Skip to main content
Hardware
Apps

Geotab – Scorecard settings guide

This guide details how to access and manage Scorecard Settings in the Geotab for FleetCam add-on.

The Settings button at the bottom-left of the FleetCam Portal can be accessed by Admin Users.

Select the Scorecard Settings tab. The Scorecard Settings managed here influences how each event-type affects a vehicle or driver’s Daily Score.

Set the Scorecard Mode to By Driver, By Vehicle, or Disabled. Please note that changing the Scorecard Mode is not retroactive, and only affects the scorecard going forward.

How the Daily Score Works

Each vehicle starts the day with a perfect score of 100. Any negative behavior event it generates throughout the day subtracts points from their score. This is called the penalty.
The penalty for each type of event is customizable. Any organization may set up custom scoring preferences that prioritize the relative severity of behavior-types according their organization’s needs.
For example, a fleet manager might decide to set a higher penalty for “harsh braking” than for “harsh cornering” or exclude “Driver smoking” events from affecting the score if smoking is allowed.

Categories of Behavior

To help organize the scoring settings, all event-types can be grouped in customizable Categories of Behavior.
For example, you can create a category for “Critical Safety Events” and another for “Policy Compliance”, and specify what percentage of the daily score each category will account for (i.e. how much that category matters to you).
This lets you specify the relative importance of your categories as well as the relative importance of each event-type inside of them.
Organizing event-types into categories allows you to set the relative severity of like-with-like (e.g. “Driver Fatigue” and “Driver Distracted”) rather than trying to decide what the relative severity is of vastly different types of behavior (e.g. “Driver Smoking” vs. “Forward Collision Warning”).

Customizing the Categories

By default, there are three Categories of Behavior: Critical Safety Events, Policy Compliance, and Basic Driving Habits, but you change them and add more to fit the needs of your fleet.
To begin editing your Categories of Behavior, select Edit Categories on the Scorecard Settings Screen. The Category editing screen will then appear.

Customization Options

The Category editing screen allows for multiple customization options:

Using the      at the upper-right of each Category of Behavior, you can:

  • Change the category names
  • Select a category color (for dashboard charts, event icons, etc.)
  • Delete categories

The slider beneath each Category’s name is used for specifying the percentage of the total score each category should account for.  Drag-and-drop event types into the categories of your choosing.

You can also exclude event-types from counting against the score by dragging them to the built-in “Excluded from Score” category window.

Restrictions:

The following restrictions are placed on the Categories of Behavior:

  • Maximum of five categories
  • The sum of all category percentages must add-up to 100%
  • An event-type cannot be in more than one category
  • You must have at least one category
  • You cannot have empty categories

Default Categories

  • Critical Safety Events (50% of the total score)
    • Driver Distracted
    • Forward Collision Warning
    • Driver Fatigue
  • Basic Driving Habits (30% of the total score)
    • Following Distance Warning
    • Harsh Accelerating
    •  Harsh Braking
    • Harsh Cornering
    • Lane Departure (w/o Signal)
  • Policy Compliance (20% of the total score)
    • Driver Smoking
    • Driver Using Cell Phone

How the Score is Calculated

The daily score is derived from 2 key numbers:

1. The penalty for an individual event (1 to 100)
2. The category score (i.e. the category’s percentage of the total score)

The Event Penalty

The penalty for an individual event can be set anywhere from 1 to 100.
This lets you specify the severity of events in the same category relative to each other.
For example, a single “Driver Fatigue” event can be set to 100 (maximum severity), whereas a “Driver Distracted” event can be set to 40 (a lower severity).

The Category Score

To get the category score, we add-up all the penalties generated for the events in this category, and divide their sum by this category’s percentage of the total score.
For example, if the Critical Safety Events category represents 50% of the total score, a perfect category score would be 50 (before any penalties get applied).
And if a vehicle generated a single “Driver Distracted” event that carries a penalty of 40, the penalty would be: 40 x 0.5 = 20, which gets subtracted from the category score (50 – 20 = 30).
Thus the category score after applying the penalty is 30.

The Total Daily Score

The total daily score is simply the sum of all the category scores.
So if, as in the example above, a vehicle didn’t generate any events in the “Basic Driving Habits” and “Policy Compliance” categories, those categories would have perfect scores (30 and 20, respectively).
But since the vehicle did generate a “Driver Distracted” event, the category “Critical Safety Events” to which it belongs would receive a diminished score of 30 rather than a perfect 50.
And the total daily score for that day would be 70 (30 + 20 + 30 = 70, rather than 30 + 20 + 50 = 100).

Coaching Thresholds

Note: Self-Coaching requires access to the DriveShield app or portal.

The Self-Coaching Threshold is the number of events of a given event-type a vehicle/driver can generate per day before the event type is automatically set to pending coaching.

The Coaching-by-Manager threshold is the number of events of a given event-type a vehicle/driver can generate per month before the manager is assigned coaching for that event type for that driver/vehicle.

Back to previous page