Your One-stop Shop for Planon Updates
Bookmark this page and visit often for the latest news and tips. Access Canvas for Planon Job Aids and Videos.
TOPIC | LATEST NEWS & TIPS |
UPDATE & RESOURCES AVAILABLE |
PUBLISHED |
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 |
12-01-2020 |
Supplier Invoices |
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. |
26-11-2020 |
PMFS App |
New job aids for technicians with instructions on:
|
New:
PMFS 101 – My Jobs PMFS 102 – PPM Work Order Checklists |
25-11-2020 |
PMFS App |
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. |
25-11-2020 |
Shutdowns |
New job aid on how to view an audit summary report for shutdowns |
New:
SH 111 – Viewing shutdown audit summary report |
24-11-2020 |
Requisitions | New and updated job aids with step-by-step instructions to:
|
Updated:
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 |
19-11-2020 |
Requisitions |
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:
|
19-11-2020 |
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 |
19-11-2020 |
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 |
19-11-2020 |
Shutdowns |
New job aid which describes how shutdown requests, as well as shutdown approval items, can be filtered. |
SH 110 – Using Shutdown Filters |
19-11-2020 |