Dartmouth

Planonsoftware

Microsoft Power BI

Powerbi

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

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

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

Supervisors

Dartmouth CSTS

Planon User Guides for Facilities Supervisors

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 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.

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.