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M
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? 

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hopekelly
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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

184
James Beers
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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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S
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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

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Guy Leppin
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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 

965
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. 

302
J
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?

312
J
D
DBarryEmerging Technician
asked in Product Q&A
Linking Purchase Orders to Work Orders

Is there a way to link a Purchase Order to a work order?For Work Orders that require one of parts, or contractor labour, it would be good to initiate a PO from the W/O and see a link between the two. 

1603
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lotihig137Emerging Technician
asked in Product Q&A
Unable to Receive Notifications

I was using Iphone 15 and Upgraded to 16 pro max and not receiving any notifications since then from maintainx. What to do?

303
Ignacio Garrido
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LilburneEmerging Technician
asked in Tips & Tricks
Vendor Certification and License Tracking

I want to add a custom field to the vendors tab to note the certifications the vendor has and when they expire.e.g. Safety at height, confined space, permit to work etc.Has anyone done this before. Ideally I’d add a dropdown that allows multiple selections. This is so we can tell at a glance if the vendor is currently certified or if we need to confirm their certification before booking them to complete work. Thanks,Ben

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Bill DakeEmerging Technician
asked in Product Q&A
Notifications not working when upgrading phone

I just upgrade from an iPhone XR to an iPhone 16Pro.  I used to get all my request notifications and updates to work orders (if I was part of the assignees).  It looks like all the settings in the app are set correctly, but I no longer get the request notifications.  I’m sure its something simple, but I’m not seeing it.  Thanks in advance!

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tkuperEmerging Technician
asked in Product Q&A
BOM

Is there a way to create a Bill of Materials in MaintainX? 

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LcsmithadcEmerging Technician
asked in Getting Started
Asset hierarchy depth

Hello all,I am new to Maintain x and I am in the process of setting my company up on the software.  Im looking to set up the system in such a way that I am able to track everything as efficiently as possible.  I want to set up PM for motors that we have here where Technicians take the amperage reading of 3 phase motors and put the readings in to the software.  I want to use meters to be able to record and track trends for each phase. Are any of you all doing this?

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Bill DakeEmerging Technician
asked in Product Q&A
Due date colored fonts?

In the work order tab (table view), I have our work orders set up in the order in which they are due.  On the rare occasion that the work order goes “overdue” the date’s font turns red.  Is there any settings to make it turn yellow (or just something other than black) like a day or two before the due date?  Just so one can see at a quick glance the work orders that are getting ready to be due.  Thanks in advance!

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CMMSradioEmerging Technician
asked in Product Q&A
Work Order Table View idea

Wondering if there is a way to organize the columns on this view (move the columns around)?  A screen like this is like an “overview” of active work orders and moving the column locations, while also removing some columns (filters) allows the user to reorganize the way they view work in progress.  In fact, this would be a nice feature on all table view screens.

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DBarryEmerging Technician
asked in Product Q&A
Multiple Currencies

Our business has a need to issue POs in multiple currencies.Has anyone discovered a way to do this?The only way I can see to do this currently is to change the currency in settings each time I want a PO in another currency. 

481
K
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Bill DakeEmerging Technician
asked in Product Q&A
Looking to add an additional category to the list

I may not have permissions, but I cannot find where to add an additional category to the existing list.  There are no areas to select under the category tab.  Within the work order it gives and option when you start typing but just goes away when the “+” is pressed.  Thanks in advance!

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James Beers
James BeersAdvanced Operator
asked in Tips & Tricks
Separating tools from assets

I am trying to log tools for inventory purposes. The issue is, I don’t want to necessarily put them in as assets and would rather have a section particularly for tools. Has anyone had any luck adding new lists for subjects other than the stock items that come with the program?

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J
B
BobEmerging Technician
asked in Product Q&A
Export vendor list question

Does anyone know how to export an entire vendor list?

291
nick.sankar
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ewikstromEmerging Technician
asked in Product Q&A
Multiple requesters for a work order

Is there a way to add more than one requester to a work order so that several people can comment and get status updates?Choose Color      

1786
nickhaase
tgarland
tgarlandApprentice Operator
asked in Product Q&A
Creating an Incident Report Form

Good morning, If I remember correctly, I heard that MaintainX can be used for incident reporting. If so, who has done it, how does it work, and what are your suggestions for what to include on the report. I’m interested in this from an accident point of view as well as for security issues (unruly visitor/staff member, vandalism). I’m looking at MaintianX for this for tracking as well as getting notifications when the form is started. I’m a one person department so streamlining is key.

1351
nickhaase
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EHS FacilitiesEmerging Technician
asked in Product Q&A
Condensing the To-Do View

I’d like to condense the To-do View to simply show a singular list of work orders sorted by Due Date. Currently, the list of work orders is broken up into several categories: Assigned to Me Assigned to my teams Created by me All open work ordersEach category is sorted by due date, but I’d like to remove all of those categories and simply have one long list of work orders sorted by due date.Does that functionality exist? And if so, can anyone direct me on how to do so?

731
Mike
James Beers
James BeersAdvanced Operator
asked in Product Q&A
Status listings

I have some assets that are interchangeable. We will use one until it is due for maintenance or rebuild then switch it out for one of the others. When I am not using the spares I would like to have a way to mark it as offline but usable if it is operational, or offline and being repaired if that is the case. Has anyone been able to do this? It would make my tracking of downtime much easier. Thanks in advance.

1292
James Beers
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Ryan CEmerging Technician
asked in Tips & Tricks
How to create fields in procdure via API in Postman

Good Afternoon. I am trying to create a work order via an API call and I am currently trialing with Postman. This is what I have currently (excuess the comments): { "title": "Inspection of Water Pump #1 PN:111 (Pump House), Vibration Warning Test 2", "assetId": 5054334, "assignees": [ { "id": 82364, "type": "TEAM" // dont know what this means } ], "estimatedTime": 1800, "categories": [ "Inspection", "Damage" ], "description": "Whenever irregularities in the water pump operation arise, our established procedure initiates a comprehensive inspection of the pump system in our facility. This encompasses assessing the condition of filters for timely replacement. Technicians conducting the inspection will sign off upon completion to facilitate tracking of maintenance activities.", "locationId": 1921018, "priority": "HIGH", "procedure": { "id": 1711611, "title": "Alert Triggered Water Pump Inspecti

1181
M
E
Euan PattersonEmerging Technician
asked in Product Q&A
Excel Export

Is there a way to export my completed work orders onto an excel format as apposed to just PDF? thanks in advance!

1281
James Beers
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