Assets Setup: Managing Kit Groups

Assets Setup: Managing Kit Groups

Purpose Statement

Kit Group management allows administrators to reorganize, edit, or delete existing kit groups to keep kit organization accurate across inspections, inventory, and reporting workflows.


Background Information

Kit group maintenance is commonly needed when:

  • Kits are reassigned to different units or stations

  • Medical or operational standards change

  • Group names or descriptions need clarification

  • Old or unused groupings need to be removed

Keeping kit groups up to date ensures consistency and visibility across the system.


Required Permissions

Users must have access to Assets > Setup to manage kit groups. Depending on configuration, managing medication kit groups may also require a dedicated kit group management permission. If actions are unavailable, review role permissions.


Video



Step-by-Step Guide

Step 1: Navigate to the Assets module Setup

  • Navigate to Assets from the main menu

  • Click Setup



Step 2: Open the Kit Groups tab

  • Click Kit Groups




Step 3: Locate the kit group

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




    Step 4: Reorder kit groups

    • Select the drag/stack icon

    • Drag and drop the group to the desired position




    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 a kit group

    • Click the Edit icon in the Actions column

    • Update the group name, description, or assigned kits

    • Click Save




    Step 7: Delete a kit group

    • Click the Delete icon in the Actions column

    • Confirm the deletion when prompted

    Warning
    Warning: Deleting a kit group is permanent and cannot be undone.





    Best Practices

    • Use clear naming conventions that match how crews identify kits.

    • Keep group membership current after kit replacements or reassignments.

    • Avoid deleting groups tied to active inspections or audits.

    • Standardize group usage across stations for consistent reporting.


    Troubleshooting & FAQs

    I don’t see the edit or delete icons.

    • Your role may be view-only. Ask an administrator to review your permissions.

    Can I reorder groups without editing them?

    • Yes. Reordering does not change group details or membership.

    Does deleting a group remove the kits?

    • No. Kits remain in the system and can be reassigned to other groups.


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