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.
Not enough Status
+1
+6Agreed, 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.
+2
Regards
+6
There’s a workaround that involves a bit of extra legwork for both the admin and tech, but it’s surprisingly data friendly.
- Create a procedure template with a single non-required multiple-choice field then populate that field with custom on hold statuses.
- Either assign the procedure anytime you want to use it or preemptively assign it to every work order (doable with work order templates).
- 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.
+7- MaintainX Community Team
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.
This can be done in MaintainX today!
The way folks address planning status in MaintainX is by creating a custom field on Work Orders (can make it required and have any custom labels you’d like).
It will then show up on your Work Orders and can be shown in table view, filtered and reported on.
To create this field, or any other custom field, go to Settings → Features → Work Orders → Set Preferences → Custom Fields to create your custom fields.
Planning status is not as common as perhaps it should be, so it’s not a default field to keep the user experience simpler to navigate. Let me know if y’all have any questions!
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.
This can be done in MaintainX today!
The way folks address planning status in MaintainX is by creating a custom field on Work Orders (can make it required and have any custom labels you’d like).
It will then show up on your Work Orders and can be shown in table view, filtered and reported on.
To create this field, or any other custom field, go to Settings → Features → Work Orders → Set Preferences → Custom Fields to create your custom fields.
Planning status is not as common as perhaps it should be, so it’s not a default field to keep the user experience simpler to navigate. Let me know if y’all have any questions!
Hi Nick,
It’s a nice workaround, but it wont deliver true value required here and makes it complex to use. To begin with this is custom field which is part of work order rather its status/notification system. Hence it wont be easily seen on work views nor any logic integrations possible. We need custom statuses with notification logic. This would then allow easy view and control including reporting. Kanban workflow comes with many CMMS systems as its incredibly popular due to its effectiveness. As OP mentioned IPSECA is just one of examples of work/process management. Custom Status buttons are unavoidable and rather would be very popular feature, add Kanban board view to it and Maintainx becomes true powerhouse.
+7- MaintainX Community Team
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.
This can be done in MaintainX today!
The way folks address planning status in MaintainX is by creating a custom field on Work Orders (can make it required and have any custom labels you’d like).
It will then show up on your Work Orders and can be shown in table view, filtered and reported on.
To create this field, or any other custom field, go to Settings → Features → Work Orders → Set Preferences → Custom Fields to create your custom fields.
Planning status is not as common as perhaps it should be, so it’s not a default field to keep the user experience simpler to navigate. Let me know if y’all have any questions!
Hi Nick,
It’s a nice workaround, but it wont deliver true value required here and makes it complex to use. To begin with this is custom field which is part of work order rather its status/notification system. Hence it wont be easily seen on work views nor any logic integrations possible. We need custom statuses with notification logic. This would then allow easy view and control including reporting. Kanban workflow comes with many CMMS systems as its incredibly popular due to its effectiveness. As OP mentioned IPSECA is just one of examples of work/process management. Custom Status buttons are unavoidable and rather would be very popular feature, add Kanban board view to it and Maintainx becomes true powerhouse.
Hi Anton,
Our custom fields can be used in logic integrations and other workflows. We definitely understand your point on building out an even more robust Kanban supported workflow and our team is planning to build deeper functionality on our product roadmap. I’d recommend reaching out to your account manager to share your product feedback directly as well.
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