Asset Groups

You can create an unlimited number of groups for assets.

Use groups to sort and filter records.

💡These tutorials explain how to set up asset groups.

How to Create a Group#

1. Navigate to Edit Groups.
2. Click Add/Edit (button) unless it is blue.
3. Click the top row, where it shows Click here to add a new row.
4. Code = Enter a descriptive abbreviation for the group.
5. Description = Enter a description for the group.
6. Click Save (button).

How to Edit a Group#

1. Navigate to Edit Groups.
2. Click Add/Edit (button) unless it is blue.
3. Edit the records by replacing the existing data.
4. Click Save (button).

How to Delete a Group#

1. Navigate to Edit Groups.
2. Click Add/Edit (button) unless it is blue.
3. Right-click an entry and select Delete.
4. Confirm the deletion on the popup.

How to Assign Groups to Assets#

1. Navigate to a list of assets.
2. Double-click an asset on the list.
3. Click Edit (button) on the top row of menu buttons unless it is blue.
4. Click the three dots (…) next to Groups in the header.
5. Use the arrows in the middle to move the groups you want to allocate from the Available section to the Selected section.
   • Note: To remove a group, move the group from the Selected section to the Available section.
6. Click Save (button).
   • Note: To discard your changes, close the popup with the X in the corner.