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February 20, 2006 Dr. Andrew Rawicz, Mr. Steve Whitmore & Mr
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1. J s r k s y A A Di DOEL ra v School of Engineering Science E Simon Fraser University Burnaby BC V5A 1S6 Technolosies onboardtravel gmail com February 20 2006 Dr Andrew Rawicz Mr Steve Whitmore amp Mr Brad Oldham School of Engineering Science Simon Fraser University Burnaby BC V5A 1S6 Dear Dr Rawicz Mr Whitmore and Mr Oldham Please find the attached document Functional Specification for a Mileage Recorder for Small Business Owner Operators The document outlines the functional requirements for our ENSC440 305 project The functional specification document describes the functionality that our final product should offer These specifications have been determined upon discussing our product with potential end users ensuring that we will be developing a product which meets the needs of our potential market We have also attempted to ensure that we meet guidelines provided by the Canada Revenue Agency because the intended use of the device is to record mileage and help small business owners determine an appropriate income tax deduction based on the percent of vehicle use for business purposes in comparison to total vehicle use OnBoard Travel Technologies is comprised of four highly motivated and skilled engineers Bergen Fletcher Ali Abdul Hussein Lena Lee and Patrick Perrella Please forward any questions or concerns to onboardtravel gmail com Best Regards Bergen Fletcher Chief Executive O
2. specifications we are certain that we can satisfy our proposed prototype requirements by the fist week of April Copyright 2006 OnBoard Travel Technologies OnBoard Travel 13 aa aaa Fechnologies Functional Specifications for Mileage Recorder for Small Business Owner Operators 11 References 1 Canada Revenue Agency Motor Vehicle Expenses Claimed by Self Employed Individuals December 16 1996 http www cra arc gc ca E pub tp it52 Ir it52 1r e html Viewed Jan 16 2006 Copyright 2006 OnBoard Travel Technologies
3. REQ18 The firmware shall include a user interface MRDUIJ designed according to good design principles The MRDUI must be intuitive such that the average Copyright 2006 OnBoard Travel Technologies OnBoard Travel i el REQ19 REQ20 REQ21 REQ22 REQ23 REQ24 REQ25 REQ26 REQ27 Fechnologies Functional Specifications for Mileage Recorder for Small Business Owner Operators user can determine how to use the system without having to consult a user manual or obtain formal user training LEV1 The firmware must commit trip information to non volatile memory when the ignition is shut off LEV1 When the ignition has been shut off and data committed to memory the firmware shall place the MRD into a low power sleep mode as to not drain the vehicle s battery LEV2 The firmware must awake the MRD from the low power sleep mode upon receiving input from the user interface or when the vehicle ignition is toggled on LEV2 Upon the vehicle ignition toggling on the MRDUI shall acquire trip type trip destination user name and vehicle name LEV1 When acquiring user specified trip information the MRDUI should use information from last trip as the default information for the next trip LEV2 The MRDUI should provide the user the ability to cancel in progress trips LEV1 The firmware should acquire from the RTC and record to memory the date and time of both the beginning and end of the trip LEV1 Th
4. and distance travelled as per Canada Revenue Agency CRA recommendation for tax deduction purposes LEV1 REQ2 Additionally as indicated by possible end users the device should be able to record the trip time trip type business pleasure LEV1 REQ3 The device should accommodate and record usage in more than one vehicle up to four and by more than one user driver up to four LEV1 REQ4 Additionally as recommended by possible end users allowing the user to input their fuel purchases would be a favourable feature including per litre fuel cost and litres purchased LEV1 REQ5 The system must connect to a vehicle s odometer system and be compatible with most vehicles built after 1996 LEV1 REQ6 The final production device should have a market price under 150 not including installation labour LEV2 Copyright 2006 OnBoard Travel Technologies OnBoard Travel i lechnologies Functional Specifications for Mileage Recorder for Small Business Owner Operators 3 Mileage Recorder Device Requirements 3 1 Hardware REQ7 REQ8 REQ9 REQ10 REQ11 REQ12 REQ13 REQ14 REQ15 REQ16 REQ17 The MRD must be easily connected and disconnected from the vehicle but this may be achieved by a secondary piece of hardware i e a dock which is always connected to the vehicle and provides a quick connect interface for the main device LEV2 The MRD must have a real time cloc
5. is no current CRA process for certifying devices such as ours but they have a certification process in place for income tax software OBBT could attempt to have CRA certification purely for marketing purposes since having the CRA backing our product would likely be a huge selling point within Canada For the CRA certifying products such as the Plug n Go is somewhat new territory for the agency that they would have to address in the event that OBTT chooses this as a route to market the Plug n Go Copyright 2006 OnBoard Travel Technologies OnBoard Travel 10 Fechnologies Functional Specifications for Mileage Recorder for Small Business Owner Operators 7 User Documents Requirements Users will not require training to use the Plug n Go product REQ18 and REQ31 indicates that MDRUI and Windows GUI will be intuitive and user friendly Users who prefer dive straight into using the product will be able to do so However user documents will be available for users who prefer to learn from instructions and tutorials Additional online help including the paper documents duplicated in digital form would also be available to users REQ48 The GUI should provide a standard Windows online help interface with information describing how to use the complete Plug n Go system the MRDUI and the Windows GUI software LEV2 REQ49 Step by step instructions should provide users with description of how to attach the device to their cars
6. E NERS 6 3 2 FIRMWARE i co052esissecy snehcenddcdoaesssa ees destabies RAEE yous suactedds deduosbvaree EE EARS 6 4 PC SOFTWARE REQUIREMENTS ccssccscsssssccsssrccessssccsensscscssssccssssseecesssces 7 5 RELIABILITY AND SERVICEABILITY REQUIREMENT ccccccssssesees 8 6 REGULATORY REQUIREMENTS ccssccccssssscesssccessssseccssscccesssscccsssscecssencoees 9 7 USER DOCUMENTS REQUIREMENTS 0u sscccssssscssssssscsssssccssssccessssscsessscecs 10 8 TESTING REQUIREMENTS ssseessscesscccessecesssecesosecsscoeesscceescecsesceossoceessoeeecoeesee 10 8 1 SOFTWARE TES TIN Gevseiece ccdondscscvecousecdicvele ovvsdesesvecae udedchdddeasadecuscceauubbeddedesvesseske 10 8 2 HARDWARE DESTING s c sccddesesesesvevccbcnaees eked E O OAR 11 8 3 USER TESTING os seiccs acccciccdcidatnedeevavdecdoadcdesnvaconevncdevececees ssiecddetesevedeevess RA 11 9 VEHICLE DEVICE INSTALLATION TRAINING REQUIREMENTG 11 10 CONCLUSION sisscscsssnes ccc tscchssestsscdcscesdesessadeducvetesccassccseeceddessevetesssdessessessvassaatevess 12 11 REERRENCES vss cccssisisss ces ccdiscecscveccdacescecseasdssasssedececsscsssuse tuecteecsesssccuscbsescessessvevees 13 Copyright 2006 OnBoard Travel Technologies OnBoard Travel i I Fechnologies Functional Specifications for Mileage Recorder for Small Business Owner Operators List of Figures and Tables Fig re l System OVerVieW osha cae ceet ct et ia tia cacaa te bas csetyegadenteleatacadaia si
7. I must allow user to edit the destination vehicle and driver lists to be used on the MRD These lists will have a finite length The GUI should also allow user to configure the MRD s time date and Vehicle Speed Sensor VSS calibration value The GUI software shall allow the user to upload these lists and configuration information to the MRD LEV1 5 Reliability and Serviceability Requirements REQ43 REQ44 REQ45 The MRD should withstand 100 drop tests from a height of 1 m onto concrete The drop testing procedure will consist of dropping the MRD with various orientations such that it will hit the ground with different corners and faces of its casing LEV2 The MRD firmware shall be updateable through the PC interface to ensure firmware can be updated by the end user should bugs be found in the firmware after product release LEV2 The PC software shall be user updateable via downloads available online updates will be provided to fix bugs and other program errors LEV2 Copyright 2006 OnBoard Travel Technologies OnBoard Travel i el Fechnologies Functional Specifications for Mileage Recorder for Small Business Owner Operators REQ46 The MRD will be enclosed in a plastic enclosure held together with security screws to reduce the chances of the user tampering with the internal electronics of the device LEV2 REQ47 OBTT will provide a one year warranty on the MRD hardware The warranty will be honoured for de
8. MRD correctly decodes Vehicle Speed Sensor VSS signals and recognizes ignition toggling LEV2 REQ55 MRD PC interface should be tested to ensure reliable data communication with PCs LEV1 REQ56 The MRD hardware should undergo testing which verifies that it meets the complete range of functional requirements specified in this document Most notably this should include verifying that the MRD can receive and interpret the VSS signal from a range different vehicles can correctly record trip data and can interface reliably with a number of different PCs LEV2 8 3 User Testing To ensure users can use the Plug n Go system without needing to consult a user manual or undergoing training user testing will be done on the device interface User testing will require conducting of usability tests with randomly picked users with a range of technical expertise REQ57 User testing should be conducted on MRDUI LEV2 REQ58 User testing should be conducted on Windows GUI LEV2 REQ59 User testing should be conducted on complete Plug n Go product This should include counting pulses from vehicles recording trip data on device uploading trip data and managing trip data on PCs LEV2 9 Vehicle Device Installation Training Requirements The MRD will likely need to be installed by a personal with basic knowledge of vehicle electrical systems The device requires connection to the vehicle s power the ignition signal and the Vehic
9. a idana a aai 5 Acronyms CRA Canada Revenue Agency CSV Comma Separated Value MRD Mileage Recorder Device MRDUI Mileage Recorder Device User Interface OBTT OnBoard Travel Technology PC Personal Computer VAC Volts Alternating Current VSS Vehicle Speed Sensor Copyright 2006 OnBoard Travel Technologies OnBoard Travel el Fechnologies Functional Specifications for Mileage Recorder for Small Business Owner Operators 1 Introduction OnBoard Travel Technologies Plug n Go is a system which consists of a compact device which can be connected to a vehicle s odometer to record the vehicle s mileage The system also includes Windows software which is capable of configuring the recorder device and downloading trip records from the device via a standard PC to peripheral interface such as USB The Plug n Go system is intended to aid small business owner operators in keeping adequate vehicle usage records such that they can claim income tax deductions correctly ensuring proper records are kept in the event of an audit 1 1 Intended Audience The intended purpose of this document is to help ensure design engineers meet the requirements of the end user while designing the product The document will also serve as a checklist for the company executives and project managers as they ensure that the development of the product is running inline with the intended function of the product The requirements of the device can also ser
10. and PCs The instructions will be printed on paper which comes with the package Digital copies should be available online if users wish to obtain multiple copies LEV2 REQ50 An online tutorial should provide users how to use various features of Windows GUI software The tutorial should be separate into different skill levels beginner novice and expert LEV2 8 Testing Requirements To ensure a quality product and user satisfaction testing will be done throughout the development and manufacturing processes 8 1 Software Testing Software testing separately tests the MRDUI and Windows GUI ensuring they work on their intended platforms REQ51 Unit testing should be conducted for each software module created for both MRDUI and Windows GUI LEV1 REQ52 Integration testing should be conducted each time a module has met REQ54 and ready to add to master code LEV1 REQ53 System testing should be conducted after all modules have been integrated and met REQ55 Core features and functionalities specified by previous requirements will be tested Copyright 2006 OnBoard Travel Technologies OnBoard Travel l el Fechnologies Functional Specifications for Mileage Recorder for Small Business Owner Operators 8 2 Hardware Testing Hardware testing will be conducted after all software testing have been completed This is a mass system integration testing REQ54 MRD vehicle interface should be tested to ensure that the
11. e MRDUI should allow user to enter in a gas purchase including amount of fuel purchased i e litres and price per unit of fuel i e litre LEV1 The MRDUI should provide the user an indication of the status of the memory of the device in terms of how many additional trips can be recorded LEV1 4 PC Software Requirements REQ28 REQ29 REQ30 REQ31 REQ32 The PC software must be compatible with Microsoft Windows XP and Windows 2000 LEV1 Additional software will be provided for other platforms such as Apple OSX LEV2 The PC software must be able to communicate to the MRD via an industry standard interface LEV1 Provide a standard Windows GUI The GUI should be designed such that its usage is intuitive to the average user and follow the design standards of a typical Windows software program LEV1 The GUI should allow the user to create an onscreen spreadsheet presenting all trip and gas purchase information downloaded from the device The formatting of this spreadsheet should be flexible as to allow the user to specify how the data is organized and sorted This formatting should also allow the user to view only records containing certain information i e only gas purchase records or only trips to a certain destination LEV1 Copyright 2006 OnBoard Travel Technologies OnBoard Travel i el REQ33 REQ34 REQ35 REQ36 REQ37 REQ38 REQ39 REQ40 REQ41 REQ42 lech
12. fficer OnBoard Travel Technologies Enclosure Functional Specification for a Mileage Recorder for Small Business Owner Operators Copyright 2006 OnBoard Travel Technologies rave School of Engineering Science E Simon Fraser University Technologies Burnaby BC V5A 186 onboardtravel gmail com dn Bi DEL T Functional Specification for a Mileage Recorder for Small Business Owner Operators Project Team Bergen Fletcher Ali Abdul Hussein Lena Lee Patrick Perrella Contact Patrick Perrella onboardtravel gmail com Submitted to Dr Andrew Rawicz ENSC 440 Steve Whitmore ENSC 305 Brad Oldham ENSC 305 440 School of Engineering Science Simon Fraser University Issued Date February 20 2005 Revision 1 0 Copyright 2006 OnBoard Travel Technologies OnBoard Travel el Fechnologies Functional Specifications for Mileage Recorder for Small Business Owner Operators Executive Summary Many business owners track their vehicle business usage versus total use for income tax deduction purposes using methods such as estimation and logbooks but often they find those methods inconvenient and inaccurate OnBoard Travel Technologies OBTT aims at presenting a novel solution that is convenient accurate and cost effective OBTT plans to unveil an operational prototype of our solution early in April 2006 OBTT s Plug n Go system consists of two main subsystems the Mileage Recorder Device MRD which is to be c
13. k RTC capable of keeping track of date and time even when the device is un powered a small battery may be used to run the clock LEV1 The MRD must acquire the odometer signal and ignition ON OFF signal from the vehicle s sensors without over loading the sensors LEV1 The MRD must have an interface compatible with PC computers to be used for device configuration and recorded data uploading purposes LEV1 The MRD must be as compact as possible user should be able to hold the device in one hand LEV1 The MRD must have a user friendly interface including an electronic display i e LCD and input hardware i e pushbuttons which allows the user to input required data i e select destination trip type etc LEV1 The MRD must contain enough memory to store at least 3 months worth of trip records in the range of 900 1000 trips assuming 10 trips per day LEV1 The MRD should be visually appealing and designed to be ergonomically correct LEV2 The MRD must include a standard PC compatible data transfer interface LEV1 The MRD must be powered from a low voltage i e 5V DC and should draw no more than 500 mA LEV1 The MRD must be able to acquire power from the vehicle s battery and also from a PC via a standard communication interface The MRD must be designed to ensure that both power sources cannot be connected at the same time or that they do not load one another if both are connected LEV1 3 2 Firmware
14. le Speed Sensor VSS These requirements are much like those of car audio and alarm systems which are often installed in the end user s vehicle at the point of purchase by qualified technician The Plug n Go hardware will be marketed to be installed in the same way REQ60 Documentation shall be provided describing the installation process LEV2 Copyright 2006 OnBoard Travel Technologies OnBoard Travel t I Fechnologies Functional Specifications for Mileage Recorder for Small Business Owner Operators REQ61 Training courses will be provided to official retailers of the Plug n Go product Technicians working for theses official retailers will achieve Qualified OnBoard Travel Technology Installer status upon completion of the training course LEV2 REQ62 Qualified OnBoard Travel Technology Installers will be provided access to an online database of vehicle wiring diagrams indicating locations of required connections for installing the Plug n Go product LEV2 10 Conclusion As the development phases of the Plug n Go pro progress we will make sure the device is fully capable of supporting all the enlisted functional requirements OBTT s design and test engineers will ensure that the device can be easily installed connected and operated in all conditions The enlisted specifications will provide a solid reference to our team in both the development as well as the testing phases of the process Having defined the
15. nologies Functional Specifications for Mileage Recorder for Small Business Owner Operators The GUI should allow user to print the onscreen spreadsheet to an available Windows printer LEV1 The GUI should allow the user to calculate vehicle usage and fuel purchase Statistics i e mileage totals business to pleasure trip ratios total fuel purchases etc LEV1 The GUI should allow the user to view vehicle usage and fuel purchase information graphically e g a pie chart showing percentage personal vs business usage or a bar graph showing total distance traveled to different destinations LEV2 The GUI must allow the user to able to save recorded data in a format recognized by Microsoft Excel i e Comma Separated Value Format CSV LEVI The GUI should display all information using metric units LEV 1 The GUI should provide the user the option to display all information using American units miles gallons LEV2 The software should be able to determine when two recorded trips taken within a short period of time from one another to the same destination this may indicate two legs of a larger trip LEV2 The GUI should allow user to enter miscellaneous vehicle costs including insurance repairs maintenance and capital costs LEV1 The GUI should allow the user to calculate their eligible income tax deductible vehicle expenditure based on percentage business use to total use multiplied by total vehicle costs LEV1 The GU
16. onnected to the vehicle during all trips and a PC application which is used to display trip records and configure the MRD The development of Plug n Go will take place in two main phases the first phase will primary deal with the functional specifications of both subsystems as well as the implementation of the MRD hardware The second phase will include the full integration of the MRD firmware modules and system testing and optimization Upon the completion of the development phases the system should support the following functionalities e The user may easily display recorded trip data on a PC software application e The user may access and modify MRD configuration parameters e The MRD can be quickly connected to the vehicle and removed anytime the vehicle is stopped so that the MRD can be taken to a PC to which it can be connected facilitating communication with a PC software application e The device would provide the ability to accommodate multiple vehicles and multiple drivers e The user may easily read interpret and respond to the MRD user interface when the MRD is connected to the vehicle This document contains full details of the proposed functional specifications for the MRD hardware and firmware the PC software as well as reliability regulatory and documentation requirements OBTT is scheduled to produce operational prototypes of the MRD the PC software and required interfaces to be ready for demonstration by the firs
17. t week of April 2006 Copyright 2006 OnBoard Travel Technologies OnBoard Travel iii Fechnologies Functional Specifications for Mileage Recorder for Small Business Owner Operators Table of Contents EXECU TIVE SUMMARY ess cvscsiscccccssecsctsescecssecccccscesevssecsscacessccesccessdsesesenssccescsbsccscccasedes II TABLE OF CONTENTS sisscccicccccscsccccssesctesceciecsdcodastecccedstonatecconcssdescecscsvaveeececadscveseuec Il LIST OF FIGURES AND TABLES 00uuuuuu cccscscssscccscnssssscsccscscscssscessvssssssessscsseees IV ACRONYMS iikassisidecssccssdidscccaccaseccccssecsassc dbiccseccbecesccsasestsccdssstusedccsdsaveesssdebccsevecausscctevscsse IV 1 PIN TRODUCTIONN cisisisssicccssdiciccsssesesesseceseesscsacesceesssesisedsdacssessssossssssaeevascusesedoascoceseess 4 1 1 INTENDED AUDIENCE 0 cceceeescccccceccessecccceccsssssnccceccesersnscesccescesssasecescnssaaaees 4 1 2 DOCUMENT CONVENTIONS cccccccceecessesscccceccssssscccecesscsssscevecescesstsasecescnssanaees 4 2 GENERAL SYSTEM REQUIREMENTS 0 ccsscccssssscessssccccssscecssssccesssseecesssces 5 2 1 SYSTEM OVERVIEW o2iiccteicichesannnedcacasoceeiiecescamnne E N dicecesasennsneeee 5 2 2 GENERAL SYSTEM REQUIREMENTS ccccccscssssssesesceccececsccssssssssssceececeesesssssauauanens 5 3 MILEAGE RECORDER DEVICE REQUIREMENTS cssssccsssssessssrcesssees 6 3 1 HARDWARE iso cctcad esha sees cade ersecenasteecatec touts dctcneetes INPE SERRA ERREI EE
18. ve as marketing points and portions could be feature in future promotional material for the product 1 2 Document Conventions Throughout the document the following convention will be used to signify a functional requirement REQ Example Requirement Text LEVn Where n is either 1 Indicating a requirement that will be met in the prototype completed in April 2006 2 Indicating a requirement that should be met upon going into full production Copyright 2006 OnBoard Travel Technologies OnBoard Travel Fechnologies Functional Specifications for Mileage Recorder for Small Business Owner Operators 2 General System Requirements 2 1 System Overview The system will consist of a Mileage Recorder Device MRD which can be connected to a vehicle to acquire trip information and store such information in memory The MRD can be easily removed from the vehicle and connected to a PC via a standard interface allowing the MRD to exchange data with the PC Most notably this data transaction will consist of downloading trip records to the PC The system will include PC software which facilitates this data transaction and organizes the downloaded trip information into a user desirable format Automobile Da Mileage Recorder Device Trip Records Signal Ignition Device ON OFF Configuration signal Figure 1 System Overview 2 2 General System Requirements REQ1 System must record trip date destination
19. vices damaged during normal use LEV2 6 Regulatory Requirements Our sources indicate that no mandatory regulatory certifications exist which would likely apply to a design meeting our functional requirements for our product if it was to be marketed A design meeting our requirements does not require a large amount of power and thus would not necessarily need to connect directly to a standard 115 VAC outlet There seems to be no electrical safety standards for devices that do not plug directly into an electrical outlet There are also no additional safety requirements for a device powered from a car or from a computer a fact that has been confirmed by The BC Safety Authority The BC Safety Authority is the organization which makes the ultimate decision on electrical safety matters in British Columbia Furthermore our design team inquired with the Canada Revenue Agency CRA about any guidelines they may have with regards to products used for income tax records keeping purposes The representative we spoke with from the CRA was receptive to the concept but confirmed that the CRA does not have any applicable standards or policies restricting a device like the Plug n Go Specifically CRA does not have any requirements as to how a log of vehicle usage is kept as long as it is done so ina reasonably detailed manner meeting the guidelines laid out in Motor Vehicle Expenses Claimed by Self Employed Individuals In addition there
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