How to Schedule Maintenance Tasks

Introduction

Managing maintenance tasks efficiently is crucial to keeping your facilities safe and operational. Planon software provides a comprehensive platform for scheduling, tracking, and reporting maintenance activities. This article offers a step-by-step guide for scheduling maintenance and instructions on how to find help if you encounter problems.

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Scheduling Maintenance in Planon: Step-by-Step

1. Log in to Planon:
   Access the Planon portal with your credentials.
2. Navigate to the Maintenance Module:
   From the dashboard, select the "Maintenance" or "Work Orders" section.
3. Create a New Maintenance Task:
   • Click on “Create Task” or “New Work Order.”
   • Enter the task details: task name, description, priority, location, and start/end dates.
   • Assign the responsible technician or team.
   • Attach any relevant documents or images.
4. Save & Notify:
   Once saved, the system automatically notifies assigned staff and updates the calendar.
5. Track and Update Tasks:
   Use the dashboard to monitor the progress and update statuses as work proceeds.

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Troubleshooting Common Issues

• Problem: Maintenance task not saved or disappearing after creation
  Solution: Clear your browser cache, confirm internet connectivity, and ensure all mandatory fields are completed.
• Problem: Notifications not received by assigned technicians
  Solution: Verify technician email addresses and notification settings in user profiles.
• Problem: Unable to access the Maintenance module
  Solution: Confirm user permissions with your system administrator.
• Problem: Reports generate incorrect or incomplete data
  Solution: Review report filters and parameters; ensure data entry consistency.

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Using the Knowledge Base Effectively

Before submitting a request, please search the Knowledge Base for step-by-step guides and solutions tailored to Planon. This saves time and often resolves the issue immediately.

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When to Use the Support Form

If the Knowledge Base does not resolve your issue or you experience:

• Critical system malfunctions
• Repeated errors or software bugs
• Inability to perform essential tasks like generating reports or scheduling jobs

You should fill out the Support Form accessible on the portal.

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How to Fill in the Support Form

• Provide your contact information clearly.
• Describe the issue in detail, including error messages, screenshots, and steps you have already taken.
• Include relevant details such as Planon version, affected module, and urgency level.
• Submit the form to escalate your request directly to our expert support team.

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What to Expect After Submission

• You will receive a confirmation email with your ticket number.
• Our support agents may reach out for further information or clarification.
• Tickets are prioritized based on the impact and urgency described.
• You will receive timely updates until the matter is resolved.

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Best Practices for Smooth Issue Resolution

• Maintain up-to-date contact and user profile information in Planon.
• Document issues with as much detail as possible.
• Check the Knowledge Base regularly for new guides and updates.
• Report system discrepancies as soon as they are noticed.

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If you need further assistance, please contact Planon Support directly via our Webform