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keller34Emerging Technician
 Product Q&A
Email and App notifications

I have been testing this software out but have noticed that when a new request is made there is no place to add the team for it to go to.I want all requests to be auto approved, default to only one team (Maintenance team), and send them an email that a new WO/request has come in. Is this possible?

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Jake SASEmerging Technician
 Product Q&A
Customer Requestor Access

I have a maintenance business and I want to give my customers the ability to submit Requests for their assets. I can easily give them requestor access to be able to scan their asset QR codes to submit requests. Is there a way to give my customers requestor access without them seeing other requestor names and being able to message other requestors?

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lorbanEmerging Technician
 What are Groups?
Property Management Users?

I’m new to MaintainX and looking for anyone using it for a property management/HOA environment. Just looking to connect, share best practices, etc. Thanks!

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LeonCEmerging Technician
 Product Q&A
Utilities Meters

Hi, I am wondering if there is a way to record more than one reading against a meter without having to create multiple versions of the same meter. An example is our energy bill for reticulated natural gas. I want to record current meter reading as well as kWh associated with that reading. Do I need to create a second meter rather than just have two different unit readings per meter? The same would apply for electricity where there are up to three or four fields on our utilities bill we would like to track. 

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PtsmedEmerging Technician
 Industry Q&A
exporting field data to a PDF form

I am very new to MX and I have a question about data export. We are a medical equipment and laboratory service company. One of the services we offer is traceable calibration on refrigerators & freezers for vaccine and tissue storage. We have been manually populating an Adobe form to create a traceable certificate acceptable to regulatory requirements for our customers. I have designed a simple procedure in MX to perform the work and I like tying the procedure to an asset and a WO, but would like to send that completed data to a form with our letterhead and create a single page certificate preferably a signed PDF. I am exploring Zapier and don't know if that will work for us. Just wanted to see if anyone has attempted anything similar. Thanks  Lane Smith 

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JCathey
JCatheyJunior Specialist
 Product Q&A
Notification for part needing reorder

Am I just missing something when it comes to parts needing to be reordered due to being at or below minimum? I have several parts that fall in this category, but no one knew so they haven’t been ordered. I see that a notification will be sent for critical parts/spares at or below minimum but nothing for non-critical. I hope someone is doing this and can help me get our system set to do it. ThanksJohn 

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Nickyd21Emerging Technician
 Getting Started
Maintenance Data Coordinator

Is there a way when a PO is created for a part that is ordered, can that automatically be tied and charged out to the work order that the Tech has created for that unit? 

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AmyBriggsEmerging Technician
 Show & Tell
Mobile Device Questions

We are going to be utilizing a mobile app for our technicians at all sites for the first time ever very soon. While I’m super-excited about this, and know that it will be a game-changer for our teams and our processes in general, I’m a little overwhelmed by the prospects of selecting, configuring, deploying and tracking mobile devices.What have you all found success with, as far as devices? Do you use ipads, tablets, phones?  How do you track them? How do you protect them? Do your technicians use them or stick with the desktop app? Do you provide them or ask techs to use their own devices? How has using a mobile platform affected your groups’ efficacy, efficiency, communication, work completion, technician engagement, etc.?Sooooooo many questions! lol So what you got, Community? Let me know!Thanks in advance,Amy

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Luke ByersAdvanced Operator
 Show & Tell
Linking OEE Spreadsheet to MaintainX Meter via Excel VBA Integration

We successfully developed an automated system that links our OEE (Overall Equipment Effectiveness) Spreadsheet directly to MaintainX meter hour counters using Excel VBA and the MaintainX REST API.Purpose:Operators are already required to fill out the OEE sheet as part of the manufacturing process. However, they would likely not consistently update meter readings in MaintainX. By automating this process, we: Eliminate duplicate data entry. Ensure accurate meter tracking. Automatically trigger TPM (Total Productive Maintenance) work orders based on real machine usage hours. Streamline the operator’s day by reducing manual tasks to only what is already required. System Overview: OEE Sheet: Captures machine running hours in weekly sheets. Excel VBA Macros: Collect running hours from the OEE data, convert them to total hours, and send them via the MaintainX API to update the corresponding machine meter. Daily Trigger: VBA is configured to send updates once per day automatically wh

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Arjun RamakrishnanEmerging Technician
 Product Q&A
Day of Week Condition for Automation Work Orders

I am working on moving our calendar-based PM system to a usage-based system from machine runtime. I would like to have a way to schedule the PM Work Orders so that due dates cannot fall on weekends. The only “Condition” available to me in the Automation Work Order creation menu is “Between certain hours”, which is not particularly helpful in this case.Is there a streamlined way to accomplish what I am looking for? Thank you!

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nickhaase
nickhaaseMaintainX Community Team
 Tips & Tricks
Corporate Gridlock is Costing You More Than You Think

Three years. That’s how long a major American manufacturer — whose products you’ve likely touched today — has been evaluating digital transformation solutions. They’ve formed a committee, vetted vendors, and reached unanimous agreement that change is urgent. And yet, operations are still run on clipboards and spreadsheets from the 90s.  This isn’t an outlier. It’s happening across manufacturing — and across industrial sectors globally. Well-intentioned decision-makers are stalling progress in search of the perfect solution. The risk of choosing “wrong” feels too high. So they choose nothing at all. Here’s my recent piece in Smart Industry exploring this topic: https://www.smartindustry.com/benefits-of-transformation/digital-transformation/article/55294673/epidemic-of-corporate-caution-gridlocks-digital-transformation I’m not arguing against thoughtful planning. Far from it. I’m pushing leaders to prioritize movement. To start small. Pilot. Learn. Improve. That’s how real transformation

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RockyEmerging Technician
 Industry Q&A
messer plasma concentricity adjustment

i have recently taken over the department that the plasma tables operate out of and the concentricity has never been adjusted ive done research and have tried to adjust it with no sucess it seems like something is worn out or bent. its about a ¼ inch out. does anyone know anything about adjusting concentricity?

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Mike
MikeSkilled Contributor
 Product Q&A
API (Power BI / Looker) - Overdue Logic

To my knowledge, the API doesn’t have a specific field for whether or not a work order is overdue, so we need to create a new value in order to expand on the existing reports.This is the base formula I’m using: OverdueState = // Work order is considered overdue if [Completed On] > [Due Date] IF( 'WorkOrders'[Completed on] > 'WorkOrders'[Due Date] , TRUE , FALSE )I’ve tried filtering by various combinations of work order creation, close, & updated timestamps and Status=CANCELED/SKIPPED. The numbers are always close to what shows up on MaintainX reporting, but are always slightly off. Has anyone had any luck recreating the overdue logic that MaintainX reporting uses?

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Mike
JCathey
JCatheyJunior Specialist
 Product Q&A
Manager notification of downtime

Does anyone know if there’s a way to have an email notification when a critical production asset goes offline? Our production manager, who is only a requester, really needs to know whenever production is impacted by equipment failure. The maintenance team gets notification of the request and subsequent work order, but they are all at least full users. I’m hoping this is something we have available to us without having to request MaintainX do in the background. I would think others have this need as well.

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Mike
nickhaase
nickhaaseMaintainX Community Team
 Getting Started
Welcome to the MaintainX Community! Introduce Yourself!

Welcome to the MaintainX Community! This is our official introduction thread!New to the community? Read the guidelines here.Regardless of when you join this community, drop a brief introduction below.Share (what you’re comfortable with) your job title, industry, how long you’ve been using MaintainX and a fun fact! Brief Introduction from me:I'm Nick Haase, a proud co-founder of MaintainX, and I'm thrilled to welcome you to our new community. Over the last five years, I've had the honor of collaborating with world-class professionals, both within our MaintainX team and among our esteemed clients.My passion lies in helping organizations to modernize their reliability strategies, a crucial step in adapting to our ever-evolving world. The work done in our industry is foundational, keeping the lights on and the world moving. I firmly believe in the power of collective effort — sharing best practices is essential for the long-term success and stability of the critical systems we rely on.On a

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