Using Planon

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: 

  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
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:

  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
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: 

  • 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
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:

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

  • 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 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