Geotab Investigations

Geotab Investigations is a case management feature in MyGeotab that helps fleet teams investigate incidents, claims and complaints by bringing vehicle activity, supporting evidence and case management into one centralized workspace.

The feature can be used for a range of fleet-related events, including collisions, property damage, speeding incidents, complaints and other situations where teams need to determine what happened and organize supporting information.

You can define a location and time window to identify vehicles that were active in the area. The resulting activity can help narrow down which vehicles and events may be relevant to the incident.

The available activity can include vehicle movement and events such as speeding, harsh braking and collisions. Reviewing these details together can help provide context about what occurred before and after an event.

Yes. An Area Activity search can be converted into an investigation case, allowing the relevant location and time-based activity to become the starting point for a more structured review.

Yes. Activity can be refined using filters for groups, assets and drivers. The investigation area can also be resized and the relevant date range adjusted as the review develops.

Supporting material can include notes, images, documents and short videos. Geotab’s product information also specifically identifies items such as emails, police reports and dashcam footage as examples of evidence that can be included in a case.

Yes. The investigation’s area and date range can be adjusted as the scope of the review changes, allowing teams to focus on the most relevant activity.

Each investigation is maintained as a persistent case within MyGeotab. Cases can be managed through Open, Closed and Archived stages, making it easier to distinguish active work from completed or archived investigations.

Yes. Cases remain available after they are created and can be revisited as needed. This provides a centralized record that can be referenced for future reviews, claims, disputes or compliance-related purposes.

Access can be managed using three investigation-level clearances: Viewer, Editor and Admin. These roles allow organizations to control who can view a case and who can contribute to its contents.

Yes. The main Investigations page provides a centralized view of cases and includes information such as the investigation name, creator, creation date, date range, description and status. Filters and summary cards can also be used to surface open or recent cases.

Yes. The centralized case record can help organize vehicle activity and supporting documentation for insurance-related reviews and claims. The recorded investigation activity can provide a reference point when documenting what occurred.

It can help organize information for compliance purposes, legal disputes and other formal reviews by keeping relevant activity and supporting evidence together. However, the feature should not be treated as a substitute for an organization’s legal, records-retention or evidence-preservation procedures.

Yes. Geotab’s July 2026 release notes identify summary reports as one of the capabilities introduced with the feature, alongside event tracking, evidence attachments, workflow management and access controls.

No. Video is one type of supporting material that can be added, but investigations can also contain vehicle activity, notes, images, documents and other information. This means a case can be built around the available evidence rather than requiring a specific evidence type.

Yes. The intended use cases extend beyond collisions to include claims, complaints, speeding incidents, property damage and other fleet-related situations where organizations need to review what happened.

The feature builds on Area Activity rather than replacing the underlying fleet data. An area and time-based search can identify relevant activity, after which that information can be carried into a dedicated case for evidence collection and ongoing management.

No. It is designed to organize and manage investigation information, but it should not be considered a legal-hold, evidence-preservation or custodial service. Organizations remain responsible for meeting their own legal and records-management requirements.