Product Q&A

Share MaintainX product questions and get support from the community

  • 21 Topics
  • 51 Replies

21 Topics

E
ewikstromEmerging Technician
asked in Product Q&A

Multiple requesters for a work order

Is there a way to add more than one requester to a work order so that several people can comment and get status updates?Choose Color      

2
J
14 hours ago
R
Ray SteeleEmerging Technician
asked in Product Q&A

Asset Location Logging

In our industry, we routinely shift equipment between our Warehouse and Shipyard locations (various yards depending on workload). I know that I can always go into the Asset Tab, click the Edit button and move the location of the equipment, however it does not track any log of those moves, nor does it log a date that it changed location. In the future, is there any chance there will be asset location logs? I know many of MaintainX customers probably wouldn’t have a need for this as their equipment is stationary, but it would certainly be helpful. If there is a work-around for this, I’m all ears. Thanks!

3
Mike
9 days ago
P
Polar4309Emerging Technician
asked in Product Q&A

Non inventory parts

Is there a way to add parts to a work order without adding it to parts inventory or am i always supposed to use restock to zero out the inventory?

2
M
12 days ago
Alicia Allard
Alicia AllardMaintainX Team
asked in Product Q&A

Seeking Insights: Training Challenges and User Errors for Requesters in MaintainX

Hello everyone,I'm exploring the best practices for training Requesters in the MaintainX system and would greatly appreciate your insights and experiences. If you've been involved in training or managing Requesters, I'd like to learn about the challenges you've faced and how you've addressed them.Training Challenges: What are the most common difficulties when training new Requesters? Are there specific aspects of MaintainX that they find difficult to understand or use? User Errors: What are the typical mistakes that Requesters make when using MaintainX? Are there any recurrent errors or misunderstandings that seem to crop up frequently?Understanding these issues will help us improve our training methods. Please share any tips, strategies, or anecdotes about your experiences.  Thank you in advance for taking the time to share your valuable insights!

2
C
16 days ago
Mike
MikeAdvanced Operator
asked in Product Q&A

How do you handle "open assignment" PMs?

I have a nightshift counterpart that works on the same equipment, so most of the PMs can be done by either of us. In practice, we have planning meetings that designate who, specifically, will be doing the work. However, for reporting purposes, this gets messy fast. If both of us stay assigned to all the PMs, reporting will show that we’re both doing double the work. If we unassign one or the other, one of us is likely to lose visibility the next time it pops up. Reassigning each work order every time also gets tedious and takes away from wrench time.How does your organization handle work order assignees that stay flexible? Do you leave both workers assigned and bite the bullet on reporting or do you take the time to deliberately reassign each work order?

3
C
16 days ago
W
Wesley NicholsEmerging Technician
asked in Product Q&A

Projects longer than 8 Hours on Workflow?

We have projects that are longer than 8 hours… Many of them.Say you create a project that is 16 hours.If you use the “Workflow” Screen and drag a project over to someone to assign, it shows up RED and there’s virtually no way to fix it. It just shows up as I HOURS OVER and there’s no way to fix it unless you break the job down into 2, 8 hour jobs.. Pardon me, but this don’t work well for me. What about a project that has a main task, but 8 sub tasks that need to be checked off as they are completed? …running into a huge snag there.. 

2
C
16 days ago
tgarland
tgarlandApprentice Operator
asked in Product Q&A

Creating an Incident Report Form

Good morning, If I remember correctly, I heard that MaintainX can be used for incident reporting. If so, who has done it, how does it work, and what are your suggestions for what to include on the report. I’m interested in this from an accident point of view as well as for security issues (unruly visitor/staff member, vandalism). I’m looking at MaintianX for this for tracking as well as getting notifications when the form is started. I’m a one person department so streamlining is key.

1
nickhaase
17 days ago
nick.sankar
nick.sankarMaintainX Team
posted in Product Q&A

Who's excited about External Work Orders? How would you use?

To my MaintainX community, this has been one of my favorite feature releases this year and it opens up many options to share your Work Orders with Vendors or Customers to complete.I would love to hear your thoughts about this feature and how you would use in your org?

0
nick.sankar
18 days ago
E
EHS FacilitiesEmerging Technician
asked in Product Q&A

Condensing the To-Do View

I’d like to condense the To-do View to simply show a singular list of work orders sorted by Due Date. Currently, the list of work orders is broken up into several categories: Assigned to Me Assigned to my teams Created by me All open work ordersEach category is sorted by due date, but I’d like to remove all of those categories and simply have one long list of work orders sorted by due date.Does that functionality exist? And if so, can anyone direct me on how to do so?

1
Mike
1 month ago
Zach Brown
Zach BrownMaintainX Team
asked in Product Q&A

MaintainX Workshops/Classes/Webinars

Over the last year, we’ve received a lot of positive feedback about our Office Hours and Feature 101 webinar series. Customers have also expressed interest in more virtual live training offerings. To that end, I’m eager to hear from the community about other live trainings you and your teams could find valuable. Some questions to get the conversation started:The Office Hours/Feature 101 sessions are formatted as webinars which are consumed passively - i.e. tune in and listen, with the option to post questions/answer polling questions. Does this style of training work for you? If you’ve attended an Office Hours or Feature 101 webinar, is there anything you’d change about the session structure or subject matter? Would you find value in live training sessions that were more interactive? For example, something more akin to a workshop where you could watch a workflow demonstration, and then get an opportunity to then try that workflow for yourself, before coming back together with your inst

0
Zach Brown
1 month ago
Zach Brown
Zach BrownMaintainX Team
asked in Product Q&A

Offline MaintainX Training Materials

How often, if ever, do you or your maintenance teams require MaintainX training materials that can be accessed offline?For context, we have training material available in MaintainX Academy and product documentation in our Help Center, but both require access to the internet. In the past, our customers have occasionally asked for training materials as PDFs, so they can share them with their teams offline or in some cases even print them. This type of request doesn’t come up too often, so I’m trying to get a sense of whether maintaining offline training material would serve a real need.To help illustrate, an example of offline training material would be something like a PDF ‘MaintainX Technician Training Manual’ that could be downloaded via a portal accessible to anyone with a MaintainX account.

6
Zach Brown
1 month ago
James Beers
James BeersAdvanced Operator
asked in Product Q&A

Status listings

I have some assets that are interchangeable. We will use one until it is due for maintenance or rebuild then switch it out for one of the others. When I am not using the spares I would like to have a way to mark it as offline but usable if it is operational, or offline and being repaired if that is the case. Has anyone been able to do this? It would make my tracking of downtime much easier. Thanks in advance.

2
James Beers
1 month ago
Mike
MikeAdvanced Operator
posted in Product Q&A

Community Site Feedback: Simultaneous Logins

Whenever I try to access the page from my phone, work computer, or home computer, I have to log in fresh and the others get logged out. Would be great if we could just be logged into multiple devices. Side note, would be great to have a product feedback/suggestions section and get a feel for how other users use the system or want to improve it.

2
Mike
1 month ago
nickhaase
nickhaaseMaintainX Community Team
posted in Product Q&A

Logging downtime

Are you tracking asset/equipment downtime with MaintainX’s Asset Status feature with your team?If so, have you added any custom labels to that you’ve found helpful to the Asset Statuses yet?I’d love to hear how folks are using Asset Status to track and measure downtime.

4
F
1 month ago
A
AndyVillenEmerging Technician
posted in Product Q&A

Requesting hour meter readings with Zapier

Loose idea here……  I’m playing with the idea of getting zapier ( or another app ) to send an email or text to the operator to reply with the Machine hours when MaintainX work order pops up. I have it working so the email gets sent out, But not sure if its even possible to have a way to get the data to populate automatically.  Is there a better way?  we have machine all over town and we are trying to lessen the amount time it takes to collect the data on a weekly basis. Thanks!

4
A
1 month ago
E
Euan PattersonEmerging Technician
asked in Product Q&A

Excel Export

Is there a way to export my completed work orders onto an excel format as apposed to just PDF? thanks in advance!

1
James Beers
1 month ago
L
Luke ByersEmerging Technician
asked in Product Q&A

Request included within Works order

Hi, I currently have request portals set up within my factory per machine to log faults for my team to act upon, within this I have them attach images/videos along with descriptions of the current fault.From this I am activating a new works order for this fault - however, the request is only put within the description of the works order. Is there a way to actually include the request document within the works order and not just within the description. It would save a bit of headache QMS wise on my side. Thanks in advance

1
Mike
2 months ago
S
Scott PainterEmerging Technician
asked in Product Q&A

Facility Assets

Would it be necessary to add every single smoke detector and horn strobe as individual assets? What about receptacles? It seems to me just having an asset named “Smoke Detectors” and “Receptacles” would work. Especially if we are only replacing one every year or two. This came up because I recently had to add (3) smoke detectors to my system. 

3
James Beers
3 months ago
nickhaase
nickhaaseMaintainX Community Team
asked in Product Q&A

How to set up and manage Preventive Maintenance Schedules?

For someone just starting out with MaintainX, what’s the best way to effectively set up and manage preventive maintenance schedules?

8
J
3 months ago
James Beers
James BeersAdvanced Operator
asked in Product Q&A

Individual Asset Reporting

My employer has set us up for an ISO audit for certification. I am trying to set up reports that would show my completion records for individual machines. Does anyone have a process that would individualize assets by work order and know how to build a report showing common failure and if the work order was on time early or overdue?I really appreciate any ideas.

1
Mike
3 months ago
tgarland
tgarlandApprentice Operator
asked in Product Q&A

Single Person Departments

As a single person department, I look to MaintainX to help me manage my work, the work of contractors and volunteers, as well as making information and reporting as easy and fast as possible. With this platform being the resource available, I also need to work out how to use it to help me with capital projects. I’m curious what one person or very small departments find are effective ways to use MaintainX for projects large and small.

3
James Beers
3 months ago
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