Filter Assets

Filter Assets

Filter Assets by Department, Status (active vs inactive), Location, and class. Multiple filters can be applied simultaneously. The Department, Location, and Class filters are organized hierarchically to make it easy for you to find the appropriate division, sub-locations, and sub-classes. Note - to use filters, you must first reset your existing search criteria. 

  1. Navigate to the Asset Inventory Module. Click Assets > Asset Inventory.
  2. Click the Filters zone at the bottom to expand the filters. 
  3. Fill in one or more filter fields. 


 

NEXGEN Tip: List boxes (like the Location and Class fields) allow you to select more than one option in that field whereas dropdown fields (like the Department & Active fields) allow you to select only one option.


 


    • Related Articles

    • Add or Remove Assets from a PM Record - PM

      When adding assets to a PM record, users have four options: they can add assets based on the asset class, location, or process, by using a geofence, by selecting specific assets from the map, or by adding assets from a list. Outlined below are the ...

    • Attach Items to Assets for Use in Work Orders (Bill of Materials) - Asset Inventory

      Users can attach items to assets in the Asset Inventory. This means that when that asset is attached to a work order in NEXGEN, you can add the items attached to the asset to the work order more easily. Note: This feature only streamlines the process ...

    • Assets in List View

      The default view of the asset inventory module is List View. Here you can view assets in a list view and preview basic information for each asset. Search, sort, and filter to locate asset records. Note - when you first navigate to the asset inventory ...

    • Filter Asset Criteria Before Syncing Layers

      The GIS Administrator can filter to bring in select assets within a layer that meet filtering criteria instead of having to sync an entire layer.  1. From home screen, click Settings > Integration > GIS 2. Click the layer you would like to sync.  ...

    • Create Inspections for Multiple Assets

      Within the Asset Inventory module, it's possible to select multiple assets and create inspections. Each inspection can only have one asset attached so separate inspection records will be created for each of the selected assets.   Select Multiple ...