Vehicles - Main Screen - Overview
- The main body of the Vehicles list screen contains the list of vehicles along with several columns of summary data for each. To the left of the Vehicles list is a search and filter sidebar that is useful for narrowing down the list of assets displayed.
- In the bottom right of the screen, you can choose how many assets are displayed at a time.
- The blue buttons on the right side of the screen just above the list are Actions that can be taken with vehicles that are selected with the checkboxes to the left of each vehicle name.
- Actions that may be executed for individual assets are also accessible using the carat icon under the far right hand column for each record.
Vehicles - 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 “IDSY Vehicle ID,” click on the IDSY Vehicle ID column header.
Sorted by "IDSY VEHICLE ID" column (descending)
Vehicles - Main Screen - Search and Filtering
- On the left side of the screen is a filter box. The first option in this area is a text search window.
- You can also use the “filter” options to refine the vehicle list.
- The filters include checkbox selections and dropdown selectors.
- You can apply more than one filter. Multiple selections within a category use ‘or’ logic, while selections between multiple categories us ‘and’ logic.
Vehicles - Main Screen - Select a Vehicle
- To select a vehicle to work with, you can simply click on that asset’s name. Clicking on the vehicle’s name will take you to the detail screen for that asset.
- You can also select one or more vehicles from the list by checking the boxes to the left of the vehicle names. If more than one vehicle is selected, the action options available for the selections will be updated on the screen.
Vehicles - Main Screen - Add a Vehicle
- To add a vehicle, click on the “Add” button from the Vehicles action menu.
- For more information on how to navigate the vehicle detail screen and explanations of applicable properties and settings for each vehicle, click here.
Vehicles - Main Screen - Edit a Vehicle
- There are several ways to edit the properties and settings for a vehicle.
Method 1
- One way is to click on the vehicle’s name in the asset list, which opens that vehicle profile. Next, click on the “Edit” button in the bottom right of the screen. The fields in the profile will now be editable.
Method 2
- The second method is to check the box next to the vehicle name in the vehicle list, then click on the “Edit” button in the menu. The vehicle profile will open with all fields editable.
Method 3
- The third method is to click on the carat icon to the right of the record in the vehicle list, then select “Edit” from the dropdown list of actions.
Vehicles - Main Screen - Delete a Vehicle
- There are two ways to select vehicles for deletion.
Method 1
- Select the checkbox next to the name or names of the vehicles you wish to delete.
- Next, click on the “Delete” button.
- A confirmation window will open. Click on “OK” to confirm that you wish to delete the record (or records).
Method 2
- You can also delete an individual vehicle 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.
Vehicles - Main Screen - Duplicate a Vehicle
- You can add a vehicle by duplicating the record of another.
Method 1
- One way to duplicate a record is to first open the record of the vehicle that you want to duplicate by clicking on that asset’s name.
- For further instructions on duplicating a vehicle from the vehicle's profile screen, click here.
Method 2
- You can also duplicate a vehicle by clicking on the arrow to the far right of the Vehicle List screen. When you click on the arrow, you’ll see options to Duplicate, Edit, or Delete. Click on Duplicate.
Method 3
- The third way to duplicate a vehicle is to select the checkbox next to the asset name, then click the “Duplicate” button in the top right.