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102 Topics
E
ErenertEmerging Technician
asked in Product Q&A
Generating Asset Maintenance Reports

With the Premium plan in MaintainX, is it possible to generate asset maintenance reports? If so, how can I create reports that document all the work performed and costs incurred for a selected list of assets?

561
sergiodiniz
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Robert GarrettEmerging Technician
asked in Product Q&A
Reorganizing tasks for better workflow

Is there any way of reorganizing tasks too allow for better workflow? I have tasks assigned that are out of order and make the workflow very inefficient. I am unable to find a way to reorganize tasks for a better flow to reduce engineer travel downtime, if followed as per top to bottom on the mobile app.

352
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JAMES Howard ISEmerging Technician
asked in Product Q&A
SDS Management in MaintainX?

Anyone tried to manage SDS Sheets and inventory in MaintainX? I’d love to know if you’ve set something up in your system to help manage the continual bane of SDS sheet management, and what you did if you do. Right now, I’m only running a work order reminder to do my room by room checks for new materials (Because it is like gnomes sneak the chemicals in in the middle of the night without updating SDS books) Just curious if anyone has successfully found a way to adapt MaintainX to help with that particular headache in Factory/facility safety management.

562
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ctc1111Emerging Technician
asked in Product Q&A
Using Inventory for parts with "partial" usage (less than 1 unit per work order)

Curious how folks are addressing using the inventory system to track usage of supplies that would require “less than 1 unit” per work order completed. Here is an example: Condensate pan/drain cleaner used on mid season mini split maintenance. I buy the bottles by the quart and always like to have at least a couple around. Issue is, might only use ¼ of a quart per mini split head. 1. Is there a way to handle this in MaintainX 2. Or am I just over thinking this getting that granular with the tracking of inventory..

200
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ctc1111Emerging Technician
asked in Product Q&A
Attach Video To Work Orders / Requests?

Am I able to upload videos to work orders and requests? Anytime I try, it appears as if they’re loading but then they just don’t show up.

220
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Shay
ShayEmerging Technician
asked in Product Q&A
Shop Floor - Requestors with no email or phone number

I have 7 different Machines on my shop floor. My operators who run these machines are not allowed phones on the floor. They also don’t have company email addresses. Each machine has a windows workstation. Their team leaders do (have company phones & emails & have the MaintainX app), but are not always at the machine. At the min, if my machine operators have a breakdown or issue, they say to my engineers - then if my engineer remembers, he will log the ticket. To get around it on a Test machine. I’ve signed up for a requestor account called the machine name using a disposable email address. Then they use the browser on the machine to raise a WO/Ticket. I want to get away from my engineers doing jobs without a record. So I was going to tell my operators to raise a ticket 1st - I was also going to tell my engineers not to do any jobs that don’t have a ticket. How do you do this?

1152
Ignacio Garrido
L
lotihig137Emerging Technician
asked in Product Q&A
Unable to Receive Notifications

I was using Iphone 15 and Upgraded to 16 pro max and not receiving any notifications since then from maintainx. What to do?

303
Ignacio Garrido
Brent
BrentEmerging Technician
asked in Product Q&A
Managing reoccurring work orders.

Hello, Does anyone know a way to manage reoccurring work orders to pause or not populate through certain calendar periods like holidays. When creating the work order as reoccurring it gives me options for start date as well as frequency of weeks and days from the completion of the work order. I am looking for a finish date of a reoccurring work order as this would allow me to leave my calendar empty when the factory is not operating. Thank you. Brent.

1055
Ignacio Garrido
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JAMES Howard ISEmerging Technician
asked in Industry Q&A
VISITOR / CONTRACTOR LOG BOOK VIA PORTAL?

Has anyone set up a portal for a visitor / contractor / vendor portal to log visits? I’m setting up a work order request portal to see if I can get my contractors/visitors to use in place of a log book/guest desk check in routine. Our factory does not have a main reception desk that is ever manned, however, we need to know how many people are in the factory other than our time card workers for evacuation and safety purposes. The front door is either “Buzzed in” or if we know someone is going to arrive we go out to meet them… but we have no log in desk. We also have a policy that contractor insurance is checked for being current before work begins on their visits. I'm building a custom work order request portal with instructions for the vendors as a work around and putting instructions for our safety and insurance policy validation in it, printing up giant QR codes on a sign that “mandates” they check in for “self service” check ins/check outs at our service entrances where contractors

270
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peterfriedlEmerging Technician
asked in Product Q&A
Work orders

Hi, Would be good if you could enter an actual time on completion along side of the estimated time for completing a job. Also a description of what was done to complete this work order, and have these come out on the reports. Thanks Peter.

481
Mike
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Cody BoudoinEmerging Technician
asked in Product Q&A
Feature Request

It would be a game changer to have an option to generate next due dates based on last completion dates for re-occurring work orders. What’s the chances of actually developing this feature?

711
James Beers
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Rich_moovelEmerging Technician
asked in Product Q&A
Using Postman to update and/or create Assets

I would like to use Postman to update several of my assets. I am able to get Postman to connect to MX database but am unsure how I would make a change to bunch of assets using a csv file. Has anyone done this before?

281
Ignacio Garrido
D
Derek TeunissenEmerging Technician
asked in Product Q&A
Submitting MaintainX requests as full user or administrator

Hi all, As a maintenance manager I often want to submit a maintenance request instead of immediately creating a work order so I can review priorities with other team members before scheduling the work order. Is there an easy way to be a requestor as well as an administrator? Is there a way to toggle between modes?

1272
Ignacio Garrido
C
Cavalry ClubEmerging Technician
asked in Industry Q&A
wine enthusiasts wine locker control board

The unit in question is a wine enthusiasts tower with 3 units inside full power from the going to all 3 units but the controll board is not lighting up installed a new one still same issue help would be appreciated

211
Ignacio Garrido
B
Bill DakeEmerging Technician
asked in Product Q&A
Notifications not working when upgrading phone

I just upgrade from an iPhone XR to an iPhone 16Pro. I used to get all my request notifications and updates to work orders (if I was part of the assignees). It looks like all the settings in the app are set correctly, but I no longer get the request notifications. I’m sure its something simple, but I’m not seeing it. Thanks in advance!

632
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T
tkuperEmerging Technician
asked in Product Q&A
BOM

Is there a way to create a Bill of Materials in MaintainX?

691
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Bill DakeEmerging Technician
asked in Product Q&A
Due date colored fonts?

In the work order tab (table view), I have our work orders set up in the order in which they are due. On the rare occasion that the work order goes “overdue” the date’s font turns red. Is there any settings to make it turn yellow (or just something other than black) like a day or two before the due date? Just so one can see at a quick glance the work orders that are getting ready to be due. Thanks in advance!

592
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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?

480
J
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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?

391
Mike
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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

562
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 Respons

3056
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

100
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 Question Our 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 suppor

2133
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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

664
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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!

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