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Create Asset Groups

You need to create an asset group before creating assets

Updated over 2 weeks ago

An Asset Group allows you to create an asset based on a predefined group type with allocated properties.


How do I create an asset group

  1. Go to Asset Group in the configure portal.

  2. Click Add Group.

  3. Complete the mandatory fields, including Name, Type, Belongs to, and Contractor.

    • Classification is like the "big category" (e.g., equipment types).

    • Physical is a more specific "group" within that category where individual assets are created and tracked.

    Together, Classification and Physical can form a tiered hierarchy structure. This means that classifications act as higher-level categories, while physical groups provide more specific divisions under each classification, making it easier to organise and manage assets at different levels.

  4. Click Create.

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