JANUARY—Cycle Counts, Parts Inventory, Automations Updates

Help Center updates for January 2025:

• 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 Create a Work Order 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.