How_do_I_add_assets_to_a_group_

How do I add assets to a group?

In Caselle Asset Management, adding assets to a group allows organizations to organize and manage related assets together instead of handling each asset individually. Groups make reporting, tracking, maintenance, and administration easier — especially when many assets share common characteristics.

Organizations commonly group assets for several reasons:


Simplify Reporting
  • Groups allow users to run reports on a collection of related assets at once.

Examples:

  • Police vehicles
  • Water utility equipment
  • IT hardware
  • Park facilities

Instead of selecting assets individually, users can report on the entire group.


Improve Organization

Grouping helps organize assets by:

  • department,
  • location,
  • asset type,
  • project,
  • funding source,
  • or operational function.

Example:

All assets associated with a wastewater treatment plant can be grouped together.


Streamline Maintenance and Inventory

Asset groups help maintenance staff:

  • schedule inspections,
  • track replacements,
  • and perform physical inventories more efficiently.

Example:

Grouping all playground equipment allows annual safety inspections to be managed together.


Support Project or Grant Tracking

Assets purchased for a:

  • capital project,
  • grant,
  • or special initiative

can be grouped for easier monitoring and compliance reporting.


Manage Related or Component Assets

Some assets function together operationally.

Example:

  • A building and its HVAC system
  • Fleet vehicles and attached equipment
  • Computer systems and peripherals

Grouping helps staff view and manage these connected assets collectively.


Improve Replacement Planning

Organizations can analyze groups to identify:

  • aging assets,
  • high-maintenance categories,
  • and future replacement needs.

Example:

Reviewing all fire department vehicles together helps plan fleet replacement cycles.


Simplify Security and Responsibility Tracking
Groups can reflect:
  • responsible departments,
  • custodians,
  • or operational units.

This improves accountability and asset oversight.

Example group structure:

GroupAssets Included
Police FleetPatrol cars, motorcycles, radios
Parks EquipmentMowers, tractors, playground systems
Water Utility InfrastructurePumps, valves, generators


In simple terms:

Asset groups help organizations organize related assets so they can manage, report on, and maintain them more efficiently as a collection rather than one at a time.


Adding assets to a group

1. Open Connect Asset Management > Organization > Groups.

2. Enter a group name in the Lookup bar. Press Enter.

3. Now, click Add Assets to Group.

This button looks like the New button and it is located on the toolbar under the Description field.

4. Press and hold the CTRL key as you click on each asset that belongs to the group. Click OK when you're done.

The selected assets display in the Assets table.  

 

 

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