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Unanswered questions

57 Topics
C
Cavalry ClubEmerging Technician
asked in Industry Q&A
wine enthusiasts wine locker control board

The unit in question is a wine enthusiasts tower with 3 units inside full power from the going to all 3 units but the controll board is not lighting up installed a new one still same issue help would be appreciated 

30
C
1 day ago
L
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

191
B.Todd-HADVky
6 days ago
D
DestinyEmerging Technician
asked in Tips & Tricks
Merging Work Orders

I often have situations where there are multiple work orders in for the same asset in my facility. Is there a way to merge the work orders into one so that when that asset is getting worked on all the work orders are covered?

1023
S
8 days ago
D
dblcronaEmerging Technician
asked in Tips & Tricks
Print QR Codes on Dymo Label Printer

Has anyone come up with a good method to print QR codes from the MaintainX part library on Dymo label printers? I thought about just buying a few thousand consecutive QR codes and scanning them as I create parts in inventory but that wouldn’t allow me to have one label for every identical part in inventory. I want to be able to print them easily as I create new parts in my inventory or replenish parts. I am using a Mac which probably makes this more difficult. Any help would be appreciated.

2126
S
8 days ago
B
Bob DEmerging Technician
asked in Getting Started
QR code to data entry excludes Location field

If I scan the QR code for creating a new work request, it displays a data entry screen on my iPhone. Unfortunately, the data entry screen does not include a drop-down list for Location. Can this screen be updated to include data entry for Location? 

141
S
8 days ago
R
Rich_moovelEmerging Technician
asked in Product Q&A
Using Postman to update and/or create Assets

I would like to use Postman to update several of my assets.  I am able to get Postman to connect to MX database but am unsure how I would make a change to bunch of assets using a csv file. Has anyone done this before?

10
R
9 days ago
D
Derek TeunissenEmerging Technician
asked in Product Q&A
Submitting MaintainX requests as full user or administrator

Hi all,As a maintenance manager I often want to submit a maintenance request instead of immediately creating a work order so I can review priorities with other team members before scheduling the work order. Is there an easy way to be a requestor as well as an administrator? Is there a way to toggle between modes?

471
Mike
19 days ago
C
Cody BoudoinEmerging Technician
asked in Product Q&A
Feature Request

It would be a game changer to have an option to generate next due dates based on last completion dates for re-occurring work orders. What’s the chances of actually developing this feature?

210
C
29 days ago
J
JeffroEmerging Technician
asked in Product Q&A
Can you create reminders?

Would anyone know if there is a way to create reminder notifications for upcoming work order due dates or start dates?

140
J
30 days ago
M
Mr RuthEmerging Technician
asked in Product Q&A
Create work order Procedure Field

We created a procedure to preventative maintenance checklist. We would like to automatically generate a work order when the No is selected in the Yes, No, N/A field. Is there a way to do this?

191
Mike
1 month ago
M_Lovegrove
M_LovegroveEmerging Technician
asked in Product Q&A
Time and Cost Tracking Enhancements

Time and Cost Tracking EnhancementsProposed enhancements that would provide a more in-depth costing analysis of each work order.  Allowing for specific cost items or custom labelled cost items to be added would significantly improve this module, rather than just adding and/or exporting them as "Other Costs".Such as: Preliminary expenses (Architect, engineer, building consent, Insurance etc) Subcontractor cost/s Materials (Per material item) Consumables (nails, screws, adhesives) Tools & equipment (if hired or purchased) General expenses Labour Travel expenses  Transport/shipping expenses Rubbish or site wasteOther Proposed Enhancements: Having a budgeting section in the cost tracking module to allow proposed costs within a work order. Option to show or add Goods and Services Tax (GST) The ability to export the cost information as a CSV and PDF Future linking of cost data to Sage Intacct. Future linking of cost data to PowerBi. Cheers

542
H
1 month ago
R
Ronnie.PEmerging Technician
asked in Tips & Tricks
Workorder View

There used to be a feature where you could select when to see the work order by how many days until due. The default was 365 days, but instead of clogging the view for recurring work orders, you could select to see the work order 30 days out or even 7 days from due date. Did this feature get removed or moved? Thanks,Ronnie

262
R
1 month ago
Brent
BrentEmerging Technician
asked in Product Q&A
Managing reoccurring work orders.

Hello, Does anyone know a way to manage reoccurring work orders to pause or not populate through certain calendar periods like holidays. When creating the work order as reoccurring it gives me options for start date as well as frequency of weeks and days from the completion of the work order.  I am looking for a finish date of a reoccurring work order as this would allow me to leave my calendar empty when the factory is not operating. Thank you. Brent. 

230
Brent
1 month ago
B
Bob DEmerging Technician
asked in Getting Started
QR code to data entry excludes Location field

If I scan the QR code for creating a new work request, it displays a data entry screen on my iPhone. Unfortunately, the data entry screen does not include a drop-down list for Location. Can this screen be updated to include data entry for Location? 

50
B
1 month ago
A
Aaron KEmerging Technician
asked in Tips & Tricks
Real time work order updates from MaintainX to Power BI

Hi All!I’m looking for some input on integrating MX to Power BI that would update in real time. I’m looking to send over new work orders and have those update when the job status is updated.I’m currently running a Zap through Zapier from MX to Outlook Calendar which is shared to other employees, mainly requestors that don't have full user access. I required job title, start and end date, status, category and location. The problem I’m having is if one of those fields are left empty for one reason or another, the zap won’t complete, and it cost me a task. I'm looking to at least test out Power Bi in hopes of a better experience.Any advice would be much appreciated!Also go easy on me lol, I’m an HVAC tech who got in over his head trying to implement this system over the past few months. 

321
Mike
1 month ago
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!

331
Mike
1 month ago
M
mrmnikonEmerging Technician
asked in Product Q&A
Print specific asset list

Good morning, all. I would like to know how to print a specific asset list; i.e. just a list of my pumps or relief valve.  I’m sure it’s easy, but I haven’t been able to figure it out.  Thanks,  Mark 

402
A
1 month ago
Brent
BrentEmerging Technician
asked in Product Q&A
Setting Asset hours

I hope someone can help me on this topic. I want to be able to set the asset working days and hours to reflect correctly when viewing the online and offline data.  Thank you. Brent 

574
M
2 months ago
B
BrooxEmerging Technician
asked in Product Q&A
Maximum in Stock

There is a useful “Minimum in Stock” tool within MaintainX, however there is no “Maximum in Stock” tool. When placing parts and/or consumable orders, MaintainX will automatically fill in the “Units Ordered” field with the number needed to get inventory back to the minimum level, however it would be more useful to have MaintainX auto fill this number to the maximum units needed. The system is good at showing the items that “need restock” based off the minimum units, but to have it also autofill the ordered units based off the maximum units would make this process perfect. Thanks!

230
B
2 months ago
S
Sam WinchesterEmerging Technician
asked in Product Q&A
MaintainX + PowerBI

Does anyone have any suggestions/examples of MaintainX integrated into a PowerBI dashboard? After some ideas for dashboard format and layout for a manufacturing facility. - What data to include- Effective ways to display metrics-Ways to achieve 'deep dives' into specific data TIA 

431
Vincent Landry
2 months ago
C
CMMSradioEmerging Technician
asked in Product Q&A
Regions and Districts for Locations

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)?

384
nickhaase
2 months ago
M
MattLEmerging Technician
asked in Product Q&A
Edit button on top left of work order

Hello. When we originally started making PM’S, we set a recurrence date on specific PM’s. Recently we found that some of the PM’s were not getting done. What we found was some of the PM’s that we put a recurrence on and assigned to specific maintenance personnel, were being changed (the recurrence date). On the PM’s or work orders, there is an edit button in the top right hand corner. Is there a way to eliminate or lock out lower level users from being able to use the edit button to change recurrence times/dates, or the “assigned to” option? It doesn’t make sense as a manager to be assigning work to specific employees, just to have them assign it to someone else or be able to change the due date/time, or the recurrence date. Any help would be greatly appreciated.

452
M
2 months ago
K
Keith L.Emerging Technician
asked in Product Q&A
Electronic Log Book

I am curious if/ how other are using Mx to document work, events etc outside the Work Order system.  For example if I respond to an alarm, but no work is required, how are you capturing the alarm event so that there is a history? What I am looking for is a complete asset history, all work orders, in promptu inspections, etc.

471
Mike
3 months ago
G
Greg ZeronianEmerging Technician
asked in Product Q&A
Updating "last calibration date" in asset list

We are using MaintainX to track certain equipment calibrations. We have the work order categorized as “calibration” Is there a way to have the “last calibration date” updated when a calibration work order is completed? This seems like a pretty basic function. Otherwise it requires manually updating every asset in addition to performing the work order.MaintainX offered to create a customization for this but the cost was too high.

535
G
3 months ago
C
ctc1111Emerging Technician
asked in Product Q&A
Managing Renovation Projects in MaintainX?

I realize that MaintainX isn’t designed so much for project management, but has anyone figured out some work around for how to structure things where it could work well enough for such a task? Here is the scenario: Multi tenant office building and we are constantly doing renovations of office spaces. The usually involves removing a couple walls, adding in a couple new walls, replacing some doors, new lighting, carpet, paint, etc. It’s far from a standard ‘work order’ but it is also equally as far from needing yet another software for construction management.. I avoid spreadsheets when possible.. The problems in this I’m looking to solve is really scheduling and task tracking to ensure we are on schedule and not forgetting anything.. Thanks

654
D
3 months ago
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