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Unanswered questions

17 Topics
H
helensoundEmerging Technician
asked in Product Q&A
Work order for multiple assets

I want to be able to add multiple assets (in this case several sash windows need maintainance and will be done as a single job by a single contractor) to one work order. Is this possible? It seems like you have to create a work order for each single asset which is clunky.

51
James Beers
JCathey
JCatheyJunior Specialist
asked in Product Q&A
Add parts to a PM

Do we have the ability to list parts required to perform a PM in the procedure? If not there can I put them in the work order and it will then populate all future recurring work orders? 

91
James Beers
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?

363
Mike
N
NeenerEmerging Technician
asked in Tips & Tricks
Work Order Reports

How do I customize and automatically generate a report showing all open work orders and requests? I need to set up a report to be sent daily so others can see what work is still needing to be done. 

91
Mike
B
BootzEmerging Technician
asked in Tips & Tricks
High lighting a Work order

Hello, I would like to know if i can somehow High light a work order in the app so i know it has been handed out and printed. I get so many work orders and it gets overwhelming at times and I'm not sure if its been printed out. Thank you,JTJtroglia@suburbanpropane.com

41
Mike
JCathey
JCatheyJunior Specialist
asked in Product Q&A
Work order workflow and fully closing

I have noticed that work orders with a status of Done meaning work has been completed can still be edited. Has anyone found a way to lock work orders that have been completed and reviewed to ensure there are no outstanding actions against that job? Our maintenance & engineering director wants to have a supervisory review for work orders and once complete the job will be done-done meaning closed out. Any ideas? As always thank you all,John

274
J
JCathey
JCatheyJunior Specialist
asked in Product Q&A
Multiple assets with hour meters

I have multiple assets that need to have run time captured which will drive maintenance. My question is do I need a run time meter for each asset or do I create 1 run time meter and assign it to each asset? In a previous CMMS I used it only required me to create a single instance of the meter so I’m curious how MaintainX handles this instance. Thank you all.John 

232
JCathey
JCathey
JCatheyJunior Specialist
asked in Product Q&A
Storeroom shelf and bin locations

Our storeroom is a sublocation of another and I have tried to set up sub locations for my shelving and next would be bins. I can’t even add the shelving into my storeroom, how are other people creating storeroom locations to easily locate parts? Getting frustrated with this one.Thanks all,John

172
sergiodiniz
W
wyso0017Emerging Technician
asked in Product Q&A
Building Reports for Aged Work Orders

I would like to create a report of work orders showing the number of open work orders by month so that I can keep an eye on old work orders that are not getting completed. I’d like to then be able to click into the number and view the work orders. I’m not finding a lot of instruction on how to build reports within the native MX platform so if there’s any useful tutorials please point me in the right direction.

70
W
JCathey
JCatheyJunior Specialist
asked in Product Q&A
Location limiting asset selection for request

In the request module selecting a location has no effect on which assets are available to be selected. With it being first in the order of completion you might expect that selecting a location would limit available assets to only those in that location. This would make it easier for requesters to find the asset requiring attention. If this isn’t possible you may consider showing the asset field first since location is automatically filled from the asset selection.

50
JCathey
E
ericdudley-doordashEmerging Technician
asked in Product Q&A
REST API /assets endpoint filter by asset type

Hello, I’m integrating with the /assets REST API endpoint. Currently, I am just using Postman to explore the API and figure out what queries are possible.https://api.getmaintainx.com/v1/docs#tag/Assets/paths/~1assets/get I have a use case where I want to list just the assets with a certain asset type. I see from the documentation that you can expand the asset_types, but I have not found a way to filter by this field. Any ideas on how I could achieve this?

20
E
JCathey
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.

373
JCathey
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

946
cdrizzy
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?

101
S
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. 

364
S
JCathey
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 

212
S
JCathey
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?

121
S
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