How to Set Up Groups

Introduction

Groups are the basis for any Treon Connect project with multiple deployment sites. In a Group, assets can be pooled together. For example, a group could be one specific production facility or environment where Treon Connect sensors are deployed.

Groups are the foundation of user access management in Roles.

You can create new Groups at the top level or at any point within the hierarchical tree structure. This flexibility allows you to organize devices according to your operational needs, whether by site, department, or function.

Video tutorial: Create New Groups

Step-by-step tutorial: Create New Groups

Step 1: Access Treon Connect Web and Groups

For accessing the Assets management, open your Treon Connect Web application.

Click the Groups button in the Treon Connect Web main menu.
 

Step 2: Asset list

Here you can see a list of all current Groups.

Step 3: Create new Asset

You can create a new asset by pressing Create New in the top right corner.

Step 4: New Asset input form

A new menu appears, allowing you to enter the data needed to create the new Asset.

• Asset Name: defines the asset with a unique name
• Asset Description: a short description of the asset
• Asset Type: the type of the asset can be defined freely
• Group: assigns the asset to a specific group as predefined previously
• Asset Location: describes the geographical location of the asset

Step 5: Asset Name

Begin by assigning a name to the Asset that clearly differentiates it from other Assets of the same type.

Step 5: Asset Location

Enter the location name for your Asset, like the specific site or area it belongs to.

Step 5: Asset Type

Please select the type of your Asset from the dropdown menu.

Please note: when defining a new Asset Type that is not yet in the pull-down list, type the new Asset Type into the field and then immediately select it from the pull-down list.

Step 5: Group for the Asset

Choose the Group to which this Asset belongs.

You can select any Group or Sub-Group in your Groups branches.

You can only select Groups that already exist. To create new Groups, follow this guide.

Step 6: Asset Location

Enter a desciption for the exact location the Asset is found.

Step 7: Upload image

You can assign a picture to the asset through “SELECT IMAGE”. The file type of the image can be png, jpg, jfif, jpg or jpeg.

If you don’t have a suitable image available, you can also attach it to the Asset later.

Step 8: Upload file

You can also attach a file to the Asset. This can be a Standard Operating Procedure (SOP) file or any other documentation.

Please be aware that only files in PDF format are allowed as attachments.

You can also attach a file to the Asset at any point later.

Step 9: Create Asset

You have now entered all the relevant data for the Asset.

Click “CREATE ASSET” to save the information and create the new Asset.

Click “CREATE ASSET” to save the information and create the new Asset.

You have now successfully created a new Asset!