• New We added new articles about artificial intelligence in MaintainX®, Report Builder AI and its limitations, Root Cause Analysis collections (now generally available), the Reporting module overview, how to search messages and conversations, and maintenance plans (beta).
• Updated We updated the docs about Root Cause Analysis (now generally available), MaintainX CoPilot®, Report Builder datasets and fields, time and cost tracking, work order start dates and due dates, work order cancellation requirements, and MQTT On-Premise Agent setup.

Read more to get the full list of updates…

New Articles​

Artificial Intelligence in MaintainX​

Learn how MaintainX leverages artificial intelligence across multiple modules to help your team work faster and more consistently.

The following new article is available:

• Artificial Intelligence in MaintainX

Report Builder AI​

You can now use Report Builder AI to generate custom reports from a simple prompt. We added a new article about that, as well as information about the Report Builder's general limitations, and the specific limitations of its extended capabilities (e.g., Report Builder AI and Global Report Builder).

The following new articles are available:

• Build a Custom Report with AI
• Report Builder Walkthrough
• Report Builder's Known Limitations

Root Cause Analysis—General Availability​

Root Cause Analysis (RCA) has moved from Beta to generally available. Use RCA to investigate and document the underlying causes of failures and work order issues. You can now organize analyses using categories and collections, and control access with custom role permissions.

The following new article is available:

• Create and Manage Root Cause Analysis Collections

The following articles are updated:

• About Root Cause Analysis
• About Root Cause Categories and Collections
• Create and Manage Root Cause Analysis Categories
• Create a Root Cause Analysis Report
• View and Manage Root Cause Analysis Reports
• Custom Roles

About Reporting​

Discover the Reporting module and its analytics features. Learn more about each report and which ones can support your organization's use cases.

The following new article is available:

• About Reporting

Search Messages and Conversations​

Learn how to efficiently search messages and conversations in MaintainX. The search tool identifies matches in messages, conversations, and descriptions, and sorts results by relevance to help you find what you're looking for faster.

The following new article is available:

• Search Messages and Conversations

Maintenance Plans (Beta)​

Maintenance Plans are now in Beta. They're a dedicated planning layer that gives you greater control over recurring work. Learn how to create, edit, and delete maintenance plans to better manage preventive maintenance and ensure the right work orders are created at the right time.

The following new articles are available:

• About Maintenance Plans
• Create a Maintenance Plan
• Edit a Maintenance Plan
• Delete a Maintenance Plan

Updated Articles​

MaintainX CoPilot​

Understand MaintainX CoPilot with an in-depth overview of the feature and guidelines on how to use it.

The following articles are updated:

• About MaintainX CoPilot
• How to Use MaintainX CoPilot

Report Builder​

The following new fields and filters are now available in Report Builder:

• Asset, part, and work order custom fields.
• Downtime Reason field for the Assets and Asset Status History datasets.
• Last Commented On for the Work Orders dataset.
• The Is None Of filter.

The following related columns are also available:

• Parts and Vendors
• Parts and Work Orders

The following articles are updated:

• About Report Builder
• Datasets

Complete a Work Order—Time and Cost Tracking​

We updated the documentation about completing a work order to include details on time and cost tracking.

The following articles are updated:

• Complete a Work Order
• Time vs. Cost Report

Set Work Order Start Dates and Due Dates​

We updated the documentation about setting work order start and due dates to clarify the default behavior when time fields are left blank.

The following article is updated:

• Set Work Order Start Dates and Due Dates

Skip or Cancel a Work Order​

A new setting allows administrators to require users to enter a message when canceling or skipping a work order.

The following article is updated:

• Skip or Cancel a Work Order

MQTT On-Premise Agent Setup​

The outdated section on auto-creating meters during MQTT setup has been removed.

The following article is updated:

• MQTT On-Premise Agent Setup

• New We added new articles about global procedures and user imports.

Read more to get the full list of updates…

New Articles​

Bulk Publish Global Procedures​

Global Leaders can publish multiple procedures in bulk from their Global Organization. Instead of publishing procedures one at a time, they can select several procedures and publish them in a single action to share them across sub-organizations.

The following new article is available:

• Manage Global Procedures in Bulk

User Imports​

You can now import users into MaintainX® from a CSV or Microsoft Excel (XLS, XLSX) file using the built-in importer.

The following new article is available:

• Import User Data

• New We added a new section about location imports and new articles about global organization settings, the global Report Builder, and smart tag mapping for OT data.
• Updated We updated the docs about work orders, and editing meters.

Read more to get the full list of updates…

New Articles​

Location Imports​

You can now import locations into MaintainX® from a CSV or Microsoft Excel (XLS, XLSX) file using the built-in importer. This feature is being rolled out in phases.

The following new articles are available:

• Import Location Data

Global Organization Settings​

Global Leaders can configure organization-wide settings for their Global Organization.

The following new article is available:

• Global Organization Settings

Global Report Builder​

You can build global custom reports to analyze data across all your sub-organizations, compare key metrics, and share insights with your team.

• Global Report Builder
• Build a Global Custom Report

Smart Tag Mapping (Beta)​

The new smart tag mapping feature, automatically connects Operational Technology (OT) data signals from your facility to assets in MaintainX, using AI to analyze data tags and suggest matches.

The following new article is available:

• Smart Tag Mapping for OT Data

Updated Articles​

MaintainX CoPilot® in the Work Order Lifecycle​

Learn how MaintainX CoPilot can be integrated throughout a work order lifecycle, from creation to completion.

The following article is updated:

• About Work Orders

Bulk Editing Meters​

We updated the Meters documentation with information about bulk editing meters to change their name, unit threshold, or assigned asset.

The following articles are updated:

• Edit Meters
• Delete Meters

• New We added new articles about Report Builder.
• Updated We updated articles about asset transfers, work order fields for automations triggers, and Report Builder datasets, and MaintainX® domains to whitelist.

Read more to get the full list of updates…

New Articles​

Report Builder​

You can now build custom reports from scratch or with templates. We've added a walkthrough article to guide you through the Report Builder feature and its layout.

The following new articles are available:

• Report Builder Walkthrough
• Build a Custom Report
• Build a Custom Report from Scratch
• Build a Custom Report with a Template

Updated Articles​

Asset Transfers for Open and Recurring Work Orders​

When transferring assets from one organization to another, open and recurring work orders are now transferred with the asset. This feature is currently in Beta.

The following article is updated:

• Transfer Assets Between Organizations

Work Order Fields for Automation Creation​

Now, when creating an automation, users can start from a blank setup or use a template, and then use a set of work order form fields to build automation-triggered work orders.

The following article is updated:

• Create an Automation

Report Builder Datasets​

You can access new datasets in the Report Builder to report on key data in your organization.

The following article is updated:

• Datasets

Domains to Whitelist​

We updated the list of domains to whitelist to include MaintainX Academy domains.

The following article is updated:

• MaintainX Domains To Whitelist

Asset Imports​

Asset imports now automatically generate an asset name when one isn't provided in the uploaded CSV file.

The following article is updated:

• Asset Imports

Mobile Purchase Orders​

You can now comment on and fulfill purchase orders from the MaintainX mobile application.

The following articles are updated:

• Fulfill a Purchase Order
• Purchase Order Workflow Overview

Part Transaction Exports​

Two new columns, Source Organization Name and Destination Organization Name, were added to the part transaction export file.

The following article is updated:

• Part Transaction Exports

• New We added new articles about importing work orders and joining an organization.
• Updated We updated articles about permalink messages, mobile purchase orders, offline mode, and device requirements.

Read more to get the full list of updates…

New Articles​

Work Order Self Imports​

You can now bulk-import work orders from a CSV or Excel file.

The following new article is available:

• Work Order Imports

Join an Organization​

We now have an article that explains what a MaintainX® organization is and how to join one.

The following new article is available:

• Join an Organization

Updated Articles​

Permalink Messages in Beta​

You can generate and share permalinks, which are direct links to specific messages in your MaintainX organization. Permalink Messages are now in Beta and available for all MaintainX plans.

The following articles are updated:

• About Messaging
• Send Messages

Purchase Orders on Mobile​

You can now view, filter, approve or reject purchase orders on the MaintainX mobile application.

The following articles are updated:

• View and Filter Purchase Orders
• Approve or Reject a Purchase Order

Offline Mode​

We updated the documentation about offline mode to clarify how MaintainX caches work orders. We also added more information about how offline mode works with workstation mode.

The following articles are updated:

• Working Offline
• About Workstation Mode

Supported Devices​

We updated the Supported Devices and Browsers article with revised minimum and recommended specifications for device memory and storage space.

• New We added new articles about the Ignition OT Data Connector
• Updated We updated articles about global procedures and message threads.

Read more to get the full list of updates…

New Articles​

Ignition Integration: Redundancy and Architecture​

We added new articles that provide an architectural overview of the Ignition integration, and explain how to use the integration with Ignition Gateway Redundancy.

The following new articles are available:

• Architecture Overview
• Use Ignition Gateway Redundancy

Updated Articles​

Merge Procedures is Generally Available​

The Merge Procedures feature for Global Organizations is now generally available. You can merge a selection of local and global procedures into a single global procedure shared across your sub-organizations.

The following article is updated:

• Merge Procedures into a Global Procedure

Follow All New Threads in a Conversation​

In the Messaging module, you can now follow all new threads in a conversation.

The following articles are updated:

• Manage Conversation
• Send Messages

Work Order Suggestions​

Now when you complete a work order for a MaintainX CoPilot®-enabled asset, you can get task-specific suggestions from MaintainX CoPilot. Suggestions can include procedures to add, more information about the asset, lists of required parts, etc.

The following article is updated:

• Get Suggestions from MaintainX CoPilot

OT Data Connectors​

We reorganized the OT Data Connectors documentation to make topics shorter, more focused, and easier to navigate.

The reorganized section starts here:

• Operational Technology (OT) Data Connectors

Skipping and Canceling Work Orders​

We updated the documentation about skipping and canceling work orders to explain what happens when you skip or cancel a multi-asset work order. We also added information on why a user might be unable to skip or cancel a work order.

The following article is updated:

• Skip or Cancel a Work Order

• New We added new articles about part imports, organization and user settings, and Global Organizations.
• Updated We updated articles about data imports, threads, and single sign-on.

Read more to get the full list of updates…

New Articles​

Part Imports​

You can now import parts into MaintainX® from a CSV or XLS file. The parts importer is currently in Beta and is being gradually rolled out to select organizations. For more information, contact your MaintainX representative.

The following new article is available:

• Part Imports

Organization Settings and User Settings​

Learn how to configure your organization settings and set your personal profile preferences in MaintainX.

The following new articles are available:

• Organization Settings
• Change Profile Preferences

Global Organization Update​

As part of a Global Organization, you can view all assets from your sub-organizations in one place. This gives you complete global asset visibility directly from your Global Organization.

We also reorganized the content to introduce all Global Features in a single article, making it easier to explore and understand what’s available.

The following new articles are available:

• Global Asset Visibility
• Global Organization Features

Updated Articles​

Data Imports​

We reorganized the Import Organization Data section into smaller topics. The section now provides a general import workflow and import guides for specific entities that cover importable fields, special considerations, and error handling.

The reorganized section start here:

• Import Data Into MaintainX

Message Threads are Generally Available​

The Threads feature in the Messages module is now available on all plans in MaintainX.

The following articles are updated:

• About Messaging
• Send Messages

Single Sign-On Updates​

Now, when a new user creates a MaintainX account by logging in using SSO, MaintainX prompts them to choose which SSO-enabled organization to join.

The following article was updated:

• Enable SSO for Multiple Organizations

• New We added new articles about report builder, and merging procedures.
• Updated We updated a few articles about global tag management.

Read more to get the full list of updates…

New Articles​

Report Builder (Formerly, Custom Reporting)​

You can now create table and graph reports with the Report Builder feature. New datasets enable you to report on key data in your organization.

The following new articles are available:

• Create a Custom Table Report
• Create a Custom Graph Report
• Datasets

• Share a Custom Report

Merge Procedures​

From a Global Organization, you can now merge a selection of local and global procedures into a single global procedure shared across your sub-organizations.

The following new article is available:

• Merge Procedures into a Global Procedure

Updated Articles​

Report Builder (Formerly, Custom Reporting)​

The Custom Reporting feature has a new name: Report Builder. We've updated the following articles to include the new capabilities introduced with the latest Beta.

The following articles are updated:

• About Report Builder
• Create a Custom Report
• Edit a Custom Report
• Delete a Custom Report

Work Order Summary​

In the MaintainX® web application, you can now add a summary to your work orders upon completion.

The following article is updated:

• Complete a Work Order

Global Tag Management​

From a Global Organization, you can now review and merge duplicate categories and asset types, creating Global Categories and Global Asset Types that are shared across all sub-organizations. You can also convert a local category or asset type into a global one.

Global Asset type is now general availability.

The following articles are updated:

• Global Categories
• Global Asset Types

• New We added new articles about request portals.
• Updated We updated articles about how to set up request routing, workstation mode, meters, and message threads.

Read more to get the full list of updates…

New Articles​

Request Portals​

We added a new section about request portals. Learn how Administrators can create and configure request portals, share them via links or QR codes, and customize the available fields and options.

The following new articles are available:

• About Request Portals
• Create a Request Portal
• Share a Request Portal
• Manage a Request Portal
• Delete a Request Portal

Updated Articles​

Work Request Settings Updates​

With the addition of the request portal articles, we updated the existing work request settings article to better explain how to set up request routing.

The following article is updated:

• Set Up Request Routing

Workstation Mode Updates​

We added a note to make it clearer that you can only be logged into one workstation at a time.

The following article is updated:

• About Workstation Mode

Meter Updates​

We added a description of the Threshold Settings for an automated meter type.

The following articles are updated:

• Create a Meter
• Edit a Meter
• Copy a Meter
• Record a Meter Reading

Thread Messages​

Message threads are currently in Beta for all MaintainX® users. The threads feature helps you have focused discussions. You can explore a topic in detail without cluttering a group chat, team discussions, or a direct message with a member of your organization.

The following articles are updated:

• About Messages
• Send Messages

• New We added new articles about external dashboards, messaging, global asset types, and how to contact our support team. We also added a new integration guide for Zapier automations.
• Updated We updated the integration guide for SAP ECC6 and articles about MaintainX CoPilot®, Work Orders, Assets, and Global Categories.

Read more to get the full list of updates…

New Articles​

Zapier Integration​

We added a new integration guide for creating MaintainX® automations with Zapier.

The following new articles are available:

• Connect MaintainX to Zapier
• Set Up a Trigger for a Zap
• Set Up an Action for a Zap
• Retrieve Data from MaintainX
• Create a Work Order from an Email
• Notify Slack when an Asset Goes Offline
• Assign a Team Based On When a Work Order is Created

External Dashboards​

Select accounts can now share a custom reporting dashboard by creating an external link that can be opened in any web browser. The link opens an external, read-only version of the dashboard that you can view and display outside of the MaintainX application.

• External Dashboards

Messaging​

We added a new section about the Messaging module. MaintainX users can draft and send messages to other members of their organization to easily communicate and share information. You can edit, delete, and generate work orders from messages, and start discussion threads.

The following new articles are available:

• About Messaging
• Send Messages
• Edit or Delete Messages
• Manage Conversations

Global Asset Types​

At the Global Organization level, you can now create customizable labels to organize your assets across sub-organizations. Merge duplicate or similar asset types into a unified global asset type for cleaner, consistent tagging across all your organizations.

The following new article is available:

• Global Asset Types

Get MaintainX Support​

We've added an article explaining the different ways you can reach out to the MaintainX Support team to help you troubleshoot problems and answer questions.

The following new article is available:

• Get Support

Updated Articles​

SAP Integration Updates​

You can now synchronize MaintainX work orders and work requests with SAP ECC6.

The following articles are updated:

• Set Up a New SAP User for the Integration
• Configure SAP to Send IDocs to Workato

New MaintainX CoPilot Capabilities​

In MaintainX CoPilot, you can now add summaries to completed work orders, create assets using a picture of their nameplate or specification sheet, add a photo of an asset to identify issues, and generate procedures in the MaintainX CoPilot tab.

The following articles are updated:

• Complete a Work Order
• Create an Asset
• MaintainX CoPilot - Identify Asset Issues with CoPilot
• MaintainX CoPilot - Generate a Procedure from a CoPilot Answer

Global Categories​

When you create a global category, you can now convert it to a local category, and MaintainX will replace it with individual local categories for each sub-organization.

The following article is updated:

• Global Categories

• New We added new articles about multi-asset work orders, multi-location parts, straight-line depreciation, work order approvals, custom reporting, global categories and an FAQ about automations.

• Updated We updated several articles related to this month's new articles. We also updated the Workflow Automations article with new information about triggers.

Read more to get the full list of updates…

New Articles​

Multi-Asset Work Orders​

You can now create a work order for multiple assets. A multi-asset work order consists of a parent work order that contains two or more sub-work orders for the maintenance of assets or other work. Maintenance teams can complete the sub-work orders individually and use the parent work order to track the overall progress of the work.

The following new articles are available:

• Multi-Asset Work Orders
• Create and Manage Sub-Work Orders

Multi-Location Parts​

You can assign more than one location to a part, and specify the available quantity in each location. Multi-location parts help you track inventory more precisely. You can see and use inventory from each location and the total inventory across locations.

The following new article is available:

• Manage Parts in Multiple Locations

Straight-Line Depreciation​

You can now calculate straight-line depreciation for assets in MaintainX®. The straight-line depreciation method allocates the cost of an asset evenly over its useful life.

The following new article is available:

• Asset Depreciation

Work Order Approvals​

You can now make procedure fields assignable to one or more teams or users. When a field is assignable, an assigned user must complete it before the work order that includes the procedure can be completed.

The following new section is available:

• Assign a Procedure Field to Users or Teams

Global Categories​

At the Global Organization level, you can now create customizable labels to organize entities across sub-organizations. Merge duplicate or similar categories into a unified global category for cleaner, consistent tagging across all your organizations.

The following new article is available:

• Global Categories

Automations - FAQ​

We’ve added a frequently asked questions page in the Help Center to answer your most common questions about automations.

The following new article is available:

• Automations - FAQ

Custom Reporting​

You can now build customizable reports that combine asynchronous data—data that is not updated in real time—from multiple sources in your MaintainX organization.

The following new articles are available:

• About Custom Reporting
• Create a Custom Report
• Edit a Custom Report
• Delete a Custom Report

Updated Articles​

Workflow Automations​

You can now set, edit, and view when the next expected trigger is for an automation.

The following articles are updated:

• Create an Automation
• Edit an Automation

Multi-Asset Work Orders​

As part of the multi-asset work orders update, we updated the following articles:

• About Work Orders
• Set Work Order Start Dates and Due Dates
• Set Work Order Recurrence
• Work Order Form Fields
• Delete a Work Order
• Work Order Exports

Multi-Location Parts​

As part of the multi-location parts update, we updated the following articles:

• Order and Restock Parts
• Fulfill a Purchase Order
• Conduct a Cycle Count
• Share Parts Between Organizations
• Part Exports
• Part Transaction Exports
• Location Settings

Straight-Line Depreciation​

As part of the straight-line depreciation update, we updated the following articles:

• Asset Exports

Other Updates​

• We restructured the Work Orders section of the Help Center to make it easier to find articles in the site sidebar.

• New We added two new articles to help troubleshoot performance issues on some devices.
• Updated We updated articles about MaintainX® domains to whitelist, supported languages, supported operating systems, Power BI integrations, and user permissions.

Read more to get the full list of updates…

New Articles​

• Two new troubleshooting articles are available:

  • MaintainX Mobile Application Text Display Issues.
  • MaintainX Mobile Application Lags or Crashes.

Updated Articles​

• We refreshed the list of MaintainX Domains To Whitelist.
• We updated the example Users query in the Power BI Query Reference.
• We updated the list of supported languages to include Vietnamese.
• We updated the Operating System Requirements in the Supported Devices and Browsers article.
• We updated the User Roles and Permissions article to specify the defaults for every permission you can set in a custom role.

• New We added new articles about Custom Roles, Global Reporting and asset transfers.
• Updated We updated articles about Automations, user roles and permissions, and asset imports.

Read more to get the full list of updates…

New Articles​

Custom Roles​

You can now create custom roles for your organization. Custom roles let you add or remove permissions for different MaintainX® entities and build role-based access tailored to specific functions.

The following new article is available:

• Custom Roles

Global Reporting and Asset Transfers​

Global leaders can now access a centralized dashboard and reporting tools to view data from all sub-organizations in the Reporting module of their Global Organization.

Administrators can now transfer assets between organizations. An Administrator in the sending organization initiates the transfer, while an Administrator in the receiving organization completes it and configures the asset for their organization. Both organizations must be part of the same Global Organization.

The following new articles are available:

• Global Reports and Dashboards
• Transfer Assets Between Organizations
• About Global Organizations

Notifications - FAQ​

We’ve added a dedicated frequently asked questions page in the help center to answer your most common questions about notifications.

The following new article is available:

• Notifications - FAQ

Procedures​

Users can now add a procedure to multiple work orders and work order templates simultaneously. This feature is only available in the MaintainX web application.

The following new article is available:

• Add a Procedure

Updated Articles​

Roles and Permissions​

With the addition of the custom roles feature, we updated the existing About Users page and the User Permissions page to better explain the different types of roles in MaintainX.

The following articles are updated:

• User Roles and Permissions
• About Users and Teams

Asset Imports​

The asset importer now lets you map fields in the import file to fields in MaintainX as part of the import process. It also includes improved error reporting. We updated the Asset Imports article with the details.

Embedding the MaintainX Web Application in an Iframe​

We added a new article that explains our policy for embedding the MaintainX web application in an Iframe.

Workflow Automations​

We've added support for multiple triggers when creating an automation. You can now use the MaintainX REST API to create new automated meters to use the Workflow Automations feature. This is available for new integrations with your own sensors.

The following articles are updated:

• About Workflow Automations
• Create an Automation

Other Updates​

• We'd like your feedback on the Create a Work Order article. Help us improve the article by filling out this two-minute survey.

• New We added a new article about MaintainX CoPilot®.
• Updated We updated the docs about Automations and Requester Notifications. We also refreshed the Work Requests section and made small updates to various other articles.

Read more to get the full list of updates…

New Articles​

MaintainX CoPilot​

You can now use MaintainX CoPilot to search manuals attached to your assets. Ask questions to MaintainX CoPilot and use the answer to generate procedures or create work orders.

• Search Asset Manuals with MaintainX CoPilot

Updated Articles​

Requester Notifications​

Requesters can now get email or in-app notifications about work orders created from their approved work requests. Notification triggers include new comments, mentions in comments, and status changes.

We updated the following articles:

• About Notifications
• Manage Your Notification Settings
• About Work Requests

Work Requests Section Refresh​

We refreshed the Work Requests section. Updates include:

• Information about new or recently introduced features like:

  • Searching for requests by ID or work order ID (See The Requests Module Interface).
  • Starting a new work request by scanning a QR code (See Create a Work Request).
  • Filtering work requests in the mobile application (See Filter Work Requests).

• A new article about work request settings. Information about request routing now lives in that article.

• Information about what now appears in request details. (See The Requests Module Interface).

• An updated list of the work request data you can export (See Request Exports).

Workflow Automations​

You can now configure multiple actions per automation. You can also view and customize the trigger intervals for an action. The automation Action History section now includes a link to the work order and asset status for the action.

The following articles are updated:

• About Workflow Automations
• Create an Automation

Other Updates and Clarifications​

• Added a note to clarify that MaintainX® might not display correctly on mobile browsers, and to recommend using the mobile application on devices. See Supported Devices and Browsers and MaintainX Mobile vs. Web.
• Refreshed the Complete a Work Order, Create a Work Order, and Work Order Settings articles.

• New We added a new section about Cycle Counts, and new articles about the Parts Inventory module. We also added a feedback widget where you can rate articles and leave comments.
• Updated We updated the docs about Automations, creating and editing work orders, and importing assets. We also made small updates to various other articles.

Read more to get the full list of updates…

New Articles​

Cycle Counts​

You can now conduct cycle counts in MaintainX®. A cycle count is a reconciliation operation where you count real world parts to ensure the number in your MaintainX parts inventory matches the number you actually have on hand. In MaintainX, you set up cycle counts in the Cycle Counts module, and conduct them using a special type of recurring work order.

The following new articles are available:

• About Cycle Counts
• Schedule a Cycle Count
• Conduct a Cycle Count
• Edit a Scheduled Cycle Count
• View Cycle Count Reports and Data
• Delete a Cycle Count

Parts Inventory​

We rounded out the Help Center section about parts inventory with the following new articles:

• About Parts
• Order and Restock Parts
• View and Filter Parts

Updated Articles​

Workflow Automations​

You can now set an initial trigger value for the Increased By and Decreased By triggers in Automations. This allows users to specify the exact value of the first trigger for an automation.

The following articles are updated:

• Create an Automation
• Edit an Automation

Expanded Scheduling​

You can now set Monthly by weekday type schedules, e.g., every 2 months on the last Tuesday of the month, for repeating work orders. We updated the Set Work Order Recurrence article with the details.

Asset Imports​

You can now undo an asset import session. We updated the Asset Imports article to explain how, and what happens when you do it.

Manufacturer and Model Fields for Assets​

The Manufacturer and Model fields in the Asset form now let you choose from the list we use for the MaintainX Asset Hub. You can also enter custom values that MaintainX stores as custom fields on the asset.

The following articles are updated:

• Create an Asset
• Edit an Asset

Other Updates and Clarifications​

• Clarified what work orders the All Repeating Work Orders report shows. See All Repeating Work Orders Report.
• Updated the information about calculating unit cost for parts using a moving average. See Parts Inventory Settings.
• Refreshed the View and Filter Work Orders article.

Other Changes​

New Feedback Widget​

You can now leave feedback on any page of the Help Center. Select the Feedback button on the right-hand side, or use the thumbs buttons (/) at the bottom of any article.

Update Availability Tables​

We updated the look of the availability tables at the top of most articles to make it easier to understand feature availability at a glance.

• New We added new sections about Work Order Templates and Purchase Orders. We added new articles to the Parts Inventory section.
• Updated We updated the section about Global Procedures.

Read more to get the full list of updates…

New Articles​

Work Order Templates​

We've added a new section about work order templates. Learn how to use work order templates to quickly create work orders with pre-filled information.

The following new articles are available:

• About Work Order Templates
• Create a Work Order Template
• Create Work Orders From a Work Order Template
• View and Filter Work Order Templates
• Edit a Work Order Template
• Delete a Work Order Template

Purchase Orders​

We've added a new section about purchase orders. Learn how to create, approve, fulfill, and manage purchase orders for parts in your parts inventory and other items.

The following new articles are available:

• About Purchase Orders
• Create or Edit a Purchase Order
• Process a Purchase Order
• Duplicate a Purchase Order
• Send a Purchase Order to a Vendor
• Purchase Order Settings
• Delete a Purchase Order
• Export Purchase Orders
• View and Filter Purchase Orders

Parts Inventory​

We've added new articles to the existing section about parts inventory. Learn how to create, edit, delete, view parts data and manage part inventory settings.

The following new articles are available:

• Create a Part
• Edit a Part
• Delete a Part
• View Parts Data
• Part Inventory Settings

Updated Articles​

Global Procedures​

It's now possible to add nested global procedures to global procedures. We updated the following articles to help you learn more about it:

• About Global Procedures
• Procedure Fields

• New We added a new section about Workflow Automations, new articles about users and teams, and a guide to bulk importing assets from a CSV or Microsoft Excel file.
• Updated We updated the section about Meters and the documentation for the SAP ECC6 and Microsoft Power BI integrations.

Read more to get the full list of updates…

New Articles​

Workflow Automations​

We've added a new section about workflow automations. Learn how to use workflow automations to build custom workflows in MaintainX®. A workflow automation triggers actions when a meter reading meets conditions that you specify.

The following new articles are available:

• About Workflow Automations
• Create an Automation
• Edit an Automation
• Manage an Automation
• Copy an Automation
• Delete an Automation

Users and Teams​

We've added new articles about users and teams. Learn how to create and manage users, manage teams and more in MaintainX.

The following new articles are available:

• Create and Manage Users
• Edit a User
• Create and Manage Teams
• Edit a Team
• Delete a Team

Importing Asset Data​

You can now import assets into a MaintainX organization from a CSV or Microsoft Excel (XLS, XLSX) file. We added a new article that explains how to import your asset data.

The following new articles are available:

• Asset Imports

Updated Articles​

Meters​

It's now possible to use workflow automations for a manual or an automated meter, so we've updated our meter articles to include the different types of meters.

The following articles are updated:

• About Meters
• Create a Meter
• Edit a Meter
• Copy a Meter
• Trigger a Work Order

SAP ECC6 Integration​

We updated the SAP ECC6 integration docs with instructions for adding an outbound parameter and a message type for vendors.

• Configure SAP to Send IDocs to Workato

Power BI Integration​

We updated the Microsoft Power BI integration query reference with instructions for adding a date range to queries that support it.

• Power BI Query Reference

• New We added a new section for the MaintainX®/SAP eCC6 integration. We also added a new article about importing assets and a new article about users and teams.
• Updated We updated the Asset Hierarchy articles and added new sections for how to create an asset audit log and how to manage the work order history for an asset. We also added information about vendor types.

Read more to get the full list of updates…

New Articles​

New SAP ECC6 Integration Docs​

MaintainX updated its SAP ECC6 integration to use Workato automations. We took the opportunity to update and overhaul the integration documentation to improve the organization, and make the articles a bit more visual.

The following new articles are available:

• About the MaintainX SAP ECC 6 Integration
• Before You Start
• Create a Remote Function Call Destination in SAP
• Set Up a New SAP User for the Integration
• Set Up the Workato On-prem Agent
• Create a Direct Connection between Workato and SAP
• Configure SAP to Send IDocs to Workato

Users and Teams​

We've added a new article about users and teams. Learn key concepts for understanding and managing users and teams in MaintainX.

The following new article is available:

• About Users and Teams

Updated Articles​

Asset Hierarchies​

We added documentation about how to create an asset audit log and how to manage the work order history for an asset.

The following new sections are available:

• Create an Asset Audit Log
• Manage Work Order History for an Asset

Vendor Types​

Vendor types are custom labels that you can use to sort vendors into different groups, which is useful for filtering and reporting. We updated the Vendors section with information about vendor types.

The following new sections are available:

• Create and Delete Vendor Types

We also added information about vendor types to the following articles:

• Create a Vendor
• Edit a Vendor

• New We added new sections about Global Procedures and Meters, new articles for troubleshooting notifications, and new articles about procedures.
• Updated We updated the list of supported devices and browsers, added more detailed information about how the Created vs. Completed report includes work orders, and added information about the new Vendor Types field and how to manage vendor types.

Read more to get the full list of updates…

New Articles​

Global Procedures​

We've added a new section about global procedures. A global procedure is a procedure created at the global level and shared across multiple sub-organizations. You create, share, and manage them through a special global organization.

The following new articles are available:

• About Global Procedures
• Create a Global Procedure
• Share a Global Procedure
• Edit a Global Procedure
• Delete a Global Procedure

Troubleshooting Notifications​

We added a troubleshooting article for Notifications and a list of MaintainX® domains to whitelist on your network.

The following new articles are available:

• Why Can’t I Receive MaintainX Notifications?
• MaintainX Domains To Whitelist

Procedures​

We've added new articles about procedures. Learn how to create or add a procedure while creating a work order and how to use filters to control which procedures you see in your Procedure Library. And find out more about the different types of items you can add to a procedure.

The following new articles are available:

• Create or Add a Procedure in a Work Order
• View and Filter Procedures
• Procedure Fields

Meters​

We added new articles about meters. Learn how to set up a meter, manage it, and use meter readings to trigger a work order for a technician's inspection.

The following new articles are available:

• About Meters
• Create a Meter
• Edit a Meter
• Copy a Meter
• Delete a Meter
• Record a Meter Reading
• Trigger a Work Order
• Create a Meter Reading Work Order

Updated Articles​

Supported Devices and Browsers​

The MaintainX mobile application now requires iOS 13.4 or later or Android 6.0 (Marshmallow) or later. We've updated our device and browser support article:

• Supported Devices and Browsers

Created vs. Completed Report​

We now provide a much more detailed description of how MaintainX selects work orders to include in the Created vs. Completed report.

• Created vs. Completed Report

Vendor Types​

We added documentation about how to create and remove vendor types. Vendor types are custom labels you can use to group vendors for better filtering and reporting.

• Create and Delete Vendor Types

• New We added an integration guide for Microsoft Power BI, and new articles about messaging and Notifications.
• Updated We updated the Asset Hierarchy articles for new multi-level hierarchy features, and completely overhauled the single sign-on (SSO) section.

Read more to get the full list of updates…

New Articles​

Power BI Integration Guide​

We have a new integration guide that explains how to connect MaintainX® to Microsoft Power BI. You can use Power BI to create advanced visualizations of your MaintainX Data.

The following new articles are available:

• MaintainX PowerBI Integration
• Connect Microsoft Power BI to MaintainX
• Publish Reports in Power BI Online
• Power BI Query Reference

Notifications​

We added new articles about notifications. Learn how they’re triggered, and how to manage them through Notification Settings.

The following new articles are available:

• About Notifications
• Manage your Notification Settings

Updated Articles​

Asset Hierarchies​

It's now possible to have more than one level of sub-assets, so we've updated our asset hierarchy articles to explain how to create and manage multi-level hierarchies.

The following articles are updated:

• Asset Hierarchies
• View and Export Asset Data

Single Sign-On (SSO)​

We've completely overhauled the documentation about single sign-on (SSO). We now provide configuration instructions for the most used identity providers, and information about configuring SSO for multiple organizations.

The following new and updated articles are available:

• About SSO for MaintainX
• Set Up SSO
• Configure SSO with Google
• Configure SSO with Microsoft Entra ID
• Configure SSO with Okta
• Migrate Existing MaintainX Users to SSO
• Enable SSO for Multiple Organizations
• SSO Attribute Mapping Quick Reference
• MaintainX is still sending authentication codes after SSO setup