Asset Groups: Create, Edit and Delete

Article Links Introduction | Create an Asset Group | Edit an Asset Group | Delete an Asset Group |

Introduction

Assets are used by the Incident Management System (IMS) to organize property owned by your company such as; vehicles, equipment, furniture and structures.  Assets can be added to the IMS in advance so that they can be included in an incident report at a later date.

Please refer to the Assets: Overview article to learn more about how assets are used by the IMS.

An asset group is created for each establishment you would like to store assets for.  Prior to creating the asset, you will need to create the Asset Group to store the asset in. Asset Groups are created for each establishment (site). 

To learn more about establishments, refer to the Establishment: Overview article.

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Create an Asset Group

Follow these steps to create a new asset group:

1. Click the Administration tab at the top of the screen
2. Click the Assets Menu, then the Asset Groups link on the left menu bar
3. Click the New button at the top of the Create Assets screen
4. Click the Select button to the right of the Location field
   1. Select the desired organization unit that corresponds to the establishment (typically Site) from the Look for drop down list
   2. Click the checkbox to the left of the desired establishment (typically site) from the list of available records
   3. Click the Select button to complete your organization selection and return to the Create Asset Group screen
5. Complete the Name field (required entry field denoted in red). For example, Portland Site Assets
6. Complete the description field (optional entry denoted in black)
7. Click the Save button
8. Click the Close button after the Asset Group Created confirmation appears
9. Your newly created asset group will appear on the Manage Asset Groups screen
10. To create assets for this asset group refer to the Assets: Create, Edit and Delete article.

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Edit an Asset Group

Follow these steps to edit an asset group.

1. Click the Administration tab at the top of the screen
2. Click the Assets Menu, then the Asset Groups link on the left menu bar
3. Search and locate the desired asset group 
4. Click the Edit button to the left of the desired asset group name
5. Make the desired changes on the Edit Asset Group screen
6. Click the Save button located on the menu bar
7. Click the Close button after the Changes Saved confirmation appears
8. You will be returned to the Manage Asset Groups screen

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Delete an Asset Group

Use caution when deleting an asset group. Deleting an Asset Group will delete all assets added to the group. Unlike deleting other record types, deleting the assets in and Asset Group WILL NOT affect any incident that the asset(s) were used in. 

Follow these steps to delete an Asset Group.

1. Click the Administration tab at the top of the screen
2. Click the Assets Menu, then the Asset Groups link on the left menu bar
3. Search and locate the desired asset group 
4. Click the Delete button to the left of the desired asset group
   Note: If the Delete button is inactive, you have not been assigned the Master administration role and will be unable to delete asset groups.  Please contact your Incident Manager Master in your company to delete the asset group for you or change your security role if applicable.
5. Click the Yes button on the Confirm Delete screen
6. Click the OK button on the Delete Succeed confirmation screen. The asset group will be deleted from the LMS.

Should an asset group be deleted in error, email support@convergencetraining.com. Support can generally restore the deleted records.

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