Asset Groups

Topics in this section:

• What asset group information is shown on this page?
• What is an asset group?
• Adding an asset group*
• Editing an asset group*
• Deleting an asset group*
• Restoring an asset group*
• Using filters to search for asset group

* An application user must have a user role with View/Modify permission to the Resources feature to add, edit, delete, or restore an asset group.

Related topics:

• Restricting DVIR Access

What asset group information is shown on this page?

• Asset Group ID - Displays the asset group id.
• Status - Displays the status of the asset group.
  Active - The asset group is active. It can be assigned when adding or editing users and used to filter inspection reports.
  Deleted - The asset group has been deleted. It cannot be assigned when adding or editing users or used to filter inspection reports.

What is an asset group?

An asset group is collection of assets. Asset Groups can be used to prevent this user from accessing DVIRs on Assets and can be used to filter results of Inspection Reports.

Adding an asset group*

To add a new asset group to the organization:

1. Click the new button . This displays the Asset Group Detail page.
2. Enter a name for the asset group.
3. Click the Save button to save changes and return to the Asset Groups list page.

Points to remember when adding a new asset group:

• The asset group name must be unique within an Organization. Uniqueness checking is case insensitive and includes both deleted and non-deleted records.

Editing an asset group*

To edit the name of an asset group already existing in the organization:

1. Locate the row in the table containing the asset group you wish to edit.
2. Click the Asset Group name link. This displays the Asset Group Detail page.
3. Change the name of the asset group.
4. Click the Save button to save changes and return to the Asset Groups list page.

Deleting an asset group*

Asset groups may be deleted from the Asset Groups list page (one or more asset groups at a time) or from the Asset Group Detail page (one asset group at a time).

To delete an individual asset group from the Asset Groups list:

1. Make sure the Show All or Show Active filter is selected.
2. Locate the row containing the active asset group you wish to delete.
3. Click the delete button  to the right of the row.
4. A pop-up will display asking for confirmation to delete the selected asset group.
5. If confirmed, this deletes the selected asset group.

To delete multiple asset groups from the Asset Groups list:

1. Make sure the Show All or Show Active filter is selected.
2. Locate the row(s) containing the asset group(s) you wish to delete.
3. Check the checkbox to the left of each row.
4. Click the delete button  above the list to delete the selected asset group(s).
5. A pop-up will display asking for confirmation to delete the selected asset group(s).
6. If confirmed, this deletes the selected asset group(s).

To delete an asset group from the Asset Group Detail page:

1. Click the Asset Group name link to display the detail page.
2. After the Asset Group Detail page is displayed, click the Delete button.

Points to remember when deleting an asset group:

• You cannot delete an asset group if it has assets currently assigned to it or users with asset group-specific access to it, even if those assets or users have been deleted.

Restoring an asset group*

Asset groups may be restored from the Asset Groups list page (one or more asset groups at a time) or from the Asset Group Detail page (one asset group at a time).

To restore an individual asset group from the Asset Groups list:

1. Make sure the Show All or Show Deleted filter is selected to show both deleted and active asset groups or show only deleted asset groups.
2. Locate the row containing the deleted asset group you wish to restore.
3. Click the restore button  to the right of the row.
4. A pop-up will display asking for confirmation to restore the selected asset group.
5. If confirmed, this restores the selected asset group.

To restore one or more asset groups from the Asset Groups list:

1. Make sure the Show All or Show Deleted filter is selected to show both deleted and active asset groups or show only deleted asset groups.
2. Locate the row(s) containing the asset group(s) you wish to restore.
3. Check the checkbox to the left of each row.
4. Click the restore button  to the right of the row.
5. A pop-up will display asking for confirmation to restore the selected asset group(s).
6. If confirmed, this restores the selected asset group(s).

To restore an asset group from the Asset Group Detail page:

1. Click the Asset Group name link to display the detail page.
2. After the Asset Group Detail page is displayed, click the Restore button.

Using filters to search for asset groups

The filters are live updating. The displayed list will change as filters are selected.
Click the filter button  to hide or show the page filters, or click the close button  in the filter pane to hide the filters.
Click the refresh button  to manually refresh the list.

The following page-specific filter options are provided:

• Filter By text - Include only the asset groups for whom a particular attribute begins with the text you specify

  To apply this filter:

  1. Select Asset Group ID from the drop-down list.
  2. Enter the desired text into the box.

  To clear this filter:

  1. Select Clear All  at the top corner of filter option.
• Asset Group Status- include active and/or deleted asset groups
  
  • To include only active asset groups, click Show Active (selected by default).
  • To include only deleted asset groups, click Show Deleted.
  • To include both active and deleted asset groups, click Show All.

Customizing the list display

1. Click the more button , then click Configure Columns.
2. Click to deselect or select columns from the list shown. Click Reset to return the selection to the default settings.
3. Click Save when finished. The page will update to display the new selections.
4. Click Cancel to return to the list without saving any changes.

1. Click the more button , then click Configure Columns.
2. Click and drag the handle button  to the right of each column to change the display order. Click Reset to return the selection to the default settings.
3. Click Save when finished. The page will update to display the new selections.
4. Click Cancel to return to the list without saving any changes.