How to find orders without a tradesperson

Learn how to navigate the FO&M dashboard to identify unassigned tasks and quickly assign them to the appropriate staff member. This guide simplifies the process of reviewing work orders and updating internal tradesperson information to ensure efficient facility management.

Jennifer Fullerton
13 steps
3 minutes

Dartmouth

Navigate to FO&M Dashboard

Open Planon. Click "Maintenance Supervisors" in the Navigation Menu

Click the FO&M dashboard.

A new window/tab opens. Click to navigate to the new page.

Work Order Dashboard

The "Work Orders" page is displayed.

Click the "Work Orders with No Tradesperson" tab at the bottom left of the page.

Working with the "Work Orders with no Tradesperson" Report

The "Work orders with no Tradesperson" report is displayed.

Select one or more trades from the Trade filter.

Click the Trade Groups, Trade view to filter by trade.

Data are updated to display only the relevant information.

Use the Planon Link to jump back to Planon to view the linked order details.

Work Order Details

Planon opens to the Work Administration > Orders layout.

You can see the order is in Assigned Status but Internal Tradesperson is blank.

[Assign a tradesperson](https://scribehow.com/o/sXHcdXdPTNayKHp0y9fO8Q/viewer/Assigning_Work_to_a_Technician__188tRMNdQ7efnt5jFw_Byg?referrer=documents) or proceed to the next step to move the order back to Reviewed and assign to a tradesperson later. Select Reviewed from the status options.