Geofencing (Classic Operations App)

Owned by Michelle Cabaya
Last updated: Jun 14, 2023
4 min read

This page is for the Classic Operations App. For the Operations App please see Geofences.

Geofencing allows users to set a geofence radius in miles for drivers, customers, order types, business units, or globally, which can raise an alert to the driver and attach status codes to the order or stop to indicate the status update occurred outside of the geofence. See Driver App Geofencing for more information on how geofencing works in the Driver App.

  • Geofencing rules only apply to customers that have the "Outside Geofence" status code enabled.

  • Users must have the "Geofencing" permission under the "Maintenance Functions" enabled to view this section. See Users (Classic Operations App) for how to add a new permission

To access Geofencing, go to Maintenance > Geofencing.

Field

Description

Field

Description

ID

Geofencing ID that is auto-assigned.

Type

  • Driver

  • Customer

  • Order Type

  • Business Unit

  • Global

Type ID

ID number for the corresponding "Type". Not available if the "Type" is set to "Global".

Type Name 

Name associated with type and ID.

Geofence Radius (miles) 

Distance in miles allowed before geofencing alerts and status codes are enabled.  Fractions of miles are accepted values (0.5, 0.25, etc.).

Cached GPS Grace Time (Minutes)

Grace time in minutes that GPS data will be cached. The default value is 0. Max time allowed is 60 minutes. See How to Set Up a GPS Grace Time for the Driver App.

Priority

Priority level when there are overlapping criteria. If 2 priority values are the same, the lowest "Geofence Radius (miles)" value will be used.

Example: Different Priority

A driver is picking up an order for a customer, and two different Geofencing configurations apply.  The applicable settings differ in "Geofence Radius (miles)" and "Priority". Since the driver has "Priority" set to 1 and the customer a "Priority" of 2, the "Geofence Radius (miles)" set for the driver will be used.

Example: Same Priority

A driver is picking up an order for a customer and multiple different Geofencing settings apply, with differing "Geofence Radius (miles)" and the same "Priority" level. Since the driver "Geofence Radius (miles)" is set to "1" and the customer has it set to "5", the "Geofence Radius (miles)" set for the driver will be used.

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How to Add a New Geofencing Rule

  1. Go to Maintenance > Geofencing.

  2. Click the + button in the top right. 

Alternate Steps

  1. Click the arrow next to the New button, or press Alt + N keys. 

  2. Select Geofence.

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How to Edit a Geofencing Rule

  1. Go to Maintenance > Geofencing.

  2. Click the geofencing rule you would like to edit or click the action menu at the end of the row and select Edit.

Quick Tip: You can open 2 edit forms by selecting the checkboxes of the geofencing rules and clicking the edit pencil icon in the top right.

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How to Delete a Geofencing Rule

  1. Go to Maintenance > Geofencing.

  2. Click the action menu at the end of the row for the geofencing rule you would like to delete. 

  3. Select Delete.

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"Outside Geofence" Status Code 

Geofencing uses the "Outside Geofence" status code. See Status Codes (Classic Operations App) for more information. 

"Outside Geofence" in the Client Portal

When Internet Display is enabled, Client Portal users can see the status code in the Track Order and Route Tracking sections of the Client Portal. See Track Order and/or Route Tracking.

Example of Outside Geofence Status Code in Track Order

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