Asset Groups

To organize assets more effectively, you can create so-called asset groups.

An asset group is used to group individual assets from a single locality. An asset group therefore cannot combine assets from different localities.

Creating a new group

1. In Facilities/Asset groups, click the "+New asset group" button and choose whether the group will be defined by selecting assets or by selecting asset types.
2. Enter the asset group name.
3. Select the locality.
4. Set the display style (color and icon).
5. Optionally add a short description of the asset group.
6. Click Save to store the record.

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Assigning assets to a group

Assignment from a group defined by selecting assets

1. In Facilities/Asset groups, on the group card, click the "Connect asset" button.
2. In the dialog, select one or more assets that you want to add to the group. You can use the Search function in the dialog.
3. Click "Add selected" to connect the assets to the group.

Assignment from a group defined by selecting asset types

1. In Facilities/Asset groups, on the group card, click the "Edit" button.
2. In the dialog, select the asset types that you want to assign to the group automatically (for example, high-voltage electrical equipment, high-voltage electrical installation, and so on).
3. Click "Save" to connect the selected asset types to the group.

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Assignment from the asset detail

1. Open the asset detail (Facilities/Assets).
2. Click the edit icon next to the Asset group attribute (in the right panel) to display the selection field.
3. Select the required asset group and confirm the selection.