Assets Setup: Managing Apparatus Groups

Assets Setup: Managing Apparatus Groups

Purpose Statement

Apparatus Group management allows administrators to reorganize, edit, or remove existing apparatus groups in the Assets module. This ensures apparatus groupings stay accurate as fleet assignments, station coverage, or operational needs change.


Background Information

Over time, departments may need to:

  • Reorder apparatus groups to reflect operational priority

  • Edit group names or descriptions as standards evolve

  • Update which apparatus belong in a group

  • Remove groups that are no longer needed

Info
Managing apparatus groups helps keep filtering, inspections, and reporting aligned with current operations.


Required Permissions

Users must have access to Assets > Setup to manage apparatus groups. This access is typically granted through an Assets setup or administration permission. If you cannot edit, reorder, or delete groups, have an administrator review your role permissions.


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: Locate the apparatus group

  • Find the group you want to manage in the Apparatus Groups list




    Step 4: Reorder apparatus groups

    • Select the drag/stack icon

    • Drag and drop the group to its new position in the list




    Step 5: Filter or download the apparatus group list

    1. Enter search criteria to find a specific apparatus group
    2. Download the apparatus group list into a .csv file



    Step 6: Edit an apparatus group

    • Click the Edit icon in the Actions column

    • Update the group name, description, or assigned apparatus

    • Click Save




    Step 7: Delete an apparatus group

    • Click the Delete icon in the Actions column

    • Confirm the deletion when prompted

    Warning
    Warning: Deleting an apparatus group is permanent and cannot be undone.





    Best Practices

    • Review group order periodically to keep frequently used groups at the top.

    • Update descriptions when the purpose of a group changes.

    • Avoid deleting groups that are still actively referenced in workflows or reports.

    • Communicate group changes to users who rely on asset filters.


    Troubleshooting & FAQs

    I can’t reorder apparatus groups.

    • Confirm your role includes manage-level access for Assets Setup.

    Why can’t I delete a group?

    • The group may still be in use or you may not have delete permissions.

    Does deleting a group delete the apparatus?

    • No. Deleting a group only removes the grouping, not the apparatus records.


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