Version 14.0 Questions and Answers
These questions and answers were pulled from the New Feature Open Office Hours sessions held between February and March 2025. This information applies to NEXGEN version 14.0.
Is the Spaces module available?
Yes, as of version 14.0, the Spaces module is available.
Are pinned items only available for service requests? I can't seem to find them for work orders.
Yes. Pinned items are a new feature that are only available for the Customer Service dashboard so far. We are open to feedback on this new feature.
Mobile users report they were able to view the last 5 WOs that they were working on, and now they can only see two. Did that change with the new release?
Yes, this was intentional. We understand that some want this change to be reverted and have noted this for internal discussion.
How do you turn the map on and off on the customer service dashboard?
You can do this through Settings in the User Groups section. You can select whether the map is visible or not and apply that setting to the entire user group.
Can you create or modify an existing asset and then "move" them to warehouse?
Unfortunately, no -- the assets have to be recreated in the Warehouse module.
No, comments on closed and completed records are filtered out.
Is it possible to access inspections straight from the work order on the iPad rather than going through the asset itself? On the app, you can go from the inspection to the work order, but not from the work order to the inspection.
This is not a functionality as of now.
How do you see the other statuses on the dashboard?
Right now, on the web, you can only see five statuses total. You can modify some of the statuses that appear by clicking on the settings wheels in the panels and turning each status on or off.
The comments are viewable for the next seven days regardless of whether they were read.
When I am in the My Team tab, it doesn't show any service requests, but when I go to the All tab, my team has several.
The My Team tab shows work belonging to your immediate supervisor and the work of employees who report to that supervisor. The information displayed is not influenced by department or division.
Why do the numbers of pins and clusters on the map not match what is listed under the statuses?
Only work orders with an address or GIS asset(s) are shown on the map.
Why can I only see three statuses on my mobile dashboard?
Basically, this was because of the limitations of the space available on mobile devices' UI. As a workaround you can have any number of child assets rolled up to those parent statuses as needed, or go directly to the Work Order module to view everything.
There is no permission for this as of now. To note, replace and refurbish does have its own permission; everything else is included under the "Modify" permission.
Why can't I see "Replace Asset" in the Main Task options on a work order?
The main task is dependent on the WO Type. To see Replace Asset in the Main Task field, ensure the Task field says "Refurbish and Replace."
How do you decommission an asset if there is no replacement?
You can make the asset inactive and set its status to decommissioned.
Are users able to select the appropriate inventory number for a refurbished item?
Yes.
Is there an option to update the install date when replacing an asset?
Right now, Install Date is tied to WO Close Date. You can always update the install date manually if needed.
No, your subscriptions will carry over.
Yes.