Configure Unit Performance Management Settings in Encompass

Purpose

This article explains how to configure Performance Management Settings in J. J. Keller® Encompass® to define thresholds for RPM, Speed, Braking, Idle Time, and Fuel Economy, and to enable performance reporting for units and employees.

When to Use This Article

• A customer wants to set or adjust performance thresholds (speed, RPM, idle time, hard braking, fuel economy) for their fleet.
• A customer needs to enable or disable unit or employee performance reporting.
• A customer wants to configure how many days of inactivity mark a unit as "Not Utilized."

Steps to Follow

1. Go to Settings from the drop-down in the upper right corner.

2. Click Company Level Listing in the Company Info box.

3. Next to the appropriate company level, click the pencil icon to Edit Rules.

4. Scroll to Encompass® ELD Mobile Rules and configure the following settings:

• Max Acceptable Tachometer (RPM) -- Maximum RPM before an alert is generated.
• Max Hard Braking Occurrences per Day -- Maximum hard braking events per day before an alert.
• Max Acceptable Speed -- Maximum speed before an alert is generated.
• Hard Brake Deceleration -- Deceleration rate that defines a hard braking event.
• Days Before Not Utilized -- Days of inactivity before a unit is marked as not utilized.
• Average Idle Time per day of operation -- Maximum idle minutes before an alert.
• Target Fuel Economy -- Goal MPG for units.
• Is Unit Performance Reportable? -- Enables reporting for units.
• Is Employee Performance Reportable? -- Enables reporting for employees.

5. Click Save.

What Not to Do / Common Pitfalls

• Do not confuse Driving Start Speed and Driving Stop Time (Hours of Service settings) with Performance Management settings -- they are in the same section but serve different purposes.
• Do not set thresholds too low, as this may generate excessive alerts that reduce their usefulness.
• Do not forget to toggle Is Unit Performance Reportable? on -- performance data will not appear in reports until this is enabled.

Escalation Path

• If performance settings are not applying to specific units, verify the correct company level is selected and the rules are saved. Escalate to an Encompass administrator if needed.
• If performance alerts are not generating despite thresholds being set, confirm the ELD device is reporting data and contact J. J. Keller support at 1-800-327-1342.