Asset Inventory
Attach Items to Assets for Use in Work Orders (Bill of Materials) - Asset Inventory
Users can attach items to assets in the Asset Inventory. This means that when that asset is attached to a work order in NEXGEN, you can add the items attached to the asset to the work order more easily. Note: This feature only streamlines the process ...
Process Area Overview- Asset Inventory
Users have the option of using the Process tree in the Asset Inventory to organize their assets. Unlike the Location and Class trees, this is an optional asset trait that allows for users to view assets according to the processes they are associated ...
Link and Unlink Assets - Asset Inventory
Assets can be linked to create a linear network. For example, pipelines can be linked to endpoints such as manholes. Link Assets To link assets together: Open an asset record. At the top of the screen, click the yellow left or right + buttons to link ...
Add, Replace, or Delete an Asset Photo - Asset Inventory
You can add photos to assets in NEXGEN. This makes looking through the Asset Inventory module much more convenient. Add an Asset Photo To add a photo to an asset: Open an asset record Hover the cursor over the asset image placeholder (the building ...
Print an Asset Record - Asset Inventory
Print or download an asset record for easy sharing outside of NEXGEN. When you use the Print function within NEXGEN, a formatted PDF is automatically generated with all of the asset's information populated. This includes the Asset Info, Asset ...
Replace Asset
The Replace Asset feature initiates a workflow in the system to generate a work order to replace the asset. At the close of the work order, a new asset record will automatically be created and the old asset will be made inactive. Video Overview ...
Clone Asset
When adding asset(s) that have similar information and attributes to an existing asset, use the Clone Asset feature to create copies of an existing asset record. Video Overview Clone an Asset Open the Asset record that you would like to copy. ...
Check In/Out Asset - Asset Inventory
If assets need to be reserved for use, use the Check in/Out feature to manage the reservations for employees. Video Overview Navigate to the Asset Inventory Module To navigate to the Asset Inventory module: Click Asset in the blue sidebar to the ...
Add Asset as Equipment
If equipment assets will be used on work orders or service requests for job costing purposes, use the Add as Equipment feature to generate an equipment record from the asset record. Note - the asset record and equipment record are not linked in the ...
View & Add Attachments to Asset
Attachments can be added to assets in the form of pictures, websites, and files. This is a good way to store asset-specific information such as O&M manuals. Video Overview View Existing Attachments Open an asset record. Scroll to the ...
View & Add Meter Readings to an Asset
Asset meter readings are stored on the asset record. Meter readings can either come in automatically from an integration with a different software or can be manually added to the asset record. View meter readings in a list or view trends in a graph. ...
Attach Vendor to an Asset
Vendors can be attached to asset records in the Vendor zone. It can be helpful to attach a vendor to an asset record so you can easily find who to order from when it's time to replace an asset. Video Overview Add Vendors to an Asset Open an ...
Attach Parts to an Asset
Attaching parts to an asset saves time when filling out a work order for this asset. When adding parts to a work order for this asset, this allows you to use the "Parts Attached to Asset" filter to see the specific parts you need. Video Overview ...
View & Create Child Assets
Child assets can be thought of as components of parent assets. For example, a car could be a parent asset. But the car contains many components such as a car seats or a battery. The seats and battery would be the child assets. Learn how to view and ...
Create Condition Assessments for Multiple Assets
Within the Asset Inventory module, it's possible to select multiple assets and create condition assessments. Each condition assessment can only have one asset attached so separate condition assessment records will be created for each of the selected ...
View & Create Condition Assessments for Asset
A condition assessment is a technical assessment of an asset. The result of a condition assessment is an updated ACI (Asset Condition Index), which will affect the remaining useful life of the asset. View all current and historical condition ...
Create Inspections for Multiple Assets
Within the Asset Inventory module, it's possible to select multiple assets and create inspections. Each inspection can only have one asset attached so separate inspection records will be created for each of the selected assets. Select Multiple ...
View & Create Inspections for Asset
Inspections are forms within NEXGEN that are filled out to assess various aspects of an asset. Within an asset record, view current and historical inspection history. Create new inspections for the asset directly from the asset record. Video ...
View & Create Predictive Maintenance (PdM) for Asset
Predictive Maintenance (PdM) relies on dynamic triggers to fire work orders when an asset is trending towards failure. View Predictive Maintenance associated with an asset. Create a new PdM for the asset or add the PdM to an existing PdM. Video ...
Create a Preventive Maintenance (PM) Record for Multiple Assets
Within the Asset Inventory module, it's possible to select multiple assets and add them to one preventive maintenance (PM) record. Either create a new PM or add them to an existing PM. Select Multiple Assets Navigate to the Asset Inventory Module. ...
View & Create Preventive Maintenance (PM) for Asset
Preventive Maintenance (PMs) are routine maintenance activities occurring based on a set schedule determined by time (daily, weekly, monthly, etc.) or meter readings. A PM will fire a work order when schedule parameters are met. View current ...
Create a Work Order for Multiple Assets
Within the Asset Inventory module, it's possible to select multiple assets and add them to one work order. Either create a new work order or add them to an existing work order. Select Multiple Assets Navigate to the Asset Inventory Module. Click ...
View & Create Work Orders for Asset
Within an asset record, view active and historical work orders for this asset. Learn how to create a new work order for this asset or add this asset to an existing work order. Video Overview View Existing Work Orders for an Asset Open an asset ...
Asset Information, Asset Attributes, & GIS Attributes
Certain asset information fields are common across all assets within NEXGEN. These are the asset information fields. Asset attributes can be configured for all assets in the system or can be class-specific. GIS attributes are shown for GIS assets ...
Create a New Asset - Asset Inventory
In NEXGEN, an asset can be defined as any piece of physical property that requires maintenance. Assets are tracked and managed in the Asset Inventory module. Before adding assets to the NEXGEN system, users should determine their own criteria for ...
Filter Assets
Filter Assets by Department, Status (active vs inactive), Location, and class. Multiple filters can be applied simultaneously. The Department, Location, and Class filters are organized hierarchically to make it easy for you to find the appropriate ...
Search for Assets - Asset Inventory
Find a specific asset by using NEXGEN's search capabilities. The default search criteria are number, name, description, address, and QR code. Additional search criteria can be enabled for asset UDF fields in NEXGEN. Video Overview Search for an Asset ...
Manage Asset Locations
Assets are organized in a location hierarchy tree. The location tree is customizable per client site. Learn how to add, edit, and delete locations. Also, learn how to change an asset's location. Add New Location Navigate to the Asset Inventory ...
Find Asset Using Hierarchy Trees
Assets are organized in two ways: in a location hierarchy tree and in a class hierarchy tree. You can use either tree to locate any asset. Video Overview Find Asset Using the Location or Class Hierarchy Tree Navigate to the Asset Inventory ...
Sort Assets
Change the order in which you view assets in list view by sorting the assets. Sort by name and number. Sort Assets Navigate to the Asset Inventory Module. Click Assets > Asset Inventory. Click the List icon in the upper right corner. Select sort ...
Assets in List View
The default view of the asset inventory module is List View. Here you can view assets in a list view and preview basic information for each asset. Search, sort, and filter to locate asset records. Note - when you first navigate to the asset inventory ...