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87 Topics
J
JeffroEmerging Technician
asked in Product Q&A
Can you create reminders?

Would anyone know if there is a way to create reminder notifications for upcoming work order due dates or start dates?

310
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Mr RuthEmerging Technician
asked in Product Q&A
Create work order Procedure Field

We created a procedure to preventative maintenance checklist. We would like to automatically generate a work order when the No is selected in the Yes, No, N/A field. Is there a way to do this?

321
Mike
M_Lovegrove
M_LovegroveEmerging Technician
asked in Product Q&A
Time and Cost Tracking Enhancements

Time and Cost Tracking EnhancementsProposed enhancements that would provide a more in-depth costing analysis of each work order.  Allowing for specific cost items or custom labelled cost items to be added would significantly improve this module, rather than just adding and/or exporting them as "Other Costs".Such as: Preliminary expenses (Architect, engineer, building consent, Insurance etc) Subcontractor cost/s Materials (Per material item) Consumables (nails, screws, adhesives) Tools & equipment (if hired or purchased) General expenses Labour Travel expenses  Transport/shipping expenses Rubbish or site wasteOther Proposed Enhancements: Having a budgeting section in the cost tracking module to allow proposed costs within a work order. Option to show or add Goods and Services Tax (GST) The ability to export the cost information as a CSV and PDF Future linking of cost data to Sage Intacct. Future linking of cost data to PowerBi. Cheers

582
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M_Lovegrove
M_LovegroveEmerging Technician
posted in Product Q&A
Enhanced Requester Notifications

Hi there, I have been using MaintainX for the past few months, and I really like it for the most part, however, there are some functionality issues I have found, such as: We have over (100) requesters in our system, but they currently do not receive a notification of a new comment or tagged item within their requested work order. A requester has to manually check their requested work order for the additional comms; however, they end up emailing or calling us to find out why they aren’t receiving notifications or asking what is happening with their requested work order, which is adding significant delays to the resolution of a work order and unnecessary admin. It allows you to tag their name in the comments but doesn’t notify them. Having 2-way comms within each work order would streamline the process considerably. Currently a requester will only receive notifications when their request is approved, declined or completed. Proposed improvement: Allow requesters to receive all notificatio

884
M_Lovegrove
M
mrmnikonEmerging Technician
asked in Product Q&A
Print specific asset list

Good morning, all. I would like to know how to print a specific asset list; i.e. just a list of my pumps or relief valve.  I’m sure it’s easy, but I haven’t been able to figure it out.  Thanks,  Mark 

532
A
nickhaase
nickhaaseMaintainX Community Team
posted in Industry Q&A
🏆 State of Industrial Maintenance Report 2024: Topic 2 - Preventive Maintenance Gap 🏆

Hello again, MaintainX Community!We're back with another finding from our State of Industrial Maintenance Report 2024. Let's dive into our second discussion question and another chance to win prizes! 🎁 Win Prizes! Remember, your insights are valuable! For this post:The top 5 replies with the most likes will each earn a $50 gift card!(This will be tallied across each question at the end of September) 🤔 Our Second Question Our report revealed a significant gap in preventive maintenance practices:While 86.8% of facilities use preventive maintenance, 59% dedicate less than half their time to it. Where does your facility stand? What challenges do you face in increasing time spent on preventive maintenance?How to Participate:Read the Question: Reflect on the finding and question above. Share Your Insights: Post a reply with your experience and thoughts. Be specific and detailed! Engage: Like and comment on other posts to support your fellow community members.Tips for a Great Response:Share

3026
Barrettmarx
M_Lovegrove
M_LovegroveEmerging Technician
posted in Product Q&A
Enhanced Requester Notifications

Hi there, I have been using MaintainX for the past few months, and I really like it for the most part, however, there are some functionality issues I have found, such as: We have over (100) requesters in our system, but they currently do not receive a notification of a new comment or tagged item within their requested work order. A requester has to manually check their requested work order for the additional comms; however, they end up emailing or calling us to find out why they aren’t receiving notifications or asking what is happening with their requested work order, which is adding significant delays to the resolution of a work order and unnecessary admin. It allows you to tag their name in the comments but doesn’t notify them. Having 2-way comms within each work order would streamline the process considerably. Currently a requester will only receive notifications when their request is approved, declined or completed. Proposed improvement: Allow requesters to receive all notificatio

70
M_Lovegrove
nickhaase
nickhaaseMaintainX Community Team
posted in Industry Q&A
🏆 State of Industrial Maintenance Report 2024: Topic 3 - Tackling the Skilled Labor Shortage 🏆

Hello MaintainX Community!We're back with our third and final discussion question from our State of Industrial Maintenance Report 2024. This time, we're addressing a critical challenge facing our industry. Let's dive in! 🎁 Earn Prizes!Your insights are more valuable than ever! For this final post:The top 5 replies with the most likes will each earn a $50 gift card!Don’t forget - you can still submit replies to our first and second questions to win!🤔 Our Third QuestionOur report highlighted a significant challenge in the maintenance industry:60% of respondents cited skilled labor shortage as the main barrier to improving maintenance programs. How is your facility addressing this challenge? Share your strategies for attracting and retaining skilled workers.How to Participate:Read the Question: Reflect on the finding and question above. Share Your Insights: Post a reply with your experience and thoughts. Be specific and detailed! Engage: Like and comment on other posts to support your f

2113
M
Brent
BrentEmerging Technician
asked in Product Q&A
Setting Asset hours

I hope someone can help me on this topic. I want to be able to set the asset working days and hours to reflect correctly when viewing the online and offline data.  Thank you. Brent 

604
M
B
BrooxEmerging Technician
asked in Product Q&A
Maximum in Stock

There is a useful “Minimum in Stock” tool within MaintainX, however there is no “Maximum in Stock” tool. When placing parts and/or consumable orders, MaintainX will automatically fill in the “Units Ordered” field with the number needed to get inventory back to the minimum level, however it would be more useful to have MaintainX auto fill this number to the maximum units needed. The system is good at showing the items that “need restock” based off the minimum units, but to have it also autofill the ordered units based off the maximum units would make this process perfect. Thanks!

240
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Sam WinchesterEmerging Technician
asked in Product Q&A
MaintainX + PowerBI

Does anyone have any suggestions/examples of MaintainX integrated into a PowerBI dashboard? After some ideas for dashboard format and layout for a manufacturing facility. - What data to include- Effective ways to display metrics-Ways to achieve 'deep dives' into specific data TIA 

541
Vincent Landry
C
CMMSradioEmerging Technician
asked in Product Q&A
Regions and Districts for Locations

I tend to view locations as sites (aka job-sites, property sites).  Is there a way to assign a location to a region, and a district if applicable, and then when looking up locations, on screen, I can see/sort by region, and drill down to district, when needed? Further, would I also then (if the above is available) be able to see active, complete, in progress, etc. work orders by region, and if needed district)?

434
nickhaase
M
MattLEmerging Technician
asked in Product Q&A
Edit button on top left of work order

Hello. When we originally started making PM’S, we set a recurrence date on specific PM’s. Recently we found that some of the PM’s were not getting done. What we found was some of the PM’s that we put a recurrence on and assigned to specific maintenance personnel, were being changed (the recurrence date). On the PM’s or work orders, there is an edit button in the top right hand corner. Is there a way to eliminate or lock out lower level users from being able to use the edit button to change recurrence times/dates, or the “assigned to” option? It doesn’t make sense as a manager to be assigning work to specific employees, just to have them assign it to someone else or be able to change the due date/time, or the recurrence date. Any help would be greatly appreciated.

482
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K
Keith L.Emerging Technician
asked in Product Q&A
Electronic Log Book

I am curious if/ how other are using Mx to document work, events etc outside the Work Order system.  For example if I respond to an alarm, but no work is required, how are you capturing the alarm event so that there is a history? What I am looking for is a complete asset history, all work orders, in promptu inspections, etc.

581
Mike
C
CMMSradioEmerging Technician
asked in Product Q&A
Work Order Table View idea

Wondering if there is a way to organize the columns on this view (move the columns around)?  A screen like this is like an “overview” of active work orders and moving the column locations, while also removing some columns (filters) allows the user to reorganize the way they view work in progress.  In fact, this would be a nice feature on all table view screens.

342
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Greg ZeronianEmerging Technician
asked in Product Q&A
Updating "last calibration date" in asset list

We are using MaintainX to track certain equipment calibrations. We have the work order categorized as “calibration” Is there a way to have the “last calibration date” updated when a calibration work order is completed? This seems like a pretty basic function. Otherwise it requires manually updating every asset in addition to performing the work order.MaintainX offered to create a customization for this but the cost was too high.

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ctc1111Emerging Technician
asked in Product Q&A
Managing Renovation Projects in MaintainX?

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

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Greg ZeronianEmerging Technician
asked in Product Q&A
Updating "last calibration date" in asset list

We are using MaintainX to track certain equipment calibrations. We have the work order categorized as “calibration” Is there a way to have the “last calibration date” updated when a calibration work order is completed? This seems like a pretty basic function. Otherwise it requires manually updating every asset in addition to performing the work order.MaintainX offered to create a customization for this but the cost was too high.

70
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D
DBarryEmerging Technician
asked in Product Q&A
Multiple Currencies

Our business has a need to issue POs in multiple currencies.Has anyone discovered a way to do this?The only way I can see to do this currently is to change the currency in settings each time I want a PO in another currency. 

441
K
nickhaase
nickhaaseMaintainX Community Team
posted in Industry Q&A
Trending in Industry: The Power of Data in Manufacturing

We recently came across a fascinating episode of the (R)Evolutionizing Manufacturing podcast that got us thinking about the role of data in our industry. The hosts, Jeff Winter and Scott Achelpohl, dive deep into how data is shaping the future of manufacturing.It's a bit of an eye-opener, isn't it? We all know data is important, but hearing experts break down just how crucial it is for digital transformation, decision-making, and even financial success really puts things in perspective.This got us wondering about our own experiences with data in maintenance and manufacturing. Have you ever had a "lightbulb moment" where good data helped you solve a tricky problem? Or maybe you've struggled with poor quality data and seen how it can throw a wrench in the works?We'd love to hear your stories! How has data impacted your day-to-day operations? Have you implemented any cool data-driven initiatives lately? What challenges have you faced in collecting or using data effectively?Your real-world

740
nickhaase
D
DerranEmerging Technician
asked in Product Q&A
Calendar holidays

Can I add team members holidays to the work calendar so they can be seen as away when scheduling?

582
nickhaase
G
G FrosEmerging Technician
asked in Industry Q&A
Has the freight industry turned around?

I’m looking to get back into the freight industry I have been off work and not keeping up and I was wondering if anybody knows if the industry and Rates and turned around from the down slopes was on

211
James Beers
R
rheintzeEmerging Technician
asked in Product Q&A
Utilization Reporting Filtered by Location and Category

The new utilization report is nice, but extremely limited in its usefulness. Has anyone found a way with Work Order or other reports, to determine utilization based on Location and including the Work Order category?We are an external service provider and we want to be able to view on a monthly basis what customer locations our engineers are spending the most time at and what types of work they are engaged in while they are at said customer. I’ve tried using a Work Order report and simply filtering by location and viewing total time logged, but we sometimes have work orders that are open longer than a single month.Additionally, the Utilization report would be very useful if I could filter on Category. We log some administrative and non-service related tasks and time in the system, and I’d like to view only direct labor utilization. Does anyone have any insights or ideas that I might be overlooking?

260
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Bill DakeEmerging Technician
asked in Product Q&A
Looking to add an additional category to the list

I may not have permissions, but I cannot find where to add an additional category to the existing list.  There are no areas to select under the category tab.  Within the work order it gives and option when you start typing but just goes away when the “+” is pressed.  Thanks in advance!

533
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nickhaase
nickhaaseMaintainX Community Team
posted in Industry Q&A
Trending in the Industry: Workforce Training and Knowledge Retention

The WSJ recently published an article about Boeing's huge challenge of training new employees after many of their experienced workers left.This got us thinking about our own experiences with knowledge transfer. Have you ever started a new job and felt overwhelmed trying to learn everything from scratch? Or maybe you’ve been the one tasked with training newbies while juggling your regular work? It’s tough, right?Boeing's story is a reminder of how important it is to have good training programs and ways to pass on vital knowledge. When seasoned workers leave, they take years of experience with them, and it's not easy to fill those shoes.We’d love to hear your stories. How have you handled situations where important knowledge needed to be passed on? What’s worked for you and what hasn’t? Maybe you’ve discovered a great way to make sure new team members get up to speed quickly, or maybe you’ve faced some hurdles along the way. Let’s chat about it! Your experiences and insights can help all

251
James Beers
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