Assets Setup: Managing Equipment Groups
Purpose Statement
Equipment Group management allows administrators to reorganize, edit, or remove existing equipment groups to ensure inspections, reporting, and asset visibility remain accurate.
Background Information
Equipment groups often need updates when:
Equipment is relocated or reassigned
Compliance or inspection programs change
Reporting needs evolve
Equipment inventories are expanded or reduced
Required Permissions
Users must have access to Assets > Setup to manage equipment groups. If editing, reordering, or deleting options are unavailable, an administrator should review setup 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 Equipment Groups tab
Click Equipment Groups
Step 3: Locate the equipment group
Find the group you want to manage in the Equipment Groups list
Step 4: Reorder equipment groups
Select the drag/stack icon
Drag and drop the group to its new position
Step 5: Filter or download the equipment group list
- Enter search criteria to find a specific equipment group
- Download the equipment group list into a .csv file
Step 6: Edit an equipment group
Click the Edit icon in the Actions column
Update the group name, description, or assigned equipment
Click Save
Step 7: Delete an equipment group
Click the Delete icon in the Actions column
Confirm the deletion when prompted
Best Practices
Keep group names aligned with inspection and compliance programs.
Avoid overly broad groups that reduce filtering value.
Review groups after bulk imports or inventory updates.
Document grouping logic in the description field.
Troubleshooting & FAQs
Why can’t I delete an equipment group?
The group may still be referenced or your role may not allow deletion.
Does reordering groups affect reporting?
No. Reordering only changes how groups appear in lists.
Will deleting a group delete equipment records?
No. Only the grouping is removed.
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