Introduction

Active Insights leverages rich data to provide clear and compelling push-based insights for fleet managers. Using our data analysis and AI models, Active Insights helps transform your data into measurable cost savings by recommending what you can do to optimize your fleet.

The following insights are currently available on the Active Insights page, with more to come:

• Intelligent Zones — Tracks stop history for the entire fleet to automatically locate and recommend new zones.
• Electrical Systems Rating (ESR) — Measures the health of the electrical system of vehicles in the fleet to provide a Good, Fair, Caution, or Poor ESR on a scale from 0 to 100.
• U-Turn Detection – Identify heavy-duty vehicles in your fleet that have made U-turn maneuvers. Typically, this is undesirable if occurring frequently and can now be tracked and measured.

Using Active Insights

If you are using a Fleet Management Application version earlier than 6.0, you may need to enable Active Insights through Feature Preview. In 6.0 and above, Active Insights will be visible in the sidebar by default under Dashboard & Analytics.

Enabling Active Insights (Feature Preview)

1. Select Profile > Options > Main Settings.
2. Scroll down to UI Settings.
3. Set the Feature Preview value to On.

Viewing insight cards

1. Select Dashboard & Analytics > Active Insights.
2. Click View Insight and/or View Issues to see details regarding the insight and implement recommendations.

Intelligent Zones

Fleets typically create zones to track operational activity, such as visits to customer locations, fuel stations, distribution points, and other areas of interest. While zones are critical for keeping up with day-to-day operations, creating them manually can be time-consuming, error-prone, and quickly outdated.

The Active Insights for Intelligent Zones analyzes vehicle stop history to automatically create and manage new zones. You can save time by importing suggested zones instead of creating them manually.

How it Works

Intelligent Zones records areas with high stop frequency and then expands them into new suggested zones based on your fleet movement around the area. Not only does this reduce the time needed to create zones, but zones are created more effectively as they correspond to the movement patterns of your fleet. Zones are ranked according to the number of vehicle stops, then assigned a Relevance percentage for analysis.

Reviewing the Overview Panel

The Overview panel summarizes key data related to Active Insights for Intelligent Zones.

Filtering and Sorting Suggested New Zones

The New Zones page displays up to 100 suggested new zones. You can use filters and sort options to reduce the number of zones displayed on the New Zones page and simplify the new zone import process.

Filter zones by city and/or town

Enter the name of a specific city or town and select the result returned from the dropdown menu.

Sort zones in ascending or descending order

Sort suggested new zones by one of the following:

• Name – Sort by zone name. All new zones are named “New Zone” by default.
• City – Sort by city and/or town name.
• Latest Update – Sort by latest update date. This date represents when the Intelligent Zone was last updated by the Intelligent Zones algorithm.
• Relevance – Sort by relevance. Relevance measures how useful this zone may be to your fleet.

Filter zones using advanced filters

Use advanced filters to display suggested new zones based on specific criteria, such as the number of stops made, the number of unique vehicles in the zone, or the minimum stop duration (in minutes). Press tab or click outside the text field to apply the filter.

Importing New Zones From the New Zones Page

1. From the Active Insights page, click View Insights on the New Zones card.
2. Click the ellipses on the right side of a specific row and select Import Zone.
3. Review the new zone on the Map View and/or enter values on the Zone Details tab and click Save.

Importing New Zones from the New Zone Details Page

1. From the Active Insights page, click View Insights on the New Zones card.
2. Click a zone name on a specific row to view the New Zone Details page for a single zone.

1. Review the details for the recommended zone.
2. (Optional) Click Rename to change the default zone name provided by the Fleet Management Application.
3. Do one of the following:
4. 1. If you would like to import the suggested zone to your Fleet Management Application database, click Import Zone.
   2. If the suggested zone is not relevant to your fleet and will not be imported, see Archiving Zones and Providing Feedback.
5. Review the new zone on the Map View and/or enter values on the Zone Details tab and click Save.
6. Click Back to return to the New Zones page.

Archiving Zones and Providing Feedback

Providing feedback on new suggested zones supports continuous improvement of the models used to recommend these zones. If new suggested zones are not relevant to you, do the following:

1. Click Archive to provide feedback on an individual zone or select multiple zones and click Archive Selected. A popup is displayed requesting your feedback on why the suggested zone is not relevant to help improve Active Insights recommendations.
2. Enter your feedback and click Submit to complete the feedback process.

Electrical Systems Rating (ESR)

The Fleet Management Application measures the health of the electrical system of your vehicles to provide an ESR on a scale from 0 to 100.

The ESR scale is based on the following status categories:

• Good – ESR of 35 or above.
• Fair – ESR of 16–34.
• Caution – ESR of 5–15. Indicates that maintenance should be scheduled for the vehicle.
• Poor – ESR of 0–4. Indicates that the battery is likely to fail.

How it Works

ESR scores are calculated daily for every vehicle in the fleet. Vehicles with critical ESR ratings (i.e. below 15) are displayed on the Electrical Systems Rating page, which can be viewed by clicking View Issues on the Active Insights page. You can also view ESR data for your fleet by selecting Engine and Device… > Measurements and then selecting Electrical System Rating from the Diagnostics dropdown menu. Click Learn More on the Electrical Systems Rating page to view our definition of ESR and how we calculate the estimated Cost Avoidance.

Reviewing the Overview Panel

The Overview panel summarizes key data related to Active Insights for ESR.

Searching and Sorting Vehicles with Critical ESR

You can sort vehicles by ESR rating or by vehicle name to simplify the electrical system review process. You can also search for specific vehicles using the vehicle name or the VIN.

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Resolving Electrical System Issues

Providing feedback on resolved electrical system issues supports continuous improvement of the models used for ESR. Click Resolve and Dismiss to provide feedback and acknowledge that ESR issues with the vehicle were resolved. Once completed, the vehicle is removed from the Vehicles With Critical ESR Ratings list.

Setting up ESR Notification Rules

1. Do one of the following:
2. 1. Click Setup ESR Rule and Notifications on the top-right of the Electrical Systems Rating page and then click Confirm.

Notifications are sent to the email address of the Fleet Management Application user when the ESR of a vehicle drops below 15.

1. To edit the default ESR rule and notifications, click Visit Rule page to open the Exception Rule Edit page and do the following:
2. 1. Under the Name tab, name the rule and customize the rule’s color and visibility.
   2. Select the Publish to groups dropdown and select the groups to which the rule will apply.
   3. Under the Conditions tab, set conditions for when the exception rule is triggered using the available headings and their corresponding options.
   4. Under the Notifications tab, add exceptions rule notifications — including emails, alerts, or driver feedback.
   5. Click Save.

Providing Feedback

Click Give Feedback to provide general feedback on the usability of this functionality and if you would recommend ESR to other Fleet Management Application users. Your valuable feedback is appreciated!

U-Turn Detection

U-Turn Detection automatically identifies U-turns performed by heavy-duty trucks in your fleet. For many fleets operating class 6-8 vehicles, any routing scenario that requires a driver to make a U-turn is considered undesirable and creates an extra risk of collision. You can use this insight to identify where heavy-duty vehicles are making U-turns to find hotspots to address driver behavior or route engineering.

How it Works

U-turns are detected leveraging an algorithm that monitors the vehicle’s speed and position data to identify U-turn maneuvers. This pattern is relatively unique for a machine learning algorithm to understand. These events are translated into a diagnostic_id that is streamed into StatusData in the API. Active Insights and the Fleet Management Application’s Rules Engine can leverage it to generate various types of exception reporting. When the StatusData is set to 1, this indicates a U-turn was detected, and afterwards the reading is set back to 0 when the U-turn is completed. This makes it possible to count the number of U-turns completed by a vehicle or group of vehicles during a period.

Searching and Sorting for Heavy-Duty U-turns

You can narrow vehicles down to only vehicles that performed heavy-duty U-turns by vehicle name to simplify the review process. You can also search for specific vehicles using the VIN or Date Reported.

Creating U-turn Notification Rules

1. Do one of the following:
1. Click Create U-turn rule on the top-right of the U-turn detection page, then click Confirm on the U-turn Rule popup.



1. Click Setup rule on the popup displayed at the bottom of the Overview panel (if applicable).





2. To edit the default U-turn rule and notifications, click Visit Rule page to open the Exception Rule Edit page and do the following:
3. 1. Under the Name tab, name the rule and customize the rule’s color and visibility.
   2. Select the Publish to groups dropdown and select the groups to which the rule will apply.
   3. Under the Conditions tab, set conditions for when the exception rule is triggered using the available headings and their corresponding options.
   4. Under the Notifications tab, add exception rule notifications — including enabling emails, alerts, or driver feedback when a U-turn is detected.
   5. Click Save.

Providing Feedback

Click Give Feedback to provide general feedback on the usability of this functionality and if you would recommend U-turn detection to other Fleet Management Application users. Your valuable feedback is appreciated!