Grouping PCs in your Fleet

Organizing your PCs into different groups can help with performing tasks, keeping track of PCs and division of duties based on location or employee role. Groups Definition: A group is a logical entity of PCs within a site. You can create groups to organize the PCs during deployment or in TechDirect. You can create one or more groups and organize your PCs within a site, but you cannot move PCs across groups in different sites.

Organizing your PCs into different groups can help with performing tasks, keeping track of PCs and division of duties based on location or employee role. A group is a logical entity of PCs within a site. You can create groups to organize the PCs during deployment or in TechDirect. You can create one or more groups and organize your PCs within a site, but you cannot move PCs across groups in different sites. Begin by navigating to the "Groups" tab under the PCs drop down. Click "Groups.

Tip! Groupings are customizable! Below are examples of how you could group your PCs.\ Examples:\ PCs at the same physical location\ PCs in the same product line\ PCs used by personnel with similar roles – marketing, sales, manufacturing

Click "Create group" begin creating a group.

Click the drop down and select the site you the group to fall under. Sites Definition: \ A site is an entity that contains one or more groups to which PCs can be associated. Sites help in configuring unique preferences for your PCs in a group and managing your PC fleet.

Click the "Enter group name" field and name your group.

Click "Create"

Click "Organize PCs" to organize the PCs within your groups.

Click "By using online forms" to move PCs from one group to another utilizing a drop-down menu and selecting individual service tags. You can move up to 5,000 PCs by using online forms. 1. Select the site that the group belongs to. 2. Select the group the PC is currently in in the "From group" dropdown. 3. Select the group you want to move the PC to in the "To group" dropdown.

Select the service tags you want to move and click "Move".

Click "By downloading and uploading a spreadsheet" to move PCs from one group to another utilizing an excel spreadsheet template. You can move an unlimited number of PCs utilizing the spreadsheet. 1. Select the site the groups belong from the "Select site" drop down. 2. Select the groups the PCs currently belong to in the "Select group" drop down. 3. Download the spreadsheet template. 4. In the spreadsheet, enter the group names in the To Group column. If you do not want to move the PC to another group, leave the To Group cell blank. 5.

Tip! In the spreadsheet, enter the group names in the **To Group** column. If you do not want to move the PC to another group, leave the To Group cell blank.

Upload the inventory file and click "Ok". The group names provided in the To Group column are automatically created, if they do not exist. The PCs are moved to the new group.

Click "Export CSV" to export a list of PCs shown in the grid below.

You can search the data in the table by any column field that is enabled. Example: Service tag, group name, location, etc...