

    This icon will only appear for routes generated using NaviGo Version 4 or higher.

  • The following HazMat Status icons indicate whether a HazMat route was requested, and whether a HazMat route could be successfully generated:

    

    • The gray exclamation mark icon indicates that a HazMat route was not requested.

    • The red exclamation mark icon indicates that a HazMat route was requested, and a HazMat compliant route was successfully generated.

    • The red exclamation mark icon (with the yellow arrow) indicates that a HazMat route was requested, but a fallback route was generated instead of a fully HazMat compliant route.

  • The following icons indicate whether the route was generated using the onboard or offboard routing engine:

    

    • The On icon indicates that the route was generated using the onboard routing engine.

    • The Off icon indicates that the route was generated using the offboard routing engine.

    Note: These icons only appear for routes generated using NaviGo Version 4 or higher.

View Details

You can view the details about a route by clicking the route link. A Details tab opens and displays information about the route, including the original route trace.

The Details tab looks like this:

There are four buttons displayed at the top of the Details page. These buttons allow you to perform the following operations:

• Overview: Refreshes the map, providing an overview of the entire route.

• Rerun: Submits the stored route request as a new request. The resulting route trace is displayed on the map, and the corresponding text directions are displayed. If any route parameters have changed since the original route request, your new route results may differ from the original route results.

  Note: The Rerun button and the Directions panel do not appear on the screen if the routeline includes a stop that is [unknown]. You cannot generate directions if one of the stops cannot be located.

• Modify: Opens the route in the Route Generator application so you can modify the route.

• Open Trip: Opens the route in the Event Viewer application so you can view event details. This button is only available for routes generated using the offboard routing server.

• Feedback: Allows you to submit feedback about the route. For example, please let us know if you feel a generated route is not optimal, or if it is incorrect for any reason.

• Close: Allows you to close the Details tab.

  Note: You do not have to close the tab. You can leave the tab open and continue using other tabs. You can also close tabs at any time by clicking the X on the tab that you wish to close.

The left-hand side of the screen provides information about route, including Request Details and Directions. For your viewing convenience, the left side panel is resizable. Simply click and drag the border of the panel to adjust the horizontal size.

Map Options

The Map Options panel allows you to control the elements and information that are displayed on the map. The Map Options panel is located in the top left hand corner of the map. Click the Map Options button to open or close the Map Options panel.

The following map options are available.

Overview

Event Viewer is a NaviGo Portal application that allows you to retrieve detailed event information for your fleet. NaviGo Event Viewer is available for fleets using NaviGo Route Compliance or NaviGo Dispatch Compliance.

Events represent changes in the status of a vehicle. They can range from route events such as starting or completing a route to compliance events such as deviating from a route or returning to a route. Events also include logging in or out, searching for a route, losing a GPS connection, and many more.

For a complete list of event types, see Event Types.

If you have NaviGo Route Compliance or NaviGo Dispatch Compliance configured for your fleet, you can use the Event Viewer to retrieve event information for a particular driver or for a particular dispatch.

The Event Viewer user interface is tab-based, which means you can view different event information on different pages.

Retrieving Event Information

You can retrieve event information for a particular driver or for a particular dispatch.

Drivers Page

From the Drivers page in Event Viewer, you can search for drivers with events in a particular date range.

Dispatches Page

From the Dispatches page, you can retrieve event information for a particular dispatch.

Trips Page

From the Trips page, can view a list of trips for a particular driver within a specified date range. The Trips page appears when you click on a search result within the Drivers page.

You can change the date range and refresh the results by clicking the Search button.

When you click on a trip within the list, a trip tab will appear listing all the events that occurred on that trip. The date(s) of the trip will used as the tab label.

The following columns appear on the Trips page.

Events Page

From the Events page, you can view all the events for a driver within a particular date range. The Events page appears when you click on a search result within the Drivers page.

You can change the date range and refresh the results by clicking the Update button.

Trip Pages

From a trip page, you can view all the events for a driver on a particular trip. Trip pages appear when you click on a trip within the Trips page, or within the search results on the Dispatches page.

The label at the top of each trip page corresponds to the date(s) of the trip.

For a description of the columns and buttons that appear on this page, see the Events page.

NaviGo Events

Events represent changes in the status of a vehicle, such as logging in or out, searching for a route, or completing a route.

If you have NaviGo Compliance configured for your fleet, you can use the NaviGo Event Viewer to view detailed event information.

Overview

POI Editor is a NaviGo Portal application that allows you to manage points of interest (POIs). You can create new POIs, search for POIs, edit existing POIs (including the geocode data), delete POIs, import batches of POIs, and export POI data.

POI Editor looks like this:

The main POI Editor screen provides direct access to many of POI Editor features, such as searching, deleting, and importing/exporting POIs. The main screen also provides you with an approximate number of POIs contained in the POI collection. The POI collections are indexed on a nightly basis. Therefore, this number is an approximation and may be slightly different than the actual number of POIs in the collection.

Searching for POIs

Before you can perform operations on POIs (edit, geocode, delete, etc.), you must first locate the POI using the search tool on the main POI Editor screen:

To quickly search for all POIs, simply click the Search button.

To narrow down your search results to a subset of POIs, you can use a variety of search filters. Simply enter information into the search filter fields and then click the Search button. You can click the Clear button at any time to clear all search filter fields.

Search Results

When the search is complete, POI Editor displays the POIs that match your search criteria. Here is an example of POI Search results.

Your search results will display on the screen, with the first page of results displaying by default. If your search results include multiple pages, you can view different pages by clicking the page links or by entering a page number and clicking the Jump button to jump directly to that page. Sometimes your results will contain too many POIs to locate the one you are looking for. Try clicking the New Search button and using additional search parameters to narrow down your search results.

While viewing the search results, you can perform operations (e.g. edit, delete, geocode) on a POI by clicking the POI ID link.

Creating POIs

You can create POIs one at a time using the interface, or you can import batches of POI data from a file. To import batches of POI data from a file, refer to the Importing POIs section.

To create a POI, you must provide an ID for the POI. To begin creating a POI, enter an ID in the POI Id field on the main screen, and click the Create button to open the Create POI screen.

The Create POI screen looks like this:

On the Create POI screen, enter as much information as you can about the POI. You can use the following data fields to provide information:

• Presentation Address

  • Name: Defines the name of the POI, for presentation purposes. The POI name does not have to be the same value as the POI ID that you specified when you clicked the Create button.

  • Street: Defines the street of the POI, for presentation purposes.

  • AltStreet: Defines an alternative street of the POI, for presentation purposes.

  • City: Defines the city of the POI, for presentation purposes.

  • Postal: Defines the zip/postal code of the POI, for presentation purposes.

  • State/Prov: Defines the region code of the POI, for presentation purposes.

  • Country: Defines the country code of the POI, for presentation purpose.

• Additional Information

  • Telephone: Defines the telephone number of the POI.

  • Manager: Defines the name of the manager of the POI.

  • Franchisee: Defines the POI franchise name.

  • Category: Defines the category of the POI.

  • URL: Defines the website URL of the POI.

  • Fax: Defines the fax number of the POI.

  • email: Defines the email address of the POI.

  • Hours: Defines the POI business hours.

  • Logo URL: Defines the URL to the POI logo.

  • Notes: Defines any custom notes or other important information about the POI.

    Warning

    Do not use abbreviations in this field because they may not be spoken as expected in applications such as NaviGo. For example, DR may be spoken as doctor instead of drive.

  • Directions: Defines any custom directions that can help people find the POI.

When you have finished entering the POI information, click the Save button. After you have saved the POI information, please read the Geocoding POIs section to learn how you can specify the actual location of your POI.

You can also perform a variety of Other Functions on the POI.

Editing POIs

If you know the full POI ID of the POI you want to edit, you can simply enter it in the POI ID field on the main screen and click Edit. If the POI is found, the POI information is displayed on the edit screen.

If you do not know the full POI ID, please refer to the Searching for POIs section for more information. After performing a search, simply click the POI that you wish to edit.

After you have selected a POI to edit, the following edit screen is displayed:

Are you wondering what the different circle and square icons mean? Learn more about the POI Editor icons by referring to the Icon Legend. Similar to the behavior of the icons, the information that appears in the information panel is displayed in green font if it is unsaved.

When the edit screen is first displayed, the Save button is initially disabled (greyed out). The button is disabled because no changes to the POI have been made. After you add or change information on the screen, the button is enabled to allow you to save the information. When you have finished making your changes, click Save.

To edit the POI, simply modify any information on the screen, such as the Presentation address or Additional information. Refer to the Geocoding POIs section to learn how you can modify the (geocode) location of the POI. You can also perform a variety of Other Functions on the POI.

Geocoding POIs and Other Functions

While you are creating or editing a POI, you can perform a variety of operations, such as:

• Geocode: refers to finding or specifying the lon/lat point where the POI is located.

• Other Functions: allows you to perform operations such as deleting a POI, reverting to the saved version, removing geocode information, configuring a yard for the POI, sending feedback, or setting the protection mode.

Importing POIs

In many cases, we recommend that you first export any POI locations that you do want overwritten, prior to importing additional customer POI locations. Exporting first can be a way of preserving geocode data. Alternatively, you may import only a subset of column data. Re-importing a record for an existing code only overwrites the data columns in the update file. If the records are geocoded and you don't upload new address data or geo data (lat/long values), POI Editor will not change the geocodes. For example, for existing locations, you can upload customer notes or directions in an update file with just three columns (id,name,CustomDirections). Now, we'll explain what the import and export files look like.

In order to import batches of POI data, the data must be properly formatted in a file. The POI Editor accepts the following file formats:

• Excel 95/97/2000 for Windows spreadsheets

• Tab, Pipe, or Comma delimited text, in the ISO-8859-1 character set

Regardless of the file format, the first row of your import file must be a header row denoting the order of the data fields in subsequent rows. For Excel files, each sheet in the file is read in order (only the first sheet should have a header row). The remaining sheets must be in the same format.

The following table outlines the fields that MUST exist in your POI data import file:

The following table outlines the fields that are OPTIONAL in your POI data import file:

Below is an example of a properly formatted input file. The file contains the 2 required fields (id,name) as well as 5 optional fields (street,city,region,country,postal).

After you have finished creating your import file, click Import on the main screen of the POI Editor to begin the import process.

On the import screen, you must specify the format of your import file, and then click Browse to locate the file that contains the POI data that you wish to import. Click Begin Import to begin the process of importing your POI data.

The POI Editor reads your input file, and notifies you if there is an error with the format of your file. If your input file is properly formatted and the import is successful, the following screen is displayed:

Exporting POIs

You can export your POI data to a tab-separated .txt file. You can either export all POI data, or you can specify search criteria to export the data that you need.

To export all POI data, leave the search fields blank and click Export. To export only a portion of the POI data, specify search criteria in the fields and click Export.

The POI Editor searches for the POI entries that meet your criteria, and creates a tab-separated .txt file that contains your data. The screen displays the number of records that were found, and provides a DOWNLOAD EXPORT RESULTS link for you to download your export results.

To download the file, click the DOWNLOAD EXPORT RESULTS link and save the file. The exported data is contained in a .txt file. An example is shown in the screenshot below:

Overview

Road Manager is a NaviGo Portal application that allows you to manage road modifiers for your fleet. Road modifiers are used to record information for a particular stretch of road. For example, you can mark an area of a road as a construction area or residential area. These road modifiers can then be used to produce more efficient routes.

Searching for Modifiers

When RoadManager initially loads, there are no modifiers displayed by default.

There are always 3 buttons displayed on the Search page. These buttons provide you with the ability to perform the following operations:

• The Search button allows you to perform basic searches, and searches using various Additional Options.

• The New Modifier button allows you to create a new modifier.

• The Reset Form button allows you restore the search criteria to the defaults.

After you have performed a search, you can View and Sort Modifiers on the screen. You can also click modifier name links to View or Edit Modifier Details.

As a shortcut, you can search for all modifiers by simply clicking the Search button prior to modifying any search fields. If you have modified search fields, simply click the Reset Form button to clear the form, and then click Search to view all modifiers. After searching for all modifiers, it may be useful to Sort Modifiers on the screen so you can more easily find the modifier you are seeking.

Or, you can locate modifiers more quickly and efficiently by using the various search fields available on the search form. Road Manager offers a wide variety of search options so you can find modifiers more easily. Road Manager only returns search results if the modifier matches all of the specified search criteria.

The most commonly used search fields are displayed at all times on the search form. Additional search options are available by clicking the Additional Options link located at the bottom of the search form.

The Road Manager search form looks like this:

You can show or hide the additional options at any time by clicking the Additional Options link. For your convenience, a summary of the additional options are displayed so you can see what options are set even when the additional options panel is hidden. When a particular option is displayed in bold font, it means that the search option has been set to a value (e.g. Modifier Status: Any).

As stated previously, Road Manager only returns search results if the modifier matches all of the specified search criteria. You can use the following search fields to narrow down your search results:

• Modifier Name: If specified, modifiers are only returned if the modifier name partially matches the specified text. Searches by modifier name are not case sensitive. For example, searching for brokenbridge will match a modifier with the name BrokenBridgeOnKingStreet.

  After typing at least 3 characters into the Modifier Name field, a list of all matching modifiers (from the current fleet) are displayed to help you find the modifier you are seeking. This type ahead feature lists all matching modifiers, and will not filter out modifiers based on other criteria specified in the search form.

• Modifier ID: If specified, modifiers are only returned if the modifier ID starts with matches the specified text. For example, searching for 123 will match a modifier with ID 12345 but will not match a modifier with ID 91234.

• Source: This filter allows you to select the modifier source. You can only search for modifiers from one source at a time.

• Customer Codes: If specified, the search results will only return modifiers that contain all of the customer code locations specified on the search form (even if the Modifier contains additional Customer Codes that are not listed on the search form). Customer codes must partially match the specified text. The search is not case sensitive. For example, searching for FF will match the customer code @office.

  You can add additional customer codes by clicking the Add a customer code link. To remove a customer code, click the X icon located on the right hand side of the customer code field.

• Last Updated: The From and To fields allow you to specify a start date and an end date by clicking the calendar and choosing a date. These filters allow you to limit the search results to modifiers that were last updated between two dates, before a particular date, or after a particular date. If specified, the search results will only contain modifiers that were last updated during the specified date range. If both a From and To date are specified, the From date must be older than the To date.

• Categories: This filter allows you to limit search results to modifiers that have one of the selected categories. For example, if only one category is selected, the search results will only contain modifiers that are set to that particular category. If many categories are selected, the search results will contain modifiers with only those selected categories.

  Simply click on a category group (e.g. Physical) under the Available Categories heading to view the individual categories. You can add an entire category group or individual categories by clicking on the right-pointing arrow icon. You can remove selected categories by clicking on the left-pointing arrow icon under the Selected Categories heading.

• Modifier Status: This filter allows you to limit search results to one of the following modifier status settings:

  • Any: This option does not filter out any modifiers.

  • Enabled: This option filters out modifiers with a disabled status. The search results will only include modifiers with an enabled status.

  • Disabled: This option filters out modifiers with an enabled status. The search results will only include modifiers with a disabled status.

• Modifier Length: This filter allows you to limit search results to one of the following length ranges:

  • 1ft to ¼ miles

  • ¼ to ½ miles

  • ½ to 1 miles

  • 1 to 2 miles

  • 2 to 6 miles

  • > 6 miles

  Note: The length options are displayed in KM instead of miles if your fleet is configured to use kilometer units.

• Test Mode Status: This filter allows you to limit search results to one of the following test mode status settings:

  • Any: This option does not filter out any modifiers.

  • Enabled: This option filters out modifiers with a disabled test mode status. Search results will only include modifiers with an enabled test mode status.

  • Disabled: This option filters out modifiers with an enabled test mode status. Search results will only include modifiers with a disabled test mode status.

• Review Status: This filter allows you to limit search results to one of the following review status settings:

  • Any: This option does not filter out any modifiers.

  • Not Needed: Search results will only include modifiers with a not needed review status.

  • Needs Review: Search results will only include modifiers with a needs review review status.

  • Fixed: Search results will only include modifiers with a fixed review status.

• Constrain to Area: If a map constraint area is set, search results will only contain modifiers that are at least partially located within the specified area.

  To set a map constraint area, first click the gray box on the search form to display the map selection area. Then, zoom the map into the area that you wish to select, and then click the Select Area button. You can now click and drag your mouse on the map to draw a rectangle. After you release the mouse button, a gray rectangle remains displayed on the map. This gray rectangle identifies the search constraint area. To accept the selected area, click the Accept button. Or, click the Select Area button again to re-draw the constraint area. If you wish to remove the map constraint area at any time, click the Clear button and then click Accept to save the map without a constraining area.

After you have set your search criteria, click the Search button to view your results. Read more about Viewing and Sorting Search Results.

Viewing and Sorting Road Modifier Search Results

After you have performed a search, the road modifier results are displayed on the Search page:

The modifier search results are displayed on the screen in a table format. Each modifier is displayed as a row, and the columns provide the following information about each modifier:

• Name: Indicates the name of the modifier. Simply click the name to View or Edit the Modifier Details.

• Category: Indicates the category of the modifier (e.g. Closed for Construction).

• Length: Indicates the length of the modifier (e.g. 0.186mi).

• Last Modified: Indicates the date and time that the modifier was last modified.

• Last Modified By: Indicates the username of the person who last modified the modifier, or displays api if the modifier was last modifies using an API service.

• Status: Indicates status information using a variety of icons (see below).

  • The following Modifier Status icons indicate whether the modifier is enabled or disabled:

    

    • The green checkmark icon indicates that the modifier is enabled.

    • The red X icon indicates that the modifier is disabled.

  • The following Date Range Status icons indicate whether a date range is set for the modifier:

    

    • The gray clock icon indicates that a date range is not set for the modifier.

    • The blue and yellow clock icon indicates that a date range is set for the modifier.

  • The following Needs Review Status icons indicate whether the modifier requires review:

    

    • The empty triangle icon indicates that review is not needed, or the modifier has been fixed.

    • The red triangle icon (with an exclamation mark) indicates that the modifier needs review.

Sorting Results

Sometimes your search may return a large number of results, making it difficult to find the road modifier that you are trying to find. Sorting the results will help you locate the modifier that you are trying to find.

To sort the results, simply click the column header of the criteria that you wish to sort by. You can click the same icon again to sort the results in reverse order.

You can sort the results by any column except the Status column. You can, however, search for modifiers using the Additional Options in order to find modifiers that have a particular modifier status, test mode status, or needs review status.

Viewing Multiple Pages of Results

Road manager separates the road modifier results into multiple pages, depending on the number of results. You can select a different page by clicking on the page number at the top of the screen.

Creating New Modifiers

You can access the New Modifier page by clicking the New Modifier link located on the Search tab:

The New Modifier page looks like this:

To create a new modifier, specify all of the modifier details and then click the Save button. To cancel the new modifier, click the Close button.

Information about the modifier details panels are outlined below.

Viewing and Editing Modifier Details

You can access the modifier details page (i.e. [modifier name] page) by clicking on the modifier name on the main screen (after viewing all or performing a search).

The modifier details page looks like this:

To edit an existing modifier, perform a search and then click the modifier name on the Search page. When the Modifier Details page appears, you can make modifications to the information in the fields.

Deleting an Existing Modifier

To delete a modifier, perform a search for the modifier and then click the modifier name on the Search page. When the Modifier Details page appears, review the modifier information to ensure it is the modifier that you wish to delete. If you are sure you wish to delete the modifier, click the Delete button.

After you click the Delete button, the following dialog appears to confirm the deletion:

You may optionally enter a reason for deleting the modifier in the space provided. To confirm the deletion of the modifier, click the OK button. Or, to cancel the deletion, click the Cancel button.

Duplicating an Existing Modifier

To duplicate a modifier, perform a search for the modifier and then click the modifier name on the Search page. When the Modifier Details page appears, review the modifier information to ensure it is the modifier that you wish to copy. If you are sure you wish to make a copy of the modifier, click the Duplicate button.

After you click the Duplicate button, the following dialog appears:

By default, Road Manager appends (copy) to the end of the existing modifier name. You can change the name of the new modifier by editing the text in the space provided. To confirm the duplication of the modifier, click the Duplicate button. Or, to cancel the duplication, click the Cancel button.

Map Options

The Map Options Panel allows you to control the elements and information that is displayed on the map.

The map options panel is located in the top left hand corner of the map. Simply click the Map Options button to open or close the Map Options Panel.

The Map Options Panel looks like this:

You can enable/disable the following map options:

• Points of Interest: Displays your fleet's points of interest on the map. These do not include NAVTEQ POIs or fuel POIs. Points of interest can be viewed on the map at scale level 10 and higher.

• Fleet Modifiers (e.g. Mapdev): Displays your fleet's modifiers on the map. Fleet modifiers can be viewed on the map at scale levels 6 and higher.

• Maptuit: Displays Maptuit global modifiers on the map. Maptuit's modifiers are drawn from our data sources, including feedback from drivers. Maptuit global modifiers can be viewed at map scale levels 11 and above.

• Navteq: Displays NAVTEQ modifiers on the map. Navteq modifiers can be viewed on the map at scale levels 11 and above.

• Show disabled: Displays disabled modifiers on the map. Disabled modifiers can be viewed on the map at scale levels 6 and above.

  Note: The Show disabled option is only accessible if you have selected at least one modifier source (e.g. your fleet, Maptuit, or Navteq). When Show disabled is selected, disabled modifiers are only displayed on the map for the selected source(s) (e.g. your fleet, Maptuit, or Navteq).

• Displays the map using aerial imagery. When this option is enabled, you can use the slide bar to control the degree of aerial imagery transparency. Aerial imagery can be displayed at all map scale levels but is only available for maps of the USA and some portions of Canada.

Finding Locations

You can search for your start location, stop locations, or destination location using a variety of inputs.

OneBox understands a wide variety of inputs so you can quickly and easily specify a location. Here are some well-formed common input examples:

• 35 Corporate Drive, Burlington, MA: Comma-separated address providing street, city, and region information

• @maptuit: Searches for a POI (triggered by @ symbol) with a maptuit ID.

• fuel: Searches for fuel stations ahead (if a route is available), or nearby

• -79.37295,43.65023: Searches for the specified coordinates.

• sushi near toronto, on: Searches for sushi keyword near Toronto, On. Refer to the OneBox Documentation for a full list of available keywords.

For a complete list of acceptable inputs, and additional information about OneBox, see the OneBox Documentation.

Modifier Category Descriptions

Overview

Route Generator is a NaviGo Portal application that allows you to generate single or multi-stop routes using a variety of route parameters. Since the NaviGo Portal is tab-based, you can generate multiple routes and easily switch between them.

Generating a Route

To generate a route using Route Generator, follow these steps:

1. Use the Enter Stops panel to specify a starting point, and a destination or at least one stop.

2. Optionally, you can modify your Route Options.

3. Click the Get Route button to generate your route.

To generate another route, click the New Route button.

A new route tab appears, allowing you to generate a new route without closing other generated routes. To switch to between generated routes, click the route tab.

To close a route tab, click the X within the tab.

Printing a Route

After you have successfully generated a route, you can print your route.

To print a route, click the Print button just below the tabs at the top of the Route Generator screen.

When you click the Print button, a Print Directions dialog appears.

The Print Directions dialog allows you to adjust the following print options:

• Include large map displaying entire route?: Includes a large map that displays an overview of the entire route.

• Include trip statistics?: Includes trip statistics on the printed route.

• Include inset maps for individual direction steps?: Includes small maps for each individual direction. You can manually check/uncheck the option beside each direction, or use the Check All and Uncheck All buttons to quickly enable or disable all directions.

After you have selected your print options, click the Print Route button to print the route using the selected print options.

Opening an Existing Route

From NaviGo Monitor, you can open a requested or generated route in Route Generator by clicking the Modify button. This allows you to recreate the route and experiment with different route options. You can revert to the original options at any time, or return to viewing the route in NaviGo Monitor.

When you open an existing route in Route Generator, an Original Route Details panel appears at the top of the route tab.

A Map Options panel also appears.

The Original Route Details panel provides the following information about the route:

• Driver: The ID of the driver logged into NaviGo when the request was received.

• Device ID: The ID of the device that submitted the request.

• Date/Time: The date and time of the route request.

• Routeline: The starting point and destination of the route request.

With the original route displayed, you can now:

1. Use the Enter Stops panel to change the starting point and destination, and add stops.

2. Modify your Route Options.

3. Click the Get Route button to generate the modified route.

The original route will continue to be displayed on the map in red, and the modified route will be displayed using the selected trace color.

To hide the original route trace on the map, expand the Map Options panel and uncheck the Original Route option.

To revert to the original route, click the Revert button within the Original Route Details panel. The original route options will be reapplied with the following exceptions:

• Avoid turns at start of route?

• Modifier Mode

• Units

• Allow fall back to non-HazMat safe routing?

• all of the Fuel Plan Settings

Any changes made to these options in Route Generator will be retained.

To return to viewing the route in NaviGo Monitor, click the View in Monitor button.

Comparing Routes

You can compare two routes side by side by clicking the Compare button. The Compare button appears at the top of the Route Generator screen, just below the route tabs.

When you click the Compare button, the left side of the screen divides into two panels: one labeled Original Route and one labeled Comparison Route. Initially, the comparison route will be a copy of the original route.

In each panel, you can:

1. Use the Enter Stops panel to specify a starting point, and at least one stop or a destination.

2. Optionally, you can modify your Route Options.

3. Click the Get Route button to generate the route.

Both routes will be displayed on the same map, with different trace colors being used for each route.

If the Sync Panels option is active (a checkmark will appear beside the button label), the settings for the comparison route will be automatically updated with any changes you make to the original route's settings.

To return to displaying only the original route, click the Standalone button.

Adding a Road Modifier

Within Route Generator, you can choose a location to create a road modifier. You'll be taken to Road Manager where you can finish creating the modifier using the location you chose.

To start the process of adding a road modifier, follow these steps:

1. Zoom the Route Generator map to a level between 12 and 15.

2. Left click the map where you want the road modifier to be located.

3. From the dialog that appears, click Create modifier here.

   

   Road Manager will appear with the location you chose entered as a first waypoint for the modifier.

4. From Road Manager, provide the remaining information required to create the modifier.

Route Generator Buttons

The following buttons appear just below the tabs at the top of the Route Generator screen.

Enter Stops Panel

In the Enter Stops panel, you enter the starting point for your route, and either a destination or one or more stops.

To enter your route stops, perform the following steps:

1. Specify your route's starting point using one of the following methods:

   • Enter your starting location in the Start field. You can specify the location in a variety of different ways. For more information, see Specifying Locations.

   • Click on the map where you want the route to begin and select Route starts here. The map will automatically zoom to the selected location.

   After you have successfully geocoded your start address, you can Set the Initial Travel Direction.

2. (optional) Add stops to your route using one of the following methods:

   • Click Add a new stop. In the field that appears, enter the location of the stop. For information on the different ways you can specify locations, see Specifying Locations.

   • Click on the map at the stop location and select Add stop here. The map will automatically zoom to the selected location.

   Repeat these steps if you want to add additional stops to your route. If you want to delete a stop, click the Delete button beside the stop that you wish to delete.

3. Specify your route's destination using one of the following methods:

   • Enter the location in the Finish field. For information on the different ways you can specify locations, see Specifying Locations.

   • Click on the map where you want the route to end and select Route ends here. The map will automatically zoom to the selected location.

   • If you would like your route to end back at the starting point, select the Return to start point option by placing a checkmark in the box. After you have selected it, your starting point will be copied into the Finish field.

4. Click Get Route.

   To clear the stops and generate a different route, click Clear Stops.

   Prior to clicking the Get Route button, you may wish to change your Route Options.

If the route generator cannot locate an address that you specified, an error message is displayed. If a location that you specified is ambiguous, the candidates addresses will be displayed so you can select the correct one.

When your route request is successful, the directions will appear in the Directions panel.

Route Options Panel

From the Route Options panel, you can change the parameters that influence route selection.

The Route Options panel allows you to modify the following parameters:

Directions Panel

The Directions panel provides the text directions for your route, and allows you to view individual directions on the map.

While viewing your route, you add or modify stops by clicking the Enter Stops panel, and change your route option from the Route Options panel.

You can click View Entire Route at any time to view the map and text directions for the entire route. You can also click individual directions steps to view that direction step on the map.

Explain Modifiers Panel

The Explain Modifiers panel provides information about road modifiers that are located directly on the generated route.

After you have generated a route, the following link appears in the Explain Modifiers panel: Click to retrieve modifier explanation. Click the link to generate a list of modifiers that are located on the route.

After clicking the link, the Explain Modifiers panel expands to display the following information for each road modifier:

• Source Owner: The source of the modifier. The modifier source can be navteq, maptuit, or one of your own fleets.

• Name (ModifierId): The name and ID of the modifier. This information is presented as a link. Click the link to center and zoom the map on the location of the modifier.

• Category: The category of the modifier.

To view detailed information about the modifier in Road Manager, click the icon beside the modifier name.

Refer to the Road Manager User Guide for more information about modifier categories.

Map Options Panel

The Map Options panel allows you to control the elements and information that are displayed on the map. The Map Options panel is located in the top left hand corner of the map. Click the Map Options button to open or close the Map Options panel.

The following map options are available from Route Generator.

Driver Management

The driver management application allows you to search for drivers, create new drivers, edit existing drivers, and delete drivers.

The driver management page looks like this:

On the Driver Management page, existing driver IDs and virtual driver IDs are displayed on the left hand side of the page. Existing drivers are those that already have an existing configuration. Virtual drivers are those that do not already have a configuration.

You can click on a driver ID to create or edit the configuration for the driver. If you click a driver ID that already has a configuration, the Edit screen is displayed. If you click a virtual driver (i.e. with no existing configuration), the Create screen is displayed.

You can view the drivers that belong to a sub-fleet by selecting a sub-fleet from the Show sub-fleet drop down list. Then, click Go to display the list of drivers that belong to the selected sub-fleet.

Fleet Preferences

The Fleet Preferences application allows you to manage fleets, sub-fleets, portal users, and fleet defaults.

When you load the Fleet Preferences application, the Fleet Defaults tab is displayed automatically. There are other tabs available in Fleet Preferences such as Fleet Management, Portal Users, and Subfleet Management.

Usage Report

The Usage Report Tool allows you to view graphs and data about the usage of the system. You can create the following usage reports:

• All Fleet Usage Report: Provides usage information for all fleets.

• Per Sub-Fleet Report: Provides usage information for a particular sub-fleet.

• Per Driver Report: Provides usage information for a particular driver.

• Per Device Report: Provides usage information for a particular device.

• All Fleets Summary Report: Contains summary usage information for all fleets.

  Note: You must have Reseller privileges to generate the All Fleets Summary Report.

The usage report tool looks like this: