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Product Q&A

Share MaintainX product questions and get support from the community

  • 85 Topics
  • 184 Replies
85 Topics
J
JCatheyJunior Specialist
asked in 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.

110
J
Guy Leppin
Guy LeppinEmerging Technician
posted in 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. 

585
nickhaase
S
SiyandaEmerging Technician
asked in Product Q&A
Balancing Work Order Visibility and Individual Accountability

How can we make a work order visible to the entire team while still assigning it to an individual? The goal is to keep everyone informed about the status and updates without requiring them to search for the WO, while ensuring that one person remains accountable for the work. This approach also allows for a smooth handover if someone, for example, is on sick leave.

464
nickhaase
R
Rob MEmerging Technician
asked in Product Q&A
Critical Parts

Very simple question:  I want to label a part as a Critical Part?  I’m in edit part ,and I do not see any options to label a part as critical.Thanks

142
James Beers
J
JCatheyJunior Specialist
asked in Product Q&A
WO time reporting with multiple techs

I like the ease of recording time on the mobile app but I can’t figure out how to capture time for any additional techs that work the job. We have some jobs that take multiple shifts to complete and will have several people working on a single work order. I need the ability to see labor for everyone that worked the job and how much time they put in on the job. Any help is greatly appreciated.Regards,John

405
M
J
JCatheyJunior Specialist
asked in Product Q&A
Asset warranty tracking

I haven’t seen any means of tracking warranty information for assets, does MaintainX have the capability?

50
J
Mike
MikeSkilled Contributor
asked in 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?

302
Mike
J
JCatheyJunior Specialist
asked in Product Q&A
Asset Identifiers

When I create a new asset does the system automatically create a unique id number for it? In the tutorial it stated to include a unique identifier to enable searches for specific assets. In other systems there is an ID# and description, how does MaintainX handle this?

111
S
nick.sankar
nick.sankarMaintainX Community Team
posted in Product Q&A
Who's excited about External Work Orders? How would you use?

To my MaintainX community, this has been one of my favorite feature releases this year and it opens up many options to share your Work Orders with Vendors or Customers to complete.I would love to hear your thoughts about this feature and how you would use in your org?

795
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M
MentorEmerging Technician
asked in Product Q&A
Pulling Custom Labels via API

Hello, I am new to MaintainX and I have been trying to do some integration with our system as it has been quickly adopted by many of our end users. I have had success with the API calls offered. Specifically, I am using the List Work Orders pulling into PowerBI. However, our team has added some custom labels and custom fields. We use a custom Work Type label instead of the built-in Work Type selection. How do I pull in these custom fields? 

652
hopekelly
Y
Y. JiangEmerging Technician
asked in Product Q&A
Manage the life cycle of parts

How can we effectively manage the life cycle of parts in MaintainX?I understand that we can add an expiration date to a part, but what if we have multiple quantities of the same part, each with a different expiration date?For example, let's say I create a part called "AAA Batteries" and have 10 units in stock, but they each have different expiration dates.How should we handle this scenario? Is there any feature or method in MaintainX that supports tracking expiration dates at the unit or batch level?

373
A
S
Sir BobEmerging Technician
asked in Product Q&A
priority

HI! is there a way to add a priority choice?

445
S
J
Jam95Emerging Technician
asked in Product Q&A
How do I remove the hourly pay ?

When I add time track to a work order I filled in the pay rate I make, not knowing it would lock it in permeantly. I want pay removed from the time tracker… Can this be done?   I have talked to customer service, and they said they fixed it, but they did not.  I need it removed for 2 reasons I don't need my staff seeing how much I make, and it also distorts my monthly supply amounts, please help me get rid of the it LOL.

361
Mike
B
Bigdog9598Emerging Technician
asked in Product Q&A
work order repeating

hello all, Looking for a way to repeat a work order hourly. I have several pieces of equipment that require hourly inspections while running.I am trying to avoid making 24 work orders for every day that this inspection is required. any suggestions would be greatly appreciated.Thanks Tom 

955
Mike
Stephen from the UK
Stephen from the UKEmerging Technician
posted in Product Q&A
GPS

Hello,Does anyone know if MaintainX plans to implement a GPS system? Recently, I’ve been creating work orders for tasks like emergency lighting tests, fire system checks, and legionella testing. However, as the company I facilitate for continues to grow and we onboard more staff, it’s becoming increasingly challenging to ensure these tests are being completed at the correct locations.I’ve heard unfortunate stories of staff claiming to have completed compliance tests without actually visiting the buildings. A GPS system would not only help verify the completion of tasks at the required sites but would also help reassure clients that compliance standards are being met.Thank Ste

130
Stephen from the UK
J
JCatheyJunior Specialist
asked in Product Q&A
Asset Identifiers

When I create a new asset does the system automatically create a unique id number for it? In the tutorial it stated to include a unique identifier to enable searches for specific assets. In other systems there is an ID# and description, how does MaintainX handle this?

302
J
J
JCatheyJunior Specialist
asked in Product Q&A
Accurately Tracking downtime

Is there a way to indicate if an asset is down in the service request? Once a work order is created from the request identifying asset is down can MaintainX automatically change status to DOWN then upon WO completion automatically return to ONLINE? Trying to remove manual tracking to reduce potential human error.

271
James Beers
L
lmarangonEmerging Technician
asked in Product Q&A
API Restore Deleted Asset

How do I restore a deleted asset using the maintainx API?

120
L
S
ShruthiSEmerging Technician
asked in Product Q&A
How to view Asset Hierarchy on an apex of the structure level?

Need to view Hierarchy without having to go by System/Sub-system level instead is there a way to view everything on a higher level to see how its being laid out ?

132
S
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

1094
J
J
Jesse MurphyEmerging Technician
posted in Product Q&A
"One Off" PO Items Automatically Added to Inventory.

I think it would be fantastic if the “one off” items from purchase orders were automatically added to the parts inventory with the ordered quantity and default 0/0 Min Max.This would allow them to easily be used/Charged to a work order without having to create the part in the system for a non stock item.  I but thing often that are not stock items, and find it annoying to take the extra separate steps to create the part in the system for it to be used in a work order.I know the costs can be added as “other Costs’’ but not all users have access to purchase orders and costs.  

341
D
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

1516
M_Lovegrove
L
LilburneEmerging Technician
asked in Product Q&A
Asset Condition Assessment

Is there a way to assign a condition rating “1-5” to my assets, update the rating from 6 monthly visual assessments and track the changes in condition rating over time?   Thanks,Ben

331
A
A
Anton SaikovskiApprentice Operator
asked in Product Q&A
Parts inventory metrics

Hi, Parts inventory does its basic function for sure but when it comes to metrics, triggers and data struggling here. Am I the only one who can’t find easy way to do stock check and pull useful metrics (easily) on parts usage/expenditure across plants? It is also problematic when it comes to consumables as no doubt parts have own lifespan and some quite short. On top we got actual consumables which usage deviates depending on machinery condition. So as example I need a report of a part or consumable over period time? Reporting module metrics seems more concentrating on asset and labour time/costs. There is nothing dedicated to inventory usage/costs/frequency? In current global supply chain climate inventory management becoming challenging task - parts usage and risk assessment of supply chain is trendy subject than ever. Stock checks - all we have is “restock” button? There is no way to have WO with fields for stock checks? Surely those who do inventory audits might want some record et

1172
F
F
falvarezEmerging Technician
asked in Product Q&A
Cycle counts - parts vs. part type

Hi there. I have to say that when the feature of cycle counts was talked about at the end of last year, I was really excited.  We do cycle counts on a weekly basis for roughly 24-36 crucial parts in our inventory. When it was recently released as an operating feature within the software I jumped right on it. Unfortunately, it is in my opinion not realistically going to work for us without it being able to choose what parts specifically we will count. It has either a choice of location or type of part. Has anyone on here used it for actual part numbers and not part type? I would like to assign Tech “A” to count six parts which may be six different part types. The same with Tech “B”, and Tech “C”, etc. If we have a part type of O-ring, and thats assigned to a Tech “A”, that Tech would then be responsible of counting over 200 o-rings, when in reality, he only needs to count the 6 specific o-rings that are crucial to our operation. I could assign Tech “B” to count a part type of belts but

351
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