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Product Q&A

Share MaintainX product questions and get support from the community

  • 70 Topics
  • 140 Replies
70 Topics
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?

360
J
M
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?

361
Mike
M
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

542
A
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

90
M_Lovegrove
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

634
M
B
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!

240
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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

581
Vincent Landry
C
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)?

454
nickhaase
M
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
K
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.

681
Mike
C
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.

522
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G
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.

705
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C
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

774
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G
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
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.

461
K
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
R
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
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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!

583
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P
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?

1394
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R
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
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.

1957
DrDoctor
J
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.

391
nickhaase
S
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

380
S
M
Marcílio Ribeiro NascimentoEmerging Technician
asked in Product Q&A
Maintainx App will work on Android 11 go devices?

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

391
nick.sankar
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
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