Trimble FSM University...Trimble FSM University Course Descriptions Trimble Navigation Limited 2012 3 Individual eLearning Courses (A-Z) Select this category to view all eLearning

Course Catalog 2014

Trimble FSM University

Trimble FSM University Course Descriptions

Trimble Navigation Limited 1

Table of Contents Trimble FSM University Overview 2

Basic Course Types ............................................................................................................................................................................... 2 Customized Courses ............................................................................................................................................................................... 2

Catalog Categories 2 All eLearning Courses ........................................................................................................................................................................ 2 Individual eLearning Courses (A-Z) ......................................................................................................................................... 3 A Quick Tour of GeoManager ............................................................................................................................................................ 3 Admin - Building Organizational Hierarchy ......................................................................................................................... 3 Admin - Configuring Mobile Devices ......................................................................................................................................... 3 Admin - Creating Roles ...................................................................................................................................................................... 4 Admin – Creating Users ...................................................................................................................................................................... 4 Admin – Managing Employees ............................................................................................................................................................ 4 Admin – Managing Exceptions .......................................................................................................................................................... 5 Admin – Managing Landmarks ............................................................................................................................................................ 5 Admin – Uploading Batch Templates ............................................................................................................................................ 6 Admin – Setup Driver Logs (US Hours of Service Regulations) ............................................................................... 6 Admin – Setup Messaging and Forms ............................................................................................................................................ 7 Billing Management ............................................................................................................................................................................... 7 Create & Edit Exceptions ................................................................................................................................................................. 7 Driver Hours of Service (HoS) ..................................................................................................................................................... 8 Driver Messaging Basics ................................................................................................................................................................... 8 Driver Safety Administration Set Up ....................................................................................................................................... 9 Driver Safety Analytics ................................................................................................................................................................... 9 Driver Safety Driver ID ................................................................................................................................................................. 10 Driver Safety Reports ...................................................................................................................................................................... 10 Driver Safety TDI 100 Operations ............................................................................................................................................ 10 Fuel Use & Carbon Emissions ........................................................................................................................................................ 11 IT Manager — Introducing APIs for GeoManager ................................................................................................................ 11 IT Manager — Introducing Direct Data for GeoManager ............................................................................................... 12 Map Navigation and Map Actions ................................................................................................................................................. 12 On-Demand & Scheduled Reports ................................................................................................................................................... 12 Safety Compliance ............................................................................................................................................................................... 13 Safety Manager Driver Logs (US Hours of Service Regulations) .......................................................................... 13 Supervisor Basics: Monitoring & Measuring Driver Activities ............................................................................. 14 Two-Way Messaging ............................................................................................................................................................................... 14 Understanding Forms ........................................................................................................................................................................... 15 Unauthorized Vehicle Use ............................................................................................................................................................... 15 Vehicle Diagnostics ........................................................................................................................................................................... 15 Vehicle Grouping to Organizational Hierarchy Migration Process...................................................................... 16 Vehicle Maintenance ........................................................................................................................................................................... 16 Wireless Administration: Configuring WLAN ....................................................................................................................... 17 Work Management Overview ............................................................................................................................................................... 17 Work Management Admin Setup ........................................................................................................................................................ 17 Work Management Creating and Assigning Tasks ................................................................................................................ 18 Work Management Managing Tasks ................................................................................................................................................. 18 Work Management Mobile Application ....................................................................................................................................... 19 Work Management Performance Management Analytics ...................................................................................................... 19

Category Series 20 Account Set-Up Series ...................................................................................................................................................................... 20 Driver Logs Series ............................................................................................................................................................................. 20 Driver Safety Series ........................................................................................................................................................................ 20 Integration Series ............................................................................................................................................................................. 20 Two-Way Messaging and Forms Series ....................................................................................................................................... 21 Work Management Standard and Professional Series ...................................................................................................... 21 Migrating Account Groups to Organizational Hierarchy ............................................................................................. 21 Trimble Customer Technical Support ....................................................................................................................................... 22 About Trimble Field Service Management .............................................................................................................................. 22


Trimble Navigation Limited 2012 2

Trimble FSM University Overview Trimble FSM 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 FSM University Learning Center” 5. Complete a short registration form to gain access including the Certification ID found on the

GeoManager “Training” page (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” that provides step-by-step instructions on how to use the Learning Center to order courses and navigate the eLearning courses.

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

* Subject to change

Speak with a Trainer – scheduled training events for those who prefer live instructor interaction or

just need help.

1. Log in to the Learning Center (see steps 1-5 for eLearning courses, above) 2. Click on Contact Us link

Customized Courses

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

examples and customizations using their own account.

Onsite Training - For companies who wish to take FSM 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].

Catalog Categories

All eLearning Courses This category will add all available eLearning courses to your shopping cart. This category is best used by GeoManager users that play multiple job roles within their company and require access to ALL possible eLearning courses offered. A detailed description of all courses offered is provided in the Individual eLearning Courses (A-Z) section below.



Individual eLearning Courses (A-Z) Select this category to view all eLearning courses in alphabetical order. Each course can be individually selected and added to your shopping cart.

A Quick Tour of GeoManager This course is automatically assigned to all new Users upon registration.

eLearning Duration: 10 Minutes

Description: Provides Users a Quick Tour of the features of GeoManager, along with an interactive FAQ to answer some of the common questions, such as

How do I build an Organizational Hierarchy?

How do I submit Service Requests?

How do I request a Device Update?

Who should take this course? All Roles

Prerequisites: None

What you will learn: Where to find your basic features in GeoManager

Admin - Building Organizational Hierarchy eLearning Duration: 8 Minutes

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 eLearning Duration: 10 minutes

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 – Uploading Batch Templates eLearning Duration: 12 Minutes

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

Admin – Setup Driver Logs (US Hours of Service Regulations) eLearning Duration: 10 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

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

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 FSM 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 FSM application

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

Create & Edit Exceptions eLearning Duration: 45 Minutes

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.

Driver Hours of Service (HoS) eLearning Duration: 30 minutes

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

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.

Prerequisites: GeoManager Overview

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 Set Up eLearning Duration: 20 minutes

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 Analytics Course Title: Driver Safety – Analytics

eLearning Duration: 10 (minutes)

Description: Users learn how to access the Driver Safety Analytics and its sub folders. This course provides an

overview of the Driver Safety Analytics default page and its features and capabilities. An overview of the four

(4) main folders, Default Reports, My Reports, History List and My Subscriptions is provided. How Users can

define their preferences and search for reports and documents is also included.

Who should take this course? System Administrators, Driver Safety Users

Prerequisites: None



Locate reports

Save reports to My Reports folder

View and manage History List and My Subscription folders

Define Preferences and Search for reports and documents



Driver Safety Driver ID Course Title: Driver Safety – Driver ID


Description: System Administrators learn how to upload iButton serial numbers and associate them to the

appropriate Employees. In addition, an overview of how an Employee would use the iButton with the in-vehicle

hardware TDI 100 to associate themselves to the vehicle.

Who should take this course? System Administrators

Prerequisites: It is recommended that you attend the eLearning course Driver Safety TDI 100 Operations



Download template

Complete and upload template

Associate iButton to Employees

How to use iButton to associate to the appropriate vehicle

Driver Safety Reports Course Title: Driver Safety – Reports


Description: Users learn how to access the Driver Safety reports and consoles. This course provides an

overview of the Driver Safety solution. Users will learn how to generate reports and consoles on demand as

well as how to subscribe, to send how and export reports. An example of all reports and consoles available is

provided.

Who should take this course? System Administrators, Driver Safety Users

Prerequisites: None



Generate reports on demand

Subscribe to reports

Understand data provided in each report

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

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

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 drop down menu. 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

On-Demand & Scheduled Reports eLearning Duration: 16 minutes

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

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

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 Account Set-Up 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

Two-Way Messaging eLearning Duration: 30 minutes

Description: This course teaches customers how to use the messaging piece of the Two Way Messaging and

Forms feature in GeoManager. Utilizing this feature enables customers to pre-define up to 30 Driver

Messages, 10 Forms, 10 Work Flow Statuses, and 10 Dispatch Messages. This feature also provides an easy

to use means to communicate with the drivers.

Who should take this course? Dispatchers

When should I take this course? Dispatchers are recommended to take this course upon implementation of the Two-Way Messaging and Forms feature

Prerequisites: Trimble iDT 3000 installed in vehicle to use messaging; Admin – Setup Messaging





Create and Send Messages

Monitor Messaging Console

View Driver Status

Understanding Forms eLearning Duration: 4 minutes

Description: This course teaches Dispatchers how to use the Forms piece of the Two Way Messaging and Forms feature in GeoManager. Utilizing this feature enables customers to pre-define up to 30 Driver Messages, 10 Forms, 10 Work Flow Statuses, and 10 Dispatch Messages. This feature also provides Dispatchers an easy to use means to communicate with the drivers. Who should take this course? Anyone using the Forms Feature in GeoManager Prerequisites: Trimble iDT 3000 installed in vehicle to use messaging; Admin – Setup Messaging What you will learn:


Utilize Forms Feature

Understand Form Reports

Unauthorized Vehicle Use eLearning Duration: 30 minutes

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

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 Grouping to Organizational Hierarchy Migration Process eLearning Duration: 5 minutes

Description: This course is essential for all Administrators of GeoManager accounts currently using Vehicle Grouping. Administrators will learn what Organizational Hierarchy is and its benefits. They will understand the migration process and what it means to their account. What changes can be expected on their account and what are the next steps.

Who should take this course? Administrator

When should I take this course? It is strongly recommended that all administrators take this course prior to the OH Migration scheduled.



● Understand OH features

● Understand the OH Migration process

Vehicle Maintenance eLearning Duration: 1 hour

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 eLearning Duration: 20 minutes

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 Admin Setup eLearning Duration: 20 minutes

Description: This course is essential for all System Administrators. System Administrators will learn the steps required to define their Mobile Worker within GeoManager enabling them to access the Mobile



Web Client. They will also learn the key associations required in setting up the Work Management solution for their Employees and the features their Dispatchers need access to. Who should take this course? GeoManager System Administrators Prerequisites: It is recommended that System Administrators have a working knowledge of the basic account setup requirements. The Account Set-up Series contains all of the recommended courses. What you will learn: When you complete this course, you will be able to:

Understand the pre-requisites

Define Employee Start Location

Define Incomplete Closure Task Reasons

Define Corporate Landmarks

Define Break-time duration

Work Management Creating and Assigning Tasks eLearning Duration: 15 minutes

Description: This course is essential for all Users that will be creating and assigning tasks. This course provides a detail description for downloading, completing and uploading the templates available for Tasks and Schedules into the Work Management solution. In addition, you will learn how to manually create and assign tasks within the Work Management solution. Who should take this course? Dispatchers and Supervisors Prerequisites: A good understanding of how templates are used in GeoManager (eLearning course: Admin: Uploading Batch Templates) What you will learn: When you complete this course, you will be able to:

Upload Tasks

Assign Tasks

Download templates

Upload templates

Work Management Managing Tasks eLearning Duration: 20 minutes

Description: This course is essential for all Users that will be managing tasks throughout the day with the Work Management solution. This course provides step-by-step instructions for producing a schedule. In addition, you will learn how to get advice on adding new tasks to an Employee’s schedule. As well as, how to manage tasks when an employee is absent or calls in needing to reschedule tasks. Who should take this course? Dispatchers and Supervisors Prerequisites: A good understanding of how Tasks are created and assigned. What you will learn: When you complete this course, you will be able to:

Produce a Schedule

Assign and Dispatch Tasks

Manage in-day changes to an Employees schedule



Work Management Mobile Application eLearning Duration: 10 minutes

Course Title for Instructor led Webinar: Work Management Mobile Application

Description: This course is essential for all Mobile Technicians using the Work Management Mobile Web Client. This course describes how to log in to the mobile web client on a web enabled device to view and progress tasks.

Who should take this course? Mobile Technicians and Field Supervisors

When should I take this course? It is strongly recommended that all Mobile Technicians take this course once the Work Management Professional solution is ready to be rolled out.

Prerequisites: None.



Log In

Accept and View Tasks

Update Task Status

Close Tasks

Work Management Performance Management Analytics eLearning Duration: 25 minutes

Description: Users learn how to access the Work Management reports and consoles. Users will learn how to

generate reports and consoles on demand as well as how to subscribe, to send now and export reports. An

example of all reports and consoles available is provided.

Who should take this course? System Administrators, Business Intelligence Analysts and Data Analysts as well as Managers or Supervisors needing to generate reports

Prerequisites: None



Generate reports on demand

Subscribe to reports

Understand data provided in each report



Category Series We have created categories that contain a series of eLearning courses to enable Users to quickly get all the eLearning courses related to the topic. A list of the courses contained in each series is provided below. A full description of the course can be viewed in the Individual eLearning Courses (A-Z) section above.

Account Set-Up Series By selecting this series you will be assigned all the eLearning courses recommended for optimal GeoManager Account Set-Up.

Admin – Building Organizational Hierarchy

Admin – Configuring Mobile Devices

Admin – Creating Roles

Admin – Creating Users

Admin – Managing Employees

Admin – Managing Exceptions

Admin – Managing Landmarks

Admin – Uploading Batch Templates

Driver Logs Series By selecting this series you will be assigned all the eLearning courses recommended for the Driver Logs solution.

Admin – Setup Driver Logs (US Hours of Service Regulations)

Driver Hours of Service (HoS)

Safety Manager: Driver Logs (United States HoS Regulations)

Driver Safety Series By selecting this series you will be assigned all the eLearning courses recommended for the Driver Safety solution.

Driver Safety Administration Set Up

Driver Safety Analytics

Driver Safety Driver ID

Driver Safety Reports

Driver Safety TDI 100 Operations

Integration Series By selecting this series you will be assigned all the eLearning courses recommended for customers that have implemented GeoManager integration tools.

IT Manager – Introducing APIs for GeoManager

IT Manager – Introducing Direct Data for GeoManager



Two-Way Messaging and Forms Series By selecting this series you will be assigned all the eLearning courses recommended for the Two-Way Messaging and Forms solution.

Admin – Setup Messaging and Forms

Driver Messaging Basics

Two-Way Messaging

Understanding Forms

Work Management Series – Replaced with Work Management Standard and Professional Series This series has been archived and replaced with the updated Work Management 2.0 release (Standard and Professional) courses.

Work Management Standard and Professional Series By selecting this series you will be assigned all the eLearning courses recommended for the Work Management Standard and Professional solution.

Work Management Admin Setup

Work Management Creating and Assigning Tasks

Work Management Managing Tasks

Work Management Mobile Web Client

Work Management Performance Management Analytics

Migrating Account Groups to Organizational Hierarchy By selecting this series you will be assigned the eLearning course recommended for customers that are being migrated from Vehicle Grouping to Organizational Hierarchy.

Vehicle Grouping to Organizational Hierarchy Migration Process



Trimble Customer Technical Support The most effective way to report a service issue is through our 24x7 online service request system (webSR).

Simply log in to your Trimble account, click on the Service Center tab, and then click on Service Request. A

service representative will respond as quickly as possible. Other options for contacting Trimble Customer

Technical Support include:

North America

Email: [email protected] (24 hours daily)

Phone: 1‐877‐428‐7623 (5 a.m. to 5 p.m. PST/PDT Monday through Friday excluding major US holidays)

U.K. & Europe:

Email: [email protected]

Phone: 0845 3371661 (within the UK); +44 (0) 1332 267600 (outside the UK)

Australia

Email: [email protected]

Phone: 1300 255477 (8 a.m. to 6 p.m. AEST Monday-Friday excluding National Public Holidays)

About Trimble Field Service Management

Trimble Field Service Management provides 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/fsm or call 1-877-728-7623.

© 2014, 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. GeoManager is a service mark of Trimble. All other trademarks are the property of their respective owners.

Trimble FSM (Americas) 888 Tasman Drive Milpitas, CA 95035 Tel: 1-877-728-7623 www.trimble.com/fsm

Trimble FSM, Ltd. (EMEA) 1 Bath Street Ipswich,Suffolk IP2 8SD, United Kingdom Tel: 44 (0) 1473-696-300 www.trimble.com/fsm

Trimble FSM (APAC) Suite 1 Level 5 29-57 Christie St, St Leonards NSW 2065. Australia Tel: 61 (2) 8405 6730 www.trimble.com/fsm

Trimble FSM (India) Unit 312 Time Tower MG Road, Gurgaon Haryana, India Tel: +91 124 4143303 www.trimble.com/fsm

Trimble FSM (China) 311 Fute (M) Road Wai Gaoqiao Free Trade Zone Pudong, Shanghai 200131 www.trimble.com/fsm/cn

mailto:[email protected]



http://www.trimble.com/fleet






Documents

Trimble FSM University...Trimble FSM University Course Descriptions Trimble Navigation Limited 2012 3 Individual eLearning Courses (A-Z) Select this category to view all eLearning