Set up an asset group

Learn how to add asset groups. You must be an Asset Manager with either global or manager rights to add groups.

An asset group is a set of asset types that have similar characteristics, eg you may set up a group for keys, which has several types of keys linked to it.

To set up an asset group:

  1. Go to Tools > Asset Manager
  2. Select Manage Asset Groups from the menu on the left.
  3. Click Create a New Asset Group.

    Create-Asset-Group.png
  4. Enter a name for your group.
  5. Select the asset class for your group:

    Transferable – the asset can be issued out to a person, eg vehicles, keys, and cards.

    Fixed – the asset is fixed in a set location, eg a piece of machinery that stays on-site. These assets can be issued out but the context would be you are assigning ‘control’ of the asset to the person.
  6. Enter a description for your group.
  7. Select Save.

    Asset-Group-Save.png

You can now add asset types and link them to your new asset groups. 

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