How to Set Up and Use Asset Groups

Asset Groups help you organize your assets for reporting purposes. You can place assets into multiple groups, such as by vehicle type (e.g., car/van) and shift pattern (e.g., day/night).

Setting Up a New Asset Group:

1. Navigate to Administration:

   • Go to Administration > Asset Groups.

1. Add a New Asset Group:

   • Click the plus sign (+) to add a new Asset Group.

2. Choose the Parent Folder:

   • Select the parent folder based on how you want to organize your asset groups.
   • Enter the name of the new group and click Next.

3. Review and Finish:

   • Review the information on the next screen.
   • If everything is correct, click Finish.

Adding Assets to the Group

1. Via Asset Group:

   • Click on the Asset Group you created.
   • Navigate to the Assets section.
   • Click the plus sign (+) to add assets.

1. Via Asset Screen:

   • Go to Administration > Assets.
   • Select the asset(s) you want to add.
   • Edit the Information screen to include the Asset Group.

Running Reports

• To run reports based on the vehicles in Asset Groups, use the Asset Filter:
  • Type "any vehicle in group…" in the Asset Filter.
  • This will generate reports for the assets in the specified Asset Groups.