1. Create a Site ID
Create a site ID for the OpCo, which automatically generates a new driver group, fleet, and location group.
1. Go to Admin > Company Settings.
The Company Settings window opens.
2. Select Sites, and then select New.
3. In the Name field, enter the OpCo name in the format: <three-digit code><space><location>.
For example: 001 Jackson. The OpCo location may refer to a region or a city.
4. In the Code field, enter the three-digit code.
5. In the External Reference field, enter the reference number for the site as shown in Roadnet.
External Reference is a required field for back-office integration. The number you enter must match Roadnet.
6. Select Save.
2. Create the Terminal
Create the terminal for the primary depot that drivers operate out of or are dispatched to, which could be a private business or residence. The terminal identifies the physical location and links to the new driver group.
1. On the Company Settings window, select Terminals.
2. Uncheck the Use Division Address box.
3. Fill in all required fields, as indicated by asterisks.
If there are multiple depots within the OpCo, the terminal identifies the primary depot.
4. In the Carrier dropdown, select the correct carrier.
5. In the External Reference field, enter the reference number for the terminal as shown in Roadnet.
External Reference is a required field for back-office integration. The number you enter must match Roadnet.
6. In the Driver Group dropdown, select the new driver group.
7. Select Save.
3. Create Geofence Around the Geofence Location
Create a geofence around the terminal location. Also create geofences for other yard/domicile depots within the OpCo, as needed. The geofence(s) link to the new fleet.
As needed, repeat this process to create geofences around other depots within the OpCo.
1. Go to Admin > Location Manager.
2. In the search bar, enter the address you entered for the terminal in the previous step.
(Or the address of another depot.)
3. Change the map view to Satellite.
4. Select Add > Polygon or Add > Circle.
The cursor changes to a pencil. For a polygon, click and drag to outline the location. For a circle, click where you want the center of the circle to be located.
5. Select Finish.
The Location Edit Settings window opens.
6. In the General tab, enter the required information, as indicated by asterisks.
7. In the Ext Reference 1 and the Ext Reference 2 fields, enter the reference numbers for the geofence as shown in Roadnet.
Ext Reference 1 and 2 are required fields for back-office integration. The numbers you enter must match Roadnet.
8. In the Location Type dropdown, select Depot.
9. (For circular geofences only) In the Entry Radius and Exit Radius fields, enter the radius measurement in feet. Typically, these are the same number.
10. Select Auto Review Unidentified ELD Records as Yard Move.
11. Select the Groups tab.
12. Drag and drop groups from the Available Groups column to the Assigned Groups column.
For Sysco: Assign to the new OpCo group and the Depot group. Mark the OpCo group as primary.
For Sygma: Assign to 084 in addition to the OpCo and Depot groups. Mark 084 as primary.
13. Select Save.
4. Assign Drivers, Vehicles, and Locations
Populate the OpCo site’s associated driver group, fleet, and location group with drivers, vehicles, and geofences. For locations, ensure you include the geofence(s) you created in step 3.
Driver group:
1. Go to Driver Manager > General Settings.
2. In the Driver Settings window Groups tab, select the site’s driver group and then Edit Driver Group.
3. In the Edit Driver Group window, select Driver.
4. Drag and drop drivers from the Available Drivers column to the Assigned Drivers column.
5. Select Save.
Fleet:
1. Go to Vehicles > Fleet Manager.
2. Double-click the site’s driver group.
3. In the Edit Fleet window, select Vehicles.
4. Drag and drop vehicles from the Available Vehicles column to the Installed Vehicles column.
5. Select Save.
Location Group:
1. Go to Admin > Location Manager > General Settings.
2. In the Location Settings window Location Group tab, select the site’s location group and then Edit Location Group.
3. In the Location Group window, select Location.
4. Drag and drop locations from the Available Locations column to the Assigned Locations column.
5. Select Save.
5. Grant Users Permissions to the Site
Grant user permissions to the site, which automatically grants access to the associated driver group, fleet, and location group.
1. Go to Admin > User Manager.
2. Double-click a user.
3. In the Edit User window, select Sites.
4. Drag and drop the site from the Available Sites column to the Assigned Sites column.
5. Select Save.
6. Repeat for other users.