[
Xenia Reviews
](https://www.g2.com/products/xenia/reviews)

[
Xenia Reviews
](https://www.g2.com/products/xenia/reviews)

# Xenia Features

##### 
## CMMS Platform Features (34)

Work Order Management

Corrective and preventative maintenance work orders can be easily created, edited, or cloned within the system. Work orders are able to be prioritized, scheduled, tracked, and reported to align with maintenance workflows.

Preventative Maintenance (PM)

Preventative maintenance work order scheduling can be automated and triggered based on a series of factors, including date, time, alarms, meter readings, and specified event occurances.

Predictive Maintenance (PdM)

Monitor enterprise equipment and assets with either built-in data analysis tools or integrated third-party applications to streamline preventative maintenance efforts.

Materials Management

Organize maintenance, repairs, and operations (MRO) materials within a built-in database, and coordinate materials inventory and purchase requests.

Equipment Breakdown Reports

Access historical records of equipment performance statistics and generate new reports using equipment data to identify underlying equipment issues.

Approval Management

Create approval workflows to streamline the approval of work order or material purchase requests.

Task Templates

Maintain re-usable task templates for preventative and unscheduled work orders. Organize these templates into task libraries that are easily accessible and can be cloned or edited as needed.

Compliance Auditing

Track maintenance documentation to ensure compliance with Occupational Safety and Health Administration (OSHA) and ISO standards. Manage material safety data sheets (MSDS) and other critical safety instructions within a central repository, and track employee training certifications.

Vendor Management

Submit RFPs / RFQs to vendors, communicate terms, and track and manage vendor performance within the system.

Reporting & Dashboards

Visualize maintenance data and KPIs using built in dashboards, and create custom reports around equipment, assets, work orders, and more.

Task Management

Create, manage and track all task activities and progression

Equipment Maintenance

Manage procedures that ensure organizational equipment remains in working condition

Predictive Maintenance

Identifies potential asset failures and maintenance activities using real-time data and predictive algorithms

Document Management

Store, manage, and track all electronic documents in a centralized location

Inspection Management

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Technician Management

Oversee technicians and track their assigned work orders

Asset Lifecycle Management

Manage assets throughout their lifecycle to optimize profit

Calibration Management

Schedule the calibration of instrumentation and maintenance requirements

Calendar Management

Track and manage schedules and meetings via an integrated calendar

Inventory Management

Track and manage inventory levels to maintain proper supply

Key & Lock Management

Establish procedures for monitoring locations of keys

Safety Management

Identify and assess hazards to ensure the well-being of employees, assets, and the environment

Job Management

Manage and track all job information and associated tasks

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Customizable Reports

Alter the layout and content of reports

For Mechanical Equipment

Specifically for mechanical devices such as vehicles, factory equipment, and tools that include ductwork

Fixed Asset Management

Centralized database to track details of fixed assets such as depreciation and maintenance scheduling/history

Dispatch Management

Manage sending personnel and resources to a site as needed

Purchase Order Management

Create, send, and track purchase orders and their statuses

Contact Management

Manage, organize, and store contact information

Workflow Management

Create, design and manage workflows for repetitive tasks

Purchase Order Management

Create, send, and track purchase orders and their statuses

Historical Reporting

Information, data and reports that are being tracked over time

Show More

##### 
## Safety (19)

Job Hazards

Identify work hazards by job, location, and type of work.

Drills

Allow users to conduct safety drills to prepare for real life situations.

Claim Management

Provide workflows to create, approve, and process claims.

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Care Plan Management

Manage the treatment plan and coordination between care providers and patients with special health care needs

Assessment Management

Creation, administration, and evaluation of assessments or tests

Document Management

Store, manage, and track all electronic documents in a centralized location

Incident Management

Manage and track all disruptions and incidents

Forms Management

Store, manage and track all forms in a centralized location

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Case Management

Work on a set of tasks related to a particular charge, patient, legal issue or any other complex entity or process

Inspection Management

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Insurance Management

Involves selling of insurance solutions, managing policies, handling claims & assessing risk and coverage

Inventory Management

Track and manage inventory levels to maintain proper supply

Task Management

Create, manage and track all task activities and progression

Employee Management

Track employee schedules, availability, and performance across projects and tasks

Training Management

Track employee/learner's progression through training programs

Training Record Management

Create, store, and manage records of employee training, acknowledging understanding of processes, regulations, or safety standards

Workflow Management

Create, design and manage workflows for repetitive tasks

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##### 
## Health (4)

Medical Records

Capture and manage health information for all employees.

Ergonomics

Apply ergonomics standards to improve work conditions.

Programs

Define and manage health programs including clinical visits and immunizations.

Industrial Hygiene

Manage the risk of exposure to hazardous agents such as toxins.

Show More

##### 
## Audit and Inspections (3)

Templates

Include templates for multiple types of health and safety inspections.

Workflows

Provide workflows to assign tasks for audit and inspections.

Corrective and Preventive Actions (CAPA)

Investigate and take action at root cause or error in processes to prevent recurring issues

Show More

##### 
## Training (3)

Content

Deliver learning materials for health and safety training.

Certifications

Manage certifications to comply with regulations and standards.

Best Practices

Provide best practices that employees can use to prevent accidents.

Show More

##### 
## Reporting (6)

OSHA

Generate Occupational Safety and Health Act (OSHA) reports.

Root Cause Analysis

Analyze incidents to determine the root cause and avoid future problems.

OSHA Recordkeeping

Maintain records necessary for compliance with Occupational Health and Safety Administration requirements

OSHA Compliance

Enforces guidelines set by the Occupational Safety and Health Administration to remain legally compliant

Trend Analysis

Review data from past periods to reveal recurring tendencies and predict future performance

OSHA Recordkeeping

Maintain records necessary for compliance with Occupational Health and Safety Administration requirements

Show More

##### 
## Execution (5)

Corrective and Preventive Actions (CAPA)

Investigate and take action at root cause or error in processes to prevent recurring issues

Data Capture

Capture inspection data including photos and video, both online and offline.

Reports

Generate inspection reports using the information gathered during the inspection.

Ad-hoc Tasks

Allow users to create ad-hoc or unplanned inspection tasks.

Real-Time Data

Receive data and information in real time

Show More

##### 
## Planning (5)

Checklists

Ability to create configurable forms and checklists to capture inspection information.

Approvals

Ability to define criteria and workflows to approve or reject inspection tasks.

Scheduling

Organize inspection tasks based on constraints such as inspector availability.

Procedures

Allow users to create procedures and workflows for multiple types of inspections.

Maintenance Scheduling

Schedule predetermined or ad hoc maintenance services and labor requests

Show More

##### 
## Analytics (2)

Monitoring

Track the inspection process to ensure it follows procedures and complies with regulations.

KPIs

Analyze inspection metrics such as cost of quality or Overall Operations Effectiveness (OOE).

Show More

##### 
## Artificial Intelligence (7)

Heat maps

Generate heat maps to identify where high risk activities are taking place

NLP Insights

Analyze data from documents such as inspection reports to identify recurring risks

Internet of Things (IoT)

Analyze IoT data from multiple locations for health and safety purposes

Video analysis

Analyze live or recorded videos to identify potential safety issues and historical trends

Predictive

Identify potential safety issues and estimate their severity and urgency

Monitoring

Provide real-time monitoring of workplace activities and use AI/ML to identify unsafe acts

Health Monitoring

Gain insights into the health of employees, equipment, registered instances or any other organizational asset to check their status

Show More

##### 
## Additional Functionality (124)

Monitoring

Observe and track the demand, usage, progress or quality of a system, product, or user

Barcode/Ticket Scanning

Scan barcodes to ensure accurate pricing and label tracking

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Scheduling

Plan availability and assign specific time slots for tasks and resources

Billing & Invoicing

Create, manage, and send invoices or bills to customers

Facility Scheduling

Schedule facilities, such as athletic fields, venues, and convention centers based on their availability

Inventory Tracking

Track and monitor inventory items, such as raw materials, unfinished goods, and ready-to-sell items

Automated Scheduling

Automatically create schedules based on business needs or employee availability and qualifications

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Mobile Access

Access software remotely via mobile devices

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Cost Tracking

Process to track, record, and analyze expenses that occurred over the entire duration of a given project

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Maintenance Scheduling

Schedule predetermined or ad hoc maintenance services and labor requests

Real-Time Data

Receive data and information in real time

Task Scheduling

Track and manage the scheduling of tasks

API

Application programming interface that allows for integration with other systems/databases

Barcoding/RFID

Identify and track items using barcode tags or RFID (radio-frequency identification) tags

Service History

Track work performed and resources used for past customers, sites, or assets

Equipment Tracking

Track the location of specific equipment at all times

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Asset Tracking

Monitor the usage of assets, such as equipment, tools, software, etc., throughout their lifecycle

Document Storage

Store and organize documents in a centralized system

Multi-Location

Manage and support multiple locations

GPS

System to support the positioning, navigation, and timing (PNT) measurements of an object or individual

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

Customizable Forms

Customize contracts and forms to collect specific information

Customizable Fields

Customize data fields to support various needs and use cases

Warranty Tracking

Track the duration and expiration of warranty as well as any obligations under that warranty

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Activity Tracking

Track and document all activities across devices, networks, and other systems

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Data Import/Export

Import and export data to and from software applications

Inventory Control

Monitor product stock levels

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Budgeting/Forecasting

Create budgets based on historical data and future projections

AI Summarization

Uses AI to condense large amounts of text, audio, or video data into a coherent form

Chatbot

AI-based platform which conducts a conversation via auditory or textual methods

Resource Allocation

Assign available resources to various projects and tasks

Downtime Tracking

Track unplanned equipment or network failures

Workflow Automation

Streamlining repetitive tasks and activities through automated and predefined workflows

Personnel Drug Testing

Scheduling

Plan availability and assign specific time slots for tasks and resources

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Health Risk Assessment

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Health Record Access

Gaining access to confidential health documents and information

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Incident Reporting

Report and update incidents related to health or workplace injuries that occur on a job or en route to a job site

Immunization & Allergy Tracking

Manage updates to member's immunization records and track individual allergies

Appointment Scheduling

Schedule appointments via a calendar

Employee Database

Electronic storage of staff/employee contact information and job status in a centralized repository

Progress Tracking

Reporting on how each user, task or process has advanced since its initiation

Incident Response Checklists

Checklist to confirm the incident and response.

API

Application programming interface that allows for integration with other systems/databases

Status Tracking

Track the status over time for a request, process, asset, or transaction

Customizable Forms

Customize contracts and forms to collect specific information

Reporting & Statistics

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Quality Control

Ensure that quality requirements and standards are met across production processes

Mobile Alerts

Notifications via mobile devices

Task Scheduling

Track and manage the scheduling of tasks

Data Import/Export

Import and export data to and from software applications

Access Controls/Permissions

Define levels of authorization for access to specific files or systems

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Customizable Fields

Customize data fields to support various needs and use cases

Document Storage

Store and organize documents in a centralized system

Reminders

Timed notification for any upcoming task, deadline, appointment, or activity

Activity Tracking

Track and document all activities across devices, networks, and other systems

Risk Alerts

Notifying as a warning or reminder of a potential or imminent hazard

Role-Based Permissions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Customizable Reports

Alter the layout and content of reports

Offline Access

Ability of websites, web applications, or mobile applications to function without an active internet connection

Version Control

Track revisions and updates made to files and navigate between different versions

Collaboration Tools

Provides a channel for team members to share media files, communicate, and work together

Real-Time Data

Receive data and information in real time

Real-Time Updates

Receive system updates as soon as any changes are made

Risk Assessment

Initiate collection and analysis of known risks

Real-Time Notifications

Notifications that are delivered to users as soon as an event occurs

Data Visualization

Graphical representation of data

Real-Time Reporting

Active reporting of data and metrics

Accident Investigation

Analyze circumstances of an accident and implementing corrective actions for future prevention

Barcode/Ticket Scanning

Scan barcodes to ensure accurate pricing and label tracking

Generative AI

Use AI to generate content in the form of text, images, videos, etc.

Inspection Management

Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards

Activity Dashboard

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Customizable Templates

Pre-designed layouts that can be customized to match preferences and requirements

Mobile Access

Access software remotely via mobile devices

Work Order Management

Creating, assign, and track jobs and/or tasks for work orders

Third-Party Integrations

Set up connections to third-party platforms to improve business processes

Real-Time Reporting

Active reporting of data and metrics

Customizable Forms

Customize contracts and forms to collect specific information

API

Application programming interface that allows for integration with other systems/databases

Dispatch Management

Manage sending personnel and resources to a site as needed

Workflow Management

Create, design and manage workflows for repetitive tasks

Activity Tracking

Track and document all activities across devices, networks, and other systems

Customer Database

A collection of customer information such as contact details, demographics, previous interactions, etc.

Report Templates

Sample of reports that could be customized as needed or used as is

AI Copilot

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Equipment Tracking

Track the location of specific equipment at all times

Compliance Management

Track and manage adherence to policies for any service, product, process, or supplier

Subcontractor Management

Track information, qualifications, and contact details of subcontractors

Appointment Management

Manage various aspects of appointments including booking, rescheduling, canceling

Audit Trail

A record of all activities within the system, including user access, changes made, etc.

Failed Inspection Tracking

Track and store information regarding failed inspections

Document Management

Store, manage, and track all electronic documents in a centralized location

Audit Management

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Offline Access

Ability of websites, web applications, or mobile applications to function without an active internet connection

Real-Time Updates

Receive system updates as soon as any changes are made

Task Management

Create, manage and track all task activities and progression

Data Import/Export

Import and export data to and from software applications

Alerts/Notifications

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Reporting/Analytics

View and track pertinent metrics to find patterns and gain insights from data

Inventory Control

Monitor product stock levels

Drag & Drop

Assemble applications and processes by dragging over and arranging pre-built components

Risk Assessment

Initiate collection and analysis of known risks

Electronic Signature

Digitally sign online documents

Incident Management

Manage and track all disruptions and incidents

Code Enforcement

Ensure all properties are adhering to government and legal codes

Forms Management

Store, manage and track all forms in a centralized location

Show More

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## Technology Glossary Features

View full feature definition

View definitions of the features and discover new technology terms.

[View Glossary](/glossary)

[Materials Management](/glossary/materials-management-definition)

Materials management plays a valuable role in a company’s supply chain management process. Learn more about materials management, how it can benefit production flow, and how to implement it in an inventory structure.

[Work Order Management](/glossary/work-order-management-definition)

Work order management is the process of creating, implementing, and tracking work in industries such as manufacturing, retail, utilities, or construction.

##### Categories on G2

[
CMMS
](https://www.g2.com/categories/cmms)[
Inspection Management
](https://www.g2.com/categories/inspection-management)[
Occupational Health and Safety (OHS)
](https://www.g2.com/categories/occupational-health-and-safety-ohs)

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