iPad Help Videos - General Help

iPad Help Videos - General Help

Need quick help on a NEXGEN iPad skill? Review the PDF list below for a list of existing help videos. Jump to a video topic by using the table of contents above.

Getting Started

Topic
Link
Download App From App Store https://youtu.be/Izw4HNAkUfc
Logging In https://youtu.be/8kKzM3FnfDI
The Dashboard https://youtu.be/ap7GgBJnRKI


Asset Inventory

Topic
Link
Add Asset to an Existing Work Order https://youtu.be/tr7LD1g0SFA
Create & View Child Assets https://youtu.be/5hPyMh19LqQ
Create a New Asset https://youtu.be/teH1o3GoGUg
Enter Meter Reading for Asset https://youtu.be/XhZ-l1XJypA
Find Asset by Scanning QR Code https://youtu.be/ApL-tM96T5Q
Find Asset Using Location/Class Hierarchy Tree https://youtu.be/ruC1rR49R00
Search Assets https://youtu.be/q3tLxq8bItU
View & Add Attachments to Asset https://youtu.be/KfPqe9FkGyg
View & Add Comments to Asset https://youtu.be/AKiYghD28yE
View & Create Condition Assessments for Assets https://youtu.be/FkmeiCLvi7M
View & Create Inspections for Assets https://youtu.be/H1PqZ5TaIv0
View & Create Work Orders for an Asset https://youtu.be/AvCxsAwGMpA
View & Edit Asset Info https://youtu.be/QUZMB_Z8JG8
View, Sort & Filter Assets https://youtu.be/_6R9IVwcSJ4


Condition Assessments

Topic
Link
Create New Condition Assessment https://youtu.be/8Q5ndcvN3Zk
Create Work Order from Condition Assessment https://youtu.be/uGYGL2NarTA
View & Edit Condition Assessment https://youtu.be/oSZSh8a90cA
View & Find Condition Assessments https://youtu.be/Y2p73L-dNDc


GIS

Topic
Link
Asset Layers https://youtu.be/fXaSknXHVZo
Create Service Request from Map https://youtu.be/eAxtsjVIfAU
Downloading Map for Offline Mode https://youtu.be/tDInK9Jrv1k
Other Map Tools https://youtu.be/A4eCPGpwDEw
Selecting Assets & Creating Maintenance Activities https://youtu.be/J1P8K-ooHP4


Inspections

Topic
Link
Create New Inspection* https://youtu.be/MAkZtDSL2Vs
Create Work Order from Inspection* https://youtu.be/PMis169PPxU
View & Edit Inspection* https://youtu.be/cRsy2EvpeK0
View & Find Inspections* https://youtu.be/QlMd3eKaupY
*Major updates have been made to our inspection module on the iPad application. The videos listed do not reflect the most current updates to our application. For more information on inspection updates, please review our New Feature Webinar recording.

Service Request

Topic
Link
Create Work Order from Service Request https://youtu.be/rKQmtuxzc8A
Link Service Requests https://youtu.be/TSfFOEIfSRM
View & Add Customers to Service Request https://youtu.be/pcoC0fp4G0I


Warehouse

Topic
Link
View, Sort, & Filter Inventory https://youtu.be/lfGrMNKHS6I
Search and Find Inventory https://youtu.be/dBgJpRNwrCY


Work Orders

Topic
Link
Add & Complete Assets on a Work Order https://youtu.be/YaRh_2LQyls
Add Parts to Work Order https://youtu.be/5zsSG2mJlwU
Add Resources to Work Order https://youtu.be/pLyoidTZOQQ
Add Time to Work Order https://youtu.be/nwgvHa3aC_A
Add, View & Complete Checklist on Work Order https://youtu.be/9hvLJFi1qeU
Change Status of Work Order https://youtu.be/9aBoW740XwM
Create New Work Order https://youtu.be/h48kugP1KAU
Filter Work Orders https://youtu.be/Vru9ieTBqcY
Search Work Orders https://youtu.be/fS_OdjieKv8
View & Add Attachments to Work Order https://youtu.be/BLe_2JhtV3w
View & Add Comments to Work Order https://youtu.be/i-swzPOLnT4
View & Edit Work Order Info https://youtu.be/hz3ynVmIzVI
View & Sort Work Orders https://youtu.be/zi2lA2fXlP0


    • Related Articles

    • Edit GIS Features - iPad

      Feature Editing Setup Users in NEXGEN have the ability to edit GIS layers directly from the GIS module in NEXGEN. Before being able to edit GIS features, GIS settings must be configured correctly by system administrators and GIS users must enter the ...

    • Go Offline - iPad

      You can work offline in NEXGEN by accessing Offline Mode through our mobile apps. For steps on how to access Offline Mode on the iPad, see below. Video Overview Access Offline Mode To access Offline Mode on the iPad: Tap on the NEXGEN Hot Spot. Tap ...

    • Cache Data - iPad

      As of the April 2024 release, you can cache data for a number of benefits, including: Faster offline performance. The ability to add assets and items offline. For instructions on how to cache data for offline, see below. Cache Data for Offline Mode ...

    • Create an Offline Mode Sync Schedule - iPad

      Caching data for offline mode is a great way to improve offline mode performance and allow for the addition of assets and warehouse items when working offline. To make this process more convenient, NEXGEN offers a sync schedule feature so that you ...

    • Change the Status of a CA on the iPad - Condition Assessment

      Since sub-statuses were introduced to the Condition Assessment (CA) module, changing the status of a CA has changed a bit. To change the status of a Condition Assessment, review the steps below. Navigating to the Condition Assessment Module To ...