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Tips & Tricks

Share your tips & tricks with the community, inspire others

  • 37 Topics
  • 132 Replies
37 Topics
nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
Skills Spotlight: What Do You Want to Master in 2025? 🎯

Looking ahead to 2025, let's talk about growth and professional development in the maintenance field. As our industry continues to evolve with new technologies and best practices, staying ahead through continuous learning becomes increasingly important.Discussion Topic: What technical or professional skill do you want to master in 2025?Whether it's:Predictive maintenance techniques Leadership abilities New certifications Technical specializations Data analysis capabilities Project management skillsShare what skill you're focusing on and why it matters to your career or facility. What inspired this goal? How do you plan to develop this skill? Your insights might help fellow maintenance professionals think about their own development paths, and you might discover new learning opportunities from others' responses. Share your thoughts in the comments below! Let's learn from each other's plans and goals 👇 

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nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
June Kickoff: Share Your Best Practices, Tips, and Tricks to Win $500!

🎉 June Kickoff Challenge: Win a $500 Gift Card! 🎉Summer is here, and we’re celebrating with an exciting community giveaway. Here’s your chance to win a $500 gift card of your choice (Amazon, Home Depot, Bass Pro Shop - you name it)!How to Enter:Sign Up for the Community: If you haven’t already, sign up for the MaintainX community. Share Your Best Practices, Tips, or Tricks: Post a detailed example of a workflow, tip, or trick that has helped your team using MaintainX. Whether it’s a process you’ve digitized or a clever trick you’ve discovered, we want to hear about it! Don’t be nervous, what may sound simple to your team, could be a major insight for others! Engage: Don’t forget to like and comment on other posts to support your fellow community members.Submission Guidelines:Title: Give your workflow, tip, or trick a catchy title. Description: Provide a clear and concise description of your best practice, tip, or trick. Explain how it helps your team and why it’s effective. Visuals:

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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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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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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 

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Mike
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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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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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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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nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
⚠️ Safety Near-Miss Best Practices ⚠️

As technology continues to evolve, leveraging new tools for workplace safety can greatly enhance both communication and response times to potential hazards. Let’s take a moment to reflect on how technology can play a critical role in preventing near-misses and creating a safer work environment.Discussion Topic: What safety near-miss at your workplace could have been prevented with better communication or faster reporting tools?Think about incidents where:Lack of immediate reporting delayed the response to a hazard Paper-based processes slowed down the relay of crucial safety information Clear communication channels could have alerted the team sooner Real-time data collection and analysis could have identified patterns sooner Access to digital safety manuals and procedures could have mitigated risksShare your experience with a specific near-miss scenario and discuss how modern safety tools, such as mobile reporting, instant access to safety information, and AI-driven insights, might hav

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Khull
nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
Process Perfect: What Will You Optimize in 2025? ⚙️

Efficient processes are the backbone of successful maintenance operations. As we look ahead to 2025, let's discuss opportunities for improvement in our day-to-day workflows.Discussion Topic: What's one maintenance process you want to improve at your facility in 2025?Consider areas like:Work order management Preventive maintenance scheduling Parts inventory control Team communication Safety procedures Documentation methods Resource allocationShare a specific workflow or procedure you want to optimize and why it matters. What impact do you hope this improvement will have? What's motivating this change?Your process improvement goals might inspire others to look at their own workflows differently, and you might discover new approaches from your peers' responses.Share your thoughts in the comments below! Let's learn from each other's improvement plans. 👇

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Ignacio Garrido
Ignacio GarridoAdvanced Operator
posted in Tips & Tricks
Are you getting the most from your assets? The impact of company culture on asset management

Hi everyone, Have you ever wonder if your company culture is indirectly impacting the assets you manage?I've been there, and it really does.  From regular operators damaging equipment without suffering any consequences for their actions to top management buying new equipment without informing and asking for you opinion about it.These are all decisions that cost lots of money to your company. I will interview Mike Ungar, a former executive of Michelin with over 35 years in the manufacturing industry, who has been recently working as business and executive coach for several companies and has also founded the industry 4.0 club.We will go through questions like: - Who is responsible for the company culture?  - What makes a good company culture?- What good asset management looks like- how does culture impact asset management? - Examples and case studies- Why do you think companies become complacent with a mediocre asset management culture?- To improve one's asset management by working on th

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Ignacio Garrido
nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
Tech Tools & Training: What's On Your Learning Radar for 2025? 🛠️

As maintenance technology continues to advance, staying current with new tools and systems can significantly impact operational efficiency and effectiveness. Let's explore what's next on your learning journey. Discussion Topic: Which new maintenance technologies or tools do you plan to learn in 2025? This could include:Advanced CMMS features Condition monitoring tools IoT sensors and systems Mobile maintenance solutions Data analytics platforms Automation tools Predictive maintenance softwareShare what technology you're planning to learn and how you expect it to impact your work. What challenges do you hope this new technology will help solve? What made you choose this particular tool or system?Your response might help others discover new tools they hadn't considered, and you might learn about solutions you weren't aware of.Share your thoughts in the comments below! Let's learn from each other's technology roadmaps. 👇

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nickhaase
nickhaaseMaintainX Community Team
posted in Tips & Tricks
Actionable KPIs and Metrics

What are some of the most important metrics you track to measure your maintenance team’s performance?How do you currently track those metrics? Do you fully trust the data alone or does it only tell part of the story?What makes those metrics useful and actionable? For example, if you see an increase in downtime, how does that impact the next steps you take with your team? 

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HariEmerging Technician
asked in Tips & Tricks
Productive Maintenance techniques

In 2025, I aim to master predictive maintenance techniques to improve equipment reliability and reduce downtime at my solar and green hydrogen facilities. This skill is crucial for ensuring efficiency and minimizing maintenance costs.Why it matters:Enhances operational reliability and system performance.Reduces unplanned breakdowns and maintenance costs.Aligns with the latest technologies like IoT and AI in maintenance.How I’ll develop it:-1. Enroll in training on condition monitoring and analytics.2. Use tools like vibration analysis, thermal imaging, and sensors.3. Learn software like MATLAB or Python for data analysis.4. Start small predictive maintenance projects at my site.Mastering this will help me optimize operations and keep my facilities running efficiently.  

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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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not.cadillac
not.cadillacEmerging Technician
asked in Tips & Tricks
Anyone Inventory and Track Lifetime of Tires?

How would something like this be achieved? Labels wouldn’t very well stay on a commercial truck tire I imagine… What say you wise and powerful MantainX users!

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Ignacio Garrido
Ignacio GarridoAdvanced Operator
posted in Tips & Tricks
Survival Maintenance: essential tactics when resources are low (and high)

Hi everyone, I would like to share with you 2 recommendations I will suggest you to follow in case you are going through some resource scarcity: 1. Make sure you are working according to priorities in MaintainX. Working by offline or online status, or oldest request is not enough. You need a proper system to prioritize your work orders and it needs to be recognized and followed by your team. Time Management 101 tell us we won't ever have the time to finish everything we want, but at least we can focus our available time over the most important stuff.  2. VMI. If you can't spare a person to handle your inventory or there isn't enough people looking after your parts, talk to your vendors and ask if they could provide you with VMI. Vendor managed inventory (VMI) management is an inventory control technique in which a vendor assumes some of the responsibility for supplying and replenishing inventory items on behalf of an organization. I would recommend it for low-value or high-volume consu

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Ignacio Garrido
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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?

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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.

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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

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Mike
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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. 

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Mike
Barrettmarx
BarrettmarxEmerging Technician
posted in Tips & Tricks
Communication Translation Station.

I've put QR codes all over the plant. It brings up a request portal . I've mentioned it to operators. They don't understand English too well and I don't understand Spanish. This is more than just a maintenance request portal. It's a comment box .  I don't have much participation yet but I will let you know how it turns out. I want the operators to have a voice. 

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Mike
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