MyGeotab Explorer

Gain a solid foundation in MyGeotab with the Explorer introductory learning track. You'll learn to navigate the fleet management software, explore essential features, and perform basic data analysis and reporting. We'll guide you through the core features so you can start using MyGeotab with confidence.

Table of Contents

  1. MyGeotab 101: Users
  2. MyGeotab 101: Assets
  3. MyGeotab 101: Groups
  4. MyGeotab 101: Map
  5. MyGeotab 101: Zones
  6. MyGeotab 101: Built-in Rules
  7. MyGeotab 101: Reports

MyGeotab 101: Users

Length: 20 minutes

Learn how to manage and secure user access effectively within MyGeotab. Improve the security of MyGeotab to protect sensitive data and ensure team members have the right level of access.

By the end of this course, you will be able to answer the following questions:

  1. What access do the default user security clearances give users?
  2. How do I add, edit and remove users from my database?

MyGeotab 101: Assets

Length: 30 minutes

Enhance operational efficiency through effective asset management in MyGeotab. Learn to categorize assets, manipulate asset data, and adapt to operational demands by transferring GO devices between vehicles.

By the end of this course, you will be able to answer the following questions:

  1. What are the default Asset Types?
  2. How do I add, edit, archive and delete assets?
  3. How do I move a GO Device between vehicles?

MyGeotab 101: Groups

Length: 20 minutes

Create group structures to oversee data access and organize users and assets. Use the Groups Filter to navigate and analyze specific subsets of data, facilitating targeted insights and more effective decision-making.

By the end of this course, you will be able to answer the following questions:

  1. How does group structure affect user Data access?
  2. How do I add, edit and remove groups?
  3. What is the function of the Groups Filter?

MyGeotab 101: Map

Length: 30 minutes

Explore the world of geo-navigation and asset location tracking. Enhance your navigation by customizing map settings and utilizing trip reports to improve operational efficiency.

By the end of this course, you will be able to answer the following questions:

  1. How do I find an address, zone or asset on the Map?
  2. Can I set a preferred Map Type and visible Layers?
  3. Can I save a custom Map View?

MyGeotab 101: Zones

Length: 20 minutes

Zones offer enhanced visibility and control over fleet operations. Monitoring vehicle activity in zones can assist in allocating resources and ensuring policy compliance. This can lead to improved safety and efficiency by identifying patterns or anomalies in vehicle movements within or across zones.

By the end of this course, you will be able to answer the following questions:

  1. What are zones and how are they used?
  2. How do I add, edit and remove zones?

MyGeotab 101: Built-in Rules

Length: 15 minutes

Enhance your fleet management skills and safety compliance with rules. Improve fleet operations and decision making through customized rules and reprocessing data.

By the end of this course, you will be able to answer the following questions:

  1. What are the ABC's of Safety?
  2. How do I enable and customize built-in rules?
  3. How can I view exceptions?
  4. When should I reprocess data?

MyGeotab 101: Reports

Length: 20 minutes

Reports provide insight into fleet operations for everything from fuel consumption to driver behavior. The built-in reports can help save costs, improve safety and make fleet management more efficient. These reports can be personalized with automatic updates to keep stakeholders informed and assist with making data-based decisions.

By the end of this course, you will be able to answer the following questions:

  1. How do reports work and impact a customer?
  2. What are the report view options?
  3. How to display a built-in report on the Dashboard?
  4. How to set up an emailed report?

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