maxpanda work orders

Unlimited Maintenance Management Work Orders

Maxpanda conveniently organizes your day to day and preventative work orders (wo’s). WO’s are very permission based. The software is dependent on these permissions to allow user view.edit rights. Email and push notifications are also sent per STATUS change. Review this PDF (download it and print it) for detailed email and push triggers.

View All – This is the default list for all your generated work orders. Here you can;
1. Edit work orders
2. Filter work orders to find what you’re looking for
3. Import your work order to excel, adobe, etc
4. Add work orders

View Overdue – Lists all overdue work orders (RED)

This is a very important feature of Maxpanda CMMS system as you can view, edit and filter all of your overdue work orders.

View Pending – You need to approve these work orders. They’re in limbo.
This tab will be a very important page for your administrator, secretary, office staff, etc whom are looking over all work orders within your organization. When work orders are submitted they will need to be approved before they go live to your staff or vendors. To do so, click on the edit button circled.

Once here, your admin user or editor should review the entire work order before approving. It is important to make sure all tasks, staff, parts, etc. are correctly assigned to the work order. The admin/editor can also make changes to the work order. Once he/she has done so, they can either: 1. approve the work order or 2. Cancel the work order

Once it is approved, all involved users will receive email notification regarding the work order. It will then show up on their to-do list.
Create New – Create a new work order. You can do it!
You can submit work orders by clicking on the green ‘submit wo’ at the top of the page, click ADD in the view all menu, or by simply clicking the Submit wo tab.

Steps: 1. Fill in required fields;
a. Title – This is the title in your subject line that shows up in the email sent to all staff involved
b. Category – Select from the drop down menu the type of work order. To learn how to add an additional work order category please see section 18 (company setup) by clicking here
c. Priority – Select from the drop down menu the level of priority. To learn how to add an additional level of priority please see section 18 (company setup) by clicking here
d. Start and end date – the start and end date is automatically set to start on the creation date and end 7 days in the future. You can set these for any dates. Note: Only the admin and editor can change these dates, all other users cannot.

2. Fill-in non-required fields a. Fill in field you feel is necessary for your work order.

Staff Work Orders – Search and organize your work orders by internal resources (maintenance staff). All you need to do is enter the date range and choose which staff you will like to view.
My Work Orders – These are all the work orders you’ve submitted into your account.
My To Do List – You’ve been assigned to these work orders. Let’s get to work.

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cmms plan

CMMS Pre-planning & Setup

Most new clients find this following implementation plan to be most effective. Note: it is not required to add any of the following data to your new Maxpanda CMMS Account. You may submit work orders anytime you are ready.

  1. Upon signing in click on (left main menu) – COMPANY and select PREFERENCES. If you want to show time stamps on your work orders choose YES. If you want to create work orders using minutes (i.e. a PM should take 45 minutes and is due today) then select 24 Hour Time Format. Selecting the 12 hour format makes PM scheduling/closing an all day standard.
  2. Click on Company Setup (left main menu) – Maxpanda CMMS comes with the standard Location Type, Asset Type, Asset Status, Work Order Category and Work Order Priority. If you need to add and define your own please do so now.
  3. Add your BUILDINGS – Very important since BUILDINGS are the parents to LOCATIONS & ASSETS.
  4. Add your LOCATIONS – When submitting a work order you can use BUILDINGS to filter thousands of LOCATIONS easily.
  5. Add your ASSETS – Since your LOCATIONS are populated, you and your Vendors will know where the ASSET is location.
  6. Invite USERS – We have 7 roles to choose from when inviting USERS. Simply enter a users email address, select a role and they do the rest.
  7. Add your PARTS – Parts are associated to ASSETS and the inventory/cost is tracked by the system.
  8. Add your DOCUMENTS – If you have pictures of your ASSETS or LOCATIONS etc…it’s time to add those to your library.
  9. Create TASKS – Your TASK library will help you save time when adding new TASKS to wo’s or pm’s for approval. Create as many TASKS you think may occur in your company once and they’ll be available ad hoc. Each TASK TEMPLATE can hold unlimited TASKS, be creative!
  10. Schedule an internal maintenance meeting. Create new processes around your new Maxpanda CMMS Software. Slowly roll them out to your co-workers and vendors.
ITIL Incident Management

Maxpanda ITIL Incident Management

Definition of ITIL Incident Management

ITIL Incident Management is focused on rapid restoration of services with minimal impact to the business operations. The Incident Management process often relies upon temporary workarounds to ensure services are up and running while the underlying problems are investigated and permanent solutions are put in place. The process places more emphasis on restoring the ability to perform the service, than on fixing the underlying problem. Investigating the root causes and fixing the underlying problem is part of ITIL’s Problem Management process. In most cases Incident Management process is owned and executed by the Maxpanda requester/submitter. ITIL Incident Management notification tends to come from users, but IT detection systems can also ring incident alarms. The details of the incident are recorded permanently in the incident management system and gets categorized according to predefined criteria for the purpose of diagnosis and prioritization. Additional details regarding the incident are gathered and used along with tools such as the knowledge base to attempt resolution. Incident service requests are formally managed through a staged process from inception to conclusion.

Implications For Your Business

An incident is any event that is not part of the standard operation of an IT service that causes, or may cause, an interruption in, or a reduction of service. The goal of ITIL Incident Management is to restore normal service operation as quickly as possible with minimum disruption to the business, thus ensuring that the best achievable levels of availability and service are maintained. The Maxpanda submitter will usually play the key role within the ITIL Incident Management process. They are typically the single point of contact, recording and monitoring the progress of Incidents as well retaining ownership of them throughout their lifecycle.

How Maxpanda CMMS Helps

Maxpanda CMMS supports ITIL Incident Management process to ensure that incidents result minimal business disruptions. It further aims to provide meaningful inputs to the Problem Management process that may follow. Maxpanda CMMS makes it easy for end users to report incidents by email or submit requests from Maxpanda CMMS self-service portal. End user can monitor the status of incidents and receive notifications and communications (such as messages requesting further input) while the incident is being worked and resolved. By allowing incidents to be classified and routed automatically or manually to a skill-based queue where they can be addressed by the first available technician with the required skill set, Maxpanda CMMS helps keep the lid on disruptions caused by incidents. Business rules in Maxpanda CMMS apply appropriate priority to incidents that could cause the most harm to the business operations. Maxpanda CMMS also enables end users and staff to report symptoms and conditions that may serve as input to the problem management process. Maxpanda CMMS knowledge management process provides guidance and helps to expedite incident resolution.

saas cmms - software as a service

Software as a Service – Maxpanda CMMS Benefits

Computerized Maintenance Management System

What is CMMS? Well let me just say it’s a Web-Based s software you use over the internet with a web browser. You don’t have to install any CDs, download any software, or worry about upgrades. If you use an online bank or web-based email program like Gmail, Hotmail, or Yahoo then you’ve already used web-based software before.

And why is it better for your business or organization?
When you use web-based software you don’t have to worry about anything technical — you can just do your work. We handle all the security, 100% uptime monitoring, backups, software upgrades and other “I.T. Guru” stuff. You can stay focused on what you’re good at and we’ll handle the rest.

Our Web-based software is the safest
With installed software, people save their data on their own computers. It’s not the smartest choice, especially if you do not have a full team of I.T. experts. Loss data accumulates over time, computers are never backed up. When you use Maxpanda’s web-based software (software as a service – saas), your data is stored on AWS‘s ultra secure, always-updated, backed-up daily enterprise-class servers located in 16 state-of-the-art data centers across North America. Why 16? If a primary server ever goes down your data and traffic is automatically routed through to the 2nd, 3rd and so forth. You will always have access to your data “24/7” anywhere around the world..

Everything together in one safe place
A key advantage to web-based software is that all your data is centralized and accessible over the web from any computer at any time. You can’t leave something on the wrong computer since everything is stored in one place on the web. You can get to it from anywhere. Safe, secure, and password protected, of course.

Your data is automatically backed up, it’s in the CLOUD
All data is stored in multiple locations for additional redundancy. You could say our backups have backups. In fact, Amazon’s web services are HIPAA compliant.

Your data is safe and secure with us
Our state-of-the-art servers are protected by biometric locks and 24-hour surveillance. Our software and infrastructure is updated regularly with the latest security patches. The traffic on our network flows behind an enterprise-class firewall to keep your data safe. We handle the I.T. you handle your work orders. Data security is our #1 priority and as such your data is on the Amazon Cloud. Amazon Web Compliance: Compliance Docs. Compliance whitepaper: Whitepapers. Security webpage: Security is our #1 priority. Security whitepaper: Security is our #1 priority. HIPAA Webpage: HIPAA References. HIPAA whitepaper: HIPAA Whitepaper

any browser smartphone tablet

You’re always using the latest and greatest Unlike traditional software that requires you to download and install updates yourself causing time delays, Maxpanda Computerized Maintenance Management System products are updated automatically. Each time you securely log into our cmms software you’re always using the latest and greatest version (view top left version in your dashboard).

There’s nothing to install, ever – I.T. departments love us!
With Maxpanda Computerized Maintenance Management System there’s nothing to download or install. Just log in with the web-browser you already have such as Firefox, Google Chrome, Internet Explorer, Opera or Safari. It’s just like your online bank or web-based email program. Easy, fast, safe and familiar! You can work from home or on the road. When you use Maxpanda Computerized Maintenance Management System your maintenance office is everywhere and data is accessible anywhere with internet access or data plan.

Regularly-updated infrastructure
Our software infrastructure (backend as they say) is updated regularly with the latest security patches. Our products run on a dedicated network which is locked down with firewalls and monitored 24/7 to keep any type of dragon at bay.

Browser compatibility Maxpanda CMMS works on any mobile device and all major desktop browsers. We love Firefox and Google’s Chrome but the choice is yours. Our software supports all modern web browsers (PC & Mac) including Firefox®, Safari, Google® Chrome, Opera & Internet Explorer. While we strive to give every Product a seamless near-identical experience across each of these browsers, it is impossible to compensate for the lack of web standards in some of these browsers; particularly with Internet Explorer. Don’t forget, Maxpanda works on any iOS or Android tablet and smartphone in the world.

facilities management program

Unlimited Preventive Maintenance Shared Library

The PM Library is your list of all system generated preventative maintenance work orders towards a location (bathroom, unit, building, garage etc..) or asset (any type of equipment). The PM Library is very powerful allowing you to create a full featured preventive schedule and letting the application do the rest. Full email and push notifications are handle through the app leaving the ADMIN to simply review COMPLETED work orders and CLOSE them off.

Step by Step to creating your 1st PM

  1. Select PM LIBRARY within your dashboard menu then CREATE NEW PM
  2. The PM is setup in 2 parts. Part 1, 1st page:Title – Input a short title to reference your pm. The title is also the subject line in all outgoing email and push notifications.Work Order Category – This list is edited by the ADMIN in COMPANY SETTINGS and used to group work orders into a defined category.

    Priority – This list is edited by the ADMIN in COMPANY SETTINGS and used to group work orders in priority such as Urgent, Medium, Service Level Agreement etc…

    Generate Work Orders – You may pause the generation of pm work orders.

    All Day Task – If selected this means a STAFF or VENDOR has until midnight to COMPLETE the work. If unchecked, you can specify the duration of the work in minutes.

    Contact Email – Sometimes you don’t want to invite a contractor or staff into your account as a new USER. Use this field to add an external person to the work order and receive notication through email. Using semi colon, you may add multiple people to a work order.

    Short Description – Use 3-4 keywords to describe the work. In the future your STAFF and/or VENDOR will not require reading the entire Notes.

    Notes – Use notes to write up your PM requirements clearly. Notes can be step by step todo items regarding the PM by the manufacturer.

    Files – Alternatively you may attach unlimited files to a PM. These can be O & M manuals, Images, Office docs and even audio files. The attachments are always available within the pm for review by the staff/vendor.

    Save – Once you have completed all the data requirements click SAVE and move to step #2.

  3. PM Setup Part 2:The entire PM is part of a 5 page according. We are now on page 1 of 5 sections. Assign assets, locations, parts, staff and vendors to the scheduled pm. You have a choice, either do this now or when the PM is generated. Since pm’s are system generated and auto APPROVED (green) you should do this now.

    PM Assets – This will be the dropdown selection for all your equipment/assets in your database. For example, if you schedule a monthly oil change on your truck the asset is your truck.

    PM Locations – This will be the dropdown selection for all your Locations in your database. Use BUILDINGS to group locations making it easier to filter through hundreds. By typing in any letter, Maxpanda auto filters your lists alphabetically.

    Parts – You have a choice here. Pre-assign parts when creating your ASSET list (assigning parts to each asset) or assign parts at the pm level. If you assigned parts to an asset previously you do not need to add the part within the pm, Maxpanda CMMS handles that for you. As parts are assigned to pm’s, they are available for consumption when the work order is completed by staff/vendor and inventory is auto managed by the app.

    Assigned Staff – If you assign the pm to an internal maintenance staff at this point they will always receive the generated pm, email and be assigned to it in their work order list.

    Assigned Vendor – If you assign the pm to an external vendor/contractor at this point they will always receive the generated pm, email and be assigned to it in their work order list.

  4. PM Setup Part 3, The Schedule:Recurrence pattern – Maxpanda CMMS mimics Microsoft Outlook Scheduling system making it familiar to you. Create a pm work schedule daily, weekly, monthly, yearly and in any permutation.

    Range of recurrence – A recurrence is a new system generated work order. You can create an endless schedule or define how many occurences you want to generate. In the above example we see a pm wo will generate every 2 months (1st Monday of each Month) and for 6 times. Meaning our PM was for a 1 year period on a location or asset.

  5. PM Setup Part 4, PM Tasks:Tasks – It is for your benefit to pre-assign TASKS (created by you in your TASK LIBRARY) to your PM’s. Tasks can be ordered in priority and assigned to various staff/vendors. You as the admin can create tasks that must be completed before the pm is closed. Each task can hold unlimited items to be completed by staff/vendors. Tasks are powerful and allow the admin to ensure all work has been completed for the pm. Get creative, create multiple Tasks now to see how they fit into your organization.
  6. PM Setup Part 5, PM Attachments:Attachments – Attach working drawings, schematics, O & M manuals, Images, MP3’s, Office documents to your pm’s. These items are visible to everyone you assign to the pm. Staff/Vendors can even update the files or take new pictures using smartphone/tablets and add to the pm or work order. Great for condition reporting on assets/locations.
  7. PM Setup Part 6, PM Occurrences:
    Maxpanda CMMS stores every generated work order for each of your pm’s within your pm template giving you quick access to all your historical data conducted on a location or asset. In this example we can open up each work order generated from this pm as far back as October 2013 allowing us to review the history of the entire wo.