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Global Organization Features

Global Organizations provide features to monitor and manage specific things across all your sub-organizations.

Some Global Organization features allow Global Leaders (see The Global Leader User Role) to monitor and manage their enterprise's sub-organizations from within the Global Organization.

Other Global Organization features allow sub-organizations to perform cross-organization actions that can't be done from the Global Organization. For example, transferring assets and sharing parts between sub-organizations.

This article provides a brief overview of Global Organization features and links to more detailed information about each.

Reporting​

Global Reporting gives you access data for all your sub-organizations so you can:

  • Set up cross organization reports and custom dashboards.
  • Track key performance indicators (KPIs).
  • Drill down into report data from sub-organizations.
  • Set goals for Asset Health and maintenance.
  • Monitor and compare performance across your sub-organizations.

For more information, see Global Reports and Dashboards.

Image of the MaintainX Global Organization Reporting page showing analytics and reporting features for monitoring multiple sub-organizations
The Global Organization Reporting module in the MaintainX web application

Procedure Management​

Global procedure management helps you standardize and manage procedures across all your sub-organizations. You can:

  • Create procedures in your Global Organization and roll them out to all your sub-organizations.
  • Manage and update all your sub-organizations' local procedure libraries.

For more information, see About Global Procedures.

Image of the MaintainX Global Organization Procedure Library displaying procedures that can be managed across multiple sub-organizations
The Global Organization Procedure Library module in the MaintainX web application

Asset Management​

Global asset management features help you make informed decisions about asset deployment, management, and replacement.

  • Global asset visibility: From a Global Organization, a Global Leader can see all of their sub-organizations' assets in one place. For more information, see About Global Asset Visibility.
  • Asset Transfers: Sub-organizations can transfer assets to one another, including sub-assets and work order history. For more information see Transfer Assets Between Organizations.
Image of the MaintainX Global Organization Assets module showing visibility of all assets across multiple sub-organizations
The Global Organization Assets module in the MaintainX web application

Part Sharing​

Your enterprise's sub-organizations can transfer parts to one another, either instantly or by sending requests from the Parts module in MaintainX®. Part sharing streamlines inventory management by making it easier to balance quantities across different sites or facilities.

For more information, see Share Parts Between Organizations.

Image showing the parts request dialog interface for managing part transfers between organizations in MaintainX
The part request management options in the MaintainX web app

Tag Management​

Global categories and global asset types are both ways of tagging entities in MaintainX so you can group and sort them.

  • Categories are used to organize and manage entities across your organization.
  • Asset types are used to organize assets in your organization.

You create them in your Global Organization and roll them out to sub-organizations to standardize and efficiently manage how assets and other entities are tagged across your enterprise. You can merge duplicate and redundant categories and asset types from sub-organizations into a single global version.

For more information, see Global Categories and Global Asset Types.

The global category tag listed in the Categories module in a sub-organization.
The global category tag listed in the Categories module in a sub-organization.