{"id":26035,"date":"2023-08-07T14:18:45","date_gmt":"2023-08-07T18:18:45","guid":{"rendered":"https:\/\/www.uvm.edu\/it\/dev\/kb\/?post_type=ht_kb&p=26035"},"modified":"2025-01-21T13:11:45","modified_gmt":"2025-01-21T18:11:45","slug":"planon-self-service","status":"publish","type":"ht_kb","link":"https:\/\/www.uvm.edu\/it\/dev\/kb\/article\/planon-self-service\/","title":{"rendered":"Planon Self-Service"},"content":{"rendered":"

\"\"<\/a>Planon is UVM\u2019s new integrated work management solution (IWMS) which is used for all facilities-related services including campus maintenance, facilities services, and space management.<\/p>\n

More Info and Video Tutorials Here<\/a><\/p>\n \t\t

\r\n \t\t\t

Log in to Planon<\/h3><\/div>\r\n \t\t\t
\r\n \t\t\t\t
\r\n \t\t\t\t\t<\/p>\n

Planon is a cloud-based application that users can access through any web browser.<\/span><\/p>\n

All <\/span>staff, faculty, and on-campus residential students may log in to Planon using their UVM NetID and password (Single Sign-On) by visiting uvm-prod.planoncloud.com<\/a><\/span><\/p>\n \t\t\t\t<\/div>\r\n \t\t\t<\/div>\r\n \t\t<\/div>\r\n \t\t\n \t\t

\r\n \t\t\t

Set up your Home screen<\/h3><\/div>\r\n \t\t\t
\r\n \t\t\t\t
\r\n \t\t\t\t\t\n
\n \t\t\tAppearance Differences<\/span> \t\t\t \t\t\t\t<\/p>\n

\n \t\t\t\t\tThe Planon main menu and home screen may appear differently for users with different roles. At a minimum, all users will be able to submit Service Requests. \t\t\t\t<\/p>\n<\/p><\/div>\n

\n \t\t<\/p>\n

    \n
  1. To edit your groupings, click the Gear<\/strong> icon near the top right corner.\"\"<\/a><\/li>\n
  2. To add a grouping to your Home page, click the plus sign (+) <\/strong>by the grouping you’d like to add.\"\"<\/a>\n
    \n \t\t\tRecommended groupings<\/span> \t\t\t \t\t\t\t<\/p>\n

    \n \t\t\t\t\tFor employees: add the UVM Custodial Services<\/b>\u00a0and the UVM Facilities Services <\/b>menu groupings to your Home page. If you manage a fleet vehicle for your department, also add UVM Vehicles.<\/b><\/b><\/b> <\/p>\n

    For students: you will see fewer choices. Add the My Planon<\/b>\u00a0and\u00a0Residential Life Facilities Services<\/b> groupings to your Home page. \t\t\t\t<\/p>\n<\/p><\/div>\n

    \n \t\t<\/li>\n

  3. To remove a grouping from your Home page, click the X<\/strong> in that grouping’s top right corner.\"\"<\/a><\/li>\n
  4. To rearrange your groupings, click anywhere other than the X <\/strong>on a grouping and drag it to where you’d like it to be.\"\"<\/a><\/li>\n
  5. To close edit mode, click the up-arrow (^)<\/strong> near the top right corner.\"\"<\/a><\/li>\n<\/ol>\n

    \n \t\t\t\t<\/div>\r\n \t\t\t<\/div>\r\n \t\t<\/div>\r\n \t\t\n \t\t

    \r\n \t\t\t

    Entering a new Service Request<\/h3><\/div>\r\n \t\t\t
    \r\n \t\t\t\t
    \r\n \t\t\t\t\t<\/p>\n

    Several tiles (or “widgets”) should appear on your Home screen. These list the various services that users may request of Facilities Management departmental units. <\/span><\/p>\n

    \n \t\t\tNot seeing the tile you need?<\/span> \t\t\t \t\t\t\t<\/p>\n

    \n \t\t\t\t\tBy default, the only grouping of tiles on your home page is My Planon. To add other groupings, see Set up your Home screen<\/strong> above. \t\t\t\t<\/p>\n<\/p><\/div>\n

    \n \t\t<\/p>\n

      \n
    1. Click on the tile which best describes the type of service or facilities-related issue you need taken care of.\u00a0 The appropriate Planon Self-Service (PSS) form will open on your screen.\"\"<\/a><\/span><\/li>\n
    2. Your name and location information should automatically appear in the <\/span>Requestor Information<\/span><\/b> field.\"\"<\/a><\/span><\/li>\n
    3. If desired, change the location by clicking on the blue arrow to open a <\/span>Search<\/span><\/b> dialogue box. Select a different <\/span>Property <\/span><\/b>(i.e. building name) and continue to fill in the remaining location details including <\/span>Floor<\/span><\/b> (i.e. level) and <\/span>Space<\/span><\/b> (i.e., room number).<\/span>\"\"<\/a>\n
      \n \t\t\tHaving trouble with the form?<\/span> \t\t\t \t\t\t\t<\/p>\n

      \n \t\t\t\t\tIf you’re running into difficulties with filling out this form, check out Get Started with Planon | Facilities Management | The University of Vermont<\/a> for video tutorials. \t\t\t\t<\/p>\n<\/p><\/div>\n

      \n \t\t<\/li>\n

    4. After you have entered the location information (Property, Floor and Space), use the <\/span>drop-down menu(s)<\/span><\/b> and select the text which best describes the maintenance concern you have, including the item affected and the specific issue you\u2019re having with the item.<\/span> You can enter free-form text to further describe your request, and you can attach a file (e.g., an image or document) along with your request.\"\"<\/a>\n
      \n \t\t\tFill all required fields<\/span> \t\t\t \t\t\t\t<\/p>\n

      \n \t\t\t\t\tFields marked with a red asterisk (*) are required fields. \t\t\t\t<\/p>\n<\/p><\/div>\n


      \n \t\t<\/span><\/li>\n

    5. If there’s a button to Add Billing<\/strong> Allocation<\/strong> at the bottom of the request form, see “Add Billing Allocation if Needed” below. If not, you can click Submit<\/strong> now.\"\"<\/a>\n
      \n \t\t\tRequest Submitted<\/span> \t\t\t \t\t\t\t<\/p>\n

      \n \t\t\t\t\tA Confirmation Details screen will open and show the number assigned to your request. \t\t\t\t<\/p>\n<\/p><\/div>\n

      \n \t\t<\/li>\n<\/ol>\n

      \n \t\t\t\t<\/div>\r\n \t\t\t<\/div>\r\n \t\t<\/div>\r\n \t\t\n \t\t

      \r\n \t\t\t

      Add Billing Allocation if Needed<\/h3><\/div>\r\n \t\t\t
      \r\n \t\t\t\t
      \r\n \t\t\t\t\t<\/p>\n

      Certain services are considered elective and will require a departmental charge. If this is the case, then a blue Add Billing Allocations<\/strong> button will appear at the bottom of the request form.<\/p>\n

        \n
      1. Click Add Billing Allocations<\/strong> to open the “Add\/Change Billing Allocations” dialogue box.\"\"<\/a><\/li>\n
      2. Under Billing allocations (%), <\/strong>add your Debit Chartfield String<\/strong> information by clicking on the Select a value <\/strong>Pop-Out box.<\/span><\/span>\"\"<\/a><\/span><\/span><\/li>\n
      3. Select Create new chart string. <\/strong>Using <\/span><\/span>the <\/span>Select a <\/span>v<\/span>alue <\/span><\/strong><\/span>popup bo<\/span>xes, e<\/span><\/span>nter the appropriate data into the Chart of Accounts segment fields.\"\"<\/a><\/span><\/span>\n
        \n \t\t\tLeave Account field blank<\/span> \t\t\t \t\t\t\t<\/p>\n

        \n \t\t\t\t\tCreating a chart string will not work unless you leave the Account<\/strong> field blank. Start with the Operating unit<\/strong> field instead. \t\t\t\t<\/p>\n<\/p><\/div>\n

        \n \t\t<\/li>\n

      4. For each field, choose the appropriate code and click Ok<\/strong>.\"\"<\/a>\n
        \n \t\t\tCheck the type of search<\/span> \t\t\t \t\t\t\t<\/p>\n

        \n \t\t\t\t\tIf you use the search function, make sure you select either Code<\/strong> or Description<\/strong> based on which field you’re trying to search. \t\t\t\t<\/p>\n<\/p><\/div>\n

        \n \t\t<\/li>\n

      5. After filling in any appropriate fields, click Ok <\/strong>to generate a chart string for your order.\"\"<\/a><\/li>\n
      6. Click Update<\/strong> and then submit your request.\"\"<\/a>\n
        \n \t\t\tGetting an Invalid Chart String error?<\/span> \t\t\t \t\t\t\t<\/p>\n

        \n \t\t\t\t\tIf you’re having trouble creating a valid chart string, please reach out to sos@uvm.edu for help. \t\t\t\t<\/p>\n<\/p><\/div>\n

        \n \t\t<\/li>\n<\/ol>\n

        \n \t\t\t\t<\/div>\r\n \t\t\t<\/div>\r\n \t\t<\/div>\r\n \t\t\n \t\t

        \r\n \t\t\t

        Check Status of Existing Service Request<\/h3><\/div>\r\n \t\t\t
        \r\n \t\t\t\t
        \r\n \t\t\t\t\t<\/p>\n
          \n
        1. Navigate to the Planon <\/span>Home<\/span><\/b> Screen and locate the <\/span>My Planon<\/span><\/b> grouping (or gadget).\"\"<\/a><\/span><\/li>\n
        2. Click on the <\/span>My requests<\/span><\/b> tile (or widget.)\"\"<\/a><\/span><\/li>\n
        3. The <\/span>My requests<\/span><\/b> dashboard should appear along with the current status of any requests you’ve submitted.\"\"<\/a><\/span><\/li>\n<\/ol>\n

          \n \t\t\t\t<\/div>\r\n \t\t\t<\/div>\r\n \t\t<\/div>\r\n \t\t\n \t\t

          \r\n \t\t\t

          View \u201cWork Overview\u201d Details about Your Request<\/h3><\/div>\r\n \t\t\t
          \r\n \t\t\t\t
          \r\n \t\t\t\t\t<\/p>\n
            \n
          1. Users with the Requestor role should see a Work Orders<\/strong> option in their Navigation Panel (i.e., the left-side menu). Click the \u2228 <\/strong>symbol to expand the menu and then select <\/span>Work Overview<\/strong>.\"\"<\/a>
            \n<\/span><\/li>\n
          2. The Work Overview task interface will launch and a series of tabs will appear at the top of the Element Panel (which is the center portion of the screen). <\/span>Click on the Orders<\/strong> tab to view a list of all Requests that you\u2019ve previously submitted.\"\"<\/a> <\/span><\/li>\n<\/ol>\n

            \n \t\t\t\t<\/div>\r\n \t\t\t<\/div>\r\n \t\t<\/div>\r\n \t\t\n","protected":false},"excerpt":{"rendered":"

            Planon is UVM\u2019s new integrated work management solution (IWMS) which is used for all facilities-related services including campus maintenance, facilities services, and space management. More Info and Video Tutorials Here<\/p>\n","protected":false},"author":149,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_relevanssi_hide_post":"","_relevanssi_hide_content":"","_relevanssi_pin_for_all":"","_relevanssi_pin_keywords":"","_relevanssi_unpin_keywords":"","_relevanssi_related_keywords":"","_relevanssi_related_include_ids":"","_relevanssi_related_exclude_ids":"","_relevanssi_related_no_append":"","_relevanssi_related_not_related":"","_relevanssi_related_posts":"","_relevanssi_noindex_reason":"","footnotes":""},"ht-kb-category":[411,276],"ht-kb-tag":[406,407,567,408],"class_list":["post-26035","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-enterprise-applications","ht_kb_category-uvm-web-services","ht_kb_tag-famis","ht_kb_tag-maintenance","ht_kb_tag-planon","ht_kb_tag-ppd"],"_links":{"self":[{"href":"https:\/\/www.uvm.edu\/it\/dev\/kb\/wp-json\/wp\/v2\/ht-kb\/26035","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.uvm.edu\/it\/dev\/kb\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.uvm.edu\/it\/dev\/kb\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.uvm.edu\/it\/dev\/kb\/wp-json\/wp\/v2\/users\/149"}],"replies":[{"embeddable":true,"href":"https:\/\/www.uvm.edu\/it\/dev\/kb\/wp-json\/wp\/v2\/comments?post=26035"}],"version-history":[{"count":44,"href":"https:\/\/www.uvm.edu\/it\/dev\/kb\/wp-json\/wp\/v2\/ht-kb\/26035\/revisions"}],"predecessor-version":[{"id":30684,"href":"https:\/\/www.uvm.edu\/it\/dev\/kb\/wp-json\/wp\/v2\/ht-kb\/26035\/revisions\/30684"}],"wp:attachment":[{"href":"https:\/\/www.uvm.edu\/it\/dev\/kb\/wp-json\/wp\/v2\/media?parent=26035"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.uvm.edu\/it\/dev\/kb\/wp-json\/wp\/v2\/ht-kb-category?post=26035"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.uvm.edu\/it\/dev\/kb\/wp-json\/wp\/v2\/ht-kb-tag?post=26035"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}