Create Trips Using the App UI

A planned or unplanned trip is a route that a vehicle travels. A trip includes a start location, a destination, and optional stops. As a fleet manager or an operations manager you can create a trip from the Trips page in the operation center. You can also create trip templates in the design center for frequently used trips.

You can assign a driver to a trip created on the Trips page, or a driver can select a trip in the Oracle IoT Fleet Monitoring Mobile Application. When a driver is assigned to a trip, it becomes active and it can be monitored using Oracle IoT Fleet Monitoring Cloud Service.

Note:

If you are using multiple organizations, the trips and trip templates for an organization are not available in other organizations.

Create a Trip Using a Trip Template

Use a trip template to create a trip that is used frequently. The trip template provides the start location, trip stops, and the destination for the trip.

1. Click Menu and then click Operation Center.
2. Click Trips in the operation center toolbar.
3. Click Create Trip .
4. Select Use Templates to use a predefined trip template.
5. Select a trip template from Trip Templates.
6. Complete these fields:
   • Trip Name: Enter a name for the trip. The default name is the name of the trip template.
   • Earliest Start Time: (Optional) Enter or select the earliest date and start time for the trip.
   • Latest Start Time: (Optional) Enter or select the latest date and start time for the trip.
   • Vehicle: Select the vehicle assigned to the trip. If left unassigned, you are prompted to assign the vehicle when starting the trip.
   • Driver: Select the driver assigned to the trip. If left unassigned, you are prompted to assign the driver when starting the trip.
   • Planned Trip Distance: (Optional) Enter the planned distance for the trip in miles.
   • Planned Trip Duration: (Optional) Enter the planned drive duration for the trip in minutes.
   • Tolls: (Optional) Select Include or Exclude to specify whether the map provider must retrieve a route that includes or avoids toll roads, respectively. Note that this drop-down list is displayed in the UI only if your map provider is HERE Technologies. The value that you set for this field overrides the corresponding toll option configured in the organization-level settings that is accessible from the Menu > Settings > IoT Organizations > Organization Name > Context Specific > Trips & Shipments tile.
7. Click Save to save the trip.
8. (Optional) Click Back to return to the Trips dashboard.

Create a Trip Template

Trip templates let you create trips that are repeated frequently. If you have Fleet Administrator (IoTFMAdministrator) permissions, you can create trip templates for the organization in the Design Center. Drivers can use trip templates to create and start trips.

1. Click Menu (), and then click Design Center.
2. Select Trips from the Design Center sub-menu.
3. On the Trips page, click Trip Templates.
4. Click Create Template .
5. Enter a Trip Template Name.
6. In the map, click Add to add a start location for the trip template.
7. Select Source and then click the start location for the trip in the map view. Use the zoom controls to increase or decrease map magnification or click Search and search for a specific address.
8. (Optional) Enter a Distance to Next Stop value in miles.
9. (Optional) Enter a Stop Duration in seconds.
10. Click Confirm.
    A start flag indicator is added to the map.
11. To add a destination:
    1. In the map, click Add to add the destination for the trip template.
    2. Select Destination, and then click the destination location for the trip in the map view. Use the zoom controls to increase or decrease map magnification or click Search and search for a specific address.
    3. Click Confirm.
       A destination flag indicator is added to the map.
12. (Optional)To add a stop:
    1. Click the Start Flag and then Add Next Stop .
       Alternatively, you can also click click Add in the map to add a stop.
    2. Make sure that Stops is selected, and then click the stop location for the trip in the map view. Use the zoom controls to increase or decrease map magnification or click Search and search for a specific address.
    3. (Optional) Enter a Distance to Next Stop value in miles.
    4. (Optional) Enter a Stop Duration in seconds.
    5. Click Confirm.
       A stop indicator, along with the stop number, is added to the map.
13. (Optional) To add a stop between the start and the first stop:
    1. Click the Start Flag and then Add Next Stop .
    2. Click the new stop location for the trip in the map view. Use the zoom controls to increase or decrease map magnification or click Search and search for a specific address.
    3. (Optional) Enter a Distance to Next Stop value in miles.
    4. (Optional) Enter a Stop Duration in seconds.
    5. Click Confirm.
       A stop indicator, along with the stop number, is added to the map.
14. (Optional) To add a stop after an existing stop:
    1. Click a Pin and then Add Next Stop .
    2. Click the new stop location for the trip in the map view. Use the zoom controls to increase or decrease map magnification or click Search and search for a specific address.
    3. (Optional) Enter a Distance to Next Stop value in miles.
    4. (Optional) Enter a Stop Duration in seconds.
    5. Click Confirm.
       A stop indicator, along with the stop number, is added to the map.
15. Click Save to save the trip.
16. (Optional) Click Back to return to the Trips dashboard.

Create a Trip Without Using a Trip Template

If you have Fleet Administrator (IoTFMAdministrator) permissions, you can create a trip on the Trips dashboard and assign a driver and vehicle to it. A trip is a predefined route that a vehicle travels. A trip includes a start location, a destination, and optional stops. After a trip is created, it can be monitored using Oracle IoT Fleet Monitoring Cloud Service.

1. Click Menu and then click Operation Center.
2. Click Trips in the operation center toolbar.
3. Click Create Trip .
4. Make sure that Use Template is not selected.
5. Complete these fields:
   • Trip Name: Enter a name for the trip.
   • Earliest Start Time: (Optional) Enter or select the earliest date and start time for the trip.
   • Latest Start Time: (Optional) Enter or select the latest date and start time for the trip.
   • Vehicle: Select the vehicle assigned to the trip. If left unassigned, you are prompted to assign the vehicle when starting the trip.
   • Driver: Select the driver assigned to the trip. If left unassigned, you are prompted to assign the driver when starting the trip.
   • Planned Trip Distance: (Optional) Enter the planned distance for the trip in miles.
   • Planned Trip Duration: (Optional) Enter the planned drive duration for the trip in minutes.
   • Tolls: (Optional) Select Include or Exclude to specify whether the map provider must retrieve a route that includes or avoids toll roads, respectively. Note that this drop-down list is displayed in the UI only if your map provider is HERE Technologies. The value that you set for this field overrides the corresponding toll option configured in the organization-level settings that is accessible from the Menu > Settings > IoT Organizations > Organization Name > Context Specific > Trips & Shipments tile.
6. In the map, click Add to add a start location for the trip.
7. Select Source and then click the start location for the trip in the map view. Use the zoom controls to increase or decrease map magnification or click Search and search for a specific address.
8. (Optional) Enter a Distance to Next Stop value in miles.
9. Click Confirm.
   A start flag indicator is added to the map.
10. To add a destination:
    1. In the map, click Add to add the destination for the trip.
    2. Select Destination, and then click the destination location for the trip in the map view. Use the zoom controls to increase or decrease map magnification or click Search and search for a specific address.
    3. Click Confirm.
       A destination flag indicator is added to the map.
11. (Optional)To add a stop:
    1. Click the Start Flag and then Add Next Stop .
       Alternatively, you can also click Add in the map to add a stop.
    2. Make sure that Stops is selected, and then click the stop location for the trip in the map view. Use the zoom controls to increase or decrease map magnification or click Search and search for a specific address.
    3. (Optional) Enter a Distance to Next Stop value in miles.
    4. (Optional) Enter a Stop Duration in seconds.
    5. Click Confirm.
       A stop indicator, along with the stop number, is added to the map.
12. (Optional) To add a stop between the start and the first stop:
    1. Click the Start Flag and then Add Next Stop .
    2. Click the new stop location for the trip in the map view. Use the zoom controls to increase or decrease map magnification or click Search and search for a specific address.
    3. (Optional) Enter a Distance to Next Stop value in miles.
    4. (Optional) Enter a Stop Duration in seconds.
    5. Click Confirm.
       A stop indicator, along with the stop number, is added to the map.
13. (Optional) To add a stop after an existing stop:
    1. Click a Pin and then Add Next Stop .
    2. Click the new stop location for the trip in the map view. Use the zoom controls to increase or decrease map magnification or click Search and search for a specific address.
    3. (Optional) Enter a Distance to Next Stop value in miles.
    4. (Optional) Enter a Stop Duration in seconds.
    5. Click Confirm.
       A stop indicator, along with the stop number, is added to the map.
14. Click Save to save the trip.
15. (Optional) Click Back to return to the Trips dashboard.

Start a Trip

If you have Fleet Administrator (IoTFMAdministrator) permissions, you can start trip on the Trips dashboard. When you start a trip, it is assigned to the selected driver and you can monitor trip progress in the map view.

Note:

When a trip is in Planned state, you can update its vehicle or driver assignment, update the address of source, destination, and optional stops, add or remove stops, change stop sequence, and so on. However, when a trip is in En Route state, you can only update its state to Completed.

1. Click Menu and then click Operation Center.
2. Click Trips in the operation center toolbar.
3. Select a trip in the trip list.
4. In the last column, click the Actions button, and then click Start.
   If you haven't pre-assigned a trip vehicle and trip driver, then you are prompted to assign a vehicle and driver before you can start the trip.
5. Click Yes to start the trip.
   The state of the trip changes from Planned to En Route.

Enable Automatic Trips

Automatically create a trip when a vehicle is on the move. You can enable automatic trips in the organization settings. When a vehicle currently not assigned to a trip moves 1600 feet (500 meters) beyond its assigned location, a trip is automatically created.

1. Click Menu (), and then click Settings.
2. Select IoT Organizations and then select your organization from the listed organizations.
3. Click Context Specific and then Trip & Shipments.
4. In the Automation Settings section, select Automatic Trip Creation.
5. Click Save to save the changes. After you receive a success message, click Close .

Assign a Driver or a Vehicle to a Trip

Fleet Administrator (IoTFMAdministrator) permissions are required to assign or reassign drivers or vehicles to trips. A trip does not become active until the driver assigned to the trip accepts it on their mobile device.

1. Click Menu and then click Operation Center.
2. Click Trips in the operation center toolbar.
3. Select a trip in the trip list.
4. Click Edit ().
5. To assign or reassign a vehicle to a trip, select a vehicle in a the Vehicle list.
6. To assign or reassign a driver to a trip, select a driver in the Driver list.
7. Click Save.
8. (Optional) Click Back to return to the Trips dashboard.

View Trips Summary

Use the trips summary view to obtain information about all the trips of the current organization. From the list, search for specific trip details using filters. Choose and customize the type of information you wish to view in the table, such as status, count of incidents, alerts, exceptions, fuel consumption, vehicle assigned, start time, end time, and so on.

1. Click Menu and then click Operation Center.
2. Click Trips in the operation center toolbar.
   The trips summary view is displayed that lists all the trips of the current organization.
3. To search for specific trips from the list, use Filter and enter search criteria for attributes such as trip name, ID, vehicle, driver, type, delivery status, state, end time.
   Click Clear Filter to display the complete trip list.
4. To customize the information displayed on the Trip Summary view, on the table head, after the last column, click Show /Hide Columns . Select the check-box of the fields that you wish to include in the table. To close the list of fields, click outside the list.
   The fields that you selected appear at the end of the last column of the table.
5. (Optional) To view details of a specific trip. select a trip in the trip list. Scroll to the last column of the record, hover your mouse, and click Information .
6. (Optional) For each trip record in the list, you can use the Edit, Start, Cancel, and Delete icons to perform respective operations on the trip data, if the trip has not yet started or is in planned state.
7. (Optional) Use the breadcrumb navigation at the top to navigate to other pages in the operations center or the organization dashboard.

View the Trip Templates List

The trip templates list displays information about the trip templates currently in use.

1. Click Menu (), and then click Design Center.
2. Select Trips from the Design Center sub-menu.
3. On the Trips page, click Trip Templates .

View Trip Template Details and Preview Trip Route

Use the trip template details dashboard to view information about the trip including planned stops and the trip start and finish locations.

1. Click Menu (), and then click Design Center.
2. Select Trips from the Design Center sub-menu.
3. On the Trips page, click Trip Templates .
4. Select a trip template in the Trip Templates list.
5. Click the View () icon.
   The planned trip duration, total trip distance, source location, stops, and destination details are shown.
6. (Optional) Click Map () to view the trip route in a map view.
7. Click Back to return to the Trip Templates list.

Cancel or Complete a Trip

If you have Fleet Administrator (IoTFMAdministrator) permissions, you can complete or cancel a trip when a trip is complete or has been cancelled.

1. Click Menu and then click Operation Center.
2. Click Trips in the operation center toolbar.
3. Select a trip in the trip list.
4. Click Edit ().
5. Select Completed or Cancelled in the Trip Status list.
   You can only cancel a trip that is currently in progress.
6. Click Save.
7. (Optional) Click Back to return to the Trips dashboard.

Delete a Trip

Delete a trip if it is no longer required. IoTFMAdministrator permissions are required to delete a trip.

Note:

Trips that have been started cannot be deleted.

1. Click Menu and then click Operation Center.
2. Click Trips in the operation center toolbar.
3. Select a trip in the trip list.
4. Click Delete ().
5. Click Delete in the confirmation dialog.