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


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


  1. Click  >> Admin >> Groups.
     
    The Admin - Groups screen will appear and display the Manage Groups list.
       
  2. Click Add Group at the bottom of the screen.
     
    The Add Group dialog box will appear.
       
  3. Type the name to use for the group in the Group Name field.
     
    By default, the group you currently have selected in the Group Chooser will be set for the parent group (just above it in your organization's tree structure) of the group you are adding.
     
  4. If you would like to place it in a different group, click the Group drop-down arrow and select the group from the list.
     
  5. Leave the Status field at its default value of 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, but this won't likely be the case when you are adding a new group.
  6. If the group should use the same unit of measure as that of its parent group, you can leave the Units of Measure field at its prepopulated value, Use Default. If the group needs a different unit of measure, you can click this drop-down arrow and select US or Metric.
    Note: This will be the default unit of measure that is set for any assets, users, and other entities that are assigned to the group.
  7. Click the Time Zone drop-down arrow and select the time zone to use to report the group's assets' activities.
     
    Overspeed Threshold, the number of miles or kilometers per hour over the posted speed limit you want to have reported as speeding (for example, if you input 10 for this, a speed of 65 mph will be considered speeding in a 55 mph speed limit zone), will be prepopulated with the same value as that of the parent group you chose.
     
  8. If you want to use a different value for this subgroup, select the value in the Overspeed Threshold field and type the new one.
     
  9. In the Work Stop Duration field, type the time in minutes you want to have considered as a trip stop (in other words, what to consider as the end of a trip); this helps distinguish between short stops such as picking up a cup of coffee and actual work stoppage, and it feeds the Trip Detail View and Trip Summary View reports.
     
  10. If your organization employs OBDII devices and you would like iOn to automatically create an asset within the software when one such LMU is installed into a vehicle and to autoassociate the device with an existing asset, select Enable Auto-Asset Creation and Enable Auto-Asset Association, respectively. ( means selected, and  deselected.)
     
  11. Scroll down to the display the Categories options.
      
    If the group's parent group (or any group above it in its direct hierarchy) has available categories, they will be listed, plus the group that they are inherited from. The categories are used as follows:
     
    • Asset Categories: Groupings for your assets, such as Light-Duty Truck or Heavy-Duty Truck. After you've created these categories and designated your assets with them, you can run reports for just certain categories — for example, for just your small trucks.
       
    • Operator Categories: Groupings for your operators, such as Contractor. You can also return Operator Performance report results for just certain operator categories (if you have created them and applied them to your drivers).
       
    • Route Categories: Groupings to designate how your routes are used, such as Monthly. Remember, in iOn, a route isn't a path that a vehicle is assigned to follow (a specific itinerary of stops along a course); rather, an iOn route is an attribute you can define to use as a filter (such as snow routes in a certain area).
       
    • Landmark/Geofence Categories: Classifications for your landmarks, such as Work Site or Restricted Zone.
       
  12. To add a category for any of these options, follow these steps:
     
    1. Underneath the name of the type of category you want to add, type the name of the new category; for example, to add a category for your work sites, on the line under Landmark/Geofence Categories, you would type "Work Sites."
       
    2. Click to the right of X Categories.
       
    3. To add more categories, repeat steps a and b.
       
  13. Click Save.
     
    Your new group will appear in the Manage Groups list.
    Note: You might need to refresh the page (and click Include Subgroups) to see the group you just added.