Dartmouth

Planonsoftware

Microsoft Power BI

Scribe

ArcGIS

Pagerduty

GitHub

The diagram below outlines the high-level workflow from Request (start) to Completion (finish) using Planon with Mobile Work Assignments.

These are help documents and user guides for the tasks specifically required of maintenance supervisors and/or shop leads when using Planon and the Planon Live mobile app.

User guides for technicians can be accessed here.

Assigning Work to a Technician

Learn how to efficiently manage and update billing allocations for your existing work orders within the Planon system. This guide provides a clear walkthrough for adjusting chart strings to ensure accurate financial reporting and project management.

Updating Billing Allocation Details for Work Orders in Planon

Viewing all work for an Internal Tradesperson using the "Filters" selection step.

Adding Work Assignment for a Work Order using the "Add" Button

Creating Work Assignments for Work orders using the "Create Work Assignment" button

Closing a Work Order

How to Submit an FO&M Service Request

How to Enter Time for On Call Work Orders

Help documents and user guides specifically for Power BI reporting dashboards accessed through Planon.

Accessing PowerBi Dashboards through Planon

Using the FO&M Dashboard report

How To Export Data From the FO&M Dashboard

How to Add Personal Bookmarks to the FO&M Dashboard

Accessing Order Details Using PowerBi Drill-Through in the FO&M Dashboard

Using the FO&M Timecard Dashboard 

Help document for adding/editing your accessible contact information within DartDM.

Editing Your Contact Information Inside of Dartmouth Directory Manager

This guide will walk you through logging into ArcGIS maps from Planon work overview

This guide provides a straightforward method for logging into ArcGIS from Planon, ensuring users can efficiently access web maps embedded within Planon.

How to Login to ArcGIS from Planon

How to Show/Hide Feature layers

This guide provides a straightforward method to access the Properties feature layers from  Planon, ensuring users can efficiently access web maps embedded within Planon.

How to view the Properties webmap

This guide provides a straightforward method to access the Work Orders feature layers from  Planon, ensuring users can efficiently access web maps embedded within Planon.

How to view the Work Orders webmap 

This guide will walk you through reporting a JIRA Bug on the Planon homepage.

This guide provides a straightforward process for reporting bugs in Planon, ensuring that issues are efficiently communicated to the CSTS team. By following the steps outlined, users can easily submit detailed bug reports, including priority levels and contact information for updates. 

Report a JIRA Bug in Planon

This guide shows how to quickly open, filter, and export the Planon "Active Properties with Chartstring" report so you can get a manipulable Excel file of active property data. It also walks through simple Excel steps (CSV conversion, resizing, bolding, and adding filters) so the exported data is clean and easy to analyze. Follow it to save a reusable, filterable report to your computer or OneDrive.

View and Export Active Property Report from Planon

This guide provides a step-by-step guide to effectively view all work orders for a specific tradesperson where they have a work assignment. By following the outlined steps, users can easily view work orders a tradesperson has worked on regardless of whether or not they are listed as the internal tradesperson on the work order.

This guide provides a straightforward, step-by-step process for exporting data from the FO&M Dashboard, making it a valuable resource for users seeking to efficiently manage and utilize their data. By following the outlined instructions, users can easily retrieve specific datasets.

This guide provides a step-by-step process for efficiently creating work assignments for work orders, ensuring that managers can easily assign tasks to internal tradespeople. By following the outlined steps, users will save time and improve workflow management, allowing for better organization and oversight of assignments. 

This guide provides Supervisors with a straightforward method for accessing PowerBi Dashboards through Planon.

This guide provides a straightforward process for accessing and updating your Dartmouth DM account information, specifically your contact details. By following these steps, you ensure that your phone number is current and visible to colleagues, enhancing communication within the Dartmouth community.

This guide provides a step-by-step approach to efficiently close work orders, ensuring that all necessary details are reviewed before finalizing the process. It emphasizes the importance of checking the work order's status, internal comments, communication logs, and duration to confirm that all tasks have been adequately completed. By following this guide, users can streamline their workflow and maintain accurate records, which is essential for effective team management and accountability.

Updating Billing Allocation / Chartstring Details for Work Orders in Planon

This guide provides essential instructions for showing/hiding ArcGIS feature layers depending on what you want to view , following the steps listed on this page. By visually distinguishing and being able to filter the feature layers ,  you can streamline your workflow and respond promptly to critical issues.

You can show/hide feature layers in ArcGIS by using the 'expand' icon and clicking on the 'eye' icon next to the feature layers:

2. Click on the 'eye' icon next to the feature layer to show/hide whatever layers you like :

Click on a building name to zoom into a building for details :

Click the  '-' icon in the left to zoom out of the building and see the property web map :

Dartmouth CSTS

This guide is essential for anyone looking to efficiently access and analyze order details within the FO&M Dashboard. It provides step-by-step instructions for navigating the interface, applying filters, and using the drill-through feature to obtain comprehensive insights on specific orders.

This guide offers a straightforward approach to efficiently enter time for on-call work orders within the Dartmouth facilities system. It simplifies the process by providing step-by-step instructions, ensuring users can easily navigate the platform. By following this guide, users can save time and avoid potential errors, making their work more manageable and organized.

This guide offers a straightforward method for customizing and enhancing your experience with the Power BI Dashboard by allowing you to create personal bookmarks tailored to your specific needs. By following the steps outlined, users can easily set up default views that streamline their workflow and improve accessibility to frequently used filters.

This guide offers a comprehensive overview of how to effectively utilize the FO&M Dashboard in Planon, highlighting key features such as data filtering, KPI metrics, and data drill-down capabilities. By understanding how to navigate and interpret the dashboard, users can gain valuable insights into their team's performance, track key orders, and make informed decisions.

This guide provides essential steps for accessing and navigating the Weekly Timecard Dashboard, making it easier for supervisors to manage employee timecards. It highlights key features, such as visual indicators for hours worked and options for filtering and exporting data.

This guide provides a comprehensive and user-friendly approach for Supervisors to review and assign work to technicians using the Planon system. 

Status transition interactions between work orders and work assignments is also discussed.

This guide is essential for anyone managing work orders who needs to efficiently assign tasks using the system. It provides a step-by-step approach to adding work assignments, ensuring that users can streamline their workflow and keep projects organized.

This guide provides a comprehensive and user-friendly approach to submitting an FO&M service request at Dartmouth, ensuring that you can efficiently address issues like appliance malfunctions. By following the clear steps outlined, you'll be able to easily navigate the online system, accurately describe your service needs, and track your request. 

ArcGIS is a geographic information system that provides spatial data and mapping capabilities. The primary goal of integrating it with Planon is to bridge the gap between tracked indoor spaces and untracked outdoor campus areas by visualizing GIS maps , providing geo-coded tracking for assets and work orders using GPS coordinates.

Key benefits include improved technician navigation, faster emergency response times, smarter decisions for resource allocation and centralized access to critical data with properties, assets and work orders directly within Planon. 

This guide provides a straightforward method for logging into ArcGIS from Planon, ensuring users can efficiently access essential project management tools. It simplifies the login process, making it accessible even for those unfamiliar with the platform. By following the steps outlined, users can enhance their productivity and streamline their workflow. Viewing this guide will save time and reduce frustration when navigating these systems.

Planon User Guides for Facilities Supervisors

Planon Supervisor Workflows

PowerBi Dashboards

Other Planon Help

Adding Contact Information to DartDM

ArcGIS

Reporting a Planon Bug