Dartmouth

Planonsoftware

1A. Creating a new turnover order from the homepage. [REO] **PREFERED METHOD**

1B. Adding a new turnover order from the back office [REO]

Low Priority Reactive/Planned work orders and Preventive Maintenance orders for REO properties and REO trades are triaged by the REO Property Managers, based on area of responsibility (Commercial, Sachem, Residential, etc.).  

High Priority work orders are automatically triaged by the Facilities Customer Service center and dispatched accordingly.

Triaging REO Work Orders

Reviewing and Updating Requests and Orders

Planon Maintenance Standard Filters

3. Adding a Suborder to an existing Request [REO]

Documentation for Supervisors can be found here

Documentation for Technicians can be found here.

REO Maintenance

Dartmouth CSTS

Maintenance User Guides for REO Users

The purpose of this document is to outline the standard filters made available to Planon users in the Role of either "Triage" or “Supervisor” across trades and groups.  These filters are intended to provide FO&M and other Planon "Triage" and “Supervisor” users with a set of tools for reviewing, updating, and addressing Planon Work Orders and Preventive Maintenance Orders.

This guide provides a straightforward method for creating a turnover order from the Dartmouth Facilities homepage, ensuring users can efficiently navigate the process. It outlines essential steps for selecting service requests, filling out necessary fields, and assigning billing details, which streamlines the task and minimizes errors.

This guide walks through adding suborders to existing requests. It provides a step-by-step process that ensures proper documentation and categorization of maintenance tasks, which can streamline operations and improve workflow management.

This guide provides a comprehensive step-by-step process for adding a new turnover from the back office in the Planon system, ensuring that users can efficiently navigate the interface and utilize its features. It includes tips on filtering properties and selecting standard order templates, making it easier to manage work orders effectively.

Maintenance User Guides for REO Users

Creating a Request

1A. Creating a new turnover order from the homepage. [REO] PREFERED METHOD

1B. Adding a new turnover order from the back office [REO]

Triaging Work Orders

Triaging REO Work Orders

Reviewing and Updating Requests and Orders

Planon Maintenance Standard Filters

Adding a Suborders

3. Adding a Suborder to an existing Request [REO]

Working with Orders