WORK ORDER
View and Edit Assessment on Attached Asset
Back Tap on Work Order module from the left side menu Tap on an existing Work Order Tap on Assets tab Tap on an asset Tap on View Assessment Edit any of the details on the Info tab Tap Save Tap on Work Order tab Tap + Work Order Enter required ...
Link a New Work Order to a Work Order - Work Order
If you are working on a work order and find that you need to create a new one and "staple" them together, you can do so using the Android tablet. Navigate to the Work Order Module To navigate to the Work Order module: Tap Maintenance in the blue ...
Link an Existing Work Order to a Work Order Record - Work Order
If you would like to "staple" two related work orders together, you can do so by linking them together from one of the work orders' records. Navigate to the Work Order Module To navigate to the Work Order module: Click the three line icon in the top ...
Hide ALL Completed Assets in Work Order
Back Tap on Work Order module from the left side menu Tap on an existing Work Order Tap on Assets tab Tap on Hide Complete at the bottom of the screen
Filter by Various Categories
Back Tap on Work Order module from the left side menu In the middle of the screen, tap the Filter icon Choose a category to filter by Tap Apply Tap the X by the category that the list is filtered by to reset the filter
Edit Asset from Work Order
Back Tap on Work Order module from the left side menu Tap on an existing Work Order Tap on Assets tab Tap on the asset name Edit asset details Tap Save
Delete a Work Order - Work Order
You can delete a work order using the NEXGEN Android app, if needed. Note that this functionality is permission-based and that you might not be able to follow the steps in this article unless you are part of the appropriate user group. Navigate to ...
Delete a Resource from a Work Order - Work Order
You can delete resources that you've added to a work order record by following the steps below. Navigate to the Work Order Module To navigate to the Work Order module: Tap the three lines in the top left to open the navigation sidebar. Tap Work ...
Create New Inspection from Attached Asset
Back Tap Work Order module from the left side menu Tap on an existing Work Order Tap on Assets tab Tap on an asset Tap on New Inspection Enter the required details marked by an asterisk Tap Save
Complete Asset
Back Tap on Work Order module from the left side menu Tap on an existing Work Order Tap on Assets tab Tap on an individual asset from the list Tap the Complete button so it shows green Tap Save
Complete All Assets
Back Tap on Work Order module from the left side menu Tap on an existing Work Order Tap on Assets tab Click on Complete All
Calculate Cost of an Existing Work Order
Back Tap on Work Order module from the left side menu Tap on an existing Work Order If the Total Cost is incorrect, tap on Action button Tap on Calculate Cost
Attach Work Order Cost to Asset
Back Tap on Work Order module from the left side menu Tap on an existing Work Order Tap on Assets tab Tap on an asset Tap on Attach Cost Choose resource(s) Tap Attach Tap the Actions button and choose Calculate Cost
Add Time to an Existing Work Order
Back Tap on Work Order module from the left side menu Tap on an existing Work Order Tap on the Action button Tap Add Time Fill in the details Tap Done
Add Tasks to an Existing Work Order
Back Go to Work Order module from the left side menu Tap on an existing Work Order Tap on Tasks tab Tap on + Task Choose a task by tapping on Name and selecting a task from the list Tap Done Note: You can also use Action button to add a task to the ...
Add Resource(s) to an Existing Work Order
Back Tap on Work Order module from the left side menu Tap on an existing Work Order Tap on Resources Tap on + Resource To choose an employee, tap on the Resource Name and choose a nap from the popup Add the Date (if it's different than the one ...
Add Items to an Existing Work Order - Work Order
Back Tap on Work Order module from the left side menu Tap on an existing Work Order Tap on Parts tab Tap on + Part Select a part from list by searching or filtering through the list to pick one or multiple parts to attach Tap Save
Add New Assessment From Assets Tab
Back Tap on Work Order module from the left side menu Tap on an existing Work Order Tap on Assets tab Tap on an Asset Tap New Assessment Fill in the details Tap Save
Add Miscellaneous Cost to an Existing Work Order
Back Tap on Work Order module from the left side menu Tap on an existing Work Order Tap on Resources tab Tap on + Cost in the middle of the screen Fill in all the details Tap Save
Add Checklist to an Existing Work Order
Back Tap on Work Order module from the left side menu Tap on an existing Work Order Tap on Checklists tab There are two ways to add a checklist. From task or create a new checklist To add a checklist from task, tap on + Add From Task. Select the ...
Add an Attachment to a Work Order - Work Order
You can add attachments to records in NEXGEN to provide additional photos to people who view them. This is useful for providing reference images for other users. Navigate to the Work Order Module To navigate to the Asset Inventory module: In the top ...
Add Asset(s) to an Existing Work Order
Back Tap on Work Order module from the left side menu Tap on an existing Work Order Tap on Assets tab There are two ways to add an asset: Assets from GIS and Assets fro ma list To add assets from GIS, tap + Assets from GIS. Choose an asset or assets ...
Add Assets From GIS
Back Tap on Work Order module from the left side menu Tap on an existing Work Order Tap on Assets Tab Tap on + Assets From GIS Follow the GIS tutorials for selecting single Assets or multiple Assets