To add an individual asset to your iOn account, follow these steps:


Note: For details on how to add several assets at once, see Importing Assets. For an explanation of the features of the Admin - Assets screen, go to Navigating the Admin - Assets Screen.


  1. Click  >> Admin >> Assets.
     
    The Admin - Assets screen will appear and display the Manage Assets list.
       
  2. Click Add Asset at the bottom of the screen.
     
    The Add Asset dialog box will appear.
       
  3. Type the name to use for the asset in the Asset Name field. (For vehicles, this is often a number.)
     
  4. If your organization uses aliases as a secondary identifier for your equipment, type the one for this asset in the Alias field.
     
    By default, the group you currently have selected in the Group Chooser will be set for the group to add the asset to.
     
  5. If you would like to place it in a different group, click the Group drop-down arrow and select the group from the list.
    Note: Only the asset name and group are required, plus the device installed in it if you want to be able to track the asset. If that's all you need to specify, you can skip to and perform step 11's list and then jump down to step 23. However, it's recommended that you fill in as much data about the asset as possible.
  6. Leave the Status field at its default value of Enabled.
    Note: A very few iOn customers have a setup in which devices can be disabled to prevent the asset's use (for example, if their customers have ceased payment), but this won't likely be the case when you are adding a new asset.
  7. Click the Asset Type drop-down arrow and select its type, such as Vehicle.
     
  8. If your organization has designated categories, click the Asset Category drop-down arrow and select the category the asset belongs to, such as Light-Duty Truck.
    Note: The categories listed will be those that are available for the asset's assigned group or parent.
  9. If the asset has a specified set of days and hours it is permitted to be operated, click the Schedule drop-down arrow and select the name of the schedule.
    Note: This feature is designed to work in coordination with the Unauthorized Usage reports, which show when assets were used in a time window that was not allowed (for example, outside of their assigned schedule of 9:00 a.m. to 5:00 p.m.). You can also set up an alert that will notify you of such prohibited use by applying the asset's schedule to the alert and selecting Outside Schedule in the Schedule Reference drop-down list, which will trigger the notification when the specified event occurs at any time that is not included in the approved hours. (See Adding an Alert for details.)
     
    You will only be able to apply schedules in the same group as the asset (or a schedule from a parent group that is inheritable).
  10. If there is a maintenance schedule the asset's upkeep should be tracked by, click the Maintenance Schedule drop-down arrow and select it from the list.
     
  11. To add a device (such as an LMU-3030) for the asset, follow these steps:
     
    1. Click  to the right of the Device field.
       
      The Choose Device window will appear.
       
      Note: You may have to click Include Subgroups at the bottom of the window to view more devices.
    2. In the Search Devices field, type part of the unit's ESN (electronic serial number).
      Note: Alternatively, you can scroll down the list of devices until you find the one you want (or filter the ESN column) and skip to step d. (See Sorting and Filtering Column Data if needed.)
    3. Click .
        
      Only matching devices will appear in the grid.
       
    4. Click the row of the device to assign to your new asset.
      Caution: You won't be able to select a unit that is already assigned to another asset. (Or more precisely, the Confirm button will remained grayed out if you do.) If you need to choose a previously used device, disassociate it from the other asset first. (See Editing an Asset.)
    5. Click Confirm.
      Note: If the device you chose was assigned to a different group than the one you are placing the new asset in, you'll be asked if you are okay with moving the unit to that group. Click Confirm if you are.
      The name of the device you chose will appear in the Device field.
       
  12. If there is an I/O profile the asset should be associated with (such as if it's a truck with a winch input you want to track with your customized labels), click the IO Profile drop-down arrow and select it from the list.
     
  13. Click the Install Date  and select the date the asset's device was installed.
     
  14. As this is a new asset (and therefore unlikely to have had an uninstalled device), you can leave the Uninstall Date field empty.
     
  15. Scroll down to the asset's Details section.
      
  16. If applicable, enter the asset's make, model, and year; its VIN (vehicle identification number); license plate number; and license plate state in the first six Details fields.
     
  17. If applicable, type the asset's odometer value at the time its LMU was installed in the Odometer Reference field — and enter the date that value was recorded in the Odometer Reference Date field using the calendar picker.
    Note: iOn will use this reading in the database as a jumping-off point to keep track of the odometer value and display it on other screens, such as Tracking.
  18. If you performed step 17, you can leave the Odometer Reference Unit field at Default, which will use your default setting for miles or kilometers, or you can click its drop-down arrow and specify one of those to use for odometer data.
     
  19. If you have a record of how many hours the asset had already driven in its lifetime when its LMU was installed (and if applicable), type the engine hours value in the Engine Hours Reference field — and enter the date that value was recorded in the Engine Hours Reference Date field using its calendar picker.
    Note: Similarly, iOn will use this data as a starting point to keep track of the engine hours value and display it on other screens, such as Tracking.
  20. If applicable, type the volume the asset's fuel tank can hold in the Fuel Tank Capacity field and how much fuel it consumes in the Fuel Burn Rate field.
     
  21. If the earlier fields didn't describe the asset well enough, type what it is in the Description field (such as "Cargo container").
     
  22. You can leave the Override Bus Value settings at their current values. These will be "set" by the device when it syncs with the iOn database, and you'll only change them when editing, if needed.
    Note: By default, the odometer values, engine hours, and vehicle speed are pulled from vehicle bus data instead of calculated based on GPS data. You may find later that your odometer values aren't being pulled accurately enough from the LMU (for example, if you keep getting 0 odometer readings listed on the Tracking screen), and you may choose to select Odometer (or other options) here to have GPS data handle the values instead.
  23. Click Save.
       
    Your new asset will appear in the Manage Assets list.

Note: To see how to assign operators, routes, and iOn Tags to your new asset, go to Assigning an Operator and a Route to an Asset and Employing iOn Tags.