operating asset

Parts & Bins on your GoMax

Permissions:
Company Admin/Company Editor/Site Admin/Site Editor can see all bins and can add/remove parts
Staff can see but not add/remove parts from bins
Submitters/Tenants/Viewers/Vendors cannot access bins

1. Scan Bin QR Code:

Bin Name
Bin Number
“Add Part” button

List of parts in the bin:
Part Name
Part Number
Quantity in Bin

*Company Admin/Company Editor/Site Admin/Site Editor/Staff can see this screen.
*Submitters/Tenants/Viewers/Vendors cannot.

Bin List Screen:

Company Admin/Company Editor/Site Admin/Site Editor can select part to add/remove parts from bin. Staff cannot select parts

2. To add/remove parts from bin, select desired part from the list.

Part Name
Part Number
Quantity in Bin (total amount of that part in the bin)
Quantity Available (amount of parts not in any bin)
Box to enter Quantity
Add button, remove button
Buttons double as save buttons and adjust the total parts in bin.
Cancel Button

Adding/removing parts from bin:

1/2 B. Combine 1 + 2 into one screen option:
See all bins, quantities and add and remove from same screen.

3. Select the “Add Part” button will allow you to add a new part to the bin (since it is not in the bin, it cannot be selected from the list)

Options to select part from a list or scan the Parts QR Barcode.
This should work the same way as adding a part to a work order.

“Add Part” button
“Scan Part” button
Select Part from drop-down list (similar to adding part to work order)

Adding part to bin:

Once a part is selected, choose the quantity to add to the bin.
Quantity available is the amount of parts on hand not currently in a bin.

Can add multiple different parts to the bin add once If Part being added is already in the bin, merge them together, adding the 2 totals together.

4. Selectin a Bin from menu

Menu options available in main menu under “My WO’s”
Menu option called “Bins”

Selecting “Bins” brings up a list of all bins in the Site.

List each Bins name and number: Bin Name
Bin Number

Select a bin will bring up the parts available in that bin. (See #1).

5. Adding parts to work order

If client has not created any bins in their account, nothing in this process changes.

If client has created Bins:
Initial screen doesn’t change

If part added or scanned in also linked to a bin, adding the part should bring up a list of the quantity of parts not currently binned, as well as each bin the part is linked to and the quantity in that bin.

6. Scanning a Part QR Code

Scanning a part’s QR code should bring up current menu.

Selecting the Inventory should now list all inventory, including bins where the part is located.

Option A: Simple List; select to add and remove
Similar to Bin menu option, but reverse Parts and Bins

Select the bin lets you add to remove parts from bin.

Option B: Combined list
List of all bins, can add or remove from the same screen.

1. Assets
a. While creating Assets, the uniqueness for a record is Site Name + Asset Name.
b. Data will get override for a record if Site Name + Asset Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

2. Bins
a. While Creating Bins, the uniqueness for a record is Site Name + Bin Name.
b. Data will get override for a record if Site Name + Bin Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

3. Building
a. While Creating Building, the uniqueness for a record is Site Name + Building Name.
b. Data will get override for a record if Site Name + Building Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

4. Location
a. While Creating Location, the uniqueness for a record is Site Name + Location Name + Building Name. In this case we can have same Site Name and Location Name but Building Name must be unique. For example (Maxpanda HQ + Room 001 + Building A) and (Maxpanda HQ + Room 001 + Building B). Both records are new records.
b. Data will override for a record if Site Name + Location Name + Building Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

5. Part
a. While Creating Part, the uniqueness for a record is Site Name + Part Name.
b. Data will override for a record if Site Name + Part Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

6. Vendor
a. While Creating Vendor, the uniqueness for a record is Site Name + Vendor Name.
b. Data will override for a record if Site Name + Vendor Name is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

7. Customer
a. While Creating Customer, the uniqueness for a record is Site Name + Customer Email.
b. Data will override for a record if Site Name + Customer Email is already present in database. Then, it will update other fields for that record. Else it will create a new record for that Site.

gomax mobile cmms

GoMAX! Mobile CMMS Assistant

The mobile application that Maxpanda offers is a very useful tool for users that you have who are always on the go. These users can go from location to location submitting work orders. In most cases, the main users will be the staff or vendors dealing with the work orders tasks first hand. These users will be simply submitting and completing work orders (ie a machine operator submitting a work order when his/her machine breaks down). Therefore, we have kept our mobile app as simple as possible.

The 4 main functions are:

1. Submit work orders
2. My work orders
3. My to do list
4. Overdue work orders

These functions are completed the same way they are completed on the desktop application. For further instructions on these functions, please see section 5 (work orders).

1. Back button alert on editing the following pages:

  • Create WO
  • WO Details
  • WO Task Edit
  • Create WO Invoice
  • Edit WO Invoice
  • Asset Details

For the above pages if the user makes any changes to any of the input fields and hit the back button without saving the changes, then the user will be prompted to a save the changes. If no change is made to any of the fields then no alert will be shown when the back button is hit.

2. Changes in the Parts module:

  • For speed optimization GoMAX does not fetch all the parts data such as site list, vendor list and the locations list in the “Review Parts” page. So the data needed to display only are fetched i.e. selected vendor and selected locations.
  • When a users having user roles like site admin, company admin, company editor, site editor, supervisor unlimited, that have edit permission, clicks on the “Part Details” button a popup is shown. This popup ask the user to “Review this part” by clicking on the “Details” button or the “manage” button.
  • If the user clicks on the “Details” button then he/she is redirected to the View mode of the part details where the user can only view the details of the part but cannot edit them. Here we fetch part details, selected sites, selected vendor, selected location etc. but leave out location list, vendor list, site list. This much data is enough for the viewing purpose.
  • If the user clicks on the “Manage” button then he/she is redirected to the Edit mode of the part details where the user can edit the details of the part. Here we fetch all the part data including location list, vendor list, site list for edit purpose.
  • For staff limited, staff unlimited, vendor limited, vendor unlimited, supervisor limited and viewer, that only have view permission no popup is displayed when user clicks on the Part Details button. The user is directly redirected to the View mode of the part details where the user can only view the details of the part but cannot edit them. GoMAX will fetch the minimum part data such as part details, selected sites, selected vendor, selected location etc… and leave out the entire location list, vendor list, site list. This optimizes data retrieval for customers on 3g and/or slower wifi connections.

Push Notifications auto sent:

  1. To vendors when a WO is assigned to them
  2. To staff when a WO is assigned to them
  3. To supervisor when a WO is created
  4. To staff and vendors when WO is overdue 5. To approver when a PO is created
maxpanda screenshot

Screenshots 2016

Add, edit and track unliimted Assets.

asset listings

The work order list is color coded providing you with a sense of urgency Color codes definitions can be found in the Calendar View.

asset management work order

The Maxpanda CMMS Calendar is an amazing tool! The Calendar displays both hourly preventative maintenance work orders and daily. The Calendar has drop and drag capabilities for manipulating pm and work order dates. This makes handling time, resources and your team a breeze. This screenshot is the DAY AND WEEK view.

asset management calendar

The Calendar displays all your preventative maintenance schedules. It also shows FUTURE PM’s so you know what’s coming up next week, month, year.

asset management preventative maintenance

Real-time reports within your dashboard. Search all work order status or counts instantly. Need to know whose working on what? Search it, Download it, Save it, Store it!

asset management report

maxpanda

Q & A Overview

Maxpanda Questions & Answers

Q. How many USERS can I invite into my account?
A. Unlimited. This applies to internal/external staff and vendors.

Q. How much data can I store in my account?
A. Visit our CMMS Subscription Plan section for full details. Keep in mind, Maxpanda compresses all files uploaded to the Amazon Cloud in order to maintain quality and speed when uploading/downloading files, pictures and even audio to work orders.

Q. What database is used for my data?
A. Mysql. But YOUR DATA is always available to you to download in csv, excel, pdf, txt etc… and printed within your Dashboard 24/7.

Q. Can I upload images within WO’s, MT’s & PMs workorder?
A. Yes of course, each file attached to a work order has a limit of 10 Megs whether you upload it from a mobile, tablet or desktop. Files such as office docs, guides, images, audio and o&m manuals can attached.

Q. Are work orders date/time stamped?
A. Maxpanda’s work flow is fluid. A PM is scheduled, generated, assigned to a worker (pre or post), time stamped with generation date and each step of the way Maxpanda will time stamp either closed dates and reopened/closed dates. A full history of every PM occurence is always available within each PM that is generated. Think about it, no more searching or reporting on the history of that asset or location! It’s right there each time a pm is generated.

Q. I need time to get aquainted and setup my Maxpanda.
A. We provide you with a 15 day free trial starting from the day you register your new account. This gives all our clients ample enough time to setup their company, train staff and begin changing company culture.

Q. We currently use a bunch of excel sheets to record our assets and locations. Work orders are provided to the maintenance department on paper.
A. No problem. We provide you an excel template which you simply fill out (copy & paste). We can import your data into your new Maxpanda cmms account overnight.

Q. We don’t have internal maintenance staff, only external vendors that work on our properties.
A. That’s great! Just setup all your vendor contacts list in your dashboard. When you need a vendor to perform a job task simply add them to the work order you are about to approve. They receive an email notification. The entire process is performed from the comfort of your office or on the road. PLEASE DO NOT USE MAXPANDA WHILE DRIVING ANY VEHICLES!

Q. Is there a way to customize the email notifications that are sent out as reminders? Like a Preventative maintenance scheduled email that includes at least the title of the event?
A. WORK ORDER TITLE is included in the SUBJECT LINE of all email notifications. The email also includes a link directly to the work order in your account.

Q. I noticed the PM Occurrences Tab, under the Preventative Maintenance – Edit page, has an “On Hold” column but I do not see a way to actually utilize this, is it an available feature?
A. You as the Admin may enable PM’s on hold anytime. This is where you’ll see your OnHold PM’s WO’s listed. In the PM menu while editing a PM, simply select the ‘NO’ feature.

Q. Is there a way to customize the Work Order Status names?
A. No; only the ASSET Status can be modified which is then applied to the WO. This feature and other company modifications can be changed created in the COMPANY SETUP menu.

Q. Can I schedule a Preventative maintenance WO in time-based mode rather than per day? This is important because work orders need to be scheduled in certain time frame during the day so as not to effect operations.
A. Yes. Each pm schedule can be generated hourly. Maxpanda allows start times at specific times of day depending how you set up your PM. For example, you may have a start time of 6pm and a due date of 9pm for the same day. HOURLY scheduling and altering of your PM’s can be manipulated through your Calendar View as well.

Q. Can I reschedule PMs for our operation in that I constantly need to reschedule PMs around other work orders and events.
A. You are allowed to alter the SCHEDULE anytime for each PM. In fact you can alter each OCCURENCE (present or future) or the PM Schedule right from your dashboard or calendar view.

Q. Do my PM’s have a history or recurrence listing of all generated PM’s related to my schedules?
A. A recurrence listing column to show how often each PM has been generated is included within each Preventative Maintenance Work Order. No need to generate reports or view history data. All your generated pm occurences are listed per PM.

Q. Can I filter work orders by Title, Status, Date, etc?
A. Yes. Your Work Order List has all the filters you need in real time.

Q. Can I print my work orders (single or multiple)?
A. Yes. You may print, copy to sytem memory, export to excel or pdf.

Q. I have many clients that I want to submit work orders from around my campus on our computers. How do I put a shortuct for Maxpanda on their desktops?
A. Easy. Simply click on CREATE NEW WORK ORDER in your panel. Save it as a shortcut on your desktop then distribute that shorcut to all computers you would like work orders coming from. You can rename it as well.

A more effective solution is to ENABLE your GUEST PORTAL SERVICE link & copy/paste on your website, intranet or email. Review the top 2 images here

Q.What countries does Maxpanda support?
A.We accept payments in your supported currencies from the following countries:
AED: United Arab Emirates Dirham AFN: Afghan Afghani* ALL: Albanian Lek AMD: Armenian Dram ANG: Netherlands Antillean Gulden AOA: Angolan Kwanza* ARS: Argentine Peso* AUD: Australian Dollar* AWG: Aruban Florin AZN: Azerbaijani Manat BAM: Bosnia & Herzegovina Convertible Mark BBD: Barbadian Dollar BDT: Bangladeshi Taka BGN: Bulgarian Lev BIF: Burundian Franc BMD: Bermudian Dollar BND: Brunei Dollar BOB: Bolivian Boliviano* BRL: Brazilian Real*BSD: Bahamian Dollar BWP: Botswana PulaBZD: Belize Dollar CAD: Canadian Dollar* CDF: Congolese Franc CHF: Swiss Franc CLP: Chilean Peso* CNY: Chinese Renminbi Yuan COP: Colombian Peso* CRC: Costa Rican Colón* CVE: Cape Verdean Escudo* CZK: Czech Koruna* DJF: Djiboutian Franc* DKK: Danish KroneDOP: Dominican Peso DZD: Algerian Dinar EEK: Estonian Kroon* EGP: Egyptian Pound ETB: Ethiopian Birr EUR: Euro FJD: Fijian Dollar FKP: Falkland Islands Pound* GBP: British Pound GEL: Georgian Lari GIP: Gibraltar Pound GMD: Gambian Dalasi GNF: Guinean Franc* GTQ: Guatemalan Quetzal* GYD: Guyanese Dollar HKD: Hong Kong Dollar HNL: Honduran Lempira* HRK: Croatian Kuna HTG: Haitian Gourde HUF: Hungarian Forint IDR: Indonesian Rupiah ILS: Israeli New Sheqel INR: Indian Rupee* ISK: Icelandic Króna JMD: Jamaican Dollar JPY: Japanese Yen KES: Kenyan Shilling KGS: Kyrgyzstani Som KHR: Cambodian Riel KMF: Comorian Franc KRW: South Korean Won KYD: Cayman Islands Dollar KZT: Kazakhstani Tenge LAK: Lao Kip* LBP: Lebanese Pound LKR: Sri Lankan Rupee LRD: Liberian Dollar LSL: Lesotho Loti LTL: Lithuanian Litas LVL: Latvian Lats MAD: Moroccan Dirham MDL: Moldovan Leu MGA: Malagasy Ariary MKD: Macedonian Denar MNT: Mongolian Tögrög MOP: Macanese Pataca MRO: Mauritanian Ouguiya MUR: Mauritian Rupee* MVR: Maldivian Rufiyaa MWK: Malawian Kwacha MXN: Mexican Peso* MYR: Malaysian Ringgit MZN: Mozambican Metical NAD: Namibian Dollar NGN: Nigerian Naira NIO: Nicaraguan Córdoba* NOK: Norwegian Krone NPR: Nepalese Rupee NZD: New Zealand Dollar PAB: Panamanian Balboa* PEN: Peruvian Nuevo Sol* PGK: Papua New Guinean Kina PHP: Philippine Peso PKR: Pakistani Rupee PLN: Polish Zloty PYG: Paraguayan Guaraní* QAR: Qatari Riyal RON: Romanian Leu RSD: Serbian Dinar RUB: Russian Ruble RWF: Rwandan Franc SAR: Saudi Riyal SBD: Solomon Islands Dollar SCR: Seychellois Rupee SEK: Swedish Krona SGD: Singapore Dollar SHP: Saint Helenian Pound* SLL: Sierra Leonean Leone SOS: Somali Shilling SRD: Surinamese Dollar* STD: São Tomé and Príncipe Dobra SVC: Salvadoran Colón* SZL: Swazi Lilangeni THB: Thai Baht TJS: Tajikistani Somoni TOP: Tongan Pa?anga TRY: Turkish Lira TTD: Trinidad and Tobago Dollar TWD: New Taiwan Dollar TZS: Tanzanian Shilling UAH: Ukrainian Hryvnia UGX: Ugandan Shilling USD: United States Dollar UYU: Uruguayan Peso* UZS: Uzbekistani Som VEF: Venezuelan Bolívar* VND: Vietnamese Ð?ng VUV: Vanuatu Vatu WST: Samoan Tala XAF: Central African Cfa Franc XCD: East Caribbean Dollar XOF: West African Cfa Franc* XPF: Cfp Franc* YER: Yemeni Rial ZAR: South African Rand ZMW: Zambian Kwacha