Assets Setup: Managing Location Groups

Assets Setup: Managing Location Groups

Purpose Statement

Location Group management allows administrators to reorganize, edit, or delete location groups to reflect operational changes such as station realignments or facility updates.


Background Information

Location groups often change due to:

  • Station openings, closures, or reorganizations

  • Battalion or district realignments

  • Asset storage changes

  • Reporting and oversight needs

Maintaining accurate location groups improves filtering, inspections, and asset oversight.


Required Permissions

Users must have access to Assets > Setup to manage location groups. Station-based grouping may also require a specific station setup 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

  • Select Setup




Step 2: Open the Location Groups tab

  • Click Location Groups




Step 3: Locate the location group

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



    Step 4: Reorder location 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 location group

    • Click the Edit icon in the Actions column

    • Update the group name, description, or assigned locations

    • Click Save




    Step 7: Delete a location group

    • Click the Delete icon in the Actions column

    • Confirm the deletion when prompted


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





    Best Practices

    • Use consistent naming aligned with battalions or districts.

    • Update groups promptly after station or facility changes.

    • Avoid deleting groups still used for reporting or filtering.

    • Use descriptions to document inclusion rules.


    Troubleshooting & FAQs

    I don’t see Location Groups in Setup.

    • Your role may not include Assets Setup access or station setup permissions.

    Does deleting a location group delete the locations?

    • No. Locations remain in the system and can be reassigned.

    Why don’t filters update immediately?

    • Refresh the page to ensure the latest configuration loads.


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