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


  1. In the sidebar menu on the left, click .
     
  2. Click Groups on the flyout menu that appears.
     
    The Admin - Groups screen will appear.
       
  3. If the group you need to modify is further down the hierarchy of subgroups of the group you have selected in the Group Chooser, make sure that View Subgroups is selected at the bottom of the screen. (If this is not selected, just its immediate child groups will be displayed.)
     
  4. Scroll down to the group or filter the Group Name column to find it. (See Sorting and Filtering Column Data if needed.)
     
  5. In the row of the group, click  at the far right.
      
  6. Click Edit Group.
     
    The Edit Group dialog box will appear.
      
  7. To change the name of the group, select the text in the Group Name field and type the new one.
     
  8. If you would like to place the group in a different parent group (the one directly above it in your organizational tree), click the Parent drop-down arrow and select the group from the list.
     
  9. Normally, you will leave the Group 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 Group 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.
  10. To change the unit of measure for the group, click the Units of Measure drop-down arrow and select Imperial, 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.
  11. 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.
    Note: A value of Browser Default will report activity based on the browser setting of the user who is viewing the data.
    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.)
     
  12. To change the threshold, select the value in the Overspeed Threshold field and type the new one.
     
  13. 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.)
     
  14. To change the language for all text related to the group, such as notifications and welcome emails, click the Default Language drop-down arrow and select the new one.
    Note: As with the time zone, if you set this to Browser Default, iOn will use the language the user's browser does.
  15. To change how dates should appear for the group's data (with the month or date value first), click the Date Format drop-down arrow and select the new format.
    Note: This enables you to customize the group's dates by its location, such as if it's a group of vehicles in Europe, where you might want to use the DD/MM/YYYY format.
    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.
     
  16. To change this automatic creation and association, click the Enable Auto Asset Creation and Enable Auto Asset Association selectors. ( means selected, and  deselected.)
     
  17. If you want to force your users to acknowledge (and handle) urgent notifications, select the Urgent Notification Pop-ups Must Be Acknowledged toggle.
    Note: In the Preferences section of My Profile (see Viewing Your Profile and Setting Your Preferences), there are options for users to turn off some or all notification pop-ups based on level of severity. If you enable the Urgent Notification Pop-ups Must Be Acknowledged toggle, it will override the users' choices and make them acknowledge urgent alerts.
     
    If Urgent Notification Pop-ups Must Be Acknowledged is selected, the Enable Notification Alert Sound check box will be displayed. When this is checked, a chime will play in iOn repeatedly for users any time an urgent alert comes in. Be careful with this, however! The chime will continue periodically up until the point that a user acknowledges the urgent notification.
     
    If Urgent Notification Pop-ups Must Be Acknowledged was selected in the past but you don't require urgent notifications to be marked as read now, deselect this toggle.
     
  18. Scroll down to display the Types and Categories options.
      
    The types and categories are used as follows:
     
    • Asset Types: Different kinds of assets, with the defaults of Equipment, Machine, Powered, Tool, Trailer, Unpowered, and Vehicle provided by iOn. You can also add your own types if you need to further classify your assets. After you've designated your assets with your types, you can run reports for just certain ones — for example, for just your tools (iOn Tags). Also, you can narrow results on the Tracking screen by type.
       
    • Operator Types: These are similar to asset types but for your drivers.
       
    • 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).
       
    • Geofence Categories: Classifications for your geofences, such as Worksite or Restricted Zone.
       
  19. To add a type or category for any of these options, follow these steps:
     
    1. Place your cursor in the type or category field and click where it says, "Create Types/Categories."
       
    2. Type the name of the new type or category; for example, to add a category for your worksites, in the Geofence Categories field, you would type "Worksites."
       
    3. Press Enter.
       
    4. To add more types or categories, repeat steps a through c.
       
  20. To remove a type or category, click  on its icon.
     
  21. Click Done.
     
    Your changes will be applied to the group, and a success message will appear at the bottom of the screen.
      
  22. Click OK to dismiss it. (Or you can wait a few seconds, and it will automatically close.)