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Hello, when I make a template work order with more than one location and asset in the template, the assets and locations that I assigned to that template do not show up in the created work order. If I remove them all but one location and asset, then it will work fine and show the one assigned location.

 So I want to be able to sort work orders by DATE COMPLETED….. it seems MaintainX software overlooks this simple function?  Or am I missing something?

 So I want to be able to sort work orders by DATE COMPLETED….. it seems MaintainX software overlooks this simple function?  Or am I missing something?

Good evening, I was wondering if there was a way to start the timer on the mobile for the technician once they hit the “Start Procedure” button on the work order? Is there also a way for a work order template to automatically demand the asset goes into an offline status? cheers,

Since workorders appear in the To Do View by start date, then workorders without start dates should not appear in the To Do View, but they do. To prevent that, the start date has to be set to the future or a filter applied, e.g., “Has a start date”. The filter, however, applies to all views meaning the workorder will not appear in those other views. Filtering should be view specific or workorders without start dates should not appear in the To Do View. Workorders without start dates not appearing in the To Do View is my preference. Thanks.

Hello all!I’ve exported all of the Assets I currently have at a specific Location in order to do some admin cleanup (e.g. fill in missing fields, standardize Asset Types and naming conventions, etc). I imported the .csv file into Google Sheets to edit what I need, but I want to make sure that when I upload this after I’m done that it will NOT duplicate the assets as “new.” The .csv file DOES list the Asset ID as one of the fields, so I would assume it would be fine, but I want to make sure. This location is a test bed for correcting all of our locations throughout our CMMS, but it still has 200+ assets and sub-assets, and I’d really like to NOT cause more work for myself.Thanks in advance!

We are in the instrumentation industry, and we deal with a lot of sites with the same types of equipment. We are looking at the possibility of using MaintainX as a Vendor. Where we use the software as a way to keep track of our installation bases and customers we deal with. What would be ideal for us if we can create Customers instead of vendors, and flip the perspective of the software?Is there anyone that uses it in this way?    

Need to edit this but unable to edit

Hi,Is there a way to change the information printed below the QR code when generating the QR code asset list?

Hello! We have been using MaintainX for a couple of months now, and my senior management team wants to see some KPI’s.In our previous system, I had crafted backlog reports that listed (the total number of planned/estimated hours) minus (the total number of actual hours) for ALL our open work orders. That would equal our backlog, aka the amount of work we still have to do. Sounds simple, right?But I can’t for the life of me figure out how to get MaintainX to give me this information!I’ve tried looking in the canned pre-built reports AND building them manually. The closest I’ve come is building a table that lists every open work order, with separate columns for the total estimated time (A), total time duration (B), and the result of the formula (A-B).But I want ONE TOTAL for this one value, not a separate row for every work order.To go one step further, I’d also like to have a report that breaks the total backlog out by Team, aka how much back

Is there a way to automatically send a copy of a purchase order to someone in our accounting department, preferably when the PO is created?

Is there a way to require comments before closing a work order. I have no way of knowing what was done, to remedy a situation without comments.

To the community, I am in the early stages of a project and need assistance with system implementation. Our team is searching for a qualified developer. I am looking to engage an experienced MaintainX engineer for a well-defined project scope. This is a compensated opportunity. Thank you for your time and consideration.

Can I organize the tickets by location under "assigned to me " in the app

I’ve recently created a full user to test my workorders. After they flagged a check box, an escalation notice was sent to a different facility within our company wide system. I expected a request to be sent to the administrator, which is me, but it didn’t. Did I miss a setting somewhere? Update: I removed the erroneous team, created a new one, and checked the alert boxes for flags and failures. Resolved. 

I’ve recently created a full user to test my workorders. After they flagged a check box, an escalation notice was sent to a different facility within our company wide system. I expected a request to be sent to the administrator, which is me, but it didn’t. Did I miss a setting somewhere?

Has anyone figured a way to nest work orders since it is not native in MaintainX?

For regulatory visits, we are asked to provide procedures that were completed i.e. daily facility rounds etc.  How do I print a time frame for these?

I am working with automations. Production works with machines and manually counts the machine production cycles every day (for example: Monday 400 cycles, Tuesday 300 cycles, etc.). I need my automator to generate a work order whenever the accumulated cycles reach 1,500. However, MaintainX does not recount all the previous cycles from each reading I enter; it only considers the last reading added to the meter. Is there a way for it to count all my previous readings and generate a work order every time 1,500 cycles are reached?

Is there a way to favourite or bookmark work orders in MaintainX?I carry out daily safety checks using a procedure I’ve built in MaintainX. For audit purposes, I want an easier way to find completed work orders where more detailed notes were recorded, without having to scroll back through days, weeks, or even months of history. These are typically the days where additional text was added to support handovers to the next shift or to document issues, repairs, and ongoing monitoring in case the same problem occurs again.Being able to quickly identify and revisit these more detailed work orders would be very useful for audit evidence and traceability. Is there a recommended way to achieve this within MaintainX?

How can I archive work orders that were not carried out in the previous year? I am referring to preventive work orders, so if they were not completed, I must keep evidence that they were not carried out and therefore cannot close them.Is there a way to create an additional status for work orders?Is deleting them a form of archiving? That does not seem correct to me. Thanks!

We are new to using MaintainX, and we have a question about start dates vs due dates. We are under the impression that the due date would be the date the requestor wants the repair completed, and the start date is the date that our mechanics actually start the repair.We’ve noticed that when we put our maintenance plan together, the calendar automatically schedules the work for the due date. If we want to start the repair earlier than the due date, how do we get the calendar to reflect that? 

I realize that MaintainX isn’t designed so much for project management, but has anyone figured out some work around for how to structure things where it could work well enough for such a task? Here is the scenario: Multi tenant office building and we are constantly doing renovations of office spaces. The usually involves removing a couple walls, adding in a couple new walls, replacing some doors, new lighting, carpet, paint, etc. It’s far from a standard ‘work order’ but it is also equally as far from needing yet another software for construction management.. I avoid spreadsheets when possible.. The problems in this I’m looking to solve is really scheduling and task tracking to ensure we are on schedule and not forgetting anything.. Thanks

Good morning from chilly Bar Harbor, Maine! :)We just transitioned from using Maximo to MaintainX at the beginning of this month. While we’re all still learning this new system, I am trying to re-create many of the processes that used to happen when we were on Maximo.One of them is an automated sending of a post-work “How did we do?” customer satisfaction survey to our internal clients/requesters on our performance. Maximo used to send them automatically when the ticket status reached “COMP” using its own internal communication module.I know that MaintainX and Zapier integrate, and this sounds like it might be a solution.Has anyone else used a Zap to send a survey - or any automated communications - from MaintainX that would be willing to share their experience and maybe help walk me through the process?Thanks in advance,Amy BriggsThe Jackson Laboratory