Field Service Management - Trimble MRM University...Trimble MRM University Course Descriptions Trimble Navigation Limited October 2011 6 Admin – Setup Driver Logs (US Hours of Service

Course Catalog October 2011

Trimble MRM University

Trimble MRM University Course Descriptions

Trimble Navigation Limited 1

Table of Contents

Trimble MRM University Overview 2 Basic Course Types .................................................................................................................................... 2

Customized Courses .................................................................................................................................. 2

Course Offerings (A-Z) 3 Admin - Building Organizational Hierarchy .................................................................................................. 3

Admin - Configuring Mobile Devices ........................................................................................................... 3

Admin - Creating Roles .............................................................................................................................. 3

Admin – Creating Users ............................................................................................................................. 4

Admin – Managing Employees ................................................................................................................... 4

Admin – Managing Exceptions .................................................................................................................... 5

Admin – Managing Landmarks ................................................................................................................... 5

Admin – Setup Hours of Service .................................................................................................................. 6

Admin – Setup Messaging and Forms .......................................................................................................... 6

Admin – Uploading Batch Templates .......................................................................................................... 6

Authorized Installer Certification ................................................................................................................ 7

Billing Management .................................................................................................................................. 7

Create & Edit Exceptions ............................................................................................................................ 8

Dispatcher Basics ...................................................................................................................................... 8

Dispatcher Two-way Messaging & Forms .................................................................................................... 8

Driver Hours of Service .............................................................................................................................. 9

Driver Messaging Basics ............................................................................................................................. 9

Driver Safety Administration .................................................................................................................... 10

Driver Safety TDI 100 Operations .............................................................................................................. 10

Fuel Use & Carbon Emissions ................................................................................................................... 11

GeoManager Tour ................................................................................................................................... 11

IT Manager — Introducing APIs for GeoManager ....................................................................................... 11

IT Manager — Introducing Direct Data for GeoManager ............................................................................. 12

Map Navigation and Map Actions ............................................................................................................. 12

OBDII Vehicle Diagnostics Installation ....................................................................................................... 12

On-Demand & Scheduled Reports ............................................................................................................ 13

Safety Compliance ................................................................................................................................... 13

Safety Manager Driver Logs (US Hours of Service Regulations) .................................................................... 14

Supervisor Basics: Monitoring & Measuring Driver Activities ...................................................................... 14

Unauthorized Use ................................................................................................................................... 15

Vehicle Diagnostics .................................................................................................................................. 15

Vehicle Maintenance ............................................................................................................................... 16

Wireless Administration: Configuring WLAN .............................................................................................. 16

Work Management Overview .................................................................................................................. 16

Work Management Administration Setup ................................................................................................. 17

Work Management Dispatcher: Adding and Reassigning Tasks ................................................................... 17

Work Management Dispatcher: Optimizing and Dispatching Tasks .............................................................. 17

Work Management How to Upload and Assign Tasks ................................................................................. 18

Work Management Mobile Application..................................................................................................... 18


Trimble Navigation Limited October 2011 2

Trimble MRM University Overview Trimble MRM University Learning Center offers many flexible options to suit your training needs.

Basic Course Types

All Basic options are included in your GeoManager service and are no charge.

● eLearning Library - self-paced courses for every job role. Take the courses you need, when you need them.

To access these eLearning courses:

1. Log in to your GeoManager account 2. Click on the “Service Center” Tab 3. Select the “Training” link 4. Click the link to the “Trimble MRM University Learning Center” 5. Complete a short registration form to gain access (first-time users only). Be sure to select the

“Job Role” that best describes how you intend to use GeoManager. *All new users will automatically be assigned a “Welcome” course which will inform you of the recommended courses for your role as well as teach you how to use the Learning Center.

6. Begin taking eLearning courses listed in the “Assignments Pending Completion” section.

● Instructor-Led Training via Webinar – scheduled training events for those who prefer live instructor

interaction.

To register for instructor-led webinars: 1. Log in to the Learning Center (see steps 1-5 for eLearning courses, above) 2. Select the round blue button labeled “Trimble MRM University Catalog” 3. Select the tab labeled “Webinar/Events” 4. You will see a calendar with course listings every Tuesday. We offer free public courses Tuesdays

at 8 a.m., 10 a.m. and 1 p.m. U.S. Pacific time. Please register for as many courses as you wish. 5. Click on the course title you wish to take, verify the date/time and click Add to Cart. You will not

be charged. Complete the Check Out and click Place Your Order to complete your registration. 6. You will receive an email confirmation with details about how to attend the course. You must

join the event through the Learning Center on the day of the training.

Customized Courses

● Private Training via Webinar - Perfect for companies who wish to take MRM University courses with

examples and customizations using their own account.

● Onsite Training - For companies who wish to take MRM University courses at their corporate

location with examples and customizations using their own account. A minimum 1-day purchase is

required, with maximum 10 attendees per class.

Rates are provided on request. Please contact [email protected].

*subject to change



Course Offerings (A-Z)

Admin - Building Organizational Hierarchy

eLearning Duration: 8 Minutes

Course Title for Instructor led Webinar: Admin Account Set-Up

Description: This foundational course is essential for all System Administrators. Building Organizational Hierarchy (OH) provides System Administrators the knowledge needed to properly build their OH. Administrators will learn the steps used to design and build their OH.

Who should take this course? System Administrator

Prerequisites: Completion of the following course: Administrator Welcome

What you will learn:

When you complete this course, you will be able to:

● Create Organizational Categories

● Create Organizational Units

● How to use the Batch Upload feature in GeoManager

Admin - Configuring Mobile Devices eLearning Duration: 15 Minutes


Description: This course teaches Administrators how to effectively configure mobile devices. Administrators are provided the step-by-step instructions to uniquely name their devices, assign icon colors and stop times, define device work shifts, and custom fields. In addition, System Administrators learn how to assign devices to the appropriate Organizational Unit.


Prerequisites: Completion of the following course: Admin - Building Organizational Hierarchy



● Define Custom Device Fields

● Configure Mobile Device Details

● Assign Devices in OH

Admin - Creating Roles eLearning Duration: 7 Minutes


Description: This course teaches System Administrators how to create roles to manage user access to GeoManager features and capabilities using Role Management. Role Management enables System Administrators to create different roles in GeoManager based on the actual responsibilities within your organization, along with a description of the duties associated with a role. This is an essential step in your account setup and ongoing account maintenance process.




Prerequisites: Completion of the following course: Admin - Building Organizational Hierarchy and Configuring Mobile Devices



Understand Default Roles

Role Management

Create

Assign

Edit

Delete

Admin – Creating Users

eLearning Duration: 10 minutes


Description: This course provides step-by-step instructions for System Administrators to create new users, assign them to the appropriate organizational units and roles. System Administrators will also be shown how to edit existing user’s details and assignments.


Prerequisites: Completion of the following course: Admin - Building Organizational Hierarchy, Admin – Configuring Devices and Admin – Creating Roles



Create new Users

Assign Users to:

Org Units

Roles

Admin – Managing Employees


Course Title for Instructor led Webinar: Admin Creating and Managing Account Capabilities

Description: System Administrators learn how to create, edit and assign employees using the Employee Management feature. Employee Management enables organizations to associate employees to devices. Many standard reports can be generated based on either devices or employees. The employee management feature also enables organizations to define up to 15 data fields to be displayed to Users when in the Employee Management page.


Prerequisites: Completion of the following course: Admin - Building Organizational Hierarchy, Admin - Configuring Mobile Devices, Admin – Creating Roles, and Admin – Creating Users


When you complete this course, you will learn:

Employee Management



Create / Edit / Delete Associate Employees to Devices Assign Employees to OH

Admin – Managing Exceptions eLearning Duration: 10 minutes


Description: This course teaches System Administrators how to create Exceptions. Exceptions allow notification of events outside customer defined parameters. In addition, System Administrators will be able to generate and interpret the Exception Parameter Report. This report provides a list of those devices assigned to each Exception.


Prerequisites: Completion of the following course: Completion of the four Account Setup courses designed for System Administrators.


When you complete this course, you will learn to:

Create and Edit an Exception

Generate and interpret Exception Parameter Report

Admin – Managing Landmarks eLearning Duration: 10 minutes


Description: Landmarks are a GeoManager feature allowing users to create, label and view specific locations on a map. Landmark Administration is where you define landmark types, create and upload landmarks.


Completion of the four Account Setup courses designed for System Administrators.


When you complete this course, you will learn:

Landmark Administration

Create

Edit

Delete

View Landmarks in Map



Admin – Setup Driver Logs (US Hours of Service Regulations) eLearning Duration: 15 mins

Description: This course focuses on teaching System Administrators how to best set up and configure Driver Logs Hours of Service so it can be utilized properly by your company.

Who should take this course? Administrator; NOTE: content will be most relevant to customers in North America.

When should I take this course? Administrators take this course upon implementing the Driver Logs Hours of Service feature

Prerequisites: A solid understanding of GeoManager concepts and functionality.

What you will learn: When you complete this course, you will be able to:

Configure

Terminal profiles

Carrier profiles

Driver profiles

Configure

Mobile device number

Canned comments

Admin – Setup Messaging and Forms eLearning Duration: 10 minutes

Description: This course focuses on teaching administrators how to best set up and configure Messaging so it can be utilized properly by your company.

Who should take this course? Administrator; NOTE: content will be most relevant to customers in North America.

When should I take this course? Administrators take this course upon implementing the Two-Way Messaging and Forms feature.



● Set up Messaging and Work Flow Status.

● Set up drivers’ Forms.

● Configure messaging Exceptions.

Admin – Uploading Batch Templates



Description: System Administrators will learn how to utilize the Batch Uploading feature in GeoManager; allowing them to bulk upload data into their account. Batch Uploading enables the simultaneous creation and editing of data at once for each feature.


Prerequisites: For maximum benefit, completion of the entire Admin Series of courses.




When you complete this course, you will be able to understand:

Batch Uploading Process

Templates for each feature, including:

Users

Employees

Landmarks

Organizational Hierarchy

Organizational Units

Hierarchy to Users

Hierarchy to Employees

Authorized Installer Certification eLearning Duration: XX minutes Description: In this course, installer candidates will learn the content required to successfully complete a Trimble Fleet Solutions Hardware product installation. Who should take this course? Access to this certification program may ONLY be taken by installer candidates approved by Trimble Fleet Solutions Field Operations team. When should I take this course? By approval only Prerequisites: None. What you will learn: When you complete Trimble Hardware Installation Certification program, you will be able to:

Install / QC check the Trimble In-Vehicle GPS Device

Install / QC check the antenna

Install / QC check the power ignition and ground wiring

Billing Management eLearning Duration: 18 minutes Description: In this course, you’ll first look at whether you might benefit from using the Billing Management upload feature for tracking multiple cost centers and vehicle details along with your monthly bill. The course then walks you through the steps needed to complete a Billing Management upload in the Trimble application. Who should take this course? This course is recommended for Administrators and those who are responsible for validating or paying their Trimble bill. When should I take this course? Anytime Prerequisites: None. What you will learn: When you complete this course, you will be able to:

Identify the type of Trimble MRM bill that best suits your company

Verify or request that the Billing Management feature is enabled in your account

Download the Billing Management spreadsheet

Complete the spreadsheet with the details you want in your Trimble bill

Upload the spreadsheet to the Trimble MRM application

Provide Trimble with the email addresses of those who should receive the customized bill



Create & Edit Exceptions


Description: This course gives Administrators a comprehensive view of the exception functionality. Through a series of examples, Users will learn how to create and use the available exception options as well as how to manage the delivery of reports and exceptions as users leave or join the company.

Who should take this course? Supervisors, Fleet Managers, Dispatchers, Safety Managers and Administrators.

When should I take this course? You should take this course as soon as you receive the ability to manage exceptions.



● Understand GeoManager key concepts for new administrators.

● Create and Edit Exceptions.

● Explain which exceptions are available in ‘Real Time’ vs. ‘On Demand.’

● Use the Exception Assignment Report to find which Exceptions belong to which device.

Dispatcher Basics eLearning Duration: 30 minutes

Course Title for Instructor led Webinar: Dispatcher Basics

Description: This course is a must for all dispatchers. The content shows dispatchers how to integrate GeoManager successfully into their daily routines, focusing on best practice procedures to create task locations and selecting the right driver for each task location using GeoManager Landmark feature.

Who should take this course? Dispatcher

When should I take this course? All dispatchers are recommended to take this course after the administrator has completed the Setup I, Setup II and Setup III courses.

Prerequisites: GeoManager Overview


● Use Map View functionality to support your daily routine.

● Identify the nearest driver to a task location.

● Identify the driver with the skills that best match work order requirements.

Dispatcher Two-way Messaging & Forms eLearning Duration: 30 minutes

Course Title for Instructor led Webinar: Dispatcher Two-Way Messaging & Forms

Description: This course is for dispatchers using the two-way Messaging and Forms features in GeoManager. Dispatchers will learn how to integrate GeoManager successfully into their daily routine, and to dispatch task messages and use forms to effectively get current task and driver status.

Who should take this course? Dispatcher

When should I take this course? Dispatchers are recommended to take this course after the Administrator has completed the Setup I, Setup II and Setup III courses.

Prerequisites: GeoManager Overview & Dispatcher Basics





● Produce and dispatch two-way text messages that contain critical task information.

● Trace driver and task status using GeoManager Messaging and Forms consoles.

● Associated reports and Exceptions to monitor driver and task to resolution.

Driver Hours of Service eLearning Duration: 30 minutes

Course Title for Instructor led Webinar: Driver Hours of Service

Description: Instructs drivers and/or supervisors on how to use the iDT or Terminal Log On for Hours of Service compliance. Drivers will learn to start their daily log using either the iDT or Terminal Log On, record duty statuses throughout their day, include a pre-defined message to a duty change, log out at the end of day and display the duty status detail, summary and graph pages using the iDT and the GeoManager Hours of Service Compliance and Driver Logs feature.

Who should take this course? Driver, Supervisor, Safety Manager; NOTE: content will be most relevant to customers in North America, and it includes U.S. Hours of Service regulations.

When should I take this course? All drivers and/or supervisors, and/or safety managers are recommended to take this course after the administrator has completed the Setup IV course.

Prerequisites: GeoManager Overview, Driver Messaging Basics

Hardware Requirements: Trimble iDT



● Start recording your daily log.

● Change duty status.

● Add comments to each duty status.

● Log out at the end of the day.

● Display the duty status detail, summary and graph pages.

Driver Messaging Basics eLearning Duration: 30 minutes

Course Title for Instructor led Webinar: Driver Messaging Basics

Description: Teaches drivers and/or supervisors everything they need to effectively operate the Trimble iDT and GeoManager two-way messaging functionality. This easy step-by-step approach is proven to gain rapid adoption and competent usage immediately following delivery. Drivers will learn to access and reply to text messages, and complete and send electronic forms using the iDT function keys and GeoManager two-way messaging and forms feature.

Who should take this course? Driver, Supervisor; NOTE: content will be most relevant to customers in North America

When should I take this course? All drivers and/or supervisors are recommended to take this course after the administrator has completed the Setup IV course.


Hardware Requirements: Trimble iDT





● Access and view a text message.

● Reply to a text message.

● Create and send a text message.

● Access, complete and send an electronic form.

Driver Safety Administration


Description: This course is a must for all System Administrators. Supervisors and Safety Managers will also benefit from this course in understanding the Driver Safety solution. The content shows System Administrators what thresholds are configurable for the Driver Safety solution. It provides descriptions for each customizable feature and how to modify each to create Driver profiles as appropriate for their business requirements.

Who should take this course? System Administrators, Supervisors and Safety Managers

When should I take this course? All System Administrators are recommended to take this course when implementing the Driver Safety solution.

Prerequisites: None



Define safety threshold settings

Define posted speed limit violation parameters

Define Driver safety scorecard settings

Define TDI-100 settings

Associate profile(s) to the appropriate devices

Driver Safety TDI 100 Operations eLearning Duration: 15 minutes

Description: This course is a must for all Drivers using the TDI 100. Supervisors and Safety Managers will also benefit from this course in understanding the Driver Safety solution. This course provides Drivers with an overview of the TDI 100 in-vehicle display operations. The content shows Drivers how to use and interpret results of Driver identification with iButton, Driver feedback with the LED lights and audible alerts as well as the Driver Privacy feature.

Who should take this course? Drivers, Supervisors and Safety Managers

When should I take this course? All Drivers are recommended to take this course when implementing the Driver Safety solution with the TDI 100.

Prerequisites: None



Use Driver Identification with the iButton

Interpret Driver Feedback using LED lights and audible alerts.

Understand the Driver Privacy function



Fuel Use & Carbon Emissions eLearning Duration: 45 minutes

Course Title for Instructor led Webinar: Vehicle Diagnostics, Fuel Use and Carbon Emissions

Description: This course is essential for fleet managers who want to take full advantage of the advanced features of GeoManager that enable monitoring of fuel efficiency and carbon emissions. This course shows fleet managers how to use an array of reports that provide miles per gallon data and the amount in pounds of carbon emissions for each vehicle, as well as detailed insight into individual driver behaviors that affect fuel use and emission levels.

Who should take this course? Fleet Manager

Prerequisites: For maximum benefit, it is recommended that participants first take the Vehicle Maintenance & Unauthorized Use course.

Hardware Requirements: This course is designed for fleet managers who have Trimble hardware with vehicle diagnostics enabled (OBDII / J1708 / J1939). Engine bus connection data varies, therefore customers may not be able to access all the features covered in this course.


● Identify average miles per gallon for your vehicles.

● Measure carbon emissions.

● Identify driver behaviors that lead to high fuel use and emissions.

GeoManager Tour eLearning Duration: 5 minutes

Description: This provides a brief overview of the Trimble GeoManager solutions including highlights of Fleet Management, Driver Safety, Work Management and Driver Logs Hours of Service.

Who should take this course? Any one

When should I take this course? Any time

Prerequisites: None


Understand Trimble GeoManager Solutions

Identify features that will assist your business maximize the use of GeoManager

IT Manager — Introducing APIs for GeoManager eLearning Duration: 20 minutes

Description: This course is a must for all IT Managers and those who want to have third-party applications access to GeoManager. It shows IT Managers how to integrate GeoManager successfully into their own applications, focusing on skills needed and examples of real-world solutions.

Who should take this course? IT Managers and Administrators

When should I take this course? All IT Managers are recommended to take this course when deciding on which functions are needed to expand GeoManager.



● Identify the personnel requirements for creating APIs

● Explain the three areas of GeoManager where you can use APIs



● Give examples of what you can do with APIs

IT Manager — Introducing Direct Data for GeoManager eLearning Duration: 20 minutes Description: This course is a must for all IT Managers and those who want to capture all data received from GeoManager. It shows IT Managers how to set up Direct Data to import into their databases, focusing on skills needed and examples of real-world solutions.

Who should take this course? IT Managers and Administrators

When should I take this course? All IT Managers are recommended to take this course when deciding on which functions are needed to expand GeoManager.



● Identify the personnel requirements for creating Direct Data ● Give examples of what you can do with Direct Data ● Explain how Direct Data can hold data longer than the default storage times

Map Navigation and Map Actions eLearning Duration: 30 minutes

Description: This course provides an overview of the GeoManager Map functionality, including how to navigate and what actions can be performed using the Map Actions menu feature. You will learn how to display a device's path and replay it. Through a series of examples and guided practices, you will learn how to effectively use this core GeoManager functionality.

Who should take this course? For maximum benefit this course is recommended for Dispatchers

When should I take this course? Take before or after completing Dispatcher Basics

Prerequisites: None

What you will learn? When you complete this course, you will be able to:

● Use Map functionality to support your daily routine.

● Display a device's path.

● Replay a device's path.

● Create Custom Views.

OBDII Vehicle Diagnostics Installation eLearning Duration: 20 minutes Description: In this course, installer candidates will learn the steps required to perform a quality installation of the integrated OBDII vehicle diagnostics. In addition, you will learn how to accurately complete and submit the information form required for all installations. Who should take this course? Access to this certification program may ONLY be taken by installer candidates approved by Trimble Fleet Solutions Field Operations team. When should I take this course? By approval only Prerequisites: None. What you will learn: When you complete Trimble Hardware Installation Certification program, you will be able to:

Complete pre-installation steps

Install OBDII connector



Perform installation test

Complete and submit the installation form

On-Demand & Scheduled Reports


Description: In this course, you learn how to generate On-Demand reports, as well as how to create and edit Scheduled Reports.

How is this course available? eLearning

Who should take this course? Dispatcher, Supervisor, Fleet Manager, Safety Manager and Management.

When should I take this course? Take before or after completing Dispatcher Basics, Dispatcher Two-way Messaging and Forms, Supervisor Basics, Vehicle Maintenance, Unauthorized Vehicle Use, Safety Compliance and/or any Administrator courses.

Prerequisites: None


● Generate an on-demand report.

● Schedule a report.

● Edit a scheduled report.

● Identify the capabilities of the Activity – Detail report

Safety Compliance eLearning Duration: 1 hour

Course Title for Instructor led Webinar: Safety Compliance

Description: Get best practices for monitoring and measuring safety compliance from GeoManager experts through a series of real-world examples. This course enables safety managers to access and interpret company non-compliance occurrences and perform driver risk-induced behavior analysis using GeoManager reports, exceptions and alerts.

Who should take this course? Safety Manager

When should I take this course? All Safety Managers are recommended to take this course after the administrator has completed the Admin series courses.

Prerequisites: None


● Identify driver behavior that can be monitored based on company policies using the

GeoManager exception and alert feature.

● Access and interpret the safety related behavior notifications using GeoManager exception and

alert feature.

● Identify the reports that are available that can provide critical and detailed data needed to

analyze driver risk.

● Access and interpret the safety related reports available to resolve current and minimize future

risk using GeoManager driver and device centric reports.



Safety Manager Driver Logs (US Hours of Service Regulations) Duration: 1 hour

Course Title for Instructor led Webinar: Safety Manager Driver Logs

Description: Get best practices for monitoring and measuring Driver Logs and Hours of Service (HoS) compliance from GeoManager experts through a series of real-world examples. This course enables safety managers to understand and assign HoS regulations using the GeoManager feature Hours of Service Compliance and Driver Logs. The course identifies the Driver Log reports that are available and provides an overview of their content and use. It also provides step-by-step instructions for using GeoManager Driver Log Administration tools to audit HoS and Driver Logs, as well as to monitor rule exceptions and Driver warnings and errors.

Who should take this course? Safety Manager; NOTE: content will be most relevant to U.S. customers.

When should I take this course? All Safety Managers of companies that have implemented the value-add feature Hours of Service Compliance and Driver Logs are recommended to take this course after the administrator has completed the Admin Series courses.



● Understand and assign HoS rules.

● Audit HoS and Driver Logs.

● Identify the reports that are available that can provide critical and detailed data necessary to ensure compliance.

● Utilize the Driver Log Administration tools to edit and document logs, manage rule exception and monitor warnings and errors.

Supervisor Basics: Monitoring & Measuring Driver Activities eLearning Duration: 1.5 hours

Course Title for Instructor led Webinar: Supervisor Basics

Description: This course coaches supervisors on everything they need to confidently manage driver performance using GeoManager reporting capabilities along with real-world examples. Supervisors are taught how to more effectively monitor compliance issues like speed, idling and congregation, as well as how to better measure driver performance with on-time issues, excessive and long stops and mileage issues. Finally, supervisors will learn how to interpret report data to improve driver productivity and reduce costs.

Who should take this course? Supervisor

When should I take this course? All Supervisors are recommended to take this course after the administrator has completed the Admin series courses.

Prerequisites: Map Navigation, Exceptions, On-Demand & Scheduled Reports and Unauthorized Use Courses



What you will learn: At the end of the training, you will be able to:

● Increase productivity while reducing costs.

● Associate drivers to devices.

● Utilize Reports and Exceptions to provide real-time notification of out-of-scope behavior &

conditions.

● Supervisor

Unauthorized Use eLearning Duration: 30 minutes

Course Title for Instructor led Webinar: Vehicle Maintenance & Unauthorized Use

Description: Using real-world examples, this course teaches fleet managers, supervisors and safety managers how to use the Off-Hours, Mileage and Stop Count Exceptions to identify unauthorized vehicle use. Who should take this course? Fleet Manager, Supervisor, Safety Manager, Management When should I take this course? All fleet managers, supervisors and safety managers are recommended to take this course after the administrator has completed the Admin Series courses. This course complements the Supervisor Basics and Safety Compliance courses. Prerequisites: Exceptions course, On-Demand & Scheduled Reports course What you will learn: When you complete this course, you will be able to:

Identify common uses of the GeoManager Off Hours, Mileage and Stop Count Exceptions

Use these Exceptions to monitor unauthorized vehicle use

Vehicle Diagnostics eLearning Duration: 35 minutes

Course Title for Instructor led Webinar: Vehicle Diagnostics, Fuel Use and Carbon Emissions

Description: This course is essential for fleet managers who want to remotely monitor vehicle diagnostics using GeoManager. This course shows fleet managers how to set up and use the GeoManager Diagnostic Fault Exception so they can learn about vehicle problems as soon as they occur.


When should I take this course? Fleet managers who have purchased the Advanced Engine Diagnostics package are recommended to take this course after the administrator has completed the Admin Series courses.

Prerequisites: For maximum benefit, it is recommended that participants first take the Vehicle Maintenance & Unauthorized Use course.

Hardware Requirements: This course is designed for fleet managers who have Trimble hardware with vehicle diagnostics enabled (OBDII / J1708 / J1939). Engine bus connection data varies, therefore customers may not be able to access all the features covered in this course.


● Remotely monitor vehicle health through GeoManager Diagnostic Fault reports.

● Identify the source and severity of faults using GeoManager fault descriptions.

● Reduce towing costs and work interruptions by making more informed decisions about your

fleet.



Vehicle Maintenance eLearning Duration: 1 hour

Course Title for Instructor led Webinar: Vehicle Maintenance & Unauthorized Use

Description: Using real-world examples, this course teaches fleet managers how to use GeoManager to identify when maintenance is due or overdue, update maintenance records, view maintenance history and identify unauthorized vehicle use.


When should I take this course? All fleet managers are recommended to take this course after the administrator has completed the Admin Series courses.

Prerequisites: None


● Set up the GeoManager vehicle maintenance feature.

● Identify maintenance due or overdue.

● Update maintenance records.

● Review maintenance history.

● Set up Exception reports and notifications.

● Monitor unauthorized vehicle use.

Wireless Administration: Configuring WLAN eLearning Duration: 15 minutes

Description: This course is essential for System Administrators or IT Professionals when implementing WiFi enabled GPS devices. This course provides step-by-step instructions for configuring the WLAN features and capabilities.

Who should take this course? System Administrators and IT Professionals

When should I take this course? It is strongly recommended that this course be taken immediately following the installation of the WiFi enabled devices.

Prerequisites: None.


Configure basic Wireless Security

Set-up Wireless Network

Control which sites a Driver has access to from the device

Make and monitor configuration changes

Work Management Overview


Course Title for Instructor led Webinar: Work Management Admin Setup and Overview Description: This course is essential for all Dispatchers using Work Management. This course provides an overview of the Work Management console and its features and capabilities. An overview of the search tool, legends and icons that are available on the console is also provided. Who should take this course? Dispatchers and Supervisors



When should I take this course? It is strongly recommended that all Dispatchers take this course immediately following the provisioning (account activation) of the Work Management solution. Prerequisites: None. What you will learn: When you complete this course, you will be able to:

Console Sections

Search tool

Legends

Icons

Work Management Administration Setup


Course Title for Instructor led Webinar: Work Management Admin Setup and Overview

Description: This course is essential for all Administrators. Administrators will learn the steps required to

define their Mobile Worker within GeoManager enabling them to access the Mobile Task application.

They will also learn the key associations required in setting up the Work Management solution for their

Mobile Worker and the features their Dispatchers need access to.

Who should take this course? Administrator

When should I take this course? It is strongly recommended that all administrators take this course

immediately following the provisioning (account activation) of the Work Management solution.

Prerequisites: Admin Series



Create Mobile Worker role

Upload User to Employee association

Work Management Dispatcher: Adding and Reassigning Tasks eLearning Duration: 15 minutes

Course Title for Instructor led Webinar: Work Management Typical Process Flow

Description: This course is essential for all Dispatchers using Work Management. This course provides a detail description for creating, adding and reassigning tasks.

Who should take this course? Dispatchers and Supervisors

When should I take this course? It is strongly recommended that all Dispatchers take this course immediately following taking the Work Management Overview and Work Management Dispatcher: Optimizing and Dispatching Tasks courses.

Prerequisites: Work Management Overview and Dispatcher: Optimizing and Dispatching Tasks.


Create a Task from a landmark

Add a Task using the Advisor

Reassign Tasks using the Advisor

Work Management Dispatcher: Optimizing and Dispatching Tasks eLearning Duration: 15 minutes




Description: This course is essential for all Dispatchers using Work Management. This course provides a detail description for optimizing a Resource’s route and schedule, how to dispatch tasks and monitor task status during the day.


When should I take this course? It is strongly recommended that all Dispatchers take this course immediately following taking the Work Management Overview course.

Prerequisites: Work Management Overview


Optimize Resource’s Route

Optimize Resource’s Schedule

Dispatch Tasks

Monitor Tasks during the day

Work Management How to Upload and Assign Tasks eLearning Duration: 15 minutes


Description: This course is essential for all Dispatchers using Work Management. This course provides a detail description for downloading templates, completing and uploading Tasks and Schedules into the Work Management solution.


When should I take this course? It is strongly recommended that all Dispatchers take this course immediately following the provisioning (account activation) of the Work Management solution.



Upload Tasks

Assign Tasks

Download templates

Upload templates

Work Management Mobile Application


Course Title for Instructor led Webinar: Work Management Mobile Application

Description: This course is essential for all Drivers using the Work Management Mobile Application. This course provides a detail description logging in and managing Tasks using the Mobile Application on a web enabled device.

Who should take this course? Drivers and Supervisors

When should I take this course? It is strongly recommended that all Drivers take this course immediately following the provisioning (account activation) of the Work Management solution.



Log In



Accept Tasks

Update Task Status

Close Task

Need Immediate Assistance? Contact [email protected] for any questions regarding Trimble MRM solutions training.

About Trimble Mobile Resource Management Trimble Fleet Solutions provide visibility into fleet operations so businesses of all sizes can increase mobile worker productivity, reduce fuel costs, decrease carbon emissions, improve safety and streamline scheduling. Trimble’s Fleet Management, Driver Safety, Work Management and Hours of Service solutions are hosted on the GeoManager cloud computing platform, which integrates advanced in-vehicle hardware, GPS location, vehicle diagnostics and wireless technologies for exceptional performance and simplicity of use. Trimble continually invests in innovative technology to meet the needs of customers in diverse markets globally. Visit www.trimble.com/fleet or call 1-877-728-7623.

© 2011, Trimble Navigation Limited. All rights reserved. Trimble and the Globe & Triangle logo are trademarks of Trimble Navigation Limited registered in the United States Patent and Trademark Office and other countries. TrimWeb and TrimView are trademarks of Trimble Navigation Limited. GeoManager is a service mark of Trimble. All other trademarks are the property of their respective owners.

TRIMBLE MRM (Americas) 888 Tasman Drive Milpitas, CA 95035 Tel: 1-877-728-7623 www.trimble.com/fleet

Trimble MRM, Ltd. (EMEA)

1 Bath Street

Ipswich,Suffolk

IP2 8SD, United Kingdom

Tel: 44 (0) 1473-696-300

www.trimble.com/fleet

Trimble MRM (APAC) Suite 1 Level 5

29-57 Christie St, St Leonards

NSW 2065. Australia

Tel: 61 (2) 8405 6730


TRIMBLE MRM (India) Unit 312 Time Tower MG Road, Gurgaon Haryana, India Tel: +91 124 4143303 www.trimble.com/fleet

Trimble MRM (China) 311 Fute (M) Road Wai Gaoqiao Free Trade Zone Pudong, Shanghai 200131


mailto:[email protected]

http://www.trimble.com/fleet%20or%20call%201-877-728-7623

http://www.trimble.com/fleet





Documents

Field Service Management - Trimble MRM University...Trimble MRM University Course Descriptions Trimble Navigation Limited October 2011 6 Admin – Setup Driver Logs (US Hours of Service