Groups - Group Detail Screen - Expand/Collapse Sections

• Sections within the Group detail screen can be expanded or collapsed using the arrows on the right side of the section header bars.

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• Note:  If an update has been made to any properties or settings included in a collapsed section, those changes will still take effect if the group is saved.

Groups - Group Detail Screen - Group Information

• The first section on the Group detail screen contains general identifying information.

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• The following information can be edited in this section:
• Group Name – each group’s name is a required field used to identify the group on interface screens and reports
• External ID – the External ID is an optional alpha-numeric field that is used to reference an alternative name/ID of the group.
• Description is an optional field used to help software users identify what is contained in the group.

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• Click on Save when you are finished making updates.

Groups - Group Detail Screen - Assigned Vehicles

• The second section of the Group detail screen contains information on the vehicles assigned to the group.

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• On the section heading bar are options to allow you to add vehicles to the group or edit existing Vehicle Assignments. Note that you can only edit the expiration date.

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• To edit existing vehicle assignments:
• Click the “edit” link.
• A new window will open.

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• On the left side of the window, choose the vehicle to work with.  You can use the search bar to find the vehicle.

• After making changes, click on the Update button in the bottom right.

• To add a new vehicle assignment:

• Click the “Add” link.
• A new window will open.

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• On the left side of the window, find the vehicle you wish to add and select it.  You can use the search bar to find the vehicle.

• After selecting the vehicle, enter the Expiration Date, then click on the “Add” button in the bottom right.

• When you are finished making changes to Vehicle Assignments, click on the Save button at the bottom of the Group detail page.

Groups - Group Detail Screen - Assigned Operators

• The third section of the Group detail screen is for Assigned Operators, which contains data on operators who belong to the group and have access to the group vehicles.

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• On the section heading bar are options to allow you to add operators to the group or edit existing Assigned Operators. Note that only Skill Level and Expiration Date can be edited.

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• To edit an existing operator:
• Click on the “Edit” link.
• A new window will open.

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• On the left side of the window, choose the operator to work with.  You can use the search bar to find the operator.
• After making changes, click on the Update button in the bottom right.

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• To add a new operator:
• Click the “Add” link.
• A new window will open.

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• On the left side of the window, find the operator you wish to add and select him/her.  You can use the search bar to find the vehicle.
• After selecting the operator, enter the Skill Level and the Expiration Date, then click on the “Add” button in the bottom right.
• ​When you are finished making changes to Operator Assignment, click on the Save button at the bottom of the Group detail page.

Groups - Group Detail Screen - Authorization Schedule

• The fourth section of the Group Detail screen is for Authorization Schedules. This section is optional and if it is not completed, the group is available 24/7.

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• On the section heading bar are options to allow you to add authorization schedules to the group or edit existing schedules.

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• To edit a schedule:
• Click on the “Edit” link.
• A window will open.

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• On the left side of the window, choose the schedule to work with.
• You can edit start and end times and days of the week.
• After making changes, click on the Update button in the bottom right.

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• To add a new authorization schedule:
• Click the “Add” link.
• A window will open.

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• Enter the start time, end time, and select the days of the week for the schedule.  When you are finished, click the “Add” button.

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• When you are finished making changes to Authorization Schedules, click on the Save button at the bottom of the Group detail page.

Groups - Group Detail Screen - Group Search

• On the left side of the individual record screen you will see a group list and search bar that allows you to move to another group record without going back to the Group List.  Click on any name to open that group record.

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• You can also use the search bar to find a group.

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