Backflow
Backflow Module Different Views - Backflow
The Backflow module is a module in NEXGEN that allows users to view all of their Backflow asset information. While users can still use the Asset Inventory module to locate any Backflow assets, the Backflow module makes it easy to view only Backflow ...
Upload a Document to an Asset
Go to Assets > Backflow Open an existing Backflow Asset Under Attachments zone, click on the + Add icon Click on the Select File button Locate and select the document from the browse document popup box Click Open
Start Work Order from Backflow Record
Go to Assets > Backflow Open an existing Backflow Asset Locate Work Order zone, and click + Add button Enter work order details (mandatory fields have a red asterisk) Click Save
Start Preventive Maintenance from Backflow Asset
Go to Assets > Backflow Open an existing Backflow Asset Locate Preventive Maintenance zone, and click + Add button Enter preventive maintenance details (mandatory fields have a red asterisk) Click Save
Search for a Backflow Asset
Go to Asset > Backflow On the left of the screen, select Search method from the dropdown menu (Asset Number, Customer Number, Address, Parcel Number, Asset Name, Customer First Name, Customer Last Name, Asset Address, Meter Number) Type your search ...
Conduct Inspection from Asset Inventory
Go to Assets > Backflow Open an existing Backflow Asset Locate Inspection zone, and click + Add button Select Inspection Type Click + Add button Fill out Inspection form Click Save
Conduct Condition Assessment from Asset Inventory
Go to Assets > Backflow Open an existing Backflow Asset Locate Condition Assessment zone, and click + Add button Select Condition Assessment Type Click + Add button Fill out details for Condition Assessment Click Save
Attach Vendor to an Asset
Go to Assets > Backflow Open an existing Backflow Asset Locate Vendor zone and click + Add Select vendor from the Vendor dropdown list If applicable, check Default to set vendor as default for asset record Click Save
Attach Parts to a Backflow Asset
Go to Assets > Backflow Open an existing Backflow Asset Locate Parts zone and click + Attach Parts Locate and select part(s) by clicking appropriate checkbox(es) Click Attach Confirm selection and mark part(s) as Critical if necessary ...
Add Existing Preventive Maintenance to a Backflow Asset
Go to Assets > Backflow Open an existing Backflow Asset Under Preventive Maintenance zone, click on the dropdown arrow across +Add button Click on + Add Existing Select the preventive maintenance you wish to add by clicking on the appropriate ...
Add Existing Work Order for a Backflow Asset
Go to Assets > Backflow Open an existing Backflow Asset Under Work Order zone, click on the arrow across from +Add Click on +Add Existing Select work order(s) by selecting appropriate checkbox(es) Click Attach Confirm selection by clicking Attach ...
Add Image to a Backflow Asset
Go to Assets > Backflow Open an existing Backflow Asset Hover over image icon located on the upper LHS Click the + button Select the image you wish to upload Click on Open
Add Meter Readings
Go to Assets > Backflow Open an existing Backflow Asset Locate Meter Reading Zone and click +Add Select Meter Type, Reading, Date, and enter Comments Click Save
Add New Backflow Asset
Go to Assets > Backflow Click the + New button at the top left of the screen Enter Backflow details (mandatory fields have a red asterisk) Click on Save
Create Inspections for Backflow Devices to Update Next Due Date
Note: Follow these steps if you are creating Inspections within NEXGEN for the Backflow devices to update the Next Due Date Go to Assets > Backflow Click on an existing Backflow Asset In the Inspection zone, click on + Add Select an Inspection Type ...