Skip to main content

Unanswered questions

19 Topics
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.

110
J
S
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.

464
nickhaase
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

405
M
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 

182
M
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?

50
J
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?

302
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?

111
S
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? 

652
hopekelly
Y
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?

373
A
C
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..  

120
C
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

313
Mike
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. 

283
J
L
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

795
L
C
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?

60
C
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.

361
Mike
L
lorbanEmerging Technician
asked in What are Groups?
Property Management Users?

I’m new to MaintainX and looking for anyone using it for a property management/HOA environment. Just looking to connect, share best practices, etc. Thanks!

672
Stephen from the UK
J
JCatheyJunior Specialist
asked in Product Q&A
Accurately Tracking downtime

Is there a way to indicate if an asset is down in the service request? Once a work order is created from the request identifying asset is down can MaintainX automatically change status to DOWN then upon WO completion automatically return to ONLINE? Trying to remove manual tracking to reduce potential human error.

271
James Beers
L
lmarangonEmerging Technician
asked in Product Q&A
API Restore Deleted Asset

How do I restore a deleted asset using the maintainx API?

120
L
New call-to-action

Badge winners

  • MaintainX Academy Certified
    Zach Dunlaphas earned the badge MaintainX Academy Certified
  • MaintainX Academy Certified
    Chris Drummondhas earned the badge MaintainX Academy Certified
  • MaintainX Academy Certified
    ASiedhoffhas earned the badge MaintainX Academy Certified
  • MaintainX Academy Certified
    JesseB1949has earned the badge MaintainX Academy Certified
  • MaintainX Academy Certified
    avgjoe64has earned the badge MaintainX Academy Certified
Show all badges
Terms & ConditionsCookie settings