Job Aid: GC Creating Release Document & Receiving Materials on Site
The purpose of this job aid is to walk GCs through the process of creating a release document in NexsysOne to allow for the receipt of materials via the NexsysOne mobile app. The most efficient way to release equipment is by using the mobile application of NexsysOne, which can then be used immediately to receive the equipment. Whoever is delivering the equipment must have a smartphone with the DISH NexsysOne mobile app installed, as well as login credentials.
Creating the Release Document in the NexsysOne Mobile Application
In the NexsysOne mobile app, locate the Receive document previously approved to receive materials to your inventory
Select Documents
Search for the Inventory name in the Location field (GC Firm Name)
Select the correct address for the inventory
Select the approved Receive document to open
Click the Release button at the top right of the document
Search for the inventory name you are transferring materials to and select it from the results
Note: If there are multiple inventory locations with the same name, choose the option with the correct address listed
After selecting the inventory, you will see a Success message at the bottom of the app; you will then be brought back to the list of documents for the inventory and should now see a Release document in Draft mode
Select the Release document in Draft mode
Click the Thumbs Up icon at the top right to approve the release and this will systematically create a receive document for all of the parts transferred
Creating the Release Document in NexsysOne Desktop
In NexsysOne Locate the Assest One Module and select Documents.
Click the Create New Document Icon in the top right hand corner to create a new Release Document.
Fill out the Release Document using the images below.
Note: To locate the Document Identifier, you will open the most recent Receive Document, and scroll down to the second Document Identifier field corresponding to the Receive document. This number should always begin with a zero.
The rest of the form does not need to be filled out however you do need to click Save at the bottom.
Locate the New Draft Release Document under Document in Asset One.
Select Approve.
This will automatically create a Receive Document that you will locate in the Documents section of the Mobile App to scan the Materials the same as you did at the FSL.
Receiving Materials to the Site
Locate Documents in the NexsysOne mobile app.
Search for the Site ID of the SIte you will be Releasing the materials to.
Locate the Draft Receive Document with that Site ID.
Scan the items to be received by the Site. For further direction, reference this job aid on receiving materials using the DISH NexsysOne mobile app.