Geofencing (Classic Operations App)

Owned by Michelle Cabaya
Last updated: Aug 07, 2023
4 min read

Requires X Dispatch 18.0 or newer.

Geofencing allows users to set a geofence radius in miles for drivers, customers, order types, business units, or globally, that 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 Nextstop 3 Geofencing for more information on how geofencing works in Nextstop.

  • 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.

FieldDescription
IDGeofencing 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 Nextstop 3.

Requires X Dispatch 18.1 or newer.

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.

How to Add a New Geofencing Rule

For X Dispatch 19.2 or Older

Before you can use using geofencing, you must create a new status code with the description "Outside Geofence" and enable the status for the customers who will be using this feature. If the "Outside Geofence" status code is not created, there will be no record that the driver was outside the geofence radius.

 Click here to read more on how to create the status code...

  1. Go to Maintenance > Status Code.
  2. Enter an Exception ID.
  3. Enter a Description.
  4. Select Exception Type.
  5. Optional: Enable InternetDispaly, MobileDisplay, AddToAllCustomers.
  6. Click the save icon  in the toolbar.

  1. Enter "OutsideGeo" as the Exception ID.

  2. Enter "Outside Geofence" as the Description. 

    The description must match exactly.

  3. Select "Both" as the Exception Type. 

  4. If you would like to enable geofencing for all customers, on the main Status Codes page click the green icon in the Enable All Customers column. If you would only like specific customers to be able to use geofencing, see Enable Geofencing for Specific Customers below.

See Status Codes (Classic Operations App) for more information. 

  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.


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.

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.


"Outside Geofence" Status Code 

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

Enable Geofencing for All Customers

In the Operations App

  1. Go to Maintenance > Status Codes.

  2. Click the Enable All Customers column.

See Status Codes.

In the Classic Operations App

  1. Go to Maintenance > Status Codes.

  2. Click the AddToAllCustomers column.

 

See Status Codes (Classic Operations App).

Enable Geofencing for Specific Customers  

  1. In the Classic Operations App, go to Maintenance > Customers.

  2. Select the customer(s) who will be using geofencing.

  3. Click the Status Code tab.

  4. Check "Outside Geofence".

  5. Click the Save button. 

Allow/Disallow All Drivers to Edit the "Outside Geofence" Status Code

When Mobile Display is enabled, drivers may be able to edit the status code in the Driver App. When Mobile Display is disabled, drivers will not be able to see or edit/delete the "Outside Geofence" status code in the Driver App.  

In The Operations App

In The Classic Operations App

"Outside Geofence" in Rapidship

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

 Click here for X Dispatch 18.1 to 21.0...

Example of Outside Geofence Status Code in Track Order