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Product Q&A

Share MaintainX product questions and get support from the community

  • 99 Topics
  • 220 Replies
99 Topics
JCathey
JCatheyJunior Specialist
asked in Product Q&A
Default work order from request

Does anyone know if I can create a work order template and make it the default? I have a template we want to use for all requests.Thanks everyone,John 

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JCathey
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kristyEmerging Technician
asked in Product Q&A
How do you Add Estimated Time Column to table view of work orders

Hi, Could someone please help me with how to add the estimated time column to the work order table view - I am trying to plan work and find it hard as i cant easily see the time it is estimated that a job would take. I have looked at the gear box in the table view and there is no option that i can see to add estimated time. ThanksKB

143
James Beers
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lars66Emerging Technician
asked in Product Q&A
Samsara to MaintainX

Hello, I'm looking for information on the integration of Samsara to MaintainX! Are there any company's utilizing this integration that could help with starting the process? thanks

333
James Beers
JCathey
JCatheyJunior Specialist
asked in Product Q&A
Adjust downtime

In the event someone forgets to put an asset back online is there a means to go back later and adjust the asset downtime? I have looked at the work order and the asset and just don’t see a way to do this. My downtime report is inaccurate, and I need to figure out how to correct it.

131
James Beers
JCathey
JCatheyJunior Specialist
asked in Product Q&A
Differences between work order and reporting data

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.

70
JCathey
H
helensoundEmerging Technician
asked in Product Q&A
Work order for multiple assets

I want to be able to add multiple assets (in this case several sash windows need maintainance and will be done as a single job by a single contractor) to one work order. Is this possible? It seems like you have to create a work order for each single asset which is clunky.

493
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JCathey
JCatheyJunior Specialist
asked in Product Q&A
Add parts to a PM

Do we have the ability to list parts required to perform a PM in the procedure? If not there can I put them in the work order and it will then populate all future recurring work orders? 

301
James Beers
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?

403
Mike
JCathey
JCatheyJunior Specialist
asked in Product Q&A
Work order workflow and fully closing

I have noticed that work orders with a status of Done meaning work has been completed can still be edited. Has anyone found a way to lock work orders that have been completed and reviewed to ensure there are no outstanding actions against that job? Our maintenance & engineering director wants to have a supervisory review for work orders and once complete the job will be done-done meaning closed out. Any ideas? As always thank you all,John

344
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JCathey
JCatheyJunior Specialist
asked in Product Q&A
Multiple assets with hour meters

I have multiple assets that need to have run time captured which will drive maintenance. My question is do I need a run time meter for each asset or do I create 1 run time meter and assign it to each asset? In a previous CMMS I used it only required me to create a single instance of the meter so I’m curious how MaintainX handles this instance. Thank you all.John 

312
JCathey
JCathey
JCatheyJunior Specialist
asked in Product Q&A
Storeroom shelf and bin locations

Our storeroom is a sublocation of another and I have tried to set up sub locations for my shelving and next would be bins. I can’t even add the shelving into my storeroom, how are other people creating storeroom locations to easily locate parts? Getting frustrated with this one.Thanks all,John

232
sergiodiniz
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wyso0017Emerging Technician
asked in Product Q&A
Building Reports for Aged Work Orders

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.

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JCathey
JCatheyJunior Specialist
asked in Product Q&A
Location limiting asset selection for request

In the request module selecting a location has no effect on which assets are available to be selected. With it being first in the order of completion you might expect that selecting a location would limit available assets to only those in that location. This would make it easier for requesters to find the asset requiring attention. If this isn’t possible you may consider showing the asset field first since location is automatically filled from the asset selection.

60
JCathey
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ericdudley-doordashEmerging Technician
asked in Product Q&A
REST API /assets endpoint filter by asset type

Hello, I’m integrating with the /assets REST API endpoint. Currently, I am just using Postman to explore the API and figure out what queries are possible.https://api.getmaintainx.com/v1/docs#tag/Assets/paths/~1assets/get I have a use case where I want to list just the assets with a certain asset type. I see from the documentation that you can expand the asset_types, but I have not found a way to filter by this field. Any ideas on how I could achieve this?

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JCathey
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.

523
JCathey
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. 

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nickhaase
JCathey
JCatheyJunior Specialist
asked in Product Q&A
Child asset down driving parent asset downtime

Is there a way to set up a relationship so that if a child asset is down it also causes the parent to show as down?

202
faiqharris
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? 

906
M
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

284
James Beers
JCathey
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?

141
S
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.

665
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JCathey
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

445
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JCathey
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?

181
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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?

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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?

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