SEPTEMBER β Global Procedures, Troubleshooting Notifications, Meters
Help Center updates for September 2024:
- 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 updatesβ¦
New Articlesβ
Global Proceduresβ
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 Notificationsβ
We added a troubleshooting article for Notifications and a list of MaintainX domains to whitelist on your network.
The following new articles are available:
Proceduresβ
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:
Metersβ
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 Articlesβ
Supported Devices and Browsersβ
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:
Created vs. Completed Reportβ
We now provide a much more detailed description of how MaintainX selects work orders to include in the Created vs. Completed report.
Vendor Typesβ
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.