Create a Sliding PM

• Related Articles

• Fire One Work Order Per Asset from a PM

  When the “One WO per Asset” option is enabled, one work order will be fired for each asset on a preventive maintenance (PM) schedule. For example, if you have a PM with 50 assets attached, 50 work orders with a single asset attached will fire when ...

• PM Required for Asset

  A checkbox has been added to the asset record as well as at the class level called “PM Required”. All assets that require a preventive maintenance (PM) schedule should have this checkbox checked. Reports can then be generated showing which assets or ...

• Create New Non-Stock Item When Adding Items to a Work Order (iPad)

  When adding a non-stock item on a work order, users can create a new non-stock item on the iPad. This is useful for field users who might not always know which items they need in advance.  Open a work order record. Click the Items tab. Click + Add. ...

• Assigning Checklists Per PM Schedule Type

• Add Assets to a PM from GIS Query

• Recent Articles

• NEXGEN Admin Webinar Series (Part 7: Workflow Automation & User-Defined)

• Video Guides: How to Use NAMI Dashboards

  Accessing NAMI Dashboards Learn how to locate and access NAMI Dashboards within Work Orders, Service Requests, and Preventive Maintenance. Changing Tabs and Interactive Functionalities See how to navigate dashboard views, explore different metrics, ...

• June 2026 New Feature Webinar

• Latest Phone Release - Version 2.0.5 (June 2026)

  Phone Application Updates Asset Inventory Users can now type in an asset QR code in the search bar to find an asset in addition to scanning. (#23758) Form A quick action button to create a form will now be visible in the Hotspot. Users can tap to ...

• iPad Version 3.0.6 (April 2026)

  iPad Updates Bug Fixes Resolved comments cutting off on mobile devices. (#24035) Fixed the issue of a Flag label unintentionally showing when completing assets. (#26071) Users should now be able to request items that are at zero quantity from the ...