Geotab Report Distribution - PDF
Modified on: Wed, Oct 25, 2023 at 10:17 AM
ATTENTION: The MyGeotab Navigation Menu and User Interface will be updated for all State of Colorado Fleet users! This new menu may reorganize menu items and screens in ways that may be unfamiliar. We encourage you to use the “Search” bar at the top of the new navigation menu format.
SFM has created custom exception reports for officially adopted rules with the expectation that each agency that has vehicles with telematics review them monthly. SFM also anticipates an increase in interest to telematics; as such, we request that each Fleet Coordinator assigns a backup-person to assist with these duties. With the adoption of rules, it is important that exception data be restricted appropriately; so we additionally ask that each Fleet Coordinator review existing users in Geotab and verify that the level of access is appropriate. SFM suggests that you have a discussion with your agency’s Human Resources and RISK Managers to determine the backup Group Administrator and to determine the level of access needed for each user.
To assist you and your Management team with this process, please review the following documentation:
- The Geotab Agency Role Matrix, which includes a description of each permission.
- The Geotab Report Distribution Training for Fleet Coordinator, which provides the Group Administrator (Fleet Coordinator or backup) with options for report distribution in the system.
- The Geotab Report Distribution Training for Users, which may be useful depending on the method of report distribution you decide to use.
- The Geotab User Training document is for those who have not been in the system recently and need some basic navigation instructions.
Geotab’s report distribution is limited, as configured, so the training materials are quite extensive. If you feel that you need additional support, please send an email to our general email account dpa_sfmtraining_support@state.co.us and we will add your name and concerns to our list for a future Geotab/Fleet Coordinator training.
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