Viewing PM Maintenance Details on the Web

This guide provides a clear step-by-step process for maintenance technicians to access and review preventive maintenance (PM) details and checklists within the Planon web application.

Jennifer Fullerton
10 steps
0 seconds

Dartmouth

Planonsoftware

Open Planon. <https://facilities.dartmouth.edu> Click "Technician work orders" from the navigation menu.

Click "Work overview"

Click on "Orders" selection step.

*If needed: filter to PM orders.*\ Select a PPM order from the elements list.

Remember PPM orders are identified with the [[Calendar and Gear]] icon.

Click on "Order details" selection step.

Click "Maintenance activities"

The maintenance activity is displayed. \ Select it to view more details.

With the Maintenance Activity selected, click on "Work Order sub details" from the selection steps.

Click "Maintenance checklist items"

The PM checklist items are displayed.\ Click on one to view more details.