NEXGEN now has a module to track agreements between an organization and its vendors. These agreements can be blanket or contract. Blanket agreements will have detailed line-items specifying how money must be used. Contract agreements specify a general sum of money to be used at the organization’s discretion. Agreements can be associated with work orders. The organization can determine whether they want anyone to be able to add agreements or restrict this ability to specific users. Controlled inventory and approval by hierarchy can be enabled with Agreements, if desired.
Administrators now have the option to turn on Controlled Inventory and Approval by Hierarchy separately for Stock Items, Non-Stock Items, and Agreements. This change helps accommodate different workflows for different types of items.
NEXGEN now has a module to track and perform hydrant flushing. This module will optimize flushing workflows and increase efficiency and reporting. Users can schedule flushing activity using a preventive maintenance schedule and then use the new flushing module to track data such as start/stop time, volume flushed, residual pressure, notes, etc.
A vendor and contractor now share a record. When creating a Vendor or Contractor, the user can specify whether the record should be for a vendor, a contractor, or both. Specific user defined fields (UDFs) can be added for vendor information and contractor information.
Vendors and contractors can now have sites for different locations. For example, if a client works with a single vendor in multiple cities, they can set up one vendor record and then create sites for each city. Sites can have their own address and contacts associated.
Similar to stock items, users now have the ability to associate account numbers to non-stock items.
Work Order history added to Purchase Order record
When creating a category, the user has the ability to apply this category to Items, Non-Stock Items, or Agreements.
Users now have the ability to move adhoc reports to a different module or delete an adhoc report after the report has been created.
Users can now build inspection types by downloading a template, populating the template with the desired fields and information, and then importing into NEXGEN. For more information on the Inspection Type template please view the Inspection Type Template - User Defined Module article.
Administrators have the ability to turn on the activity feed for the following modules: Purchase Order, Inventory Requisition (stock and non-stock separately), and Agreement. If turned on, the activity feed will track additions and modifications to these records.
A new section called Additional Modules has been added to the Company Options where users can turn on additional modules such as Backflow, Flushing, Agreement, etc.
1 - Unlimited Schedule Combinations
Previously, only specific combinations of meter and date schedules were allowed. Now, there is no restriction on the combination of schedules that can be added to a PM.2 - Option to Supersede Schedules
Previously, only one work order (from the highest priority schedule) would fire when 2 or more schedules have overlapping next fire dates. Now, users have the option to control whether one or multiple work orders fire using the “Do Not Supersede” option on the child PM. The default behavior is the “Do not Supersede” option is turned off meaning only the highest priority work order will fire. If “Do Not Supersede” is turned on for a child PM, that work order will fire regardless of overlapping next fire dates. Schedules that have “Do Not Supersede” turned on will be marked with a caution flag in the list of schedules.3 - Sequenced Option Can Be Used With One WO Per Asset Option
If “Sequenced” and “One WO Per Asset” options are turned on, the next successive work order will not fire until ALL previous work orders are fired.4 - Set Dependent Schedules
If a date and meter schedule are added to a PM, the user has the option to set pairs of dependent schedules where the first schedule parameter met between the two will fire a work order.
“Shut Down” has been renamed “Unplanned Outage”“Interrupted Service” has been renamed “Planned Outage”The ability to edit the options such as Unplanned Outage, Planned Outage, LOTO, Down Time, etc. has been moved to the Compliance option in the Action dropdown in the top right section of the work order.Also under the Compliance section is the ability to rate the Safety impact and Business Impact for an outage