User Manual worldVIEW Administrator - StriveSafe.com...broad library of standard reporting options. worldVIEW Administrator Only users who have been designated as "Administrator" in

User Manual worldVIEW Administrator

YULIA PASTUKHOVA

www.strivesafe.com | 1123 Auraria Pkwy, Suite 200 Denver, Colorado 80204

Customer Care: 877-516-9373 | Email: [email protected]

WWW.STTIVESAFE.COM/CUSTOMER-CARE/ PAGE 2

worldVIEW Admin Training Manual

Table of Contents

Chapter 1: Introduction ......................................................................................................... 3 What is worldVIEW? .............................................................................................................................................................. 3 worldVIEW Administrator ................................................................................................................................................... 3

Chapter 2: Getting Started ..................................................................................................... 4 Logging into Admin................................................................................................................................................................. 4 Layout and Details ................................................................................................................................................................... 5 Changing Column Views ....................................................................................................................................................... 5

Chapter 3: Admin Groups ...................................................................................................... 6 Tree Hierarchy .......................................................................................................................................................................... 6 Adding and Editing Groups.................................................................................................................................................. 6

Chapter 4: Scorecards ............................................................................................................ 7 What are Scorecards? ............................................................................................................................................................ 7 ......................................................................................................................................................................................................... 8 Enabling Personal Driver Scorecards ............................................................................................................................. 8 Adding Additional Recipients to Personal Scorecards ............................................................................................. 9 Enable Group and Multi-Group Scorecards ................................................................................................................ 10

Chapter 5: Elements ............................................................................................................ 11 What are Elements? .............................................................................................................................................................. 11 Adding Vehicles ...................................................................................................................................................................... 11 Adding Drivers ........................................................................................................................................................................ 12 Linking Elements ................................................................................................................................................................... 13 Element Best Practices ........................................................................................................................................................ 13

Chapter 6: Users .................................................................................................................. 14 Types of User Profiles .......................................................................................................................................................... 14 User Best Practice .................................................................................................................................................................. 14 Add New User Profile ........................................................................................................................................................... 15

Chapter 7: Safe House ......................................................................................................... 16 What is Safe House? .............................................................................................................................................................. 16 Enabling Safe House and Set Shift Hours ..................................................................................................................... 16

Chapter 8: SafeConnect ....................................................................................................... 17 What is SafeConnect? ........................................................................................................................................................... 17 How to Set Up SafeConnect ............................................................................................................................................... 17

Chapter 9: Vehicle Maintenance .......................................................................................... 18 VIN Values ................................................................................................................................................................................ 18 Odometer Updates ................................................................................................................................................................ 18 Vehicle Odometer Best Practice ...................................................................................................................................... 18

Chapter 10: Device Management ......................................................................................... 19 Visible vs. Hidden .................................................................................................................................................................. 19


Inventory, Cancellation, Suspension Groups.............................................................................................................. 21 Device Status Export ............................................................................................................................................................ 22 Example of a device status export .................................................................................................................................. 22

Chapter 11: Device Billing Allocation Codes ......................................................................... 23 Managing Device Billing Codes ........................................................................................................................................ 23 Device Audit Report - How to Run a Device History Report................................................................................ 25 Example Audit Report ......................................................................................................................................................... 26

Additional Resources ........................................................................................................... 27

Chapter 1: Introduction

What is worldVIEW?

worldVIEW delivers real-time visibility into the operating condition and location of every

asset, every remote worker and every vehicle in your fleet. Our easy-to-use dashboard

presents all your information in one consolidated place. Detailed reports and analytics

are easy to access and understand, allowing you to make more informed decisions. A

simple reporting system allows you to create customized reports or choose from a

broad library of standard reporting options.

worldVIEW Administrator

Only users who have been designated as "Administrator" in the system have access to

the Administrative side of worldVIEW. Administrators are able to make any necessary

changes to the system on the "back-end" which will be reflected in worldVIEW

Dashboard.


Chapter 2: Getting Started

Logging into Admin

To log in and access your admin page follow these steps:

1. Go to http://worldview.cartasite.com and log into worldVIEW Dashboard.

2. Sign in with your username (company email) and your password which was sent via

an email upon setup of your account.

• If you do not know your password, click the link “Forgot Your Password” to

receive an email to reset, or contact Customer Care (877-516-9373;

[email protected]) if you have more questions about your

account.

3. After logging in, select the dropdown in the top right corner by your email

4. Select Administrator, then you will be redirected to your worldVIEW Admin controls.

http://worldview.cartasite.com/


Layout and Details

Changing Column Views

Follow these steps to customize the column views when looking at your elements:

1. Select your Elements tab

2. Right click on the column headers

3. Choose the column values you would like displayed


Chapter 3: Admin Groups

Tree Hierarchy worldVIEW Administrator allows an UNLIMITED number of sub-groups, branch or children

groups. Each group has its own set of Users, Devices, Vehicles, Drivers and Assets.

Whichever group you have highlighted on the tree, will be the group you are working

in. You may customize your tree to match your company hierarchy, divisions, or

functions.

Adding and Editing Groups To edit or add new groups to your tree hierarchy, follow these steps:

1. Right click on the group or sub-group

2. Select “Edit” or “Add New”


3. Enter the group name and details, then select “Save”

You can drag and drop a group to rearrange your tree. When you drag and drop a

group, all elements in the group will move (drivers, vehicles, devices & users).

Chapter 4: Scorecards

What are Scorecards?

Scorecards provide a weekly snapshot a driver's previous week of driving behavior.

They are designed to give driver's all the information they need to self-correct areas in

need of improvement and identify areas where they are the strongest.

Scorecards are available for drivers (personal), supervisors (group) and superintendents

or corporate-level (multi-group)

Scorecards are delivered via email to driver's email inbox every Monday from the

address [email protected]. If necessary, please advise all drivers and supervisors

add this email to their Safe Sender list.


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Enabling Personal Driver Scorecards

To enable Personal Scorecards, follow these steps:

1. Locate the driver either by selecting their group from the tree, or using the universal

search to find their name.

2. Check the box next to their name (this will highlight their profile in blue)

3. Right click and select Edit

4. Check mark the box next to "Email Driver Scorecard"

5. You must have their Email populated before you save

6. Select "Update" to save the record

*Note- we can enable all personal scorecards with appropriate emails via a bulk import

upon account creation if needed


Adding Additional Recipients to Personal Scorecards To add additional recipients to personal scorecards, follow these steps:

1. Navigate to the “Drivers” tab

2. Right click on the driver you want to access and click “Edit”

3. Select the checkbox next to “Additional Email Enabled”

4. Click the “+” and enter the email you would like the personal scorecard sent to and

“Save”

*Note- we can add additional recipients via a bulk import if needed


You would use the additional recipients option if a supervisor wants to see their driver's

personal scorecards, but keep in mind that all supervisors will also be receiving a group

scorecard for their direct reports.

If you wish to delete an additional recipient, simply click the red X next to the email

address. *Note- you must have the "Additional Email Enabled" check-box checked

before it will allow you to edit the emails.

Enable Group and Multi-Group Scorecards To enable Group Scorecards, follow these steps:

1. Right click on group, then select edit

2. Click down to the green paper tab

3. Check box to enable group scorecard

4. Select “+” to Add Email

5. Enter Email and Save

6. Repeat process for multi-group scorecards and “Save”


Chapter 5: Elements

What are Elements?

Elements are the individual components that combine to make a complete driver or

asset profile. These would be your devices (ROVR, ROVR+, SPOT, globalTAG, etc.) plus

vehicles or assets and drivers.

To create a complete profile in worldVIEW Dashboard, all three elements must be

linked.

Adding Vehicles

Follow these steps to add a new vehicle:

1. Using the universal search bar, search for vehicle in system to ensure you do not

duplicate vehicles

2. Navigate to Vehicles tab

3. Select “New Vehicle”

4. Fill in vehicle details (keeping in mind vehicle name should be unique within your

company) and select “Insert”

*Note- it is best to complete as many vehicle fields as you will want to utilize to ensure

your database is accurate and matches any leasing system you may use.


Adding Drivers

Follow these steps to add a new driver:

1. Using the universal search bar, search for driver in the system to ensure you do not

duplicate drivers

2. Navigate to Drivers tab

3. Select “New Driver”

4. Fill in driver details

(Optional) Select box to “Email Driver Scorecard” and select “Insert”

If you choose to email driver scorecard, a scorecard will be sent to the drivers’ email

Monday mornings with a snapshot of their driving habits from the previous week.


Linking Elements

Follow these steps to link elements:

1. Navigate to the Vehicles tab

2. Select “Link” next to the vehicle you wish to link

3. Choose the appropriate driver from the driver dropdown menu

4. Choose the appropriate vehicle device type and ESN from the device dropdown

5. Select “Save”

Element Best Practices

• Never rename a vehicle or driver. This will affect your elements history. Instead, add

a new element

• Always link elements from the Vehicles tab

• Ensure all elements you are linking are in the SAME group

• Name vehicles by unit number, lease number, asset name, etc.


Chapter 6: Users

Types of User Profiles

User Profile Capabilities

Admin (Program Administrator)

● Access to worldVIEW Dashboard and Administrator website

● Able to edit everything in worldVIEW Dashboard and Administrator

User (Manager/Supervisor/Field Ops)

● Access to view worldview Dashboard in the group they are assigned to and that groups sub-groups

● Able to use all features of worldview Dashboard including: notifications, geofences & reports/analytics

Personal User (Driver or Field Tech)

● Access to worldVIEW Dashboard ● Zero editing abilities ● Able to see Map View and Analytics for

only their own record- they cannot see their peers or supervisors

User Best Practice

• Create Users in the group they need to be able to see in worldVIEW Dashboard

• Designate only a handful of Users to create Notifications & Geofences or draft a

company policy to follow

• User profiles need to be moved separately when you move a driver/vehicle/device

profile

• ***If you need to move a driver's Personal User account to a different group, ask

Cartasite for additional steps that need to be taken. There are associations that

need to be repaired to a Personal User's Selected Objects when they are moved

across groups. Drivers will be unable to see their record when they log in if the

above is not completed.


Add New User Profile To add a new user profile, follow these steps:

1. Navigate to the “Users” tab

2. Select “New User”

3. Fill out user details

4. Select the “Send Email” box to send a setup password email to your user

5. You may also use the "Send Email" function to reset a user's password link

*TIP: Be sure to select the appropriate group for the user prior to creating the user

profile.


Chapter 7: Safe House

What is Safe House? Safe House allows supervisors to be notified when their employee has not returned to

their home at the end of their shift or if they have moved out of their safe house

geofence to be called out to the field during off-shift hours.

Enabling Safe House and Set Shift Hours

Follow these steps to enable the Safe House feature for your driving group

1. In worldVIEW Admin- right click the Group on your tree you would like to enable Safe

House for and click “Edit.”

2. Select the checkbox for “Safe House Participant.”

3. Adjust the days and time you would like to set for your designated "shift hours"

*Remember- these shift hours will determine when your Safe House "Alerts" and "Ok's" will

be triggered to send. You want to allow enough time at the beginning and end of a

shift for your driver's travel time.

4. Complete the above for every group you want Safe House to be applied.

5. Set your Safe House Geofences & corresponding Notifications in worldVIEW

Dashboard- See worldVIEW Dashboard Manual for instructions.


Chapter 8: SafeConnect

What is SafeConnect? SafeConnect is a feature available to Administrators and User roles in the worldVIEW

Dashboard. (This feature is not available or Personal Users.)

The feature enables Dashboard users to call workers in the field without distracting them

while driving. A Dashboard user initiates a call from the SafeConnect tab by clicking on

the phone icon next to the person they want to call. Calls are queued for recipients

until they are no longer driving, at which point a call is placed to the requestor before

connecting them to the recipient. Prior to connecting, the requestor may cancel the

currently queued call by clicking on the red cancel icon next to the recipient.

***Reference worldVIEW Dashboard User Manual for instructions on how to initiate a

SafeConnect call.

How to Set Up SafeConnect

An Admin or User role must have a corresponding Driver profile with the same email

address

1. The Admin/User must have a valid US phone number in the Mobile field on their

Driver profile

2. Driver profiles can be created on the Administrator page of worldVIEW by

choosing “New Driver.” Make sure the phone number listed is in the “Mobile”

field.

3. Driver profile is required to be in the same group or a subgroup of the

Admin/User account.

4. Group must be selected in Dashboard for Drivers to appear in SafeConnect tab

5. Recipient driver MUST have a vehicle AND a device linked

6. Your profile is now ready to initiate calls


Chapter 9: Vehicle Maintenance

VIN Values Completing a vehicle's VIN value will enable the system to pull a few pieces of

information on a nightly basis:

• Make, model & year of the vehicle

• Vehicle recall notifications

• Scheduled maintenance report

Odometer Updates Updating the vehicle odometer can help anticipate maintenance needs and ensure

accuracy of mileage reports.

Vehicle Odometer Best Practice When a ROVR is installed, make a note of the time, date, and odometer value to

include with the vehicle details

Vehicle Odometers should be updated in worldVIEW Administrator when:

• A ROVR device is installed into a new vehicle for the first time

• Any time a ROVR is unplugged and vehicle mileage has accumulated before the

ROVR is plugged back in

• When ROVRs are being switched between vehicles

Follow these steps to update a vehicles odometer value in worldVIEW Admin:

1. Navigate to the Vehicles tab

2. Select “History” in the Vehicle Odometer tab of the vehicle you wish to edit

3. Click “New”, enter the odometer value and time, then select “Insert”


Chapter 10: Device Management

Visible vs. Hidden

You will mark an element as "hidden" if you no longer need to use that element or see it

on reports (i.e. when a vehicle is sold or when an employee leaves the company). The

system will not allow anyone to delete any elements as we need to preserve historical

data.

Marking an element as hidden will remove it from view in worldVIEW Dashboard,

disable your ability to modify its information, and it will not be included in any reports

which are run from the Dashboard.

You may adjust your view in Admin to display all hidden elements, only visible elements,

or both.


Follow these steps for Best Practice for marking an element as hidden:

1. Unlink all devices, drivers, or vehicles from the element you wish to mark as hidden.

2. Click the "visible" button next to the element you wish to hide so it will change to

"hidden".

3. Drag element into an unused inventory group or you may leave it in its original group.

You will receive a pop-up asking you to confirm the move.


*Note- Admins are not able to mark any devices as hidden. You must drag your device

to your cancellation group and notify Cartasite of the request.

Inventory, Cancellation, Suspension Groups

Best practice is to have separate Inventory, Cancellation, or Suspension Groups to keep

active device lists organized.

Once created, elements can be moved into these groups by checking the check box

on the left side of the element row, then dragging the element to the other group using

your curser.

worldVIEW will prompt you to ensure you are certain you want to move an element into

a new group - click Ok


*Keep in mind that everything linked to that element will move when you drag it to

another group- make sure you unlink anything you don't want to move prior to moving

out of its origin group.

Device Status Export

If you want to take an inventory your reporting units and assets, doing a device status

export is a quick way to see all your devices, drivers, and vehicles in one spreadsheet

from worldVIEW Admin.

To export a spreadsheet showing device status, follow these steps:

1. Right click on the group you wish to export device status for

2. Select “Export device status”

3. Choose to include that single group or include subgroups, then click “OK”

Example of a device status export


Chapter 11: Device Billing Allocation Codes

Managing Device Billing Codes If your company utilizes specific device billing codes, use the following process to

manage and update those fields.

1. From worldVIEW Administrator, click on your targeted group, then click the “Devices”

tab.

2. Click on your targeted device and you will see the (check mark in box)


3. Double click on the device and the device properties window will open. Scroll to the

bottom to find the Customer Custom Fields. Edit your desired fields, then click update.


Device Audit Report - How to Run a Device History Report

When utilizing billing fields, if you need to investigate changes made to codes or

location of devices, use the following steps.

1. From worldVIEW Administrator, click on your targeted group, then click the “Devices”

tab.

2. Click on your targeted device and you will see the (check mark in box)


3. Right click on the device, and select history. This will download a .CSV file with the

history on updates to the device.

Example Audit Report


Additional Resources

Visit our online training library for short how-to videos and additional reference

materials at:

https://strivesafe.com/customer-care/

Password: SStraining1

You may also sign up for one of our live monthly training webinars through our

training center. We cover basics of worldVIEW, driver scorecards, new products

& feature releases, and more!

We offer trainings for:

✓ Supervisors

✓ Superintendents

✓ Managers

✓ Program Administrators

✓ Field Operators

✓ Fleet Managers

✓ HSE

Contact Our Customer Care Department

Customer Care Hours:

Monday-Friday

7:00AM - 5:00 PM

(MST, UTC/GMT -7)

After Hours - Answering Service

Phone Support:

1-877-516-9373 (Toll Free)

1-303-865-3140

Email:

[email protected]

Chat Live with an agent using the icon while logged into worldVIEW

https://strivesafe.com/customer-care/

Documents

User Manual worldVIEW Administrator - StriveSafe.com...broad library of standard reporting options. worldVIEW Administrator Only users who have been designated as "Administrator" in