Aug 19 2012

2 REALLY POWERFUL new features coming soon

GPS Insight is about to launch two new highly powerful capabilities:

  • Hierarchy-based vehicle permissions
  • Custom Filters for Attribute and Category data

They may not sound like much, but for very large deployments, they’re CRITICAL to help avoid nightmarish administration tasks.

Here’s how they’ll work:

Hierarchy-based vehicle permissions:

First, you need a hierarchy (or 3, as shown in this example — one for geographic location, one for type of vehicle, and one for type of fuel):

Geographic "nodes" assigned to a user

Geographic "nodes" assigned to a user

Let’s say we want a new user (in this case, called “ar-atl”) to have access to Georgia (GA), Nevada (NV), as shown in green above, plus ALL THEIR CHILDREN.

We can assign ONLY these 2 nodes to that user, and specify how “far down” the tree we want to grant permission (e.g. maybe down to the city such as Reno, NV (REN), but NOT beyond that to the West Reno, East Reno, etc. levels, if they existed).

We can do that like this, as well as add all “Function: Delivery” and “Type of Fuel: Green” to this user.  This way they’ll get ALL the members of Delivery and Green (e.g. CNG, Electric, Hybrid, Volt, etc.), as shown below.  We can add multiple nodes to a user per hierarchy, such as BOTH GA and NV for the US (Geographic) hierarchy:

Assigning permissions on Hierarchy Nodes to users

Assigning permissions on Hierarchy Nodes to users

Hovering over the user now shows you the permissions assigned to that user:

Permissions assigned and inherited by users

Permissions assigned and inherited by users

This allows us to provide Hierarchy capabilities to ALL users — not just administrators, as it has previously been available.  PLEASE BEAR IN MIND that the hierarchy is available ONLY to large accounts (e.g. > 100 vehicles) as it is generally unnecessary for small fleets, since they can use vehicle groups to do the same thing.  If you are a large fleet customer of ours, and are not currently using the hierarchy, you can contact Sales or Support to ask for it to be turned on for  your account.  It is a HUGE time-saver in many ways, and you can click here for more information on the Hierarchy capabilities of GPS Insight.

Now onto Custom Filters for Attribute and Category data:

Initially they will be available on 2D mapping, shown here, by pressing the “Attributes and Categories” button (and I’ve already restricted the vehicles by choosing a Group when launching the map (All Vehicles) and choosing ONLY vehicles with the letter “e” in them, using the “Filter List:” box:

Accessing Filters in GPS Insight

Accessing Filters in GPS Insight

This opens up a screen which allows you to create a highly specific filter, based on any category and attribute data you may have specified for your vehicles.

Here, I’ll create a very loose filter which requires ANY (vs. ALL) of the 3 conditions to be met:

Filtering vehicles with custom categories and attributes

Filtering vehicles with custom categories and attributes

Since “Alena” has one of the “Compressor, Generator, Jackhammer & Winch” which are specified in the 2nd criteria, the vehicle shows up on the map:

Vehicle matches the filter

Vehicle matches the filter

If I change the filter to ALL (and some other changes), we get only the single vehicle which meets those criteria:

New, more restrictive filter

New, more restrictive filter

Fewer vehicles match this filter

Fewer vehicles match this filter

Fewer vehicles match this filter

Fewer vehicles match this filter

And note that you can SAVE your filters for future use:

Saving a custom filter in GPS Insight

Saving a custom filter in GPS Insight

And use them like this:

Using a previously saved filter

Using a previously saved filter

This will really help ALL our customers to better utilize and benefit from this functionality by filtering maps, and soon reports, dashlets, and alerts with HIGHLY custom data which they can assign to vehicles.  Filters will also eventually apply to OTHER areas of GPS Insight where categories and attributes are assigned — for instance running a report on only landmarks in the “Customers” group of landmarks which have a “to be serviced by” date in the next 7 days.  Or sending idle alerts for vehicles which don’t have the “ignore idle” attribute set to “yes.”

There’s no practical limit to how complicated you can make these filters — there is the ability to “nest” them within each other so you can say things like:

“Only show vehicles which are corporate unless they are both personal and have a winch, but exclude all of those whose registration expired before today.

Both custom filters and hierarchy based permissions will be available to all customers by the end of August, and as always, we will continue to add functionality as it is required by our customers.

Enjoy & Thanks!

Rob.

Tags: , , , , , , , , , , , , , , ,


Jun 02 2012

New Hierarchy Editor available within GPS Insight

Our first Hierarchy Editor served us fine for large customers using our Hierarchy capabilities.  However, as customers got bigger, they had more requirements, and we just launched a brand new version of this editor today.

If you don’t already have the Hierarchy capability turned on within GPS Insight call support or your salesperson (if you are a large customer, it’s worthwhile, but it’s overkill if you don’t have a few hundred vehicles).

Here is how you launch it within the GPS Insight portal:

Launching GPS Insight's Hierarchy Editor

Launching GPS Insight's Hierarchy Editor

Then you will be taken to the new editor:

New GPS Insight Hierarchy Editor

New GPS Insight Hierarchy Editor

Some of the nice new and previously available capabilities include:

You are able to see ALL object types assigned to a node at once and expand them:

See all objects associated with a Hierarchy Node at once

See all objects associated with a Hierarchy Node at once

You can Minimize them easily with one click of the “minus’ at the top of any group:

Collapse a tree easily
Collapse a tree easily

And you can easily drag and drop any unassigned objects after filtering them (in this case, we entered “ba” to restrict to those vehicles containing “ba” and then selected two, and assigned them to the “BAK” branch which had been selected on the far left):

Drag and drop to assign vehicles, landmarks, etc.

Drag and drop to assign vehicles, landmarks, etc.

Additionally, the custom hierarchy group editor has this new look and feel:

Hierarchy Custom Group Editor

Hierarchy Custom Group Editor

One of the nicest capabilities is the ability to scroll should you expand the hierarchy tree taller than your window — that was always a restriction in the last version.

Please let us know if you are interested in using the hierarchy and we will work with you to ensure it is made available appropriately.

Thanks,

Rob.

Tags: , , , , , , , , , , , , ,


Apr 03 2012

1000 times easier report and alert administration — new custom attributes and categories in GPS Insight

We have a new capability which will make the administration of scheduled reports and alerts literally 1000 times easier for large fleets (e.g. more than 1,000 vehicles).

A customer which has 300 or so pilot devices has created roughly 175 scheduled reports to run for each of their groups to each of the appropriate recipients, for ONLY THREE SEPARATE REPORTS!

And now that they are moving forward with over 4000 total vehicles, that would imply roughly 2,000 would need to exist in total.  Just to send the right person 3 reports each week.

Since GPS Insight prides itself on delivering insight WITHOUT too much difficulty, we redesigned how certain capabilities work within the product to leverage our hierarchy and soon-to-be-released custom categories and attributes.

Here’s how it works (using a different customer as an example):

First, go to our new “one click” menus to bring up the Custom Categories & Attributes screen:

Open up the Hierarchy "describe with custom categories/attributes" menu

Open up the Hierarchy "describe with custom categories/attributes" menu

Once that’s open, create a new attribute:

Create a custom Attribute/Category

Create a custom Attribute/Category

You can define many things to include the name, what GPS Insight “objects” you can set values on, the value type (email list, in our case, or date, integer, etc.), and whether or not to treat it as a category (e.g. pick-list of predefined values), as well as visibility/editability by other users:

Define Attribute/Category properties

Define Attribute/Category properties

I will also create an unrelated category called “Maintenance Type” for vehicles here:

Creating a custom category in GPS Insight

Creating a custom category in GPS Insight

Then when you are done, you see the “matrix” of available custom categories/attributes and the various types of objects they can be applied to (e.g. users, vehicles, drivers, landmarks, and hierarchy nodes — soon we will add others):

GPS Insight custom categories / attributes and the objects to which they've been assigned

GPS Insight custom categories / attributes and the objects to which they've been assigned

Now I can actually add the values — one (or more) email address per geographic node (or any type of hierarchy node).

Assigning email addresses to Hierarchy Nodes

Assigning email addresses to Hierarchy Nodes

This is where it gets REALLY POWERFUL:

If you want to create a scheduled report, you can choose ONLY the hierarchy and the “Address” corresponding to your new “Custom (email) Attribute” and the hierarchy will be “traversed” so that each city/state/region and the top-most node (US) will have a report for ONLY the vehicles in that region/state/city sent to ONLY the email address specified at each level.

This means instead of almost 2,000 reports to be defined, you only have to define >> THREE << !!!  (assuming all you want are the 3 you’re interested in — of course there are no practical limits to how many reports you define within GPS Insight).  And if the recipients for each area for them are the same, you only have to create the hierarchy once, assign the vehicles once, and enter the emails once.  And soon we will have an automated spreadsheet upload as well as FTP mechanism to create the hierarchy and specify vehicles/contacts on a regular basis for our large customers with systems where they can be easily exported.

Additionally, when I want to create an alert for all vehicles, sending the idling alert to the APPROPRIATE RECIPIENT(s) and escalating it appropriately to higher and higher levels of management, all you need to do is complete an alert creation form like this:

Create Idle Alert for thousands of vehicles/recipients in GPS Insight

Create Idle Alert for thousands of vehicles/recipients in GPS Insight

This fundamentally creates 5 separate idling reports — one for the driver him or herself at 15 minutes, where they’re emailed or texted (or sent via Garmin) a message asking them to turn off their vehicle, and 4 more for the higher levels (city, state, region, and US).  However, unlike previously, where there was a “static” recipient or set of recipients for each “level,” now if an Atlanta vehicle is idling for 20 minutes or more, the Atlanta contact receives the alert.  If it’s a Charlotte or Phoenix vehicle, the appropriate Charlotte or Phoenix contacts get the alert.  Then if it’s 30, 40, 60 minutes, the appropriate supervisor/directory/CEO (etc.) will receive it for ONLY the vehicles for which they’re responsible.

This would literally take creating hundreds, even thousands of alerts with separate vehicle groups, separate recipients, at each of the levels of your organization.

Instead you create one alert and it acts like all of those.

PLUS, you can have any number of hierarchies — perhaps it’s better to have a vehicle-type hierarchy where the managers of the delivery vehicles is separate than those of the service, support, sales, etc. vehicles — you can use that type of hierarchy rather than a geographic hierarchy, and the same principles apply.

This is a really powerful aspect of GPS Insight, and sometimes hard to understand why it’s so important.  Trust me, for multi-thousand vehicle fleet customers, it’s the difference between a very simple administrative way of sending out reports and alerts, and a colossal nightmare of constantly changing vehicle groups, report/alert recipients, etc.  It’s also very helpful for smaller customers who have a large number of alerts and reports to administer.

And if it’s easy to administer, customers use the product.  But if it’s a nightmare, they give up and that “unattended return on investment,” as I like to call it, is completely wasted just because the product isn’t used to its fullest.

Please bear in mind these two features are dependent on the hierarchy capabilities, which are not generally turned on for all accounts (to keep smaller accounts from using it when they’re better off with simple vehicle groups).  If you want access, please let us know and we will discuss the suitability and availability for your account.  It may be a week or two before these features are fully available.

In the near future, custom categories and attributes will allow you to describe your vehicles/landmarks/users/drivers, and drive filters for which vehicles to show on a map, allow you to easily reference aspects of drivers/vehicles/landmarks (such as drivers license #, certifications, vehicle equipment and capacity, notes about a location or customer, and more).  We will keep you posted as these incredibly powerful capabilities are available in production.

Thanks,

Rob.

 

 

Tags: , , , , , , , , , ,


Feb 18 2010

Powerful new Hierarchy capability — save a custom Hierarchy Group

Category: Ease of use,GPS Tracking,Hierarchy,New Features,Reportsrdonat @ 8:07 pm

We now have support for saving a custom hierarchical view — as well as using that in a scheduled report.

We still have not given access to the hierarchy to all customers, but are happy to allow you access as a beta customer if you just ask.

Here’s how it works:

When running a report, select “Custom Hierarchy Selection”:

Saving a Custom Hierarchy Selection

Saving a Custom Hierarchy Selection

Then after running the report, an intermediate screen is shown where you can choose/exclude any groups from the hierarchies you have defined:

Drag and Drop hierarchy nodes to include them in the custom group

Drag and Drop hierarchy nodes to include them in the custom group

Choose another hierarchy and drag/drop nodes to “intersect” (restrict to the vehicles in the SouthWest which are Delivery, Parts, or Service), and “exclude” (in this case get rid of all Nevada and “big rig’s.”

Restricting to just the 55 vehicles you need

Restricting to just the 55 vehicles you need

Then save this highly custom group as “MySavedHierarchy” by typing the group name and pressing “save.”

Saving a custom hierarchy group

Saving a custom hierarchy group

Then click on “Run Report” to run the report you started & you’ll see that the Vehicle Group is a Custom Hierarchy with those 55 vehicles:

Report based on a custom hierarchy

Report based on a custom hierarchy

(tip: make sure to refresh the main site to pick up the newly created hierarchy group in the main menu) Now you can use it to run any report moving forward:

Recalling a saved hierarchy group for running your GPS Tracking reports

Recalling a saved hierarchy group for running your GPS Tracking reports

Additionally, they now show up under scheduled report choices:

Use a Custom Hierarchy Group in your scheduled reports

Use a Custom Hierarchy Group in your scheduled reports

Any time you make a change to your hierarchy structure or members moving forward, they will automatically be reflected in the ad-hoc or scheduled reports you run using that custom group.

This is a big deal for large organizations since they can “intersect” multiple functional/organizational/geographic groups of vehicles very easily without having to manually (tediously) create groups for every combination of interest.

Rob.

Tags: , ,


Oct 05 2009

GPS Insight Hierarchy Capabilities now available in Beta

Category: Ad Hoc Reports,Hierarchy,New Features,Reporting,Reportsrdonat @ 9:46 pm

If you would like to use the Hierarchy capabilities while they are in Beta, please contact support@gpsinsight.com or your salesperson.

The Hierarchy Editor is available now (upon request), as well as reporting using individual Hierarchy nodes or multiple ones in combination (“Custom”)

Here are the basic steps — create your hierarchies, and drag/drop members (vehicles, drivers, landmarks & users) into the various levels of the hierarchy using both groups and “wildcards” to make it fast and easy:

Drag and Drop into the GPS Insight Hierarchy

Drag and Drop into the GPS Insight Hierarchy\

Then create a custom report (any report can use a single hierarchy node or a “Custom Hierarchy Selection”):

Create a Report using a Custom Hierarchy Selection

Create a Report using a Custom Hierarchy Selection

When using a custom hierarchy selection, you can drag and drop hierarchy levels from different hierarchies into the editor. This allows you to “add” hierarchy members together, “intersect” them (e.g. all SouthWest vehicles which are parts vehicles), and “subtract” or restrict them (e.g. but exclude all managers and foreign vehicles, etc.).

Here we are adding Canada to East vehicles:

Drag Hierarchy Members from different Hierarchies

Drag Hierarchy Members from different Hierarchies

Here we are choosing all Management vehicles in Canada and the East

Create an "intersection" between hierarchies

Create an "intersection" between hierarchies

And last, subtract or exclude/restrict all Foreign vehicles:

Restrict by "subtracting" one or more hierarchy members

Restrict by "subtracting" one or more hierarchy members

Then click on “Run Report” and the Report is run for just that group of vehicles. Only those 9 vehicles are included.

Create a Custom GPS Tracking Report using GPS Insight Hierarchies

Create a Custom GPS Tracking Report using GPS Insight Hierarchies

Soon you will be able to save your custom hierarchy selections and use them in both alerts and scheduled reoprts.

The Hierarchy Capabilities are still in Beta, and we are constantly adding capabilities.

They are immediately useful and powerful, so please start getting familiar with them by asking support to give you beta access as well as a demo.

Thanks,

Rob.

Tags: , , ,