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MARCH—AI Basics, Maintenance Plans (Beta), Root Cause Analysis General Availability, Report Builder AI

· 5 min read

Help Center updates for March 2026:

  • 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:

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:

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:

The following articles are updated:

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:

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:

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:

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:

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:

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:

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:

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:

MQTT On-Premise Agent Setup​

The outdated section on auto-creating meters during MQTT setup has been removed.

The following article is updated: