To edit the properties of an individual asset in your iOn account, follow these steps:


Note: To edit several assets at once, follow the steps in Importing Assets, uploading a new assets.xlsx file with the same asset names. (The newly imported file will overwrite your earlier information.)

 

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. If the asset is in a subgroup of the one you have selected in the Group Chooser, click Include Subgroups at the bottom of the screen.
     
  3. Scroll down to the asset you need to modify or filter the Asset Name column to find it. (See Sorting and Filtering Column Data if needed.)
     
  4. In the row of the asset, click  under Actions.
    Note: Alternatively, you can select the asset's check box and then click  at the bottom of the screen. You actually can edit multiple assets this way (by selecting all of their check boxes before clicking Edit), but you can only edit fields they have in common, such as their group assignment or asset type.
    The Edit Asset Name dialog box will appear.
      
  5. To change the name of the asset, select the text in the Asset Name field and type the new one. (For vehicles, this is often a number.)
    Caution: It is NOT recommended to change an asset name after it's been in service and tracked by iOn if you want to continue to track it. This can cause confusion when mapping the asset's history.
  6. If your organization uses aliases as a secondary identifier for your assets, you can add one for this asset by typing it in the Alias field (or replace the current one by selecting the text and then entering the new value).
     
  7. If you would like to place the asset in a different group, click the Group drop-down arrow and select the new group from the list.
    Note: If you would like to search for the group, you can click  to the right of the current group's name, type your search criteria, and then choose from the drop-down list.
  8. Normally, you will leave the Status field set to 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). If that's the situation you are looking at, you can click Disable and then Confirm in the warning dialog box.
  9. To change the asset's type, click the Asset Type drop-down arrow and select the new one.
     
  10. If your organization has designated categories, you can change the asset's by clicking the Asset Category drop-down arrow and selecting the new category the asset should belong to, such as Light-Duty Truck.
    Note: The categories listed will be those that are available for the asset's assigned group or parent.
  11. 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).

    You can remove a currently assigned schedule by clicking  to the right of the schedule name.
  12. If there is a maintenance schedule the asset's upkeep should be tracked by, you can change (or add) it by clicking the Maintenance Schedule drop-down arrow and selecting the schedule name from the list.
     
  13. To change the asset's device (such as if you have swapped out its LMU-3030), follow these steps:
    Note: To just remove the device from the asset (such as if you are retiring a truck and need to reuse its LMU in another vehicle), click  to the right of the Device field.
    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 replacement unit's name.
      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 new device to assign to your 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 by clicking to the right of the Device field in its Edit Asset Name dialog box.
    5. Click Confirm.
      Note: If the device you chose was assigned to a different group than the one the asset is, 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.
       
  14. 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), you can change (or add) it by clicking the IO Profile drop-down arrow and selecting the profile name from the list.
     
  15. If you changed the asset's device, click the Install Date  and select the date the new unit was installed.
     
  16. If the asset's device was removed, click the Uninstall Date  and select the date it was uninstalled.
     
  17. Scroll down to the asset's Details section.
      
  18. If applicable, you can modify the asset's properties by replacing (or adding) the values for its make, model, and year; its VIN (vehicle identification number); license plate number; and license plate state in the first six Details fields.
     
  19. If applicable, you can update the asset's odometer value at the time its new 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 new jumping-off point to keep track of the odometer value and display it on other screens, such as Tracking.
  20. If you performed step 19, you can change the unit of measurement for the Odometer Reference Unit field value by clicking its drop-down arrow and specifying Default, which will use your default setting, Miles, or Kilometers.
     
  21. If you have a record of how many hours the asset had already driven in its lifetime when its new LMU was installed (and if applicable), you can replace 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 new starting point to keep track of the engine hours value and display it on other screens, such as Tracking.
  22. If applicable, you can update (or add) 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.
     
  23. If the earlier fields didn't describe the asset well enough, you can type what it is in the Description field (such as "Cargo container").
     
  24. Normally, you will leave the Override Bus Value settings at their current values.
    Note: By default, the odometer values, engine hours, and vehicle speed are pulled from vehicle bus data instead of calculated based on GPS data. If you have found 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), you may choose to select Odometer (or other options) here to have GPS data handle the values instead. ( means selected, and  deselected.)
  25. Click Save.
       
    Your asset edits will appear in the Manage Assets grid.

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