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Product Q&A

Share MaintainX product questions and get support from the community

  • 64 Topics
  • 130 Replies
64 Topics
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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
4 months ago
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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)?

424
nickhaase
5 months ago
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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
M
5 months ago
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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.

571
Mike
5 months ago
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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.

332
C
5 months ago
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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.

665
G
5 months ago
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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

704
D
5 months ago
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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
G
5 months ago
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. 

421
K
5 months ago
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
6 months ago
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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
R
6 months ago
B
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
B
6 months ago
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Polar4309Emerging Technician
asked in Product Q&A
Non inventory parts

Is there a way to add parts to a work order without adding it to parts inventory or am i always supposed to use restock to zero out the inventory?

1324
F
7 months ago
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Richard piechockiEmerging Technician
asked in Product Q&A
preventative maintenance

When filling out a PM work order on Manintainx does the time that u put on the the work order have to be in 15 min intervals? Or can it be 1 min intervals? 

561
Mike
7 months ago
Zach Brown
Zach BrownMaintainX Team
asked in Product Q&A
Offline MaintainX Training Materials

How often, if ever, do you or your maintenance teams require MaintainX training materials that can be accessed offline?For context, we have training material available in MaintainX Academy and product documentation in our Help Center, but both require access to the internet. In the past, our customers have occasionally asked for training materials as PDFs, so they can share them with their teams offline or in some cases even print them. This type of request doesn’t come up too often, so I’m trying to get a sense of whether maintaining offline training material would serve a real need.To help illustrate, an example of offline training material would be something like a PDF ‘MaintainX Technician Training Manual’ that could be downloaded via a portal accessible to anyone with a MaintainX account.

1847
DrDoctor
7 months ago
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JLutherEmerging Technician
asked in Product Q&A
Connecting Jira

Does anyone know a way to connect Jira to MX without using Zapier?Process: Once a work order is complete in MX a ticket will be created in Jira and contain that work order to be approved.

371
nickhaase
7 months ago
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Sam WinchesterEmerging Technician
asked in Product Q&A
Templated Purchase Orders?

Hi All,Has anyone found a way to 'Template' purchase orders?For frequent purchases that involve multiple line items, it would be great to be able to populate them quickly and easily from a template or similar.Thanks

350
S
7 months ago
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Marcílio Ribeiro NascimentoEmerging Technician
asked in Product Q&A
Maintainx App will work on Android 11 go devices?

Hello everybodyI need to know if Maintainx App will work on Android 11 go devices?

381
nick.sankar
7 months ago
B
BobEmerging Technician
asked in Product Q&A
Export vendor list question

Does anyone know how to export an entire vendor list?

281
nick.sankar
7 months ago
R
Rich_moovelEmerging Technician
asked in Product Q&A
MS Power BI/Automate

Has anyone has success with using Power BI and Power Automate with MX?

723
M
8 months ago
E
ewikstromEmerging Technician
asked in Product Q&A
Multiple requesters for a work order

Is there a way to add more than one requester to a work order so that several people can comment and get status updates?Choose Color      

1496
nickhaase
8 months ago
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Ray SteeleEmerging Technician
asked in Product Q&A
Asset Location Logging

In our industry, we routinely shift equipment between our Warehouse and Shipyard locations (various yards depending on workload). I know that I can always go into the Asset Tab, click the Edit button and move the location of the equipment, however it does not track any log of those moves, nor does it log a date that it changed location. In the future, is there any chance there will be asset location logs? I know many of MaintainX customers probably wouldn’t have a need for this as their equipment is stationary, but it would certainly be helpful. If there is a work-around for this, I’m all ears. Thanks!

733
Mike
8 months ago
Alicia Allard
Alicia AllardMaintainX Team
asked in Product Q&A
Seeking Insights: Training Challenges and User Errors for Requesters in MaintainX

Hello everyone,I'm exploring the best practices for training Requesters in the MaintainX system and would greatly appreciate your insights and experiences. If you've been involved in training or managing Requesters, I'd like to learn about the challenges you've faced and how you've addressed them.Training Challenges: What are the most common difficulties when training new Requesters? Are there specific aspects of MaintainX that they find difficult to understand or use? User Errors: What are the typical mistakes that Requesters make when using MaintainX? Are there any recurrent errors or misunderstandings that seem to crop up frequently?Understanding these issues will help us improve our training methods. Please share any tips, strategies, or anecdotes about your experiences.  Thank you in advance for taking the time to share your valuable insights!

592
C
8 months ago
Mike
MikeAdvanced Operator
asked in Product Q&A
How do you handle "open assignment" PMs?

I have a nightshift counterpart that works on the same equipment, so most of the PMs can be done by either of us. In practice, we have planning meetings that designate who, specifically, will be doing the work. However, for reporting purposes, this gets messy fast. If both of us stay assigned to all the PMs, reporting will show that we’re both doing double the work. If we unassign one or the other, one of us is likely to lose visibility the next time it pops up. Reassigning each work order every time also gets tedious and takes away from wrench time.How does your organization handle work order assignees that stay flexible? Do you leave both workers assigned and bite the bullet on reporting or do you take the time to deliberately reassign each work order?

863
C
8 months ago
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Wesley NicholsEmerging Technician
asked in Product Q&A
Projects longer than 8 Hours on Workflow?

We have projects that are longer than 8 hours… Many of them.Say you create a project that is 16 hours.If you use the “Workflow” Screen and drag a project over to someone to assign, it shows up RED and there’s virtually no way to fix it. It just shows up as I HOURS OVER and there’s no way to fix it unless you break the job down into 2, 8 hour jobs.. Pardon me, but this don’t work well for me. What about a project that has a main task, but 8 sub tasks that need to be checked off as they are completed? …running into a huge snag there.. 

642
C
8 months ago
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