Groups - Main Screen - Duplicate a Group
- You can add a group by duplicating the record of another.
Method 1
- Click on the arrow to the far right of the Group List screen.
- When you click on the arrow, you’ll see options to Duplicate, Edit, or Delete. Click on Duplicate.
- A new record opens.
- For more information on the Group detail screen, click here.
Method 2
- Open the record of the group that you want to duplicate by clicking on that group’s name.
- In the bottom right, click on “Duplicate.”
- A new record opens.
### People - Duplicate Group Screen
- When you duplicate a group, some fields on the Group Detail Screen are copied over from the duplicated profile. Any of these fields can be edited/changed.
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.
- 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. T
- 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.
Groups - Group Detail Screen - Assigned Vehicles
- The second section of the Group detail screen contains information on the vehicles assigned to the group.
- On the section heading bar are options to allow you to add vehicles to the group.
- To add a new vehicle assignment:
- Click the “Add” link.
- A new window will open.
- 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.
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.
- On the section heading bar are options to allow you to add operators to the group.
- To add a new operator:
- Click the “Add” link.
- A new window will open.
- 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.
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. To edit any of this information, click on the “Edit” button at the bottom of the screen.
- On the section heading bar are options to allow you to add authorization schedules to the group or edit existing schedules.
- To edit a schedule:
- Click on the “Edit” link.
- A window will open.
- 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.
- To add a new authorization schedule:
- Click the “Add” link.
- A window will open.
- Enter the start time, end time, and select the days of the week for the schedule. When you are finished, click the “Add” button.
- When you are finished making changes to a new Group, 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.
- You can also use the search bar to find a group.