Skip to main content
Question

Regions and Districts for Locations

  • August 17, 2024
  • 4 replies
  • 74 views

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)?

4 replies

Mike
Forum|alt.badge.img+7
  • Skilled Contributor
  • August 20, 2024

Sounds like you’re looking for asset hierarchy beyond the existing single parent-child relationship. I believe it’s in MaintainX’s pipeline, but not sure how far along it is.


  • Author
  • Emerging Technician
  • August 21, 2024

Sounds like you’re looking for asset hierarchy beyond the existing single parent-child relationship. I believe it’s in MaintainX’s pipeline, but not sure how far along it is.

Thanks Mike - Not asset hierarchy but similar.  I am looking for a way to see and track locations (sites) by region and district.  When it comes to managing multi-location job-sites or property sites is where this comes into play for viewing workloads, etc.


sergiodiniz
Forum|alt.badge.img+1
  • MaintainX Team
  • August 23, 2024

@CMMSradio Nice seeing you here!! Currently, MaintainX only offers two hierarchy levels for locations, which means you can have a location and sub-locations under them. Here are a couple workarounds for ya:

1- Naming conventions. You can set your locations so its easier to have visibility when looking at locations. E.g: “Eastern Region - Power Plant 1”


2 - To have visibility on work orders that are: Active, Complete, In Progress, per region - I recommend setting up “Saved Filters” with the parameters you usually search for. Example: I wanna see all my work orders for the Eastern Region. So I’ll select the filters to cover all work orders + all the locations in the eastern region and save that filter as: “Open WOs - Eastern Region”. You can set up as many views as you need, and these will give you a quick reference.

 

 


nickhaase
Forum|alt.badge.img+7
  • MaintainX Community Team
  • August 23, 2024

Sounds like you’re looking for asset hierarchy beyond the existing single parent-child relationship. I believe it’s in MaintainX’s pipeline, but not sure how far along it is.

Thanks Mike - Not asset hierarchy but similar.  I am looking for a way to see and track locations (sites) by region and district.  When it comes to managing multi-location job-sites or property sites is where this comes into play for viewing workloads, etc.

+1 to @sergiodiniz’s great reply above. 

 

Our Enterprise customers leverage multi-org and have reporting dashboards that allow Regional/District reporting and tracking. You can see some additional information on that in this blog post.