Perifleet Incident Clip Retention Setup (Onboarding)

Perifleet Incident Clip Retention Setup (Onboarding)

1. 01

   Open the MyGeotab database and confirm the Perifleet add-in is installed for the client

   Perifleet runs as a native add-in, so there is no separate portal login. Verify the add-in appears in the client's MyGeotab navigation before touching any camera settings, and record which MyGeotab database name the agency will be operating in for the retainer.

2. 02

   Provision the archive bucket and match it to the plan retention window

   Standard keeps 90 days, Plus keeps 1 year in Azure ZRS, and Premium extends to 2 years. Create the Azure Blob ZRS container (or AWS S3 bucket) in the client's own cloud account so the agency never holds liability footage on its own infrastructure, then confirm the lifecycle rule matches the tier the client is paying for.

3. 03

   Connect the client's dashcam vendor through the camera-agnostic REST adapter

   Perifleet accepts any AI dashcam, so log the vendor name, camera count, and per-vehicle serial in the client file. Test one camera per vehicle group before rolling out fleet-wide, because a silent adapter failure means incident clips never reach the archive.

4. 04

   Configure incident triggers from Geotab rules and AI camera events

   Set the Geotab rule thresholds (harsh braking, acceleration, cornering, speeding) alongside the camera's own AI triggers. Keep the two trigger sets documented separately so a later dispute over a missing clip can be traced to a specific rule rather than a vague detection gap.

5. 05

   Verify a test incident clip lands in the archive with the correct retention stamp

   Trigger a manual event or replay a recent real incident, then confirm the clip appears in the historical video view with the expected expiry date. A clip that archives at 90 days on a Plus client is a billing and liability mismatch the agency will have to explain later.

6. 06

   Turn on driver safety scoring and the coaching inbox for the fleet manager

   Assign drivers to the leaderboard and route coaching clips to the manager's inbox. Agree with the client who reviews the inbox and how often, since an unread coaching queue is the most common reason a safety retainer stops showing value.

7. 07

   Hand the client a one-page retention and evidence-export brief

   Document the retention window, the storage location, and how to pull a tamper-proof evidence package when an insurer or lawyer asks. This brief is what justifies the monthly fee when a claim arrives 12 months after the incident.