Asset Groups

You can create and unlimited number of Groups for Assets.

Groups are used to sort and filter records.

Navigation: Main Menu > Setup > Assets > Menu (button) > Edit Groups

These tutorials explain how to create, edit, and delete groups and how to assign them to assets.

How to Create a Group

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

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How to Edit a Group

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

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How to Delete a Group

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

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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 unless it is blue.
4. Click the ellipses (…) next to Groups in the header.
5. Using the arrow keys in the middle, move all the Groups you want to allocate from the Available 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.

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