How do I add a group?

Create a new record for a group.

A Group is a category for collecting assets with similar characteristics, features, or functions. You can use a group to track and report transactions in the application. Assets will be filtered by department and classification. You can set up a group to apply another filter. For example, you can apply a filter to show vehicles by type: truck, car, SUV, etc.

Contents

How do I add a group?
1. Adding a group
2. Reporting assets by group

Adding a group

1. Open Connect Asset Management > Organization > Groups.

2. Click New (CTRL+N).

3. Enter a Group name.

This is a primary field. If transactions are created using this group, you will not be able to change the value in this field.

4. Enter a Description.

Use this field to add more information about the purpose of the group.

5. Click Add Assets to Group.

This button is located on the toolbar that is located under the Description field.

6. Press and hold the CTRL key as you click on each asset that belongs to the group. Click OK when you're done.

The selected assets display in the Assets table.

7. Click Save (CTRL+S).

The record is saved.

Updated 04Jan2018

Reporting assets by group

Print the report titled Asset by Groups Report.

Updated 04Jan2018