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, using the Download Template with Assets option. You will upload a new assets.xlsx file with the existing asset names. (The newly imported file will overwrite your earlier information.)


  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 you need to modify is in a subgroup of the one you have selected in the Group Chooser, make sure that View Subgroups is selected 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 Edit Asset.
    Note: You can edit multiple assets by selecting their check boxes and then clicking Edit in the options row that will appear at the top of the grid; however, you will only be able to update fields they have in common, such as their group assignment or asset type.
     
    The Edit Asset dialog box will appear.
      
  6. 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.
  7. 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).
     
  8. 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: The available groups will be the one you have selected in the Group Chooser and its subgroups.
  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 contains an engine, you can update its type by clicking the Engine Type drop-down arrow and choosing from the available options Gas, Diesel, Hybrid, or Electric.
     
  12. Normally, you will leave the Asset 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 the Asset Status drop-down arrow and select Disabled or Suspended.
  13. 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 Unauthorized Usage Notification 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 selecting None from the Schedule drop-down list.
     
  14. 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.
     
    You can remove a currently assigned maintenance schedule by selecting None from the drop-down list.
     
  15. To change the asset's device (such as if you have swapped out its LMU-3030), follow the steps in 15a or 15b below.
     
    To just remove the device from the asset (such as if you are retiring a truck and need to reuse its unit in another vehicle), skip down to step 16.
    Note: Before you proceed, verify the ESN (electronic serial number) of the LMU (location messaging unit) that is now installed in the asset.
     
    The first method below uses the Device drop-down list, and the second uses a grid with detailed device information. To add the LMU using this latter way, skip down to "15b: Using a Detailed Devices Grid."
    15a: Using the Device Drop-Down List
     
    1. Click the Device drop-down arrow.
       
      A list of your devices will appear. Devices that are grayed out are already assigned to other assets.
        
    2. In the Select Device field, type part of the replacement unit's ESN.
      Note: Alternatively, you can scroll down the list of devices until you find the one you want.
    3. Click the name of the device to assign to your asset.
      Caution: You won't be able to select a unit that is already assigned to another asset. If you need to choose a previously used device, disassociate it from the other asset first by performing step 16 below in its Edit Asset dialog box.

      Note: If the device you chose was assigned to a different group than the one the asset belongs to, it will be moved to the asset's group.
      The name of the device you chose will appear in the Device field.
       
    4. Skip down to step 17.
       
  16. 15b: Using a Detailed Devices Grid
      
    1. Click Select from Detailed Device List above the Device field.
       
      The Devices dialog box will appear.
       
       
      By default, your devices will be listed by name in ascending order (from lowest to highest for numbers, or from A to Z for words).
       
    2. Type part of the device name or ESN in the Search box and then press Enter.
      Note: Alternatively, you can sort or filter the Device Name or ESN column to find the LMU (see Sorting and Filtering Column Data if needed) or scroll down the list of devices until you find it.
    3. Click the row with the LMU's name and ESN to assign it to your asset.
      Caution: You won't be able to select a unit that is already assigned to an asset. (The rows of devices that are currently associated with an asset will be gray, and their assets will be specified in the Asset Name column.) If you are reusing an LMU that previously belonged to another vehicle, remove its assignment from the other vehicle in iOn before trying to add it to the asset you are editing. (You'll need to edit the original vehicle, performing step 16 below in its Edit Asset dialog box.)
    4. Click Done.
      Note: If the device you chose was assigned to a different group than the one the asset is in, it will be moved to the asset's group.
      The LMU name you chose will appear in the Device field.
       
    5. Skip down to step 17.
       
  1. To only remove the device from the asset (and NOT assign it a new unit), follow these steps:
     
    1. Click  to the right of the Device field.
       
      A confirmation dialog box will appear.
        
    2. Optionally, if you want to move the LMU to a different group, click the drop-down arrow and select its new group assignment.
      Note: If you perform step b and go on to remove another unit from another asset, the Remove Device dialog box will automatically select the same group you chose for the last disassociated device. This will persist throughout your iOn session.
    3. Click Continue.
       
      The device name will no longer be displayed in the Device field.
       
  2. 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.
     
  3. If you changed the asset's device, click the Install Date  and select the date the new unit was installed.
    Note: If the LMU was just installed, you can click Today at the top right of this field to have today's date entered for it.
  4. If the asset's device was removed, click the Uninstall Date  and select the date it was uninstalled.
    Note: Likewise, if the unit was uninstalled today, you can click Today at the top right of this field to place today's date there.
  5. Scroll down to the asset's Details section.
      
  6. 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.
     
  7. 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.
     
    To enter the current date and time, you can click Now at the top right of the Odometer Reference Date field.
  8. If you performed step 22, you can change the unit of measurement for the Odometer Reference Unit field value by clicking its drop-down arrow and specifying Use Default, which will use your default setting, mi (miles), or km (kilometers).
     
  9. 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.
     
    As with Odometer Reference Date, to enter the current date and time, you can click Now at the top right of the Engine Hours Reference Date field.
  10. 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.
     
  11. 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").
     
  12. 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.)
  13. Click Done.
       
    Your asset edits will appear in the Admin - Assets grid.

       
    Also, a success message will appear at the bottom of the screen.
      
  14. Click OK to dismiss it. (Or you can wait a few seconds, and it will automatically close.)

Note: To see how to associate a driver, route, iOn Tags, and other assets (such as trailers) to your asset, go to Assigning Entities to an Asset.