Using Planon

1. My Jobs, understanding importance of work order status and communicating with Heads using comments.
2. PPM Work Order Checklists on the step to complete inspections

PMFS 101 – My Jobs

PMFS 102 – PPM Work Order Checklists

There is an issue with technicians using PMFS to pause a job. The hours do not show up on their time card on that day. Instead, the hours show up once the job has been discontinued this results in:

1. Technicians having to manually enter time on their time cards when the job is paused
2. Technicians having to correct past days’ timecards once they’ve actually completed/discontinued the job

SH 111 – Viewing shutdown audit summary report

• Review and approve requisitions lines (from technicians)
• Add requisitions lines (stock, non-stock, special requests)
• Add service and quotes
• Approve product requisitions from the Product catalogue

OR 104 – Adding product requisition lines to work orders

OR 106 – Adding service requisition lines to work orders

OR 107 – Approving requisition orders from the product store

OR 116 – Approving requisition lines on work orders

New:

OR 120 – Receiving and issuing a service

• Adding requisition lines to orders
• Receiving and issuing a service

RM 102 – Running an overtime report

If you workaround these steps, work orders will be remain in a ‘suspended’ state which will impact order completion and billing at month end.

• Simple filters (one-time quick search)
• Detailed filters (permanent specific criterion)

Remember, when a filter is highlighted in ORANGE, the filter is active. Toggle the filter off or click on the X to deactivate.

OR 119 – Using a detailed filter