Asset Groups

Navigte to Asset Groups

Step 1: Access the Asset Management sub-module of the Finance module from the left sidemenu as shown in the fig1 below
Step 2: Click on Asset Groups as shown in the fig1 below.

Fig 1 Navigating to Asset Groups

- This displays a list view of Asset Groups as shown in fig2 below.

Fig 2 Listing Asset Groups

- Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records: - Search string: for filtering records as shown in fig3 below

Fig 3 Searching Asset Groups

Create a new Asset Group

To create an Asset Group, hit the Create button in the toolbar area and populate the form fields.

Fig 4 Creating Asset Groups

- The following are some of the fields that needs to be populated: - Group Name - Asset Type - Useful Life

Fig 5 Creating Asset Groups- Populating Fields

You also need to populate the fields in the Policies and Accounts tabs
- Click the New button in both the Policies and Accounts tabs
  Fig 6 Creating Asset Groups- Populating policies
  
  Fig 6b Creating Asset Groups- Populating policies
  
  Fig 7 Creating Asset Groups- Populating Accouts
  
  Fig 7b Creating Asset Groups- Populating Accouts
- After filling out the forms(policies, and accounts), the file automatically save by it self.

View an Asset Group

From the list view, click on the ID of the Asset group to view it

Fig 8 Viewing Asset Groups

Edit an Asset Group

From the list view, select the Asset Group you want to edit by clicking on a radio button
Click the edit button to edit the Asset Group you just selected