Asset Replacement and Refurbishment - Asset Inventory

Asset Replacement and Refurbishment - Asset Inventory

If an asset needs to be replaced and/or refurbished, you can follow the workflows below to document the process in NEXGEN. The processes involve a technician who performs the work needed and records asset details as well as an asset manager who reviews those details and approves them.

Navigate to the Asset Inventory

To navigate to the Asset Inventory:
  1. Click Assets in the blue sidebar.
  2. Click Asset Inventory.

Asset Replacement Workflow

Beginning the Asset Replacement Process (Original WO Creator)

  1. Open an asset record.
  2. Click the Action button in the top right.
  3. Click Replace Asset. A new work order form will open with the type, main task, and asset already added.
  4. Enter any additional relevant WO information.
  5. Click Save. The WO will be created in the status New.

Completing the Asset Replacement Work Order (Technician)

  1. Open the asset replacement work order that was created above.
  2. Change the status to Open.
  3. Perform the work needed outside of NEXGEN.
  4. In NEXGEN, add notes, comments, attachments, resource time, etc.
  5. Change the status to Complete - AM Review.

Completing the Asset Replacement Work Order (Asset Manager)

  1. Open the completed work order.
  2. Review the work.
  3. Change the status to Complete - AM Approved.
  4. In the slider that appears, verify and update the new asset details.
    1. Select what details you want to copy over from the last asset, such as the asset number or image.
  5. Click Next and verify and update the next page of the slider (AII, ACI, etc.) to ensure accuracy.
  6. Click Complete Replacement. You will see a summary page listing the details of the old asset and the new asset.
  7. Click Done.
  8. The status will change to Complete - AM Approved. Change the status to Close to fully finish and archive the record.

Asset Refurbishment Workflow

Beginning the Asset Refurbishment Workflow (Original WO Creator)

  1. Open an asset record.
  2. Click the Action button in the top right.
  3. Click Refurbish Asset. A new work order form will open with the type, main task, and asset already added.
    1. Type: Refurb & Replace
    2. Main Task: Refurbish Asset
    3. Asset: Asset you selected in step 1
  4. Enter the relevant WO information.
  5. Click Save. The WO will be created in the status New.

Completing the Asset Refurbishment Work Order (Technician)

  1. Open the refurbishment work order you created above.
  2. Change the status to Open.
  3. Perform the work needed outside of NEXGEN.
  4. In NEXGEN, add notes, comments, attachments, resource time, etc.
  5. Change the status to Complete.
  6. In the slider that appears, enter the most accurate ACI score you can for the refurbished asset, then click Done.

Complete the Asset Refurbishment Work Order (Asset Manager)

  1. Open the completed work order.
  2. Review the work.
  3. Change the status to Complete - AM Approved.
  4. In the slider that appears, verify and update the new asset details.
    1. At this stage, you can adjust the ACI if the one provided by the technician doesn't seem to be accurate.
  5. Confirm what will happen to the asset once it has been refurbished.
    1. Stay Online: The asset will immediately be returned to its original location.
    2. Go Offline: The asset will go offline and be stored outside your warehouse.
  6. Click Complete Refurbishment.
  7. Change the status of the work order to Close.

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