Markers and Landmarks Quick Reference Guide Overview Every Telogis Fleet account has an administrator. The administrator can see all the vehicles, drivers, and markers belonging to the account, and has full authority to perform any action, such as creating fleets and teams, adding drivers and markers, assigning drivers to vehicles, creating reports, and so on. This quick reference guide will cover setting up Markers and Landmarks in Fleet. Markers are landmarks are physical locations that are important in your daily business operations. They are categorized into Marker Categories which identifies the location or landmark type, such as a customer location, home base, prohibited location, etc. The Marker Categories screen enables you to create, view, and edit marker categories. How to Access: Navigation bar > Tasks > Marker Categories Finding Your Way Around the Marker Categories Screen The Markers Category screen is where you create, configure and delete your markers. As you create new markers, they’ll be added to your unlimited list of marker categories. Use the Properties Tab to configure how the category appears on the Map and in reports for easy and quick identification and use the Permissions Tab to control who can access the marker category. Telogis Fleet | MARKERS AND LANDMARKS Properties Tab The Properties tab offers the ability to name a category and control how the cateagory is represented (icons & colors) on the Map and in reports. (See image 1 below for example of viewing the Yards marker and corresponding vehicles on the map) FIELD ACTION Name Enter a new name for the category. Icon History Color List Color Report Color Content Select a category icon for the market. This icon will appear on the map and lists for markers in this category. When a vehicle is within the radius of the marker category, it will take on the icon of the marker. Select a color that is used as the background of all events in the History details list where the vehicle is stopped at a marker in this category. Select a color that is used as the background for all entries in the Vehicles list where the vehicle is stopped at a marker in this category. Select a color that is used to highlight entries in reports when a vehicle is stopped at a marker in this category. Check the Show only markers owned by the viewing user if the category can be available to multiple users, but each user sees only those markers in this category that they own. Markers in this category always act like private markers, although the category itself can be either public or shared. Image 1 Telogis Fleet | MARKERS AND LANDMARKS Permissions Tab The permissions tab gives you the ability to specify who has access to the category and what they can do with it. FIELD ACTION Filter Field Enter all or part of a user name into the Filter field to filter the list of users. Only show users with access Select checkbox to filter the list of users so that it lists only those users who currently have permission to see the category. Available to all users (Public) Select to make the category public. Rights for working with public categories are granted to users using the user dialog. Item Rights (Privileges for the selected category) Select the level of rights the selected user has for working with the category definition. Member Rights (Privileges for markers in the selected category) Select the level of rights the selected user has for working with markers in the category. How to Create a Marker Category 1. Select the Create Icon. 2. Enter a new category name in the Create Dialog Box. 3. Select an icon for the new category by clicking the Change Button and selecting an icon. 4. Choose a color identifier by selecting the dropdown for History Color, List Color, Report Color and Map Color. Optional 5. Select the Only show markers owned by the viewing user checkbox. Optional 6. Click Save. For more information visit www.telogis.com or call 866-TELOGIS (866-835-6447) www.telogis.com Headquarters 20 Enterprise, Suite 100 Aliso Viejo, CA 92656 USA +1 866-TELOGIS (866-835-6447) Europe Century Court, Millennium Way Bracknell, Berkshire RG12 2XT United Kingdom +44 (0) 203 005 8805 Latin America Rua Samuel Morse 74, 7º, 71/72 CEP: 04576-060 São Paulo, SP Brasil Tel: +55 11 2925-2900 Asia Pacific 104 Victoria Street, Christchurch New Zealand 8013 +64 3 339 2825 Copyright © 2016, All Rights Reserved. Telogis® is a registered trademark of Telogis, Inc. All other registered trademarks are the property of their respective owners.
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