Assign Status Groups to Asset Types

Things to Consider

  • Required User Permissions

  • Assigning Status Groups

    • You can only assign Status Groups to asset types if the asset type and subtype do not yet have any asset records.

  • Creating Status Groups

    • All statuses must be mapped to a standard state: New, Operating, Decommissioned.

  • Deleting Status Groups

    • You cannot delete a status from a group if it is currently in use by any asset.  

    • The Delete button is disabled if the status group is assigned to any asset type or subtype. You must unassign it before you can delete it.

Steps

  1. Navigate to the Company level Admin tool.

  2. Under 'Tool Settings', click Assets.

  3. Click the Status Groups tab.

  4. Locate the status group you want to apply to asset types.

  5. Click the link in the 'Assigned Asset Types' column.

  6. Select which asset types to assign this status group.

  7. Click Assign.

  8. Click Save Changes to confirm.

Create a Status Group