Asset Groups

Introduction

Asset Groups classify Equipment items that require the same maintenance and repair work.

Use Asset Groups to manage Bills of Material, _Model type Work Orders, and Standard Work Tasks for Equipment in the group.

For example, a fleet of 2018 work trucks require the same parts (Bills of Material), the same preventative maintenance schedules (Model type Work Orders), and the same work tasks during repair work.

Create an Asset Group for this fleet of trucks, then easily find the appropriate item for the fleet by filtering by the Asset Group the Bill of Material, Standard Work Task, or Work Orders are assigned to.

How Asset Groups Works

Asset Groups and Bills of Material

Assign Equipment to an Asset Group
Create a Bill of Material for the Asset Group
Add Catalog Items required for repair and maintenance of the Equipment items to the Bill of Material as Bill of Material Items
Users can add the correct Planned Stock items to a Work Order by selecting from the Bill of Material by selecting the related Stock Items from the appropriate Warehouse

Asset Groups and Standard Work Tasks

Standard Work Tasks act as templates for creating Work Orders for items

For example, an inspection always requires the same set of steps.
Standard Work Tasks may have as many Standard Work Task Steps as required
Use Standard Work Tasks to create Work Orders for repair or maintenance of Equipment

Asset Groups and Model Work Orders

Assign Model type Work Orders to an Asset Group to quickly identify the needed work for a Preventative Maintenance Schedule

Step-by-Step Guide

From the Asset Group tab, click New

You can create Asset Groups directly from the Asset Group field on records for Equipment, Model type Work Orders, and Standard Work Tasks.
Add an 18-character Asset Group ID
(Optional) Add a Description
Click Save or Save & New.
From the Equipment tab, Work Order tab, or Standard Work Task tab, use the Asset Group field in the record to assign the Asset Group. Repeat for other records