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General settingsMaps & location

Geofence

List, create, view, edit, and delete geofences; assign vehicles with time-bounded rules (production).

Geofences define geographic boundaries used across fleet workflows. This area is production-backed: lists and changes persist through the tenant API.

Navigation: SettingsGeneral SettingsGeofence (/dashboard/setting/general-settings/geofence).

Permissions

See Access and permissions for create_geofence, view_geofence, update_geofence, delete_geofence, and vehicle-assignment codes.

Geofence list

Purpose: Search and manage geofence records from one table.

Typical actions

  • Filter — toolbar control (availability may depend on product version).
  • Add Geofence — visible when your role includes create_geofence.
  • Row actions — View, Edit, Delete (each gated by the corresponding permission).

Expected result: Rows reflect geofences for your organization context after load; successful mutations refresh the list.

Add geofence

Purpose: Create a geofence with metadata and a drawn area on the map.

Steps

  1. Open Geofence and select Add Geofence.
  2. Enter Geofence name (required).
  3. Optionally enter Description.
  4. Choose draw mode:
    • Circular Radius — set a radius (minimum 1 km in the form validator) and place the circle on the map.
    • Custom Polygon — click the map to add polygon vertices.
  5. Choose Status from the lookup (required).
  6. Draw or place the shape on the map until the UI accepts it (you must have a drawn geofence before save).
  7. Submit Save / create (control label may read Save Geofence).

Validation (client)

  • Name is required.
  • Status is required.
  • Radius must be at least 1 when using circular mode.
  • If nothing is drawn, the app shows an error such as Please draw a geofence on the map first.

Expected result: Success toast, redirect to the geofence list, and the new record appears after refresh.

View geofence

Purpose: Inspect boundary details on the map and manage Assigned Vehicles.

Steps

  1. From the list, open View on a row.
  2. Use tabs such as Mapping (boundary visualization) and Assigned Vehicles (when your role allows view_vehicle_geofence).

Assigned vehicles

  1. Open Assign Vehicle (requires create_vehicle_geofence).
  2. Complete:
    • Select Vehicle (required; searchable list).
    • Start and End date-time (required).
    • Status (required).
    • Optional Trigger criteria and Action fields when shown.
  3. Submit to save.

Validation notes for assignments

  • Start date cannot be in the past for new assignments (server clock alignment matters).
  • End date must be after start date.
  • End date cannot be in the past.

Edit or remove assignments when your role includes update_vehicle_geofence or delete_vehicle_geofence.

Edit geofence

Purpose: Update metadata and redraw the boundary.

Steps

  1. From the list, choose Edit, or from detail use the edit entry point (requires update_geofence).
  2. Update fields and adjust the map shape as needed.
  3. Save changes.

If you clear the map shape, draw a new valid shape before saving.

Delete geofence

Purpose: Remove a geofence record.

Requires delete_geofence. Confirm in the delete dialog. The list should refresh on success.

Troubleshooting

  • Cannot save — draw a geofence: Complete a circle or polygon on the map, then retry.
  • Missing Add / Edit / Delete: Ask an administrator to add the relevant permission codes for your role.
  • No vehicles in assign dialog: Ensure vehicles exist in the tenant and that your user can list vehicles in context.
  • Assignment date errors: Use a current or future start time, an end time after start, and an end time that is not in the past.

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