IDMS Training Guides
If there is a training guide that you would like that is not available here please let the Help Desk know. - Many of the training guides are in the process of being updated
Planon Basics
1. How to add the Help Desk as a shortcut onto my desktop
4. How to change Planon screen views
7. Planon task specific interfaces
15. To View Documents attached to a Request
16. An outline of the work order types
17. How to add documents to an order
19. How to set up some standard filters in Planon
20. How to add a sub order in Planon
21. How to change the internal coordinator
22. How to change the work order description
25 .How to Bulk Modify Work Orders
27. How to create a sub-efin order
28. How to add documents to an order
29. How to Use Health and Safety Documents and Permits to work
30. How to add notes to a work order in Planon
32. How to add internally assigned to as a filter
33. How to add How to add a vehicle as an asset
Training Guides for Facilities Management
Facilities Management Planon Training Guide
Caretakers Online Training Guide
Planon Caretaker Training Guide
Planon Vehicle Reservation Training Guide
Quick How to Guide - Vehicle Collection and Return
Planon Falmer Reserved Parking
Training Guides for Maintenance & Repairs
Training Guides for Telecoms
Internal Coordinator Telecoms - under review
Internally Assigned Telecoms - under review
Training Guides for Firetracker
Training Guides for Technical Team
under review
Training Guides for Administration
Many of the training guides have been updated and are available to download or print out. Please contact the Help Desk should you or your staff require additional training.
Contact information for: