Your One-stop Shop for Planon Updates
|TOPIC||LATEST NEWS & TIPS
||UPDATE & RESOURCES AVAILABLE
|Special Request Product Quotes
||Review screen shots for special request product(s) i.e. quote attached or quote required
||Download Special Request Product – Quote Attached and Quote Required||12-03-2020
|Planon Step-by-step Demos
||Need a refresher on Planon functionality? View new Planon step-by-step demos such as tool rentals, materials requisitions and using filters to name a few.||Refer to the Planon Videos
||UBC’s transition to Workday has resulted in changes to the submission of supplier invoices.
||Refer to UBC Finance for details and share the link with suppliers.
||New job aids for technicians with instructions on:
PMFS 101 – My Jobs
PMFS 102 – PPM Work Order Checklists
||Order Status – Pausing a Work Order
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:
|A technical fix has been completed to address the issue. An email will be sent to shops using the PMFS app to notify technicians of the update.
||New job aid on how to view an audit summary report for shutdowns
SH 111 – Viewing shutdown audit summary report
|Requisitions||New and updated job aids with step-by-step instructions to:
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
OR 120 – Receiving and issuing a service
||New Planon training recording available for anyone requiring materials (stock, non-stock, special requests) and services i.e. contractors and consultants.
||Technical Specialists Training recording includes:
|Reporting||New job aids are available in Canvas with instructions on how to run a report in Planon from any module and for designated roles, details on how to run an overtime report.||RM 101 – Running a report
RM 102 – Running an overtime report
|Resource Planner||It’s important to assign technicians using the Resource Planner to trigger status changes from assigned > accepted > technically complete and finally administratively complete for billing.
If you workaround these steps, work orders will be remain in a ‘suspended’ state which will impact order completion and billing at month end.
|RP 100 – Planning and assigning work orders||19-11-2020|
|Filters||Filters are a powerful tool in Planon to enable users to quickly and easily locate the desired information. There are two types of filters:
Remember, when a filter is highlighted in ORANGE, the filter is active. Toggle the filter off or click on the X to deactivate.
|OR 118 – Using a simple filter
OR 119 – Using a detailed filter
|| New job aid which describes how shutdown requests, as well as shutdown approval items, can be filtered.
||SH 110 – Using Shutdown Filters