Groups are the basic organizational units of your overall fleet, and you can arrange them in a manner that is logical to your company's structure, including a hierarchy of main groups (parent groups) and subgroups (child groups). Groups contain all your assets (and you assign each asset to a group when it is created); for example, you might have a group named Snowplows with child groups such as North, South, East, and West to which all your vehicles that are equipped to plow snow belong (with the vehicles assigned to the subgroup that describes which side of the city they work in).

 

This article describes the various features of the Admin - Groups screen, which you access by clicking  >> Admin >> Groups. The Admin - Groups screen is where your organization's iOn administrator will add new groups (either individually or in bulk using the import feature) and edit existing ones.


By default, the Admin - Groups screen shows only the immediate subgroups of the group you are assigned to, listed by name in ascending order (from A to Z). If you would like to view child groups of those as well, select Include Subgroups at the bottom of the screen.


Note: For information about the banner at the top and accordion menu on the left (which you open by clicking ), see Navigating the iOn Site.


Here is an explanation of the grid icons and column headers:


  • Parent: In your organization's hierarchy, the name of the fleet group the group belongs to (its immediate predecessor on the family tree, if you will).
     
  • Name: The identifier of the fleet group.
     
  • Subgroups: The names of all the group's child groups, but not their subgroups. (In other words, this lists the immediate children of the group in the Name column but not its grandchildren or any groups even further down the tree.)
     
  • Status: The group's current state in the database, such as Enabled.
    Note: The Status values of Disabled and Suspended were designed for iOn customers with customers of their own, the idea being that you could temporarily suspend the data if one of your customers is delinquent on their payments. If you set a group's status to Suspended, iOn will still collect its information and post it to the database, but it won't be shown in the user interface. If you set the status to Disabled, the group's data will be gathered, but iOn won't be doing anything with it.
  • Actions: Functions you can perform for the group on this screen.
     
  • : Opens the Edit window for the group, in which you can modify its settings. (See Editing a Group for details.)
      
  • : Opens the Audit window, in which you can see what edits have been made to the group's data and by whom. (See Auditing Changes Made to a Group for details.)
     
  • : If this weren't grayed out, it would delete the group.
    Caution: Even though you likely have Admin privileges (if you can see the Admin - Groups screen), you also likely won't have the right to delete groups. Only iOn employees have that level of access, so if you need to delete a group, contact your customer success manager (CSM) or Customer Support (solutionsupport@calamp.com) and request that they make the deletion.

These are the options along the bottom of the screen:


  • Select Columns: Enables you to add or remove columns. (See Customizing the Grid Layout for details.)
     
  • Clear Filters: If you have applied filters to any columns (see Sorting and Filtering Column Data), removes them. Note that this is necessary before you can apply any subsequent filters for a column.
     
  • Clear Sort: If you have sorted the data in a column (see Sorting and Filtering Column Data), removes the sort.
     
  • Export to CSV: Exports and downloads the grid data to a CSV (comma-separated value) file.
     
  • Include Subgroups: Displays the subgroups (if any) of the group you have selected in the Group Chooser. (See Choosing a Group to View Globally for details on how to change the group each screen will display the data for upon launch.)
     
  • Import Groups: Begins the process of adding multiple groups to your iOn account. (See Importing Groups for details.)
     
  • Add Group: Begins the process of adding an individual group to your iOn account. (See Adding a Group for details.)
     
  • Refresh: Refreshes the data on the screen (which can be especially useful if other users are making changes).


Just below the grid are icons that enable you to navigate through the pages of data, if needed. See Paging Options for an explanation of these.