Creating and Managing Asset Groups in the Asset Module

Creating and Managing Asset Groups in the Asset Module

We've enhanced the assets module with a new feature: the ability to organise assets into groups.

This allows you to quickly view all assets of a specific type or category at a glance. You can also create location-based groups, like project sites—simply name the group after the site and add all assets used at that location. Here is a video on how to create and edit asset groups: 



And here is the summary if you prefer to work through steps! 

Objective

To effectively manage asset groups within the Asset Module by adding assets to existing groups or creating new groups.

Key Steps

1. **Accessing Asset Groups**

   - Navigate to the Assets section and locate the menu item called Asset Groups.
   - Click on an existing group to view its details, including the current status of assets and the option to edit.

2. **Adding Assets to a Group**

   - Return to the Groups section and select the group you wish to edit.
   - Use the dropdown menu to select additional assets to add to the group.
   - Click on "Save Changes" to finalise the addition of assets to the group.

3. **Creating a New Group**

   - Click on "Create Asset" to start the process of creating a new group.
   - Provide a name for the new group and choose a color for easy identification.
   - Save the new group and proceed to edit it to add assets.

4. **Editing a Group**

   - After creating a new group or selecting an existing one, click on "Edit" to manage the assets within the group.
   - Choose the assets you want to include in the group by selecting them from the available options.

### Cautionary Notes

- Access to managing asset groups is currently restricted to admin users only.
- If encountering any issues or needing assistance with asset group management, reach out for support.

### Tips for Efficiency


- Ensure to save changes after adding assets to a group to avoid losing any updates.
- Use colours effectively when creating new groups to visually distinguish between different asset groups.
- Regularly review and update asset groups to maintain an organised and efficient system.



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