To edit an individual group in your iOn account, follow these steps:


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

 

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. If the group 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 group you need to modify or filter the Name column to find it. (See Sorting and Filtering Column Data if needed.)
     
  4. In the row of the group, click  under Actions.
     
    The Edit Group Name dialog box will appear.
       
  5. To change the name of the group, select the text in the Group Name field and type the new one.
     
  6. If you would like to place the group in a different parent group (the one directly above it in your organizational tree), click the Group drop-down arrow and select the group from the list.
    Note: If you would like to search for the group, you can click  to the right of the parent group's name, type your search criteria, and then choose from the drop-down list.
  7. Normally, you will leave the Status field set to 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. To change to one of those values, click the Status drop-down arrow and select the new state. If you set the 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.
  8. To change the unit of measure for the group, click the Units of Measure drop-down arrow and select US, Metric, or Use Default (which will use the same unit as its parent group).
    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.
  9. To change the time zone to use to report the group's assets' activities, click the Time Zone drop-down arrow and select the new one.
     
    Overspeed Threshold is 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.)
     
  10. To change the threshold, select the value in the Overspeed Threshold field and type the new one.
     
  11. You can change the time to have considered as a trip stop (in other words, what to consider as the end of a trip) by selecting the value in the Work Stop Duration field and typing a new number of minutes. (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.)
     
    Enable Auto-Asset Creation and Enable Auto-Asset Association are for organizations that employ OBDII devices and elect to have iOn automatically create an asset within the software when one such LMU is installed into a vehicle and autoassociate the device with an existing asset.
     
  12. To change this automatic creation and association, click the Enable Auto-Asset Creation and Enable Auto-Asset Association selectors. ( means selected, and  deselected.)
     
  13. Scroll down to the display the Categories options.
      
    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.
       
  14. 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.
       
  15. To remove a category, clickon its icon.
     
  16. Click Save.
     
    Your changes will be applied to the group.