February 2021
Quick Tip - Work Order Quick Add
Query NEXGEN Data and GIS Database Data in a Single Query
In previous versions, users could perform either a NEXGEN Query to query GIS assets based on NEXGEN attributes or a GIS Query to query GIS assets on GIS database attributes. Now, users can combine the two in a single query. 1. Navigate to the GIS ...
Add a Webhook Subscription
Organizations may have several software applications that they would like to communicate with NEXGEN. For example, a client may use external service request applications and would like the service requests to automatically update from changes made ...
Download NEXGEN Apps Using QR Codes
On the NEXGEN web home dashboard, there is a Download Apps option on the user dropdown in the upper right corner. Users can scan QR codes with their device’s camera app to download NEXGEN Apple and Android apps. Scanning these QR codes will open your ...
Load Assets in the Asset Inventory Hierarchy Trees
Assets no longer load by default in the Class and Location hierarchy trees by default. This change was made to improve the speed of loading the tree - especially when a particular class or location had a large number of assets. 1. Navigate to the ...
Switch Domains on the Phone Apps
Users can easily switch domains while using the phone apps. Users must have domain permissions in order to view particular domains. 1. On the Dashboard, click the dropdown arrow at the top of the screen. 2. Select the correct domain. 3. Click ...
View PDF and Word Attachments with Inbuilt Viewer
The inbuilt viewer allows PDFs and Word document attachments to be viewed without downloading. Currently, this feature is only available for the web version of NEXGEN. View PDF and Word Attachments with Inbuilt Viewer To view PDFs and Word ...
Add Multiple Attachments
Users can upload up to 5 attachments at one time in any format. Users can drag and drop attachment(s) for quicker uploading. Go to the Attachments zone of any record (work order, asset, etc.). Click + Add. Click Select File. Either click Add File or ...
Enter an Item Quantity on Asset Record (Bill of Materials)
When attaching items to an asset, users can enter the quantity needed. Attaching items to assets enables users to easily attach this item to a work order if the asset is already attached. Entering the “quantity needed” of the item on the asset record ...
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. ...
Hyperlinked URL in User Defined Field (UDF)
Users may need to link specific web resources for employees to reference when working on a record, like a work order. To support this, a hyperlinked URL can be entered into a user-defined field (UDF). This applies to textbox and multi-line UDFs only. ...
Configure Which Work Order Status Closes a Linked Service Request - Company Options
Users can specify upon which work order status change the linked service request should close. Users can select multiple work order statuses that should close the linked service request. Additionally, when a work order is re-opened, a notification ...
PM Required for Asset
A checkbox has been added to the asset record as well as at the class level called “PM Required”. All assets that require a preventive maintenance (PM) schedule should have this checkbox checked. Reports can then be generated showing which assets or ...
Fire One Work Order Per Asset from a PM
When the “One WO per Asset” option is enabled, one work order will be fired for each asset on a preventive maintenance (PM) schedule. For example, if you have a PM with 50 assets attached, 50 work orders with a single asset attached will fire when ...
Make a UDF Internal or External - User Defined
Sometimes, there is information or data collected on a work order that should not be shared with people outside of the organization, or there might be information you would like to be visible to external contractors, but not internal staff. This ...