Assigning Bar Codes and/or QR Codes
Hi {{ticket.requester.first_name}},
Thank you for your email.
If you want to assign barcodes and/or QR codes to your Assets or Catalogue Details, this is a relatively straightforward process. The barcode field in Assets is in the Extended Tab, and the barcode field Catalogue is in Stores> Catalogue, in the Details tab (instead of the Extended tab. where the barcode is assigned in Assets). The Catalogue barcode can be generated into a QR code on the Catalogue>Details Tab:
The Asset barcode field is in the Extended tab, however the QR Code can be generated back in the Details tab:
There must be a barcode number for scanning and for generating QR Codes. A list of all your barcodes and QR Codes if you want to generate these too) can be found in Reports, where they can be printed on stickers or as a printed reference to attach to catalogue items and/or assets.
Regards,
{{current_user.first_name}}
MEX Support
Security Users
Hi {{ticket.requester.first_name}},
Thank you for your email. Setting up a new user is similar for a MEX User or a MEX Ops user:
- Open Control Files
- Click the Security Users button
- Click New in the Security Users Listing
- Add First Name, Last Name and a Login Name
- If this user is going to just be a MEX Ops user tick the MEX Ops User option and untick the MEX User option
- Close the Contact Details to save
As MEX Ops users can only view and make requests, this user would have to have a general MEX User login (which uses one of your licenses). Just make sure that ‘MEX User’ is ticked to the left of the newly created user’s screen (and MEX Ops, if you want them to access this as well):
You’ll see there are ‘All Groups' and ‘User Groups’ boxes under MEX User settings. The left- hand column uses any security groups that you already have established, whilst the right-hand column are security groups, and therefore limitations, to the User’s groups.
Regards,
{{current_user.first_name}}
MEX Support
Mobile Simple Mode
Hi {{ticket.requester.first_name}},
Thank you for your email. fnew user
If trades users don’t have security limits on their MEX account, and are full MEX Users (not just MEX Ops or Prestarts User) just ensure the app isn’t toggled to ‘Simple Mode’ on the lower right-hand side of the page. The app you will be wanting to use is the white MEX Mobile app. Make sure it is on full mode, and you should be able to see Work Order History here. Also Requests and Work Orders- is this what you meant by post entry?
Also, we have a Security Group that does not allow them to create Work Orders, but they are able to do it in the app, is there a way we can fix this?
In the MEX Mobile app, you will have to re-add your security settings through User Menu>Edit Mode. The groups will have already been established in Control Files on your desktop, however the security permissions (highlighting) will just have to be applied for each group separately, similarly to how it was done on MEX on your desktop.
Regards
{{current_user.first_name}}
MEX Support
Scanning Assets on Mobile / QR / Bar Codes
Hi {{ticket.requester.first_name}},
Thank you for your email.
You will need to enter QR Code numbers in the ‘barcode’ field of your Asset and access/ attach the QR Codes to the physical asset from the Asset Number QR Code report in your Reports, which displays a list of any QR codes allocated via his barcode field. In the Assets module on a mobile device like a phone or tablet (which has been connected to and synced to your MEX server address), you can then scan the QR code and it will open up this asset and associated work orders.
Regards,
{{current_user.first_name}}
MEX Support
Custom Columns
Hi {{ticket.requester.first_name}},
Thank you for your email.
In the XXXX Listing, right-click on any part of the listing and select ‘Add Listing Columns’.
In the configure columns screen that appears, select 'Set Custom View”:
In the custom view box that appears, please copy and paste the following code:
XXXXX enter code here XXXXX
Exit out of the Custom View (it will save) and then head to the Search bar (still in Configure Columns) and search ‘Supplier’. This should bring up CustomColumn which, when highlighted, you can move into the right-hand column. Exiting out of Configure Columns, you should see the new column on the far-right side of screen, but you can drag and drop this via the column heading.
Please note that this is saved but only per user, and each user will have to individually add if they want to see this in their column listing.
Regards,
{{current_user.first_name}}
MEX Support
MEX Mobile Assets
Hi {{ticket.requester.first_name}},
Thank you for your email.
We recommend MEX Mobile, and it’s current version of 1.32.
Could you please navigate on the app to MEX Mobile Options and Reset Mobile Management, then reinstall the app. It should wipe all data and prompt the server to send your new form data.
Once you are in the Assets module of the MEX Mobile app, it works very similarly to on the desktop app. Select the asset you wish to view documents of and click the ‘Details’ (with the magnifying glass) on the bottom of the screen and once you are in the asset, scroll to the bottom of the screen and click on/ expand the Documents tab to view your documents associated with that asset.
The app invites do have to be sent per user, however users who know their logins can connect themselves using your MEX company’s server address (https://ADDRESS.mex.com.au/) .
I have attached the Mobile User Guide below:
MEX User Guide
Regards,
{{current_user.first_name}}
MEX Support
Region Setup
Thank you for your email.
Hi {{ticket.requester.first_name}},
Region Setup is essential to the management of your Assets, which inform requests, Work Orders and PMs regionally.
You will want to head to Control Files > Regions Setup (on the left-hand side) and then Assets in the Region Setup. Ticks in the boxes (in each Region column) is where Assets are associated with that region. If the column in a certain location isn’t ticked next to an Asset, that Asset will not raise any requests or work orders for the Asset. The location of the person who raises the request/Work Order will be the location this falls into- by default. But the easiest way to manage regions is via the Region Setup > Assets tab and Region Setup> Users tab.
If this still doesn’t make much sense, I can schedule a 30-minute video meeting at a time that suits you to check there are no errors.
Regards,
{{current_user.first_name}}
MEX Support
Hierarchy/Fixed Set Correctly?
Hi {{ticket.requester.first_name}},
Thank you for your email.
The Last Done Dates (for Time based policies), or Last Done Readings (for usage-based policies) must be lined up on your PM, so as to not interrupt the hierarchy flow.
It is important that after having checked the criteria above that makes the hierarchy work properly, the easiest way to make sure that the policies remain in the hierarchy is to tick the ‘fixed?’ checkbox on all PMs as well.
Regarding the Asset Types selection, when an Asset Type is nominated on the PM, then all Assets with that Asset Type will be automatically associated with the Preventative Maintenance.
The advantage of this method is that it is dynamic, as new Assets are added to the Asset Register if they match the Preventative Maintenance's Asset Type.
Regarding the hierarchy, the idea behind the hierarchy is that it will eclipse or “replace” whatever is the lowest form of the hierarchy. For example, an air conditioning unit may have three Preventative Maintenance schedules created for it. The policies might be for a three monthly service, a six monthly service and a yearly service. If hierarchy is ticked for each:
- At the three and nine month marks the three-monthly Preventative Maintenance will generate a Work Order.
- At the six month mark the six-monthly Preventative Maintenance will generate a Work Order.
- At the twelve month mark the twelve-monthly Preventative Maintenance will generate a Work Order.
If you’re wanting to generate three separate work orders every month, you would probably be best to use the “Fixed” frequency option, or you can ensure that the frequencies fit as multiples into each other. If you needed a month, three-month and 12-month hierarchy related to the same Asset, you would set this as 4 -week, 12-week and 48-week frequencies, and every month this would raise a Work Order except for every three months, and then every 12-months, as the largest eclipses the other PMs.
Hope this helps!
Regards
{{current_user.first_name}}
MEX Support
Replenish Stock
Hi {{ticket.requester.first_name}},
Thank you for your email.
The Replenish Stock will order the number of items required to reach the max stock on hand for the item when the current stock on hand for the item falls below the Minimum value.
In the case that a catalogue item’s stock on hand is below the minimum stock on hand, but the stock on order would bring the number over the minimum, the Replenish Stock will not run for that item.
Purchase Orders made against Work Orders are not counted towards the stock on order calculations in the Replenish Stock Listing.
Regards,
{{current_user.first_name}}
MEX Support
Reports Listing
Hi {{ticket.requester.first_name}},
Thank you for your email.
If you can’t see the reports in the Reports module, head to control files, select the report in question and ensure the “Show in report list” box is ticked:
Regards,
{{current_user.first_name}}
MEX Support
Quick Search
Hi {{ticket.requester.first_name}},
Thank you for your email.
This can be achieved via a Quick Search flat listing to the right of the screen (which can then be exported to PDF or excel). This comes with some default listings you can use, but new ones can be created with some relatively simple SQL. If this is not showing in the side menu to the right of the main screen for you:
- In the top right-hand corner of the screen, select the hamburger menu button
- Select ‘Options’
- In the User Options dialog box, select ‘Quick Search’ from the left-hand side, click the right arrow (->) to move it into the ‘Current User’s Side Modules’ panel.
Once this is done, head into the Quick search module and you will find Preventative Maintenance Documents Quick Search and Preventative Maintenance overdue Quick Search, which should work for you (right click the Quick search Listing to filter however you like).
Regards,
{{current_user.first_name}}
MEX Support
ALL LISTINGS - Slow Loading Times
Thank you for your email.
I looked at your listing loading via the far- right hamburger/Options menu > Options > and on the General Tab can see ‘Listing Show Count’ for your account and can see that you are currently loading “All” Listing Show Count when generating the ____listing. We would suggest adjusting this to 100 -1000 to avoid using up memory and slowing down your MEX System.
Regards,
License / Software Activation
Hi {{ticket.requester.first_name}},
Thank you for your email.
Thank you for your email. First, you will need to allow two IP Addresses via whitelisting them- add the following to the allowed list within your server's security settings:
52.237.219.218, and;
Please let me know if you have any issues with that.
I can confirm that the ports are port 80 for both IP addresses.
We don’t write firewall rule, however if you have any issues, please run this script:
update SystemOption
set UserPortalGUID = 'cb9b8ed9-a09a-49cb-b18f-909cb1145f08',
WebLevel = 'IJpcY11WgFhtNMZKqAPa/pk2TQOAggM4'
Against the MEXData database.
When this is done, head to the three black lines/’hamburger’ (User Menu) on your MEX and select ‘About Mex’. On this page that pops up, hit ‘Refresh’ to ensure your registration details are processed. Your additional licenses should be ready to use!
Regards,
{{current_user.first_name}}
MEX Support
Initial Enquiry Received
Hi {{ticket.requester.first_name}},
Thank you for your email.
Thanks for contacting us! We've received your inquiry and are currently reviewing it.
You can expect a response from us shortly!
Regards,
{{current_user.first_name}}
MEX Support
Permission from Primary User
Hi {{ticket.requester.first_name}},
Thank you for your email.
We will need permission from the Primary User on the account so that I can apply these changes as they should generally be performed by a MEX admin, but I’m very happy to assist you. I have CC’d in XXXX who we have listed as the primary user to approve this. It would mean either editing User’s security Group, or removing this security limitation via Security User’s Current Groups.
More info here/attached:
Regards,
{{current_user.first_name}}
MEX Support
Security Groups and Edit Mode
In ‘Control Files', Security Groups (to the top left of the main page) will create/name security groups. These will then be allocated to the user via the MEX User tab in Security Users> Details, in the ‘Current Users’ box, which will allocate the user to a group and therefore apply security to that account. You will notice that ticks to the left of this screen pertain to the type of user, so Prestarts and MEXOps Users have less access than MEX Users, and MEX Users utilise a full license and full access to MEX (before security is added in) :
Now, you can add security to each group. If you haven’t created Security Groups yet, you can do this in Control Files>Security Setup> (Lower left-hand side) Security Groups (these are blank before assigning security to them in Edit Mode):
Head back to wherever you want to apply security for that group, and click on the three black lines/ hamburger menu and select Edit Mode. This opens a floating menu- select the ‘Security’ tab and the security group from the drop-down box, This is a click- and drag function to apply, clear and see securities on each group:
Essentially, the admin/ maintenance manager defines who can see what, inside of the type of User (Prestart can use only Prestart; MEXOps can use only MEXOps, MEX Users can use everything).
I’ve attached some helpful links below, as well as a quick video of how to use Edit Mode to apply security.
Hope that helps!
Regards,
{{current_user.first_name}}
MEX Support
Escalation to Engineering
Hi {{ticket.requester.first_name}},
Thank you for your email.
This query: Ticket # {{ticket.id}} {{ticket.description}} has now been escalated to engineering. You should hear back from the team within 5 working days.
You might notice this ticket being marked as ‘Resolved’. This ticket maintains all its history and will stay in the system for reference regardless of status. If you are awaiting updates from development or engineering, this won't affect the progress.
Regards,
{{current_user.first_name}}
MEX Support
SMTP Email Server
Hi {{ticket.requester.first_name}},
Thank you for your email.
If a customer uses MEX SMTP email servers but changes the from email address to their company’s email address that will get blocked as spam on their email.
This is why we recommend keeping this to a MEX email address.
Regards,
{{current_user.first_name}}
MEX Support
Upgrading MEX
Hi {{ticket.requester.first_name}},
Thank you for your email.
Would you mind please heading into Control Files> Mex Server Settings> Misc Tab> Check For Updates> Update now:
Let me know how you go.
Regards,
{{current_user.first_name}}
MEX Support
MEX SMTP Server
Hi {{ticket.requester.first_name}},
Thank you for your email.
If a customer uses MEX SMTP email servers but changes the from email address to their company’s email address that will get blocked as spam on their email.
This is why we recommend keeping this to a MEX email address.
Regards,
{{current_user.first_name}}
MEX Support
MEX Mandatory Fields
Hi {{ticket.requester.first_name}},
Thank you for your email.
Mandatory Fields are assigned in Security Groups.
To set fields as mandatory for a Security Group:
- In the Edit Mode Toolbar, select the "Mandatory" option. This will display a "Security Group" drop-down in the toolbar.
- Select the Security Group that you wish to edit from the drop-down. If you wish to create a new Security Group rather than edit an existing one then you can click the + icon to the right of the drop-down.
- Once you have selected a new Security Group the Edit Mode Toolbar will expand to display the following options. Click on an option to select it, and then click on any controls on the MEX screen to apply that option to. The options are available for selection are as follows:
Zero Value Allowed: Any control that has this applied to it will be mandatory, but entering a zero into the field will count as an entry and the record may be saved.
Zero Value Not Allowed: Any control that has this applied to it will be mandatory, but entering a zero will not be considered as valid and the record may not be saved.
Clear: This option is used to remove the mandatory setting from a control. When a field has been set to mandatory it is shaded red. In the example given below the Priority and Job Type drop-downs have been set to mandatory. To remove the mandatory requirement you would select the "Clear" option from the Edit Mode Toolbar and click on the fields.
As restrictions are applied to controls on the screen the controls are colour-coded to indicate the restriction that has been applied. In the example given below, the Work Order Details screen has had the Job Code, Checked In, Dispatch, Customer and Risk tabs removed from the screen. The Priority and Job Type drop-downs have been set to read-only and the "New Asset" button has been disabled.
Configuring Mandatory Fields
Once you have applied those Mandatory Fields I have in the video, those groups that have been assigned ‘Xero Value Not Allowed’ won’t be able to save or leave the Work Order until they have completed the fields I have deemed mandatory.
Hope that helps!
Regards,
{{current_user.first_name}}
MEX Support
Viewing Completed MEX Prestarts
Hi {{ticket.requester.first_name}},
Thank you for your email.
Each Prestarts user needs to use a (Prestarts or full Mex) login, and we would recommend that each Prestart user has a unique login for correct logging details. This is set up in Control Files> Security Users. Just make sure they aren’t marked as MEX Users but Prestart Users in the MEX User tab:
Then they can use this login to sign into the Prestarts app 😊
A completed prestart (from the app, for example) will appear in MEX- you can find them in the desktop Prestarts module> navigate to Records Listing:
Once you highlight the Prestart and hit the Details button down the bottom of the screen, it will open that particular prestart and allow you to Verify the Prestart, which you can afterwards turn into 1. A Work Order or 2. A Request using the highlighted buttons down the bottom of the screen:
Regards,
{{current_user.first_name}}
MEX Support
Side Modules in MEX
Hi {{ticket.requester.first_name}},
In MEX, if you navigate to the User Options menu (three black lines to the top right-hand side of the screen) select “Options”. In the options menu , click the Side Modules tab and highlight the {sidemodule} side module, pushing it via the middle arrows from the left to the right-hand, ‘Current User’ column (and using the buttons down the bottom, in the order you would like it to be displayed in the side modules menu):
On your MEX Home screen:
Please note this is a per-user, not site-wide, change. So it will have to be done per user if others wanted this change 😊
Regards,
{{current_user.first_name}}
MEX Support
Add Listing Columns
Hi {{ticket.requester.first_name}},
Each view of view of the Work Order Listing is user-dependent. Once signed in, right-click in the body of the listing and you will see this box popup- click ‘Add Listing Columns’ :
And it will open to this screen:
I have searched tradenames, selected the name in the column and pushed it to the right-hand side. Now it will appear in the work order listing.
You can also drag and drop any column in the listing so they are in a different order, per-user.
Side modules also differ per-user. If you click on the three black lines to the top right-hand side of the screen (the options menu) and select Options> Side Modules tab> Keys and push it to the right-hand column (like above, with the add column listings) you will find it puts the Keys in the Side Modules section of the homepage. You can also move the side modules up and down here:
Each view of view of the Work Order Listing is user-dependent, and if you sign in as Kiana, right-click in the body of the listing and you will see this box popup- click ‘Add Listing Columns’ :
And it will open to this screen:
I have searched tradenames, selected the name in the column and pushed it to the right-hand side. Now it will appear in the work order listing.
You can also drag and drop any column in the listing so they are in a different order, per-user.
Side modules also differ per-user. If you click on the three black lines to the top right-hand side of the screen (the options menu) and select Options> Side Modules tab> Keys and push it to the right-hand column (like above, with the add column listings) you will find it puts the Keys in the Side Modules section of the homepage. You can also move the side modules up and down here:
I have just moved Kiana’s Keys side module to the top of the side modules list to match yours 😊
Regards,
{{current_user.first_name}}
MEX Support
User Notifications
Hi Danielle,
Thank you, this is perfect information 😊 Notifications are enabled via the user’s Security Users settings, so Control Files> Security Users> Highlight User> Details> MEX User Notifications Tab. Click ‘New’ and you can choose from a range of notifications which that particular user:
From here you can drill down into additional details (you might just want the user to receive all notifications, so you can exist out of this team if that’s the case):
You'll notice that there are three boxes to tick - Push Notifications (which come through to the app), email notifications (which is what you want), and Is Enabled (which must be ticked).
The user must be signed into the app to receive push notifications, but more importantly, must have a valid email address in the Details section to receive the notification.
Back in the MEX User Notifications tab, you can send a test notification and also Copy Notifications so that each user can have the same, which saves you some time.
Hope that makes sense and let me know if you have any further questions.
Regards,
Support Team Leader