Product Q&A

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? 

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

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 

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

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.

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?

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.

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. 

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?

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? 

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

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

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.

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

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?

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?

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?

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

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

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.

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 

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

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?

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.

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