Steps to Create Tool Groups for Reference Standards

  1. Access Administration Settings:

    • Go to Administration > Configuration > Operation Settings > Classification Areas.

  2. Create a New Area:

    • Click on Add New.
    • Enter the name in the Area group name field.
    • Select Allow assignment to "Assets".
    • Click Save to create the main group.

  3. Add Sub-Groups:

    • Click on Add New Area to create the first sub-group.
    • To add sub-areas or sub-folders:
      • Select an existing area.
      • Click Add New Area.
      • Enter the name of the sub-group and press Save.

  4. Edit an Existing Area:

    • Select the area name.
    • Click the Edit Area button.

  5. Delete an Area:

    • Ensure there are no existing sub-areas.
    • Select the area name.
    • Click Delete Area and confirm the action.

  6. Delete an Entire Group:

    • Select the Delete area group button in the lower right of the panel.
    • Confirm by clicking OK in the pop-up.

  1. Assign Tools to Areas:

    • Go to the Asset Manager and click the Areas tab.

  2. Find Desired Tools:

    • Use the filters and search bar to locate the tools.

  3. Add Tools to Groups:

    • Check the box next to the desired tool(s).
    • Click the + button next to the correct group to add them.

  4. Manage Added Assets:

    • Click on the group name to see the full list of added assets.
    • To remove assets, select the checkboxes and click the Remove option.