Overview
Filters make fleet management easier by allowing you to narrow down the list of machines based on criteria such as brand or category...
Segments go a step further, enabling you to organize your fleet into flexible groups defined by your own rules.
Basics
Filters and segments are accessible via the "Filter" button usually located at the top pages.
Filtering
To apply a filter:
Select a filter type (e.g., Brand, Category etc).
Choose one or more options.
Example: Selecting Brand and the option Caterpillar will display only machines from Cat.
You can apply multiple filters simultaneously to further narrow down the displayed list.
Example: Adding Category and the option Dump Truck will refine the list to show only Caterpillar dump trucks.
Creating a Segment
Only workspace administrators can create or modify segments. If you’re not an admin, reach out to one for assistance.
To create a segment:
Go to the Inventory, click on "More", top left of the page
Click "Create Segment" and define the rules (filters) for your segment. The resulting list of machines will be visible on the right.
Once satisfied with the result, name your segment and save it. It will now be visible to all workspace users.
You can modify the segment later if needed.
Using a Segment
When filtering a report, you can choose between applying individual filters or selecting an existing segment.
Updating a Segment
Segments are dynamic and automatically updated based on their defined rules. For example, if new equipment is added to your fleet that matches the segment's criteria, it will be included in the segment without any additional effort.
FAQ
Can I filter based on machine usage data?
Can I filter based on machine usage data?
No, at the moment, filters apply only to machine data (e.g., brand, model, custom fields). Usage data (e.g., idle rate > 35%) is not yet supported.
Are segments compatible with workspaces?
Are segments compatible with workspaces?
Yes! Although segments and workspaces may overlap in functionality, they are designed to coexist and are particularly useful for complex organizations.
Can I use segments for alerts?
Can I use segments for alerts?
Partially. Segments can help you quickly select a list of machines when creating an alert, but the list will remain static. Fully dynamic segment compatibility with alerts is planned for future updates.
What can I do if I’m not an admin?
What can I do if I’m not an admin?
If you’re not an admin, you can still use existing segments. For additional needs, contact an admin and request the creation of new segments that meet your requirements.