Setting Up a New Employee
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New Outlook Add-In
Our new Outlook Add-In lets you create service requests in the NEXGEN system directly from your email app. To learn more about the add-in, please look below. Outlook Add-in Quick Tip (Windows Users) Outlook Add-In Quick Tip (Mac Users) ...
Enter an Employee Date of Hire & Date of Departure
There is Date of Hire and Date of Departure field on every employee record for tracking purposes. If a departure date has past, the employee will automatically be made inactive. Navigate to the Employee module. Click Resource > Employee. Click Edit ...
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. ...
Making an Employee a Resource
Creating a New Asset Class
Recent Articles
Latest iPhone Release - Version 2.0.5 (June 2026)
iPhone 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 create a form ...
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 ...
Version 16.2.1 (04.30.26)
Web Application Update - May 2026 Web Version 16.2.1 Release items related to a support ticket submissions will be included in parenthesis at the end of a line item. NEXGEN queries should now plot on the map as expected. (#27028) The Show In Store ...
NEXGEN Admin Webinar (Part 5: Lookups & Notifications)
Asset Management Planning Basics - AM Planning
To get started with Asset Management (AM) Planning in NEXGEN, users must be aware of the NEXGEN asset management fundamentals. In NEXGEN, 4 fields control how much organizations can leverage our asset management tools. Prior to starting their AM ...