Groups

Feature Summary

Groups let you categorize assets, users, or devices into logical sets based on criteria such as asset type, location, department, or operational function. This lets you manage and monitor multiple assets and users together from one place.

How to Use

How-To: Group Assets

1. Go to the navigation menu and click on ‘Add Item’

2. Click on ‘Add Asset Group’

3. Fill out the following information:

   1. Required

      1. Name

   2. Optional

      1. Color
      2. Parent
      3. Message Destination ID

4. Select the desired ‘Users’

5. Choose the desired ‘Assets’

6. Click on ‘Create group’

How-To: Edit Asset Groups

1. Go to the navigation menu and click on ‘Assets’
2. Click on the ‘Group Options’ icon next to the desired asset group
3. Click on ‘Edit Group’ and make the desired changes
4. Click on ‘Save Changes’

How-To: Delete Asset Groups

1. Go to the navigation menu and click on ‘Assets’
2. Click on the ‘Group Options’ icon next to the desired asset group
3. Click on ‘Delete Group’
4. Click the ‘Delete’ button on the popup window

Additional Information

Key Features

• Categorization — Create custom groups for assets, users, or devices by criteria or attribute.
• Group monitoring — Track the status and location of many assets at once.
• Access control — Define permissions per user group so users see only assets relevant to their role.
• Real-time visualization — View live location and status of a group's assets via maps, charts, and data tables.
• Alerts and notifications — Associate alerting and notification rules with specific groups.
• Reporting and analytics — Analyze performance and behavior of assets and users within a group.

Use Cases

• Fleet management — Categorize vehicles by location, type, or operational status for monitoring and decision-making.
• Security and compliance — Group assets and personnel to enforce safety and regulatory standards within specific zones.
• Field service operations — Categorize field personnel to assign tasks and optimize service operations.
• Asset monitoring — Group assets for collective tracking of health, performance, and maintenance needs.