EVIR

The Configurations tab is where administrators can create customized vehicle inspections. This view is made up of three panes:

• Asset Map View: Displays a visual representation of where zones are located on a vehicle. Zone locations can be adjusted here.
• Asset Configurations: Displays created configurations. These configurations can be edited here.
• Template Library: Displays available configuration templates, allowing for quick creation of custom configurations.

Asset Map View

The left pane is the Asset Map View, which displays a visual representation of the vehicle and the location of the zones in the selected configuration.

The existence of a zone dot is controlled by the existence of a zone with the associated number in the Asset Configuration list. Once a zone dot is displayed, it can be moved around the display by clicking and dragging.

All changes to the zone dots must be saved by clicking the Save button in the upper right.

Zone dots can be filtered by the inspection types they are associated with. These associations are controlled per zone in the Asset Configuration list, and an inspection type will only appear in the Asset Map View if at least one zone is assigned to that inspection type.

Asset Configurations

The center pane is the Asset Configurations. This is the primary editing pane in the Configurations view, where users can define the different vehicle types in a fleet and the different components that must be inspected.

Each configuration is constructed as follows:

• Configuration
  • Zones (Z#)
    • Components
      • Conditions

Each field can be rearranged in the list by clicking and dragging its box. This will change the order in which the fields are presented to the driver, but zones will not change their zone numbers in this manner.

The details of each field can be edited by clicking the on the right side of its box. The following options are available to all fields:

• Edit: Brings up a window with applicable details for the field being edited. The values provided depend on the field being edited:
  • Configuration
    • Name: The name of the configuration. Typically this is the type of vehicle or asset in a fleet.
    • Image: The image to use for the Asset Map View pane. Select the closest representative to the vehicle being configured.
    • Asset types: Up to three (3) asset types may be defined here. These asset types assist EVIR and Ground Traffic Control in determining how to categorize the asset. New configurations are preset with the types "standard" and "vehicle". Enter the type of vehicle such as "bus" or "truck" here.
  • Zone
    • Name: The description of the zone being inspected.
    • Tag Type: Select Zone for a standard vehicle tag, Trailer for a trailer tag, or Dolly for a dolly tag.
    • Tag Number: The zone number.
    • Inspection Type: Click the dropdown to display available inspection types, then click the box next to each desired inspection type to select it.
       The list of available inspection types can be configured in the Inspection Types window.
  • Components
    • Name: The name of the component.
    • Apply to All: Click to change all instances of this component across configurations to the new name.
  • Conditions
    • Name: The description of the component's condition. EVIR assumes that a component is working correctly if no condition is present.
    • Apply to All: Click to change all instances of this component across configurations to the new name.
• Copy: Click to copy the selected field and all subfields. Once Copy is clicked, users can then select a *parent* field of the type copied and select Paste to add the copy. For example, if a zone is copied, it can only be pasted it in the options for a configuration.
• Clone below: Click to immediately create a copy of the selected field and all subfields. The copy will appear in the list immediately below the cloned field.
• Delete: Click to delete the field and all subfields.

Importing and Exporting Configurations

Configurations can be imported or exported from the Asset Configuration pane. Clicking the Settings button in the top right corner of the pane opens the configuration import and export all options. Clicking the Settings button of an existing configuration opens export options for just that configuration.

Import

• JSON: This is a JSON file formatted similarly to the JSON file provided by the export function.

Export

• JSON: This is a text file containing all displayed configurations, zones, components, and conditions in JSON format. The JSON data is displayed in-browser. Click Copy to copy the data to the clipboard, which can then be pasted into another program or into a text file for later retrieval.
• Full: This is a Word document containing all displayed configurations, zones, components, and conditions in plain text. This may be useful for auditing the full configurations to ensure there are no missing pieces.
• Install: This is a Word document containing only configurations and zones, including zone number. This is an abridged document primarily used to determine during installation which numbered tags are placed in which zones.

Template Library

The right pane is the Template Library, which offers premade configurations to use as a base.

Add a new configuration to the list by clicking and dragging one of the options from the library to the Asset Configurations list. The configuration and all zones, components, and conditions will be copied over.

Only configurations can be moved in this way: individual zones, components, and conditions cannot be moved.

If none of the premade options match the configuration, they can be made from scratch by using the Blank Configuration instead. This will require users to edit each piece of the configuration manually, and add more by using the Copy or Clone Below options.

The Inspection Types tab allows administrators to create and edit different kinds of inspections. Inspections can range from compliance-mandated pre-trips and child checks to load and fuel updates that don't require scanning any area of the vehicle.

This view is made up of three panes:

• Inspection Types
• Inspection Details
• Form Library

Inspection Types

The left pane shows available inspection types. Click on one to display and edit the details in the Inspection Details pane.

Administrators can create a new inspection type through several methods:

• Click the at the top of the pane and select Create New, which will create a blank inspection type;
• Click the at the top of the pane and select Add From Library, which will allow users to choose a premade inspection type;
• Click the by a specific inspection type and select Clone Below, which will create a copy of that inspection type directly under it.

Administrators can also perform the following actions on a specific inspection type:

• Edit: Click to edit the label and description of the inspection type. Editing details is done by using the center pane.
• Delete: Click to delete the inspection type.

Inspection Details

The center pane is where the inspection details are displayed and can be edited. Each detail has a next to it which can be used to edit values or delete the detail entirely.

Individual details can be added to the list by dragging and dropping a form from the Form Library, then editing it to show the desired information.

All inspection types also have three preset options for configuration only and are not displayed in the EVIR Mobile app.

• Pre-populate Previous Inspection defects: When selected, if a previous inspection of this type had defects that have not been cleared through the web portal, a new inspection will also contain those defects.
• Force inspection zone order: When selected, the person performing this inspection must begin with Zone 1, proceed to Zone 2, and so on in order. If the driver attempts to perform this inspection out of order, the app will display an error.

• Associate driver with inspected assets: When selected, the person performing this inspection will be listed as the driver of the inspected vehicle on the Maps tab. This association will persist until the next driver association inspection is completed or 24 hours since the last driver association inspection, whichever comes first. Unchecking this box may be useful if an inspection types that expects someone such as a mechanic or other person who may not want to associate as the driver.

  Drivers need both a user profile with EVIR Mobile permissions and an active driver profile in order to use Driver Association. Both profiles need to have the same email address listed.

Zones are not assigned to a type in the Inspection Details pane. Associate an inspection type to a specific zone in the Asset Configurations view.

Some inspection types such as time cards or fuel reports do not need to be associated with zones around the vehicle. The Inspection Builder allows administrators to create these inspections by simply not associating the inspection to any zones in Asset Configuration. These inspections are sometimes called "zoneless" inspections.

Form Library

The rightmost pane is the form library which allows administrators to add new forms to the currently selected inspection type. The form offers both general form fields, which can be customized for any purpose, and premade fields, which are used for specific common purposes.

Drag and drop the desired fields into the Inspection Details pane to add them to the inspection type. When a form field is added to the inspection, users are given some options to define what the form is for.

• Checkbox
• Select (dropdown)
• Text Field
• Camera / Photos

Premade Fields

• Odometer: Text field for entering the current odometer value on the inspection. 
• Engine Hours: Text field for entering the current engine hours value on the inspection. 
• Fuel Level: Text field for entering the current fuel level value on the inspection.

To begin, click the Create a Rule button to open the Create Rule menu.

Get Started

1. Click the drop menu and select the location the rule will apply to.
2. Click the > button.

Duty Start

Duty Start is used to track for inspections that occur at the beginning of a trip. If the rule being created does not account for pre-trip inspections this menu can be left blank.

1. Under Select Inspection Type click the drop menu and choose the inspection type the rule will track.
2. Under Inspection is expected when selected event occurs pick the event that will prompt the Missing Inspections report to look for completed inspections. The available events are:
   • Power on: This triggers when the vehicle's engine-on state is reported.
   • Vehicle moves 10 miles radius: triggers when a vehicle moves beyond a 10 mile radius of its starting geolocation.
   • When exits selected zones: This triggers when a vehicle leaves an existing geofence zone. 
     • If selected, click Select Zones and choose the applicable zone(s).
3. Click the drop menu after Inspection is expected and select how long before the triggering event the inspection needs to be submitted.
4. Under How often inspection is expected for the selected event choose the frequency that this rule will run. The available options are:
   • Every time the event occurs.
   • Once per work period.
     • If selected, define the Time Zone, work period days, the start for the work period, and the end time for the work period.
   • Every time the event occurs within a work period.
     • If selected, define the Time Zone, work period days, the start for the work period, and the end time for the work period.
5. Click the > button to continue.

Duty End

Duty End is used to track for inspections that occur at the end of a trip. If the rule being created does not account for post-trip inspections this menu can be left blank.

1. Under Select Inspection Type click the drop menu and choose the inspection type the rule will track.
2. Under Inspection is expected when selected event occurs pick the event that will prompt the Missing Inspections report to look for completed inspections. The available events are:
   • Power off: This triggers when the vehicle's engine-off state is reported.
   • When selected zones entered: This triggers when a vehicle enters an existing geofence zone. 
     • If selected, click Select Zones and choose the applicable zone(s).
3. Click the drop menu after Inspection is expected and select how long the driver has to complete the inspection after the triggering event.
4. Under How often inspection is expected for the selected event choose the frequency that this rule will run. The available options are:
   • Every time the event occurs.
   • Once per work period.
     • If selected, define the Time Zone, work period days, the start for the work period, and the end time for the work period.
   • Every time the event occurs within a work period.
     • If selected, define the Time Zone, work period days, the start for the work period, and the end time for the work period.
5. Click the > button to continue.

Review & Submit

Summaries of the choices selected for the Duty Start and Duty End portions of the rule will display at the top of the menu.

To complete the rule creation:

1. Enter the Rule name
2. If applicable, click Select zones to exclude and choose any zones the rule will not apply to.
3. Click the > button.
4. Click Submit.

After a rule is created, it needs to be assigned to a vehicle. Once assigned, the vehicle will be tracked by the Missing Inspections tab.

To view fleet vehicles click Assets with Rules.

Assigning a Rule

1. Search the Asset List to find the desired vehicle and click on its check box .
2. Click Assign Rule.
3. Select an existing rule.
4. Click Save.

Removing a Rule

1. Search the Asset List to find the desired vehicle and click on its check box .
2. Click Clear Rule.
3. Click OK to continue.

At any time an existing rule can be edited or deleted.

To view created Rules click Rules.

How to Edit a Rule

1. Search for the rule in the Rule List and select its check box .
2. In the Rule Summary panel, click the Edit icon.
3. Enter any needed changes in the Create Rule menu.
4. Under Review & Submit click Save.

How to Delete a Rule

1. Search for the rule in the Rule List and select its check box .
2. In the Rule List panel, click Delete or the Delete icon.
3. In the confirmation window click Delete.