Planon User Guides for FO&M Technicians

Setting up your phone (or computer)

The following section contains links to other help articles produced by Information and Technology Services (ITC)

Required for your work phone.

• Installing Eduroam (Required to access campus WiFi/Internet)

• Setting up DUO for two factor authentication (Required for logging in to Planon)

• Managing your DUO devices (Adding or removing devices for authentication)

Getting the most out of your work phone.

• Configure iOS for email (Accessing your Dartmouth email on your work phone)

• Improve Text Readability on iPhone (adjust the text size)

Other useful Help Articles.

• About your NetID ("F" or "D" number)

• Changing your NetID Password (Used to access computers, for DUO, etc.)

• Slack (web and mobile based messaging platform; used by FCSC, CSTS, and others)

• Resetting iPhone passcode (If you have forgotten the passcode to your work provided iPhone)

  
  

Using Planon Live (mobile app)

The following sections contain documentation intended for Maintenance Technicians when using Planon Live, Planon's mobile app solution.

About Planon Live/Initial Setup

Opening Planon Live for the first time

Dartmouth

16 Steps

Jennifer Fullerton

Planon Live Pages and Navigation

Dartmouth

25 Steps

Jennifer Fullerton

Primary functionality

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

• Green blocks represent the Request

• Blue blocks represent the Work Order

• Yellow blocks represent the Work Assignment

The guides below provide step-by-step instruction to accepting, starting, and completing a work assignment using Planon Live.

Accepting a Work Assignment/Job

Dartmouth

8 Steps

Jennifer Fullerton

Starting a Work Assignment/Job

Dartmouth

9 Steps

Jennifer Fullerton

Finishing a Work Assignment/Job

Dartmouth

10 Steps

Jennifer Fullerton

Pausing a Work Assignment/Job

Dartmouth

9 Steps

Jennifer Fullerton

When you are waiting to work on a Work Assignment/Job

Dartmouth

8 Steps

Jennifer Fullerton

Applying a Temporary Fix for a Work Assignment/Job

Dartmouth

8 Steps

Jennifer Fullerton

Questions? Review the FAQ

Additional functionality

Viewing Work Order Details

Dartmouth

5 Steps

Jennifer Fullerton

Viewing Work Assignment Details

Dartmouth

7 Steps

Jennifer Fullerton

Viewing Location Details and Getting Directions

Dartmouth

10 Steps

Jennifer Fullerton

adding photos

adding notes

adding comments

adding communication logs

Creating a Suborder

Dartmouth

10 Steps

Jennifer Fullerton

rejecting a work assignment

Adjusting the Start time on a Work Assignment/Job

Dartmouth

13 Steps

Jennifer Fullerton

Adjusting the End Time of a Work Assignment/Job

Dartmouth

16 Steps

Jennifer Fullerton

Questions? Review the FAQ

Tracking Time with Planon Live

Using Planon Live allows technicians to automatically create time card entries on the Timecard application in Planon.

Expectations

As a tradesperson you are responsible for the accurate entry of hours on a time card so that work can be billed appropriately and should adhere to the following expectations:

1. Time must be entered weekly.  All time for a week should be completed by EOD Friday, or the end of your work week.

2. Time must be submitted to your supervisor, shop lead, or other designated time card approver for approval and submission for billing.  You are responsible for marking your hours as submitted in Planon time card by EOD Friday, or the end of your work week.

3. Time entered should be accurate.  Total hours entered in Planon should match the total hours recorded in Kronos.  For Example, if you are being paid for 20 hours of work time (no Leave or Benefit time) then you should record 20 hours of work in Planon time cards.

4. Time entered should be correct.  After reviewing your time card your supervisor, shop lead, or other designated time card approver may send a time card entry back to you for modification or updates.  This may include things like: entering the correct work order number, selecting a different pay type, or modifying the number of hours entered.  You are responsible for making updates as needed to your time card and resubmitting it to your supervisor, shop lead, or other designated time card approver.

5. Communication should continue outside of Planon between the yourself and your supervisor, shop lead, or other designated time card approver when time cards are submitted or edited.

Opening Planon Timecard

Dartmouth

12 Steps

Jennifer Fullerton

Update Timecard to include Wage Type

Dartmouth

5 Steps

Jennifer Fullerton

Entering Timecard Entries Manually

Dartmouth

9 Steps

Jennifer Fullerton

Submitting Timecards for Approval

Dartmouth

8 Steps

Jennifer Fullerton

How to Enter Time for On Call Work Orders

Dartmouth

6 Steps

Jake Reznek

Questions? Review the FAQ

Troubleshooting Planon Live

use these guides when things don't work as expected

Troubleshooting: Planon Live only shows a white screen.

Incorrect data showing

Modifying time

Using Planon on a web browser

These guides will instruct users on how to navigate and use Planon via a web browser. Note that the recommended way to view and interact with Planon for technicians is via the Planon Live app on a mobile device. Additional user guides will be created for technicians using Planon on the computer as work processes are developed.

How to Submit an FO&M Service Request

Dartmouth

11 Steps

Jake Reznek

Modifying the Elements List view

Dartmouth

14 Steps

Jennifer Fullerton

Viewing PM Maintenance Details on the Web

Dartmouth

10 Steps

Jennifer Fullerton

Accessing Attached Pictures On Work Orders In Planon

Dartmouth

10 Steps

Jake Reznek

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

Dartmouth

11 Steps

Jake Reznek

Adding Contact Information to DartDM

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

Editing Your Contact Information Inside of Dartmouth Directory Manager

Dartmouth

5 Steps

Jake Reznek