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helensoundEmerging Technician
 Product Q&A
Work order for multiple assets

I want to be able to add multiple assets (in this case several sash windows need maintainance and will be done as a single job by a single contractor) to one work order. Is this possible? It seems like you have to create a work order for each single asset which is clunky.

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James Beers
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lars66Emerging Technician
 Product Q&A
Samsara to MaintainX

Hello, I'm looking for information on the integration of Samsara to MaintainX! Are there any company's utilizing this integration that could help with starting the process? thanks

221
James Beers
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LilburneEmerging Technician
 Tips & Tricks
Pre-operation inspection, automatic launch

Hi, Before using certain pieces of equipment our operators are required to complete an inspection of the equipment and log it.Is there a way I could create the inspection as a procedure in MaintainX that can be activated by the operator as they need it? If I can do this in MaintainX it would make the standard operating procedure easy to access and create a record to show the procedure is being complete.The operators have requester level licenses   Thanks,Ben

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nickhaase
nickhaaseMaintainX Community Team
 Industry Q&A
🚀 Who's Hiring? Share Your Job Listings Here! 🚀

Looking to expand your team or know of fantastic opportunities in the industry? This is the place to share any job openings!Whether you’re hiring for maintenance technicians, operations managers, or any other positions, we'd love to hear about it. Please feel free to post job listings in this thread and help our community members find their next great role.When sharing a job listing, please include:Job Title Company Name Location (Remote/In-Person) Brief Job Description How to Apply Contact Information (link to job listing)Let's support each other in finding new opportunities and building awesome teams! 🚀*No automated bots can post to this thread, only registered community members. We are also only accepting operational job listings for this thread - no sales/marketing/finance related listing*

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nickhaase
JCathey
JCatheyJunior Specialist
 Product Q&A
Add parts to a PM

Do we have the ability to list parts required to perform a PM in the procedure? If not there can I put them in the work order and it will then populate all future recurring work orders? 

261
James Beers
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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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?

383
Mike
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NeenerEmerging Technician
 Tips & Tricks
Work Order Reports

How do I customize and automatically generate a report showing all open work orders and requests? I need to set up a report to be sent daily so others can see what work is still needing to be done. 

221
Mike
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BootzEmerging Technician
 Tips & Tricks
High lighting a Work order

Hello, I would like to know if i can somehow High light a work order in the app so i know it has been handed out and printed. I get so many work orders and it gets overwhelming at times and I'm not sure if its been printed out. Thank you,JTJtroglia@suburbanpropane.com

61
Mike
JCathey
JCatheyJunior Specialist
 Product Q&A
Work order workflow and fully closing

I have noticed that work orders with a status of Done meaning work has been completed can still be edited. Has anyone found a way to lock work orders that have been completed and reviewed to ensure there are no outstanding actions against that job? Our maintenance & engineering director wants to have a supervisory review for work orders and once complete the job will be done-done meaning closed out. Any ideas? As always thank you all,John

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JCathey
JCatheyJunior Specialist
 Product Q&A
Multiple assets with hour meters

I have multiple assets that need to have run time captured which will drive maintenance. My question is do I need a run time meter for each asset or do I create 1 run time meter and assign it to each asset? In a previous CMMS I used it only required me to create a single instance of the meter so I’m curious how MaintainX handles this instance. Thank you all.John 

312
JCathey
JCathey
JCatheyJunior Specialist
 Product Q&A
Storeroom shelf and bin locations

Our storeroom is a sublocation of another and I have tried to set up sub locations for my shelving and next would be bins. I can’t even add the shelving into my storeroom, how are other people creating storeroom locations to easily locate parts? Getting frustrated with this one.Thanks all,John

192
sergiodiniz
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wyso0017Emerging Technician
 Product Q&A
Building Reports for Aged Work Orders

I would like to create a report of work orders showing the number of open work orders by month so that I can keep an eye on old work orders that are not getting completed. I’d like to then be able to click into the number and view the work orders. I’m not finding a lot of instruction on how to build reports within the native MX platform so if there’s any useful tutorials please point me in the right direction.

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JCathey
JCatheyJunior Specialist
 Product Q&A
Location limiting asset selection for request

In the request module selecting a location has no effect on which assets are available to be selected. With it being first in the order of completion you might expect that selecting a location would limit available assets to only those in that location. This would make it easier for requesters to find the asset requiring attention. If this isn’t possible you may consider showing the asset field first since location is automatically filled from the asset selection.

60
JCathey
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ericdudley-doordashEmerging Technician
 Product Q&A
REST API /assets endpoint filter by asset type

Hello, I’m integrating with the /assets REST API endpoint. Currently, I am just using Postman to explore the API and figure out what queries are possible.https://api.getmaintainx.com/v1/docs#tag/Assets/paths/~1assets/get I have a use case where I want to list just the assets with a certain asset type. I see from the documentation that you can expand the asset_types, but I have not found a way to filter by this field. Any ideas on how I could achieve this?

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JCathey
JCatheyJunior Specialist
 Product Q&A
1 asset multiple PM frequencies

I’m hoping this is common and I just haven’t figured it out yet so asking for help from the group. If I have an asset that has a Monthly, Quarterly, and Annual PM is there a way to only have the appropriate work order auto generated? My procedures build on each other so the Annual has all steps from Monthly and Quarterly. When the Annual is due, I don’t want either of the others to be created.

473
JCathey
nickhaase
nickhaaseMaintainX Community Team
 Tips & Tricks
How do you hope AI can help your team?

When it comes to AI, I’ve seen a lot of teams get tripped up by the same thing: trying to push new tools from the top down — without talking to the people who actually do the work.This month I joined our product lead, Roshan Satish, on a recent episode of “Great Question: A Manufacturing Podcast” to talk about what we’re seeing work on the ground. The most effective AI rollouts don’t start with dashboards or pilots. They start with conversations, and when leaders get out on the floor and ask their teams:What slows you down?What tasks feel like busywork?What problems keep coming back?The goal isn’t to have technicians invent their own AI solutions. It’s to surface the pain points from the people who live and breathe the work so solutions can fit into their day — not add more work to it.Here’s our full conversation if you want to check it out: https://www.plantservices.com/technology/artificial-intelligence/podcast/55281366/podcast-empowering-frontline-workers-with-industrial-ai-tools-th

460
nickhaase
Guy Leppin
Guy LeppinEmerging Technician
 Product Q&A
Not enough Status

I am new to MX and may be missing something. I am accustomed to the IPSECA work process. Identify, Plan, Schedule, Execute, Close, and Analyse. I see that MX has all, but the Planning function covered. Can we add some Work Order statuses? It would be nice to have at least a “Planning” status. It would be even better if also had a “Waiting for Parts” and “Ready to Schedule”. In an organization that has many roles such as requestors, approvers, planners, schedulers, supervisors, crafts, analysts and or any combination of roles, the Work Order Status is normally data point used to designate who is responsible for the work order. The Work Order Status is the flow, or the maturity of the Work Order. With out the Planning status we have a very large to-do list. 

1127
nickhaase
JCathey
JCatheyJunior Specialist
 Product Q&A
Child asset down driving parent asset downtime

Is there a way to set up a relationship so that if a child asset is down it also causes the parent to show as down?

192
faiqharris
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