Groups - Main Screen - Overview

Custom groups allow you to group vehicles associated by type, training, or work functions and to assign operators to restrict access control precisely.

• The main body of the Group list screen contains the list of groups along with several columns of summary data for each. To the left of the Group list t is a search and filter sidebar that is useful for narrowing down the list of groups displayed.

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• In the bottom right of the screen, you can choose how many groups are displayed at a time.

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• The blue buttons on the right side of the screen just above the list are actions that can be taken with groups that are selected with the checkboxes to the left of each group name.

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• Actions that may be executed for individual groups are also accessible using the carat icon under the far right hand column for each record.

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Groups - Main Screen - Sorting

• You can sort the list by any of the columns by simply clicking on the column header.
• For example, if you want to sort by “External ID,” click on the External ID column header.

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Groups - Main Screen - Filtering

• You can use the “filter” options on the left side of the screen to refine the group list.

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• For example, if you only want to see groups with 1 to 25 Assigned Vehicles, check the box next to “1-25” in the Assigned Vehicles option group.

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• You can apply more than one filter.

Groups - Main Screen - Select a Group

• To select a group to work with, you can simply click on that group’s name.  Clicking on the group’s name will take you to the detail screen for that group.

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• You can also select one or more groups from the list by checking the boxes to the left of the group names.  If more than one group is selected, the action options available for the selections will be updated on the screen.  Note that the Edit and Duplicate functions are not available when selecting more than one group.

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Groups - Main Screen - Edit a Group

• There are several ways to edit the settings of a group.

Method 1

• Check the box next to the group name in the group list, then click on the “Edit” button in the menu.

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• The group profile will open with all fields editable.

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Method 2

• Click on the carat icon to the right of the record in the group list, then select “Edit” from the dropdown list of actions.

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• After making edits, click on the Save button at the bottom of the screen.

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Method 3

• Click on the group’s name in the group list, which opens that group profile.
• Click on the “Edit” button in the bottom right of the screen.  The fields in the profile will now be editable.​

Groups - Main Screen - Delete a Group

• There are two ways to select groups for deletion.

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• Select the checkbox next to the name or names of the groups you wish to delete.
• Next, click on the “Delete” button.

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• A confirmation window will open.  Click on “OK” to confirm that you wish to delete the record (or records).

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​Method 2

• You can also delete an individual group by clicking on the arrow to the far right of the screen.
• When you click on the arrow, you’ll see options to Duplicate, Edit, or Delete.  Click on Delete.

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• A confirmation window will open.  Click on “OK” to confirm that you wish to delete the record (or records).

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