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Unanswered questions

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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?

50
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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!

884
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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 

202
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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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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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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?

484
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.

342
Mike
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