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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. 

Agreed, having a planning stage for work orders that aren’t ready to be enacted would be valuable. More detail for On Hold statuses would help a ton.

Kanban in Maintainx, that would be sweet. In other words “custom Status” buttons required with notification/description function. As work round I was using categories and mentions in comments, not ideal but workable.  Fingers crossed one day we get it. 

​@Mike

​@Guy Leppin I have been looking into this as well and the only way I can see to address this is with comments when you place work on hold. I am accustomed to having additional work statuses to indicate planning or AWP etc. But if I place a work order on hold and comment it’s in planning then put in progress with note planning complete I can track somewhat. It get’s clunky if I have to order parts and want to place on hold again and make the comment. It’s the best I’ve found for now but still playing with it.

 

Regards

​@JCathey We have the same procedure- On Hold statuses must be accompanied by a reason in the form of a comment. Unfortunately, comments don’t show up in the exported data, so reporting software can’t read them.

There’s a workaround that involves a bit of extra legwork for both the admin and tech, but it’s surprisingly data friendly.

  1. Create a procedure template with a single non-required multiple-choice field then populate that field with custom on hold statuses.
  2. Either assign the procedure anytime you want to use it or preemptively assign it to every work order (doable with work order templates).
  3. Technician then changes work order status and the procedure field simultaneously

It’s important to note this method doesn’t grant any visibility directly on the MaintainX platform unless you open the work order (which is effectively the same as reading comments). To make use of it, you’d have to export work orders as a .csv or utilize a third-party reporting software that automatically does this.

Obviously, it’d be much better to have a custom status that’s visible from the work order list and usable in the standard reporting, but so far this is the best I’ve managed to come up with.

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