Quick Actions

Throughout the application, users will find a number of Quick Actions located in various 3-dot menus. These actions vary in their contents and functionality, but typically provide users with shortcut actions that represent commonly used cross-functional feature sets. To access the Quick Actions, open the menu by clicking on it.

Assets Module

The Quick Actions menus in the Assets Module can be found in the List Panel at the top of the list of Assets. Opening this menu gives users two action options and a number of sorting options that will apply to the Assets in the List Panel.

Add Shared View

Opens the Add Shared View page with a date range pre-populated that reflects the selected date range from the History Mode or Live Mode setting.

Run Report

Opens a box over the map view that allows users to run a report (select report type from drop-down menu) with pre-filled asset filters and date range based on what was visible in the Live Mode or History Mode.

Sorting Options

See article: Sorting and Search

Geofences

The Quick Actions menu in the Geofences module can be found in the List Panel at the top of the list of Geofences. Opening this menu gives users two action options and a number of sorting options that will apply to the Geofences in the List Panel.

Add Geofence

Opens the Add Geofence form and allows the user to move through the flow as normal.

Import Geofences

Opens the Import KML file form and allows the user to move through the flow as normal.

Places

The Quick Actions menu in the Places module can be found in the List Panel at the top of the list of Places. Opening this menu gives users two action options and a number of sorting options that will apply to the Places in the List Panel.

Add Place

Opens the Add Place form and allows the user to move through the flow as normal.

Import Places

Opens the Import KML file form and allows the user to move through the flow as normal.

Journeys

The Quick Actions menu in the Journeys module can be found in the List Panel at the top of the list of Journeys. Opening this menu gives users one action option.

Add Journey

Opens the Add Journey form and allows the user to move through the flow as normal.

Summary Panels

The most complex and variable Quick Actions menus exist within Summary Panels. Based on the type of Summary Panel, the list of Quick Actions available to the user will change. To find these menus, open any object or reported position on the Map View.

Add Alert

Opens the Add Alert form with and filters or references pre-filled, and allows the user to resume the normal flow. If opened from a Geofence on a map, it will have a filter for “Inside Fence: Selected Geofence.”

Add as Place

Opens the Add Place form with the location information pre-filled from the reported position, and allows the user to resume the normal flow.

Asset Location Report

Opens the Asset Location Report form with filters for inside the selected Geofence pre-filled, and allows the user to resume the normal flow. For most data ecosystems, the Report will run automatically and results will be displayed when the form loads.

Group Assets

Opens the Add Group form with a list of Assets that were inside of a Geofence pre-filled, and allows the user to resume the normal flow.

Show / Hide

(for Asset, Geofence, Place, or Trip) for the selected object, users have the option to toggle its visibility on the map interface directly from the map view. Once toggled off, users will have to open the options tab in the Details Panel or click the eyeball icon in the List Panel to toggle the visibility back on.

(Object Name) Options

(for Asset, Place, Geofence, or Journey) Offers users a shortcut to the obeject’s module with the Details Panel expanded to the object options page for that object.

History Replay

Shows users the history of the reported positions for the Asset from oldest to most recent.

Measure Distance

Opens the Ruler Tool and uses the selected Place or Position as one of the endpoints.

Mark Complete

For Waypoints, allows users to mark them complete.

Route Asset

Opens the Get Route form in the Place Details Panel with the destination Place pre-filled, and allows the user to resume the normal flow.

Route From

Opens the Get Route form with the location of the selected position or Place pre-filled as the Begin point, and allows the user to resume the normal flow.

Route To

Opens the Get Route form with the location of the selected position or Place pre-filled as the end point, and allows the user to resume the normal flow.

Send Message

Opens the Send Message form in the Geofence Details Panel with Assets inside of the selected fence pre-filled as recipients, and allows the user to resume the normal flow.

Shared Views Module

The Shared Views Module is unique, and has Quick Actions in both the List Panel and in the Summary Panels that only open in the Shared Views Module.

List Panel Quick Actions

List Panel Quick Actions are Sorting Options that appear in other Modules. * Alphabetical * Color * Custom

Summary Panel Quick Actions

In the Shared Views Module, users can open Summary Panels by clicking on the Shared View from the List Panel. The Quick Actions menu on these Summary Panels have the following options: * Shared View Options: a shortcut to open the Details Panel to the Shared View Options tab, which allows users to Share the Shared View or edit the Shared View settings. * Disable: a shortcut to disable the Shared View