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© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property. Associate PledgeAdministrators Handbook Deployment Guide User Experience Android & Blackberry ©2012 PortNexus Corporation, all rights reserved

Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

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Page 1: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Associate Pledge™

Administrators Handbook

Deployment Guide

User Experience Android & Blackberry

©2012 PortNexus Corporation, all rights reserved

Page 2: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Table of Contents What is Associate Pledge and how does it work 3

Installation Steps 4

Installing Pledge on a BlackBerry Smart Phone 5

Installing Pledge on an Android Smart Phone 6

User Experience 7

Installing the Pledge Management Console 8

Setting Corporate Distracted Driving Policy Criteria 9

Creating a Transaction Report 10

Map Incident Location 11

Android Transaction Report Results 12

Blackberry Transaction Report Results 14

Data Recording Terms 16

Silencing the AUDIBLE Warning 17

User Experience (Expanded View) 18

Support 23

©2012 PortNexus Corporation, all rights reserved

Page 3: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

When your employees, with smart phones, are driving and reach a threshold

speed, the smart phone will go into “lock mode.”

The appearance of the smart phone will change from the home screen to a

screen displaying an “unlock” button.”

Without any further action, an employee may place or receive phone calls by

using a Bluetooth device tethered to the smart phone.

Should the employee choose to press the “unlock” button and violate corporate

distracted driving policy, the incident will be reported to the management

console.

What is Associate Pledge and How Does it Work

Associate Pledge™ enables your organization to take control of the distracted

driving situation by controlling the device itself.

©2012 PortNexus Corporation, all rights reserved

Page 4: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Installation Steps

1. Download the Management Console to

desktop or laptop computers

2. Set corporate distracted driving policy

parameters to the Management Console

3. Download the smart phone application to

handsets

©2012 PortNexus Corporation, all rights reserved

Page 5: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Installing Pledge on a Blackberry

Enterprise installation may be performed via corporate BES systems or the

link may be emailed or sent via text message to the handset.

Pledge will operate on Blackberry handsets with software version 5.0 or higher.

To install Pledge, access the browser on the Blackberry and enter the following URL:

http://cloud1.mobileassociate.com/AssociatePledge.jad

Check the box for setting permissions and insure that all permissions are set to “Allow.”

Press the return button on the handset, save the permissions and the application will load. Grant the application trusted status. Note: Handsets running O/S 5 must be booted by removing and reinstalling the battery.

The Blackberry is now ready to enable your organization to control distracted driving. Note: An icon for Associate Pledge will not appear on the handset.

©2012 PortNexus Corporation, all rights reserved

Page 6: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Enterprise installation may be performed via corporate MDM systems or the link may be emailed or sent via text message to the handset.

Pledge will operate on Androids with operating system 2.3.4 or higher.

To install Pledge, access the browser on the Android and enter the following URL:

http://cloud1.mobileassociate.com/AssociatePledge.apk

Pledge will immediately download to the “Downloads” folder.

Tap the “Home” button then tap “Applications.”

Locate “Downloads” and Tap on “Associate Pledge” then Tap “Install.”

Press “Open” and Pledge will begin operating.

REBOOT THE DEVICE BY POWERING DOWN AND RESTARTING.

To further protect your employees, disable the text message display on the status bar by selecting messaging>>file>>settings>>notifications and uncheck the box allowing display message notifications.

The Android is now ready to enable your organization to control distracted driving.

Installing Pledge on Android Smart Phones

©2012 PortNexus Corporation, all rights reserved

Page 7: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

When the GPS in the smart phone receives a signal from four or more satellites indicating movement, Pledge will lock the handset and begin recording incidents of distracted driving.

When travelling above the threshold speed as specified by corporate policy, the device will display the lock screen. While the smartphone is locked, calls may be sent or received through the use of a Bluetooth headset or in car sync*. An audible warning is played when the handset enters lock mode; the audible warning will not play if the screen is dimmed. Touching unlock will display the unlock screen.

If an employee elects to break corporate policy and use the handset, they must press the YES button and choose the time period that the smart phone will remain unlocked. Texts, and phone call transactions will be recorded to the management console along with the record of any unlocking of the handset. Should an employee select unlock and then choose NO, the device will return to locked mode.

Calls initiated* or received while using a Bluetooth device by depressing the button on the earpiece (or other remote buttons such as on the steering wheel) will not be recorded as

a breach of corporate distracted driving policy.

If your employee is a passenger in a moving vehicle and needs to operate the handset, they would select the I am not driving button and use the smart phone as normal. Texts, and phone call transactions will be recorded to the management console along with the record of the unlocking of the handset with the notation of “(I’m Not Driving)”.

The Emergency button will call 911 on a Blackberry device. On an Android device "911" is pre loaded into the dialer and the call button must be pressed to engage with emergency services.

Support information is available, including video instruction on the PortNexus.com website.

*Certain handset functions via Bluetooth are limited based on the brand of the Bluetooth headset or vehicle sync.

User Experience

©2012 PortNexus Corporation, all rights reserved

Page 8: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Installing Pledge Management Desktop Console

Install the Associate Pledge Management Console on desktop and laptop

computers by accessing the Internet Explorer browser and entering the

following URL then saving it to your desktop or to favorites:

https://cloud1.mobileassociate.com/PortNexus/SafePhoneLogin.aspx

Access the management console by clicking on the saved desktop icon or

from Internet Explorer. When prompted, enter the User ID and Password,

as provided by PortNexus, to the home screen and click Login.

©2012 PortNexus Corporation, all rights reserved

Page 9: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Setting Corporate Distracted Driving Policy Criteria

The criteria for your corporate distracted driving policy are entered to Pledge

through the management console by clicking on the Update Your

Organization's Settings bar. A page will appear where you can enter the

threshold speed at which each smart phone will enter lock mode as well as

the time that the smart phone must remain stationary before it unlocks. You

may enter the unlock time intervals that your employee may choose when

unlocking the handset (by selecting YES or Emergency/I am not Driving).

Click Update Settings to complete the process.

Stop

Time

Tracking

Frequency

Threshold

Speed

Time

Intervals

Update

Settings

©2012 PortNexus Corporation, all rights reserved

Page 10: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Creating a Transaction Report

Enter the (A) user’s mobility number and (B) the date range. Any range of

day/month/year may be queried. Click (C) Search. A (D) transaction report

will appear. This report details the day, date, the time of incident, name of

user, the action reported from the handset, the speed it occurred at, detailed

information such as the body of the text message and a link to a map

detailing where the incident occurred. The transaction report may be

exported to an Excel spreadsheet. For custom report options, contact the

PortNexus help desk.

A B

B

C

D

©2012 PortNexus Corporation, all rights reserved

Page 11: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Map of Incident Location

A

B

To the far right of each incident

reported to the management

console is a (A) map icon. To

view the location of the user at

the time of the incident, select

that map icon.

The location of the user is

denoted by a (B) red thumbtack.

©2012 PortNexus Corporation, all rights reserved

Page 12: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Typical Android Console Report Results

For INCOMING CALLS

If an incoming call is answered by unlocking the handset and/or pressing the call button on handset, the

transaction report will display (1) DAY, (2) DATE, (3) TIME, (4) NAME OF USER, (5) the ACTION;

“INCOMING CALL”, (6) SPEED (IN MPH), the (7) INCOMING TELEPHONE NUMBER, and the (8) MAP

location link.

For OUTGOING CALLS

If an outgoing call is made by unlocking the handset and dialing, the transaction report will display (1) DAY,

(2) DATE, (3) TIME, (4) NAME OF USER, (5) the ACTION; “OUTGOING CALL”, (6) SPEED (IN MPH), the

(7) OUTGOING TELEPHONE NUMBER, and the (8) map location link.

For OUTGOING CALLS – BLUETOOTH CONNECTED

If an incoming call is answered by unlocking the handset and/or pressing the call button on handset even

though Bluetooth is enabled, the transaction report will display DATE, TIME, NAME OF USER, “OUTGOING

CALL”, SPEED (IN MPH) and the INCOMING TELEPHONE NUMBER (BLUETOOTH CONNECTED).

1 5 4 3 2 7 6 8

1 5 4 3 2 6 8

Bill Smith 1115556666

Bill Smith

Bill Smith

1115556666

1115556666

7

©2012 PortNexus Corporation, all rights reserved

Page 13: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

For TEXT MESSAGING

If the handset is unlocked and a text is viewed and/or replied to, the transaction report will display (1) DAY,

(2) DATE, (3) TIME, (4) NAME OF USER, (5) the ACTION; “OUTGOING TEXT”, (6) SPEED, (7) TELEPHONE

NUMBER (TEXTED TO/FROM), (8) BODY OF THE TEXT, and the (9) MAP location link.

For CALLS WHILE OUT OF GPS RANGE

If the handset is (1) (Out of GPS Range) or the GPS receiver on the handset has been switched off, the

transaction report will display DATE, NAME OF USER, TEXT or CALL TYPE, NUMBER TEXTED TO or

CONTACTED TELEPHONE NUMBER and the BODY OF ANY TEXT.

The location of the incident, through the mapping feature is available for all breaks in your corporate distracted

driving policy. Should you need assistance in interpreting the transaction report, contact PortNexus help desk.

Typical Android Console Report Results - 2

1 5 4 3 2 7 6 8 9

1

Bill Smith

Bill Smith

Bill Smith

Bill Smith

Bill Smith

Bill Smith

Bill

1115556666

1115556666

©2012 PortNexus Corporation, all rights reserved

Page 14: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Typical Blackberry Console Report Results

For INCOMING CALLS

If an incoming call is answered by unlocking the handset and/or pressing the call button on handset, the

transaction report will display (1) DAY, (2) DATE, (3) TIME, (4) NAME OF USER, (5) the ACTION;

“INCOMING CALL”, (6) SPEED (IN MPH), the (7) INCOMING TELEPHONE NUMBER, and the (8) MAP

location link.

For OUTGOING CALLS

If an outgoing call is made by unlocking the handset and dialing, the transaction report will display (1) DAY,

(2) DATE, (3) TIME, (4) NAME OF USER, (5) the ACTION; “OUTGOING CALL”, (6) SPEED (IN MPH), the (7)

OUTGOING TELEPHONE NUMBER, and the (8) map location link.

For OUTGOING CALLS – BLUETOOTH CONNECTED

If an incoming call is answered by unlocking the handset and/or pressing the call button on handset even

though Bluetooth is enabled, the transaction report will display DATE, TIME, NAME OF USER, “OUTGOING

CALL”, SPEED (IN MPH) and the INCOMING TELEPHONE NUMBER (BLUETOOTH CONNECTED).

1 5 4 3 2 7 6 8

1 5 4 3 2 6 8 7

1115556666

1115556666

1115556666

Bill Smith

Bill Smith

Bill Smith

©2012 PortNexus Corporation, all rights reserved

Page 15: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

For TEXT MESSAGING

If the handset is unlocked and a text is viewed and/or replied to, the transaction report will display (1) DAY,

(2) DATE, (3) TIME, (4) NAME OF USER, (5) the ACTION; “OUTGOING TEXT”, (6) SPEED, (7) TELEPHONE

NUMBER (TEXTED TO/FROM), (8) BODY OF THE TEXT, and the (9) MAP location link.

For CALLS WHILE OUT OF GPS RANGE

If the handset is (1) (Out of GPS Range) or the GPS receiver on the handset has been switched off, the

transaction report will display DATE, NAME OF USER, TEXT or CALL TYPE, NUMBER TEXTED TO or

CONTACTED TELEPHONE NUMBER and the BODY OF ANY TEXT.

The location of the incident, through the mapping feature is available for all breaks in your corporate distracted

driving policy. Should you need assistance in interpreting the transaction report, contact PortNexus help desk.

Typical Blackberry Console Report Results - 2

1 5 4 3 2 7 6 8 9

1

Bill Smith

Bill Smith

Bill Smith

Bill Smith

Bill Smith

1115556666

1115556666

1115556666

©2012 PortNexus Corporation, all rights reserved

Page 16: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

The line of information displayed on the Pledge console for a reported incident may include

data notes. The definition of these notes will aid in your interpretation of the incident. (Out of GPS Range): Due to poor satellite coverage, the handset enters full time record

mode to ensure all types of incidents are reported to the console. 0.0 speed indicated: Due to poor satellite coverage or when at a very low speed results

in zero (0) speed being reported. (Bluetooth connected): Indicates incoming/outgoing calls with a Bluetooth enabled

device. GPS services are off: Indicates location services have been switched off on the handset. Pledge for Android has started: Indicates location services have been switched from off

to on. Pledge for Blackberry has started: Indicates that the handset has been activated

(powered up) and Pledge is running. Pledgeping: When an administrator texts a handset with “Pledgeping” in the body of the

text, the console will indicate the location and speed of the handset. (Not Driving): When the user selects the “I’m not driving” key is selected, all incidents will

be reported to the console with this notation.

Data Recording Terms -1

©2012 PortNexus Corporation, all rights reserved

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© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Automatic sms reply: Indicates a response sent in reply to an incoming text stating that the user is driving and will contact the sender when it is safe to do so.

(Emergency) [Android device]: When the “Emergency” key is selected, the

keypad on the device will appear and the dialer preloaded with “911”. The user must press the green call button to complete the call.

(Emergency) [Blackberry device]: When the “Emergency” key is selected, the

keypad will automatically dial 911. This key must only be selected in a true emergency.

Map with blue background and displaying red pin: Indicates poor GPS

coverage at time of incident.

To silence audible warning manually:

Blackberry: To manually silence the audible warning, select:

From the Home screen>>Options (wrench symbol)>> Sounds and Ring

Tones>>Profile Management>>Silent

Android: To decrease or silence the audible warning, select:

From the Home screen>>settings>>sound>>volume>>(lower media volume)

Data Recording Terms -2

©2012 PortNexus Corporation, all rights reserved

Page 18: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Don’t let this become your

company’s problem

©2012 PortNexus Corporation, all rights reserved

Page 19: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Associate Pledge User Experience

Associate Pledge from AT&T enables your organization to take control

of the distracted driving situation by controlling the device itself.

©2012 PortNexus Corporation, all rights reserved

Page 20: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

The Lock Screen

When travelling above the threshold speed and threshold time, based on your company’s distracted driving policy, your smart phone will go into lock mode and the following screen will appear. While the smart phone is locked, you may send or receive phone calls through the use of your Bluetooth headset or in car sync.

©2012 PortNexus Corporation, all rights reserved

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© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Should the user desire to break corporate protocol in order to operate the handset, the YES button is pressed and the user chooses the time period that the smart phone will remain unlocked. Texts and phone call transactions will be recorded to the management console. Should the user choose NO, the device will return to locked mode, and no incident will be reported.

The Unlock Screen

©2012 PortNexus Corporation, all rights reserved

Page 22: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Should the user be a passenger in the moving vehicle and/or need to make an emergency call without Bluetooth, select the Emergency/I am not driving button. All activity with using this option will be reported to the management console with the notation of “(Emergency).”

Passenger or Emergency Use

©2012 PortNexus Corporation, all rights reserved

Page 23: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property.

Pledge help desk:

Phone 877 885-4619 for 24/7 support

Also from PortNexus

Associate® Voice File Management

A comprehensive Dictation/Transcription solution

with integrated Speech Recognition

Support

©2012 PortNexus Corporation, all rights reserved

Page 24: Administrators Handbook Deployment Guide User Experience...movement, Pledge will lock the handset and begin recording incidents of distracted driving. When travelling above the threshold

© 2012 AT&T Intellectual Property. All rights reserved. AT&T and the AT&T logo are trademarks of AT&T Intellectual Property. ©2012 PortNexus Corporation, all rights reserved