Condition Assessment
Add Attachments and Comments to a Line Item - Condition Assessment
Users can add attachments and comments per line item on a Condition Assessment. This will allow for other users to be able to more clearly associate files or comments to specific data in NEXGEN as opposed to adding items to the Attachments or ...
Create a New Condition Assessment Record
Go to Assets > Condition Assessment Click the + New icon in the top left of the screen Select Condition Assessment type Click the + Add button Fill in required information marked by red asterisks Add an Asset Name by clicking the + icon in its ...
Enter Details of Each Condition
Go to Assets > Condition Assessment Select an existing Condition Assessment In the Condition Assessment Details zone, click the dropdown arrow associated to a condition, and click Edit Adjust Condition Value (Max value is 10) Add notes Click ...
Detach Work Order from a Condition Assessment Record
Go to Assets > Condition Assessment Select an existing Condition Assessment record to which Work Order is attached In the Work Order zone, locate the Work Order to detach Click on the dropdown arrow to the right of the Work Order record Click Detach ...
Attach a New Work Order to a Condition Assessment Record
Go to Assets > Condition Assessment Select an Existing Condition Assessment On the Work Order zone at the bottom of the page, click + Add Fill in required information marked by red asterisks Fill in remaining details Click Save On new Work Order ...
Edit Multiple Condition Assessment Records Simultaneously
Go to Assets > Condition Assessment On the Condition Assessment list view, select the desired Condition Assessments by clicking their corresponding checkboxes On the toolbar, click Multiple Edit on the top right toolbar (This option will not be ...
Edit Condition Assessment Information
Go to Assets > Condition Assessment Select any existing Condition Assessment Click on Edit in the zone at the top of the page (this zone will contain the Condition Assessment Number) Edit details Click Save
Delete Condition Assessment
Go to Assets > Condition Assessment Select any existing Condition Assessment Click on Delete button located on the top right toolbar Confirm your decision by clicking Delete once more
Print Condition Assessment Records
Go to Assets > Condition Assessment Select any existing Condition Assessment Click on Print icon on the toolbar in the top right of the screen After clicking the Print icon, a Condition Assessment Details report will be downloaded Open downloaded ...
Attach Existing Work Order to a Condition Assessment
Go to Assets > Condition Assessment Select any existing Condition Assessment On the Work Order zone at the bottom of the page, click the dropdown arrow to the right of the +New button Click +Add Existing Locate desired Work Order record(s), and ...