Create asset groups

Audience: Administrators, dispatchers

Groups organize assets together in a quick and flexible way. They help identify, filter, and manage complex sets of equipment within large infrastructures. Groups also help users share documentation or specific operational views. You can:

• Temporarily bundle assets for maintenance rounds, inspections, or shared documentation views.

• Apply colors and visual layers to dispatcher or technician maps, so users can filter and view clusters of related equipment on the map.

Example of an asset group

To manage the cooling infrastructure of a corporate campus, you group related equipment together, so technicians can filter and view it on the map at the same time. Here’s a possible setup:

• Operations center: Milan North Campus

• Code: HVAC-BLDG-A

• Description: Chiller units and HVAC systems for building A

• Order: 1

• Color: Blue (Hex: #0000FF)

• Active: Yes

Prerequisites

Before you start:

• To understand characteristics, their classes, and values, see Structure asset data.

• To create facility types, see Create facility types.

Follow the UI path

All following instructions start from this system path:

Configuration > Core > Asset Management > Groups

Search for a group

To find an existing group:

1. In the Search tab, enter desired parameters, like:

   • Operations center: Select the relevant OC from the drop-down menu.

   • Code: The group’s unique internal ID.

   • Description: The group’s description.

   • Object code: The technical object’s unique internal ID.

   • Active: Whether the group is active.

2. Click Search.

Add a new group

To group assets and not change their hierarchy:

1. On the Groups page, click the + New group button.

2. In the Groups window, enter desired parameters:

   • Operations center: The relevant operations center (OC).

   • Code: The group’s unique internal ID.

   • Description: The group’s description.

   • Order: The order the group appears in the group list.

   • Active: Whether the group is active.

   • Color: A color that represents the group on the map or in lists.

3. Click Save.

Edit a group

To make changes to a group:

1. In the Groups list, next to a group, click the Three dots menu.

2. Select Modify.

3. In the Groups window, edit the group’s information.

4. Click Save.