To assign a driver, route, iOn Tags, and/or other assets to an asset, follow these steps:


Note: There is more to using iOn Tags than just associating it to a vehicle asset (shown below), including adding the tag as an asset itself. For more details, go to Employing iOn Tags.


Previously, the only assets you could assign to vehicles were tools (iOn Tags), but you can now also assign nontool assets to your assets; for example, you can assign a trailer to the vehicle it's associated with.


  1. In the sidebar menu on the left, click .
     
  2. Click Assets on the flyout menu that appears.
     
    The Admin - Assets screen will appear.
       
  3. If the asset is in a subgroup of the one you have selected in the Group Chooser, make sure that View Subgroups is toggled on at the bottom of the screen.
     
  4. In the row of the asset, click at the far right. (To find the asset, you can sort or filter the Name column, if needed, as shown in Sorting and Filtering Column Data.)
      
  5. Click Assign Driver, Assign Assets, or Assign Route, depending on what type of entity you need to associate with the asset. (Use Assign Assets to assign an iOn Tag or another asset such as a trailer to the vehicle.)
     
    Then go to step 6 to assign a driver, step 7 to assign a route, or step 8 to assign another asset (including an iOn Tag).
     
  6. To assign a driver, click the Driver drop-down arrow and select the driver's name.
     
    Note: The drivers listed will be those that are assigned to the same group as the asset. If you need to change the asset's group, see Editing an Asset. If you need to change a driver's group, see Editing a Driver's Profile.
    Then skip down to step 9.
     
  7. To assign a route to the asset, click the Route drop-down arrow and select the route's name.
     
    Note: The included routes will be those that are assigned to the same group the asset is or its parent group (if the routes are set to be inheritable).
    Then skip down to step 9.
     
  8. To assign an iOn Tag or another asset (such as a trailer) to the asset, follow these steps:
    Note: Again, the included tags and assets will be those that are assigned to the same group the asset is.
    1. Optionally, click the Asset Type drop-down arrow and select the asset type you need to assign to the asset (such as Tool for an iOn Tag or Trailer for a trailer). (By default, all asset types are selected, which can make for a long list.)
       
      This will limit the number of results in the grid and make it easier to find the asset to assign, as only the type you chose will be listed.
        
    2. Select the check box in the row of the iOn Tag or asset. ( means selected, and deselected.) (To find the tag or trailer, you can sort or filter the Name column, if needed, as shown in Sorting and Filtering Column Data.)
      Note: To remove a previously assigned tag or asset, you can deselect its check box.
       
      If there is no check box in an item's row, this indicates that it is already assigned to another asset (and not available to be assigned to this asset). If necessary, you can open the other asset's Assign Assets dialog box, remove the association, and then come back to assign the tool or tag.
    3. Repeat step b for all the iOn Tags and/or other assets you need to associate with the asset.
       
  9. Click Save.
       
    A success message will appear at the bottom of the screen.
      
  10. Click OK to dismiss it. (Or you can wait a few seconds, and it will automatically close.)