Purpose Statement

This article explains the critical role of Asset Groups in organizing, accessing, and managing assets within the First Due system. Asset Groups serve as the foundation for efficient asset categorization, streamlined reporting, automated workflows, and improved operational efficiency. Proper implementation of Asset Groups enhances usability across checklist scheduling, work order management, inventory requests, and compliance reporting for Fire/EMS departments.

Background Information

Asset Groups function as organizational categories that determine how assets are categorized, accessed, and reported throughout the First Due system. These groups serve as the primary filtering and organization mechanism for all asset-related activities, from daily operations to compliance reporting.

System Integration Points

Asset Groups integrate with multiple First Due modules and features:

• List View Filtering for efficient asset searches and management
• Report Generation for departmental analytics and compliance documentation
• Work Order Boards for maintenance request organization
• Inventory Request Boards for supply management workflows
• Checklist Scheduling for automated maintenance and inspection tasks

Common Use Cases

• Station-Based Operations: Organizing assets by geographical location or battalion assignment
• Apparatus Management: Categorizing vehicles by type, capability, or deployment area
• Equipment Tracking: Grouping similar equipment for maintenance scheduling and management
• Compliance Reporting: Ensuring proper categorization for regulatory and audit requirements
• Resource Allocation: Supporting deployment decisions and resource planning

Prerequisites

• Access to First Due Assets Module
• Administrative permissions for Asset Group creation and management
• Understanding of departmental asset categorization needs
• Familiarity with CSV import processes for bulk operations

Step-by-Step Guide

Creating Asset Groups in the System

1. Navigate to Asset Group Setup

   • Access the Assets Module from the main navigation
   • Select Setup from the module menu
   • Choose the appropriate group type from available options

2. Select Asset Group Type

   • Apparatus Groups: For vehicles and mobile equipment
   • Equipment Groups: For tools, devices, and non-mobile assets
   • Location Groups: For facility-based organization
   • Kit Groups: For bundled equipment/inventory sets
   • Inventory Groups: For consumable and supply items

3. Create Individual Asset Groups

   • Click Add Group for the selected asset type
   • Enter a descriptive group name following naming conventions
   • Save the group to make it available for asset assignment

4. Bulk Import Asset Groups (Equipment & Inventory)

   • Navigate to Equipment Groups or Inventory Groups section
   • Select Import CSV option
   • Download the provided template spreadsheet
   • Complete the template with your group names and details
   • Upload the completed CSV file to create multiple groups simultaneously

Implementing Naming Conventions

1. Establish Naming Standards

   • Choose between Generic-Specific or Type-Size naming conventions
   • Determine appropriate prefixes for your department's structure
   • Document naming standards for consistency across users

2. Apply Prefix Systems

   • Use consistent prefixes for related equipment (e.g., SCBA – for all SCBA-related groups)
   • Implement departmental prefixes for assignment clarity (e.g., EMS –, Tech Rescue –)
   • Consider geographical or functional prefixes for station-based organization

3. Create Hierarchical Structure

   • Start with broad categories and add specific subcategories within the Group Name
   • Maintain logical grouping that reflects operational workflows
   • Ensure naming supports both human readability and system filtering

Assigning Assets to Groups

1. Individual Asset Assignment

   • Navigate to the specific asset record
   • Select the appropriate Asset Group from the dropdown menu
   • Save the assignment to activate group-based functionality

2. Bulk Asset Assignment

   • Use CSV import templates to assign multiple assets to groups simultaneously
   • Verify group assignments after bulk operations
   • Update individual assignments as needed for operational changes

Best Practices

Naming Convention Guidelines

• Use Standardized Prefixes: Implement consistent prefixes that support filtering and searching
• Maintain Logical Hierarchy: Create group names that reflect operational structure and workflow
• Consider Future Scaling: Design naming conventions that accommodate department growth
• Document Standards: Create and maintain naming convention documentation for consistency

Operational Efficiency Strategies

• Leverage Automation: Use Asset Groups to automate checklist scheduling and maintenance workflows
• Optimize Filtering: Design groups that support efficient searches and list view filtering
• Support Reporting: Create groups that align with departmental reporting requirements

System Integration Optimization

• Work Order Alignment: Ensure Asset Groups support work order board organization and filtering
• Inventory Request Integration: Align Inventory Groups with procurement and supply management workflows
• Checklist Automation: Use groups to automatically apply maintenance schedules and inspection requirements
• Report Generation: Structure groups to support both operational and compliance reporting needs

Troubleshooting & FAQs

Common Issues and Solutions

Issue: Need to bulk import Equipment & Inventory Groups Solution: Navigate to the respective Equipment Groups or Inventory Groups section, select "Import CSV," download the provided template, complete with your group information, and upload the file.

Issue: Want to rename existing Asset Groups Solution: Asset Groups can be renamed through the setup interface. However, verify that renaming doesn't affect existing automated processes, checklists, or reports that reference the group.

Issue: Assets not appearing in filtered searches or reports Solution: Ensure all assets are assigned to appropriate Asset Groups. Unassigned assets may not appear in filtered views or structured reports.

Issue: Checklist scheduling not working properly Solution: Verify that assets are assigned to correct Asset Groups and that checklist templates are configured to target the appropriate groups.

Frequently Asked Questions

Q: How many Asset Groups can I create? A: There is no practical limit to the number of Asset Groups you can create. However, consider usability and avoid creating so many groups that navigation becomes complex.

Q: Can an asset belong to multiple groups? A: Each asset can only be assigned to one group per group type. If you need multiple categorizations, consider creating more specific group names or using asset tags for additional categorization.

Q: What happens to existing assignments when I rename a group? A: Existing asset assignments will remain intact when you rename a group. However, any automated processes or reports that reference the old group name may need updating.

Q: Can I delete Asset Groups that are no longer needed? A: Yes, but ensure that no assets are currently assigned to the group and that no automated processes reference it. Reassign assets to other groups before deletion.

Q: How do Asset Groups affect user permissions? A: Asset Groups can be used in conjunction with user role permissions to control access to specific categories of assets. Consult your system administrator for permission configuration.

Use Case Examples

Station Groups Implementation

Battalion-Based Organization:

• Battalion 1, Battalion 2, Battalion 3
• Supports geographical reporting and resource allocation

Functional Categories:

• Fire Stations, Admin & Warehouse, Marinas
• Enables facility-type specific maintenance and reporting

Staffing-Based Groups:

• Full Time Stations, Volunteer Stations
• Supports different operational models and resource management

Apparatus Groups Implementation

Vehicle Type Classification:

• Engine, Aerial, Ambulance, Hazmat, Rescue
• Supports fleet management and deployment planning

Capability-Based Subcategories:

• Ambulance – ALS, Ambulance – BLS
• Enables service-level specific reporting and scheduling

Geographic Integration:

• Ladder – Battalion 1, Squad – South
• Combines capability and deployment area information

Equipment Groups Implementation

SCBA Equipment Management:

• SCBA – Cylinders, SCBA – Packs, SCBA – Masks
• Supports component-specific maintenance and tracking

Specialty Equipment Categories:

• Tech Rescue – Rope, Tech Rescue – Confined Space
• Enables specialized team equipment management

EMS Equipment Organization:

• EMS – Cardiac, EMS – Airway, EMS – Trauma
• Supports medical equipment inventory and maintenance

Kit Groups Implementation

EMS Kit Categories:

• EMS Bags – ALS, EMS Bags – BLS, EMS Bags – Pediatric
• Supports service-level appropriate equipment deployment

Specialty Response Kits:

• RIT Kits, MCI Kits, Standpipe Kits
• Enables incident-type specific resource management

Tactical Equipment Groups:

• Ballistic Vests, Hydrant Bags, Rope Rescue Bags
• Supports specialized operational capability management

Advanced Features & Integrations

Automated Checklist Scheduling

Asset Groups enable automatic application of maintenance schedules and inspection requirements to all assets within a group, reducing administrative overhead and ensuring compliance consistency.

Work Order Board Integration

Groups facilitate organization and filtering of maintenance requests, enabling efficient assignment and tracking of work orders based on asset categories and departmental structure.

Inventory Request Workflows

Inventory Groups support automated restocking workflows and supply management processes, ensuring appropriate approval routing and budget allocation.

Dashboard and Analytics

Well-structured Asset Groups enable creation of meaningful dashboards and reports that support both operational decision-making and compliance reporting requirements.

Compliance & Security

Audit Trail Management

Asset Groups support comprehensive audit trails by organizing assets in categories that align with regulatory requirements and departmental accountability structures.

Grant Reporting Support

Properly categorized Asset Groups facilitate grant reporting by enabling easy identification and reporting of grant-funded equipment and supplies.

Regulatory Compliance

Asset Groups can be structured to support specific regulatory requirements, such as OSHA equipment tracking or DOT vehicle compliance reporting.

Related Articles:

• Creating and Managing Assets
• Setting Up Automated Checklists
• Work Order Management
• Inventory Request Workflows
• CSV Import Templates and Procedures

For Additional Support:

• First Due Knowledge Base: [Search for "Asset Groups" or "Assets Setup"]
• Technical Support: [Contact Information]
• CSV Template Downloads: Available in Assets Module Setup sections