Purpose Statement

Apparatus Groups let you categorize and filter apparatus records throughout the Assets module so users can quickly find the right vehicle(s) for checks, work orders, reporting, and dashboards.

Background Information

Many departments group apparatus by:

• Type (Engine, Ladder, Brush, Medic, etc.)

• Assignment/coverage area (Battalion 1, Northside, etc.)

• Station or location (Station 2 apparatus, reserve fleet, etc.)

There’s no single “correct” method—choose what best supports your department’s reporting, inspections, and daily workflows.

Prerequisites:

• Apparatus records should already exist if you plan to assign them during group creation.

Required Permissions

If you do not see the Apparatus Groups tab or cannot create/save a group, have an administrator review your role permissions for Assets Setup access.

Video

Step-by-Step Guide

Step 1: Navigate to the Assets module Setup

• Navigate to Assets from the main menu

• Select Setup
  

Step 2: Open the Apparatus Groups tab

• Click Apparatus Groups
  

Step 3: Create a new group

• Select New Apparatus Group
  
  

Step 4: Enter group details

• Enter a Group Name

• (Optional) Add a Description to clarify the intent of the grouping
  
  

Step 5: Assign apparatus to the group

• Open the Apparatus dropdown

• Select one or more apparatus to include in the group
  
  

Step 6: Display on Fleet Overview

1. Shows the apparatus associated to the group on the Fleet Overview page
   

1. Affects any external sharing link and the apparatus assigned to any group
   

Step 7: Save the group

• Click Save
  
  

Step 8: Confirm the group was created

• Verify the new group appears in the Apparatus Groups list
  

Best Practices

• Keep names consistent (example: “Engines” vs “Engine Apparatus”—pick one convention).

• Use descriptions to document internal standards (example: “Frontline units only”).

• Avoid overly granular groups that users won’t reliably maintain.

• Review groups quarterly to ensure membership still matches fleet changes (new rigs, reserves, reassignments).

Troubleshooting & FAQs

I don’t see “Apparatus Groups” under Setup.

• You likely don’t have Assets Setup access. Ask an administrator to confirm you have the required setup permission (commonly Assets - Setup Settings).

I can see the tab but can’t create or save a group.

• Your role may have read-only access. Have an administrator confirm you have manage-level access for Assets Setup.

Do I have to assign apparatus during creation?

• No. You can create the group first and assign apparatus later.