Product Q&A

Hey, Im new to MX and was trying to create a procedure that, upon completion of the work order, would give me the prompt option to set the asset in Offline or Online. Currently you can only receive a prompt to “put the equipment online” if the asset, on the work order, is offline. Thank you in advance for your response.

Has anyone been able to set up a PM to only come out during certain months? For example our chiller only operates April thru August and we don’t need the monthly PM for the off months. My last CMMS allowed me to turn off a PM for a period of time every year without having to remember to do it.Thanks,John

Is it possible to input more than one barcode per part? For example, a flush valve can have a code EL472 when ordered directly from the manufacturer. But when ordered through a 3rd party it will be 1-EL472. If we could put both of these codes in for the same part, I believe it would be easier on the work force when scanning in parts on work orders. As well as scanning to confirm when restocking. It would also avoid a mix up on parts that might be from another brand and prevent inaccurate quantities on the parts inventory page.

How do I copy a procedure created in my trial to the full version?

We are a Medical Equipment Service Company. We perform annual medical device inspections for Hospitals and clinics, and I would like to assign a fixed cost for procedures performed on individual sub- workorders. For instance, if we do the basic annual electrical safety and performance, we charge $20 for that completed procedure. Some devices require a more extensive performance procedure, and we may charge between $30.00 & $75.00 for those completed procedures depending on the device. I would like to automate the cost so we don’t have to spend the time adding it and verifying it for what is usually 100 plus pieces. If I add the procedure to the workorder is there any way to assign the cost at that point? I may be missing something but wanted to see what the community could offer.  Thanks

Does anyone know how to change the default filters that appear on panel view for the asset or location screens: I know you can add a filter - but i want to be able to quickly and easily restrict to view by end customer or contract type

What option do you use? Both? Why?I find that there are not enough options in the condition-based maintenance or automation options. This is one way I used the condition based maintenance that works well. and here is an automation that works wellBut I have equipment that I need to create a work order with the condition-based maintenance not just add a line to the work order.I also would like automation to trigger after a certain number of automation 1, triggers.

Any time we work on assets like forklifts or air compressors, which i have made hour meters for, i would like that asset’s hour meter to automatically show up on a reactive work order when that asset is added. Is this possible yet? 

We have just started using MaintainX and are now exploring the reporting function and the data sometimes doesn’t appear to match from all locations. As an example, in Work Orders calendar view I show 5 work orders for today all completed. When I look at Reporting for work orders it says we have 6 completed for today, when I expand and look at the details there are 7 shown as done. Has anyone else seen any discrepancies in data, I’m briefing plant and corporate based on the data from MaintainX and right now I don’t know where I need to pull my numbers from.

Has anyone found a way to set recurring work orders to be due on the last workday of the month as opposed to the last day of the month? I hate having to move PMs from a weekend to Friday.

I would like to create a report of work orders showing the number of open work orders by month so that I can keep an eye on old work orders that are not getting completed. I’d like to then be able to click into the number and view the work orders. I’m not finding a lot of instruction on how to build reports within the native MX platform so if there’s any useful tutorials please point me in the right direction.

Our maintenance team requires specialized expertise for MaintainX platform deployment and operational excellence implementation. We're seeking an experienced CMMS consultant available for 1-2 weeks to guide us through

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.  

Is it possible to add a picture or a copy and pasted table from a word document to a procedure? For example adding the risk table to a risk assessment pre start procedure -  Thanks 

Hi, The only trigger selection that appears for me when I click on “New automation” is the “When: Meter Reading” field.Is this normally the case or is there a way to change the trigger to anything I choose?The first automation I’d like to create is to have an email sent when there are parts attached to a new work order created. Thanks

I cannot find in the reports section if you can run reports with the comments on the report and export it to PDF.  If it is not there can it be added?  I have to send daily reports and would like to have the comments on them.  Maybe add it so it can be turn on and off under the column section of the export? Currently I have to use excel and copy my comments over and then send it that way.

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. 

I set up the request portal and it is all working fine EXCEPT the asset field. It gives everyone, including myself this error,”Failed to fetch assets.” I have assets and even did sub assets to no avail.I searched the help area and here but came up short. 

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?

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?

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

Hi, I am wondering if there is a way to record more than one reading against a meter without having to create multiple versions of the same meter. An example is our energy bill for reticulated natural gas. I want to record current meter reading as well as kWh associated with that reading. Do I need to create a second meter rather than just have two different unit readings per meter? The same would apply for electricity where there are up to three or four fields on our utilities bill we would like to track. 

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 

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!

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?