We’ve simplified the administration of assets and users by splitting each group into different stages/sections within the Admin area. Assets have been split into three stages (Live, Pre-Installed, and Retired) and Users have been split into three sections (Active Users, Drivers, and Inactive Users). Read on to learn more of the details about Asset and User lists.
Asset Lists
The three stages of the ‘Admin >> Assets’ page (Live, Pre-Installed, Retired) create a nice, clean, view of your active assets while maintaining historical data from retired assets.
Live Stage (list of active assets – available to all users)
‘Live’ is the stage initially visible upon visiting the ‘Admin >> Assets’ page. Once a device has been fully installed and the asset is moved from ‘Pre-Installed’ to ‘Live’ it will be available, to all users, in the sidebar assets tree. It will also be available to all users for viewing asset details, assigning jobs/maintenance, running reports, and everything else a regular asset does.
Pre-Installed Stage (list of uninstalled assets – limited functionality for admin users only)
This stage is primarily used by the Pedigree Support team.
This is where assets start out before they’re fully up and running. For you, it’s a list of your assets that have yet to be installed. The Pre-Installed stage is a partial setup of your assets until the device has been installed and Pedigree support has been notified. To complete the setup, Pedigree support will assign the asset to an actor class (type of vehicle/asset) and will move it to ‘Live’ status. *Pre-Installed assets won’t be visible in the sidebar Assets Tree.
Retired Stage (list of inactive assets – limited functionality for admin users only)
Assets can be retired if they’re sold or are no longer in use. The device can be taken off a retired asset and provisioned, with the help of Pedigree support, to be installed on another asset. Once an asset is retired, it won’t be available in the sidebar Assets Tree and can’t be accessed by regular users. Admin users can still access the asset’s details page either from the Retired Assets List or by using the asset search with the ‘Include Retired’ option checked.
A few other things about retired assets:
- They no longer update nor collect new data
- They can’t be retired if the asset is the target of a new or in-progress Job/Maintenance (completed Jobs/Maintenance will retain information about retired assets)
- They can’t be added to new Jobs/Maintenance
- They can be individually included in reports (by Admin users only)
Users Lists
There are three user lists to provide a clear view of all active users, active drivers, and users who are no longer active. Each user list has its own CSV export option, to get the data out of the system for tracking, analyzing, and reconciliation purposes.
Active User List
The active users list displays all users (users, administrators, and drivers) who currently have access to OneView, POV, or both. Also displayed on this list is the group(s) to which each user is a member and the active date the user was added.
Driver List
The Driver List displays only those in the ‘Drivers’ Group and displays all the attributes specific to drivers (Driving Rule, Start Period, Lock Screen, etc). A full list of driver attributes are listed in the ‘Setting up a User/Driver’ section of the ‘Company Admin’ documentation.
Inactive User List
In addition to not being able to log into the system, inactive users are removed from the sidebar assets tree, collections, groups, alarms, and notifications. They also aren’t eligible to be added to any of those items while the user is inactive.
A few other things about Inactive Users:
- A user can’t be made inactive if they’re the target or assignee of a Job or Maintenance. A prompt will alert you to the job(s) that are preventing the user from being made inactive.
- Admin users can access a retired user’s details page by checking ‘Include Retired’ when using the asset search (shown below) and then clicking on the user’s name in the search results.
- Using the asset search and ‘Include Retired’ checkbox is also how admin users can include Inactive Users/Retired Assets in reports.
- Using the asset search and ‘Include Retired’ checkbox is also how admin users can include Inactive Users/Retired Assets in reports.
- If a user’s access is restored, their tree location will be restored as will their inclusion in any previous groups.
For more information about the added functionality available to Admin Users, please see the ‘Company Admin’ documentation.