Managing Groups

Groups Overview

Grouping is a feature on the platform that allows you to have assets or inventories belong to a category. This category can then be used for viewing or processing alike data.

Depending on the service that you’re using, go to Manage Assets > Tagged Assets or Manage Inventory > Inventory.

Under Options, go to Manage Groups.

Creating and making changes to groups

To create a new group, go to Actions > Add A New Group.

To make changes to the group, find a record on the Manage Groups table, then go to Action > Edit.

Adding items to the group

To add items to the group, find a record on the Manage Groups table, then go to Action > Edit.

On the new page, choose the assets/inventory items to add. You can add multiple items.

Alternatively, whilst on the assets or inventory table, you can choose the asset/inventory items then click on the Add To Groups button.

Note: an asset or inventory can belong to multiple groups.

Removing items from the group

To remove items from the group, find the correct group, under the Manage Groups table, click on Edit under its Action column, then choose the assets/inventory items to remove.

Alternatively, from an asset or inventory table, find the record to be removed, then go to Action > Group Changes.