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J
JCatheyJunior Specialist
asked in Product Q&A
1 asset multiple PM frequencies

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.

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Guy Leppin
Guy LeppinEmerging Technician
posted in Product Q&A
Not enough Status

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. 

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nickhaase
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SiyandaEmerging Technician
asked in Product Q&A
Balancing Work Order Visibility and Individual Accountability

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.

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nickhaase
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Rob MEmerging Technician
asked in Product Q&A
Critical Parts

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

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James Beers
J
JCatheyJunior Specialist
asked in Product Q&A
WO time reporting with multiple techs

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

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J
JCatheyJunior Specialist
asked in Tips & Tricks
PM compliance calculation

We utilize the 10% rule for PM completion, this means as long as the PM is completed within 10% of the frequency it’s still on time. MaintainX only counts on time as being completed by the due date and I can’t find a way to add a window either in the calculation or a scheduled start and finish date on the WO. If I could add that it should show on time if the job was completed any time during that window. Any suggestions?Reagrds,John 

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J
JCatheyJunior Specialist
asked in Product Q&A
Asset warranty tracking

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

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Mike
MikeSkilled Contributor
asked in Product Q&A
API (Power BI / Looker) - Overdue Logic

To my knowledge, the API doesn’t have a specific field for whether or not a work order is overdue, so we need to create a new value in order to expand on the existing reports.This is the base formula I’m using: OverdueState = // Work order is considered overdue if [Completed On] > [Due Date] IF( 'WorkOrders'[Completed on] > 'WorkOrders'[Due Date] , TRUE , FALSE )I’ve tried filtering by various combinations of work order creation, close, & updated timestamps and Status=CANCELED/SKIPPED. The numbers are always close to what shows up on MaintainX reporting, but are always slightly off. Has anyone had any luck recreating the overdue logic that MaintainX reporting uses?

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Mike
J
JCatheyJunior Specialist
asked in Product Q&A
Asset Identifiers

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?

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nick.sankar
nick.sankarMaintainX Community Team
posted in Product Q&A
Who's excited about External Work Orders? How would you use?

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?

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MentorEmerging Technician
asked in Product Q&A
Pulling Custom Labels via API

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? 

662
hopekelly
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Y. JiangEmerging Technician
asked in Product Q&A
Manage the life cycle of parts

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?

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Sir BobEmerging Technician
asked in Product Q&A
priority

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

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ctc1111Emerging Technician
asked in Tips & Tricks
Asset Hierarchy - Air Conditioning Units in Tenant Suties

I realize there is no right or wrong answer to this, but I’m curious how people are setting up asset hierarchy on something like an air conditioning unit in a tenant suite. Each AC unit has an outdoor condenser and an indoor AHU or mini split head. Often times these two units become de-coupled in age and maintenance when one is replaced and not the other, so I have trouble tracking the whole system as one asset. I also have situations where I have one condenser with 5 or more mini split heads servicing 5 or more individual tenant spaces. However, performing something like spring maintenance on them requires simultaneous work to both indoor and outdoor unit typically under one work order. Right now I have it all separate, no sub-assets at all. I’m considering changing that to: Tenant Suite # > Outdoor Condenser # > Indoor AHU or Mini split head #Just curious how others are handling this..  

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J
JCatheyJunior Specialist
asked in Tips & Tricks
Production line dependance on multiple assets

Has anyone tried to build a report to show downtime for a production line with multiple assets? If I have a line with 10 assets but only 5 of them cause that line to stop producing is there a way to reflect that? I thought of creating an asset for the line and list the 10 assets as sub assets of it. Then potentially set those that are critical to function of the line as critical and only track downtime on those. Would that then track the line downtime? I’m hoping someone has already solved this and can help me.Cheers everyone,John 

141
Mike
J
JCatheyJunior Specialist
asked in Tips & Tricks
One procedure for multiple assets

Is there a way to create a procedure to be used for multiple assets? We have several similar assets that require the same PM tasks and I haven’t seen a way to create a procedure and assign it to different assets on recurring work orders. Has anyone else figured this out?Thank you

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Mike
E
Eric F.Emerging Technician
asked in Industry Q&A
How to associate electrical parts in large enclosures with assets

Hello,We are working to setup our MaintainX CMMS. I am curious what you all do in the following situation.  Example: we have a cooking kettle as a parent asset in a processing room location The kettle has associated valves, pumps, mixer/agitator, gearmotor, etc. which seem to make sense to be child assets of the kettle.  On the other hand, we have electrical enclosures that might have 6 VFDs, many circuit breakers, fuses, harmonic filters, PLCs, etc inside. The equipment in the enclosure powers and controls 6 different assets. If the VFD for the kettle product pump motor is in the electrical enclosure, do you all make the VFD a child asset of the parent kettle asset?, or do you make the electrical enclosure the parent asset and everything of great enough value inside the enclosure is a child asset of the electrical enclosure?Or would you have a parent electrical asset for each production room and then breaker panels, electrical enclosures and everything inside, conduits/wiring in the r

727
Guy Leppin
K
KbehrensEmerging Technician
asked in Tips & Tricks
Crediting multiple team members

Does anyone have any good ideas for giving credit for completed work orders to multiple team members. I’ve thought about creating a procedure template that can be added to work orders where multiple team members name appear on a drop down and can be selected if they worked on the work order but i don’t think that will give the other members “credit” for completed work orders in Reports. 

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LilburneEmerging Technician
asked in Tips & Tricks
Pre-operation inspection, automatic launch

Hi, Before using certain pieces of equipment our operators are required to complete an inspection of the equipment and log it.Is there a way I could create the inspection as a procedure in MaintainX that can be activated by the operator as they need it? If I can do this in MaintainX it would make the standard operating procedure easy to access and create a record to show the procedure is being complete.The operators have requester level licenses   Thanks,Ben

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clburroughEmerging Technician
asked in Tips & Tricks
Parts with Batch numbers and expiry dates

Hi there, we have parts which come in with batch numbers and expiry dates, i want to be able to hold these in stock and complete stock checks on them and allocate them out for traceability. Can this be done?

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wfergusonEmerging Technician
posted in Tips & Tricks
metrics

Anyone have any insight of Knapp Conveyance and or MH system metrics?looking for relevant data on machine uptimes and or pm completion rates

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nickhaase
nickhaaseMaintainX Community Team
posted in Getting Started
Welcome to the MaintainX Community! Introduce Yourself!

Welcome to the MaintainX Community! This is our official introduction thread!New to the community? Read the guidelines here.Regardless of when you join this community, drop a brief introduction below.Share (what you’re comfortable with) your job title, industry, how long you’ve been using MaintainX and a fun fact! Brief Introduction from me:I'm Nick Haase, a proud co-founder of MaintainX, and I'm thrilled to welcome you to our new community. Over the last five years, I've had the honor of collaborating with world-class professionals, both within our MaintainX team and among our esteemed clients.My passion lies in helping organizations to modernize their reliability strategies, a crucial step in adapting to our ever-evolving world. The work done in our industry is foundational, keeping the lights on and the world moving. I firmly believe in the power of collective effort — sharing best practices is essential for the long-term success and stability of the critical systems we rely on.On a

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J
Jam95Emerging Technician
asked in Product Q&A
How do I remove the hourly pay ?

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.

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Mike
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Bigdog9598Emerging Technician
asked in Product Q&A
work order repeating

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 

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Mike
J
JCatheyJunior Specialist
asked in Tips & Tricks
Meter readings from work order

I have created an hour meter and a monthly task to record the readings. Is there a way to have the reading recorded into the meter from the WO? I see how to create a WO from the Meter to record the data but I would like to have the monthly work order created automatically when due and the reading populate the meter like the one created from the meter. 

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