Inspection
Add Attachments and Comments per UDF - Inspection
Users can add attachments and comments per line item on an inspection. This will allow for other users to be able to more clearly associate files or comments to specific data in NEXGEN instead of adding items with no context in the Attachments or ...
Configure Sub-Statuses - Inspection
Sub-statuses were introduced in NEXGEN as a way for supervisors to better understand and indicate the status of an inspection. New, Open, Hold, Cancel, Complete, and Close remain as unchangeable parent statuses, but sub-statuses provide better ...
Delete Inspection with Attached Work Orders
Open Inspection with attached Work Order On the toolbar, click Delete When the Confirm Delete popup box appears, click Delete A second popup box appears to notify there is a Work Order attached to the Inspection Click Delete to delete the attached ...
Detach Inspection from a Work Order
Open Inspection with attached Work Order On the Work Order panel, locate the Work Order to be detached Click the Drop Down Arrow to the right of the Work Order record Click Detach Click Ok in the Confirmation popup box
Create Inspection User Defined Fields
Go to the Settings module Go to Setup > User Defined On the LHS of the screen, locate Inspection from the tree, and click the arrow to expand Select Inspection type Click the + Add icon Enter desired information for FieldName, Caption, Type, ...
View or Edit Inspection Info and User-Defined Fields
Skip To: Edit the Inspection Information Change the Inspection Status Edit Inspection User-Defined Fields (UDFs) Learn how to edit the information and user-defined fields on an inspection record. Edit the Inspection Information The inspection ...
Delete Inspection Records
Go to Assets > Inspection Select Existing Inspection record Click Delete button from the top RHS Click Delete button
Multiple Edit of Inspection Records
Go to Assets > Inspection Select multiple inspections from the list view Click on the Multiple Edit button on the top RHS Edit details Click Save
Create a New Inspection
An inspection is a record designed to assess various aspects of an asset. Generally these were previously paper forms required by an organization or outside party. Learn how to create a new inspection record. Video Overview Create a New ...
Inspections in Map View
Skip To: Getting to Map View in the Inspection Module View Inspections on the Map Search Inspections on the Map Filter Inspections on the Map View Inspections plotted on the map. Note - inspections will only appear on the map if they have an asset ...
Inspections in Grid View
Skip To: Getting to Grid View Viewing Inspections in Grid View Filter by Inspection Type Use the Column Chooser to Show or Hide Columns Adjust Column Width Rearrange the Column Order Save & Reset Viewing Preferences Filter Data by Column Value ...
Inspections in List View
Skip To: View Inspections in List View Sort Inspections Search Inspections Filter Inspections Inspections are records within NEXGEN designed to assess various aspects of an asset. Generally these were previously paper forms required by an ...
View or Create Work Orders Linked to Inspections
Skip To: View Linked Work Orders Detach a Linked Work Order Create a New or Link an Existing Work Order Work Orders can be generated from inspections, or vice versa, creating a linked relationship between the two records within NEXGEN. Once ...
Add, Modify, & Delete Attachments on an Inspection
Skip To: Add an Attachment to an Inspection View, Download, or Delete an Attachment from a Inspection Attachments can be files, pictures, or webpage links that you add to an inspection to provide additional information. Add an Attachment to an ...