Job Aid: Creating a Release Document
The purpose of this job aid is to walk internal Boost Mobile employees through the process of creating a release document in NexsysOne to allow for the receipt of materials via the NexsysOne mobile app or desktop.
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 Receive document that the material was previously received under, and scroll down to the second Document Identifier field corresponding to the Receive document. This number should always begin with a zero. (Ex: The receive document that was used to at the time of material pick up at the FSL)
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.
Confirm that the materials added to the release document are correct. This will match what was received with the previous Source Reference Identifier.
Select Approve.
This will automatically create a Receive Document that can be located in the Documents section of the Mobile App to scan the Materials.
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 (ex: FSL Location)
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
Receiving Materials to the Site
After the Release document has been approved, a Receive document will automatically be generated and can then be reviewed and approved by the receiving party.