WORK ORDER
Hide ALL Completed Assets in Work Order
Back Tap on Work Order module Tap on an existing Work Order Tap on Assets tab Tap on Hide Complete at the bottom of the screen
Edit Asset from Work Order
Back Tap on Work Order module Tap on an existing Work Order Tap on Assets tab Tap on an asset from the list Tap on the asset name Edit asset details Tap Save
Delete a Work Order - Work Order
You can delete work order records in NEXGEN using the iPad app. This can only be done if you have the right permissions. For instructions on how to delete work orders using the iPad app, see below. Note: If you do not have the correct permissions, ...
Delete a Resource from a Work Order
You can delete resources listed under the Resource tab of a work order if, for example, you accidentally added time you didn't mean to. See the instructions below for how to do so. Navigate to the Work Order Module To navigate to the Work Order ...
Add Tasks to an Existing Work Order
Back Go to Work Order module Tap on an existing Work Order Tap on Tasks tab Tap on + Task Choose a task by tapping on Name and selecting a task from the list. Tap Done Note: You can also use Action button to add a task to the Work Order
Add Resource(s) to an Existing Work Order
Back Tap on Work Order module Tap on an existing Work Order Tap on Resources Tap on + Resource To choose an employee, tap on the Resource Name and choose a name from the drop down. Add the Date (if it's different than the one selected), Pay Type, ...
Add Items to a Work Order - Work Order
You can add stock items to a work order to show that you used those items to complete it. This helps with both job costing and warehouse tracking. For instructions on how to do so, see below. Navigate to the Work Order Module To navigate to the Work ...
Add Miscellaneous Cost to an Existing Work Order
Back Tap on Work Order module Tap on an existing Work Order Tap on Resources Tab Tap on + Cost in the middle of the screen Fill in the details Tap Done
Add Checklist to an Existing Work Order
Back Tap on Work Order module Tap on an existing Work Order Tap on Checklists tab There are two ways to add a checklist: From task or create a new checklist To add a checklist from task, tap on +Add From Task. Select the tasks from the list and ...
Add Attachment to an Existing Work Order
Back Tap on Work Order module Tap on an existing Work Order Tap on Attachments tab Tap on the Upload icon Choose where to upload the image from Tap OK to allow the iPad to access your photos Select the image from the location Enter a new image name ...
Add Asset(s) to an Existing Work Order
Back Tap on Work Order module Tap on an existing Work Order Tap on Assets tab There are two ways to add an asset: Assets from GIS and Assets from a list To add assets from GIS, tap + Assets from GIS. Choose an asset or assets from the map. Tap Add to ...
Add Time to an Existing Work Order
Back Tap on Work Order module Tap on an existing Work Order Tap on the Action button Tap Add Time Enter the details Tap Done
Add Assets From GIS
Back Tap on Work Order module Tap on an existing Work Order Tap on Assets tab Tab on + Assets From GIS Follow the GIS tutorials for selecting single Assets or multiple Assets
Add & Delete Parts on a Work Order (video)