Planon Live Pages and Navigation

This guide is essential for field engineers using the Planon Live application, as it provides a comprehensive overview of its navigation and features. It details how to manage work assignments, utilize the QR code scanner, and access asset information.

Jennifer Fullerton
25 steps
369 minutes

Dartmouth

Planonsoftware

App Overview

When Planon Live is first opened you will see the My Jobs page. The page is divided into different sections. The Planon Live Orders module has some consistent functions across each page view. - A list of available pages is displayed across the bottom of the application.[[ ]]These may vary depending on your access levels. - The page title will always be displayed at the top left of the screen. - The My Jobs, Open Orders, and Orders pages all include a search bar and a set of fields available for filtering for narrowing down the number of results in the list details section of the page.

Work Assignments

The My Jobs page is a mobile job list for you, the field engineer, with many actions and features that keep you connected with the back-office while working at remote locations. With every action you select or feature you use, essential time and cost related information is updated and sent to your back-office when you are finished. The features in My jobs include: - labor hour registration - registration of materials used - taking photos - QR code / bar code capturing - zooming in on location information - and much more...

My Jobs has two different list views. - **All -** shows all work assignments currently assigned to you waiting to be accepted and completed. - **To do -** shows all accepted work assignments waiting to be completed. Navigate between them by clicking on the headers at the top of the page.

The following information is shown for each Work Assignment on the My Jobs page:

Refresh the work assignments list with new information from the back office by clicking the refresh icon at the top right of the screen.

Orders

The Orders page opens with your "butt-in-seat" location selected as the property by default.

Delete the filter by clicking the **x** next to the property name.

A list of orders is displayed based on the following filters: - have a status between Reviewed and Work Complete, and - Internal Coordinator or Internal Tradesperson is equal the logged in user

The following information is shown on the Orders summary page:

Alert! Orders cannot be modified in Planon Live.

Scan

Alert! QR Codes have not yet been rolled out on campus.

Planon Live has one central code scanner. If you scan a Planon QR code, the app can tell from the QR code what object is being scanned: an asset, a space, etc. Based on that data the relevant app module is opened.

Click the "Scan" icon to open the QR code scanner.

Select Scan QR

The camera opens and the QR code can be scanned.

Alert! More to come.

Assets

The Assets module enables you to search the Planon database for relevant asset information. You can also add new assets or edit data of existing assets if your access level allows it.

Click the Assets icon from the toolbar to open Assets.

Asset and asset details are show in the list view. As additional asset data is collected more information will be displayed.

Click on the More icon from the toolbar to open additional options.

Your information and location are displayed.

Click on the gear icon to open settings.

Tap the arrow next to preferences to open.

Swap between Light and Dark display modes.

Tap here.

Tap the arrow next to Display style to swap between Mobile or Tablet layouts.

Tap the arrow to return to the prior menu.

Tap the arrow next to About this app

View the URL, app version, and other information here. Use the back arrow to return to the menu.

If you are using a shared device, tap Log Out to log out of the app.