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

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.

Jennifer Fullerton
29 steps
4 seconds

Dartmouth

Planonsoftware

Open Planon by navigating to <https://facilities.dartmouth.edu/> The Planon homepage is displayed.

From the Navigation Menu at the far left of the screen click on [[REO work orders]] then [[Work overview - REO]]

The Properties selection step is displayed.

Optional: Filter by property

Click in the in selection box to select a prebuild property list or create your own.

View Existing Orders

Click on Orders Click on the In Selection box to view a list of pre created order filters. Select a filter. Click the X to close the filter and view all orders. A list of orders is displayed.

Adding a new Request/Order

Click on any order in the elements list.

You must select an order from the elements list to generate the action menu at the far right of the screen.

From the action menu at the far right click on [[Add standard]]

Filter to Dartmouth standard order templates

The Standard orders pop-up window is displayed.

Click to select a field.\ Choose [[Code]]\ Click in the [[Search]] box and type [[DC]]. \ Click Search\ A list of Dartmouth standard orders is displayed to select from.

Click to select a standard order that matches the work to be done.

Click OK

Review and Enter Order Details.

A new order is created. NOTE: no order number is displayed until you click save.

Fill in the required fields.

Choose a Maintenance Type

For Turnovers the Maintenance Type should be Turnover.

Click [[Turnover]].\ Click [[OK]].

Populate a description.

Click here

Click the pop-out box to choose a property.

Scroll down and choose from the options shown or search. \ Expand the complexes by clicking the arrow.

Click here

Click [[OK]]

Populate the Rentable Unit.

Click here

Edit the default trade to the correct REO Trade.

Click in the [[Trade]] Box.\ Begin Typing the trade code.\ Select the Trade from the list shown.

When prompted, click Proceed to change the default internal coordinator.

Click in the Requestor box.\ Begin typing the requestor, starting with Last Name\ Click to select the requestor from the list of names shown.\ Click outside of the requestor field to save your selection.\ The requestor name is shown.

Click Save.

A new work order is created.

Reviewed - Move to a reviewed status if the work order is ready to be reviewed/assigned by a supervisor

Assigned - Once the work order is in a reviewed status, it can be moved to an assigned status if it is already assigned to a technician and the work is ready to begin

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

Jennifer Fullerton
29 steps
4 seconds

Dartmouth

Planonsoftware

Open Planon by navigating to <https://facilities.dartmouth.edu/> The Planon homepage is displayed.

From the Navigation Menu at the far left of the screen click on [[REO work orders]] then [[Work overview - REO]]

The Properties selection step is displayed.

Optional: Filter by property

Click in the in selection box to select a prebuild property list or create your own.

View Existing Orders

Click on Orders Click on the In Selection box to view a list of pre created order filters. Select a filter. Click the X to close the filter and view all orders. A list of orders is displayed.

Adding a new Request/Order

Click on any order in the elements list.

You must select an order from the elements list to generate the action menu at the far right of the screen.

From the action menu at the far right click on [[Add standard]]

Filter to Dartmouth standard order templates

The Standard orders pop-up window is displayed.

Click to select a field.\ Choose [[Code]]\ Click in the [[Search]] box and type [[DC]]. \ Click Search\ A list of Dartmouth standard orders is displayed to select from.

Click to select a standard order that matches the work to be done.

Click OK

Review and Enter Order Details.

A new order is created. NOTE: no order number is displayed until you click save.

Fill in the required fields.

Choose a Maintenance Type

For Turnovers the Maintenance Type should be Turnover.

Click [[Turnover]].\ Click [[OK]].

Populate a description.

Click here

Click the pop-out box to choose a property.

Scroll down and choose from the options shown or search. \ Expand the complexes by clicking the arrow.

Click here

Click [[OK]]

Populate the Rentable Unit.

Click here

Edit the default trade to the correct REO Trade.

Click in the [[Trade]] Box.\ Begin Typing the trade code.\ Select the Trade from the list shown.

When prompted, click Proceed to change the default internal coordinator.

Click Save.

A new work order is created.

Reviewed - Move to a reviewed status if the work order is ready to be reviewed/assigned by a supervisor

Assigned - Once the work order is in a reviewed status, it can be moved to an assigned status if it is already assigned to a technician and the work is ready to begin