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

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.

Jennifer Fullerton
18 steps
4 seconds

Dartmouth

Planonsoftware

Begin by opening Planon and navigate to the work order or request you need to add additional suborders for.

Adding a Suborder to an existing Request

Select the order from the elements list then click on [[Add standard sub]] from the action menu at the far right of the screen.

Uncheck the box for [[suborders...]]

Scroll through or search the list of standard orders to locate the one you need.

Click [[OK]]

A new work order is created. Note there is no work order number displayed yet.

Populate the required fields

Select a Maintenance Type.

Choose the option that most closely matches the work being done. **For Turnovers the Maintenance Type should be Turnover.** Click [[Turnover]].\ Click [[OK]].

Select the Work order Method

Work performed by an REO trade is usually a method of DPT: In House Department. Contract - Work to be performed by an external contractor DPT - A non-FO&M customer or department is funding the work. REO FOM - The building is covering the costs, or FO&M is responsible for completing the work PM - Preventative Maintenance orders

Populate the Rentable Unit.

Click here

Update the Trade

Trade will default to the value entered on the standard order selected. You MUST review the trade value and update to the to the correct REO Trade for work that is performed by REO.

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.

Internal Tradesperson for REO trades default to REOMT Team or a Tradesperson automatically. Change this value to the tradesperson performing the work if necessary.

Add additional comments if needed.

Click [[Save]]

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