What can I do if an end user experiences unusual, non-reproducible behavior?

User settings can become corrupted and can cause the application to behave in an unusual manner. You can resolve this by using the Clear user screen settings action.

Clearing the user screen settings affects:

See: Clearing the user screen settings.

What does the Code mean after an error message I get?

In the Planon application, whenever there is any Error or Warning Message to be displayed, it is always displayed in below format:

What is the difference between a String and an Extended string?

An Extended string field with more than 2000 characters cannot be used for:

Which Languages does Planon support?

Planon provides a set of languages, but it is possible for customers to add additional languages if necessary.

For a list of available languages, see Supported Configurations.

When I import another language from the Planon language pack, there are still many missing translations. How is this possible?

That is explained by the fact that the Planon application distinguishes between system translations and configuration translations.

Loading a language file only imports the system translations - which explains the gap.

See Translations for a description of and more information about configuration translations.

What is an approved message?

Approved messages is functionality that allows you to provide a default answer (Yes/No) to a specific question so that this message will be skipped and the subsequent action will be performed.

See Approved messages.

How do I stop user access to the Planon application?

The Planon administrator can block end user access when configuring or maintaining the application.

See Stop end user access (System Settings)

Where can I set the password strength?

The Planon Application manager can specify various password settings in order to comply with the security requirements set by your company.

See Password settings.

How can I add a visitor to a reservation?

You can add a visitor by linking them to a reservation.

See Adding visitors to a reservation.

Where do I specify the number of elements shown?

You can manage the number of items displayed in the elements list by configuring the Max. number of records shown.

See Specifying the maximum number of records shown.

Where can I see the consumption of odata?

When working with the datalake, the data usage costs of customers is incurred by the number of MBs 'consumed'.

You can check this at License usage level.

See Viewing the data usage.

Why do my outbound messages remain queued?

When working with Event Connector, you require a specific account for processing outbound messages.

See Requirements.

Where can I see order details in Resource Planner?

With the correct license and configuration it is possible to view order details on a separate slide-out panel in Resource Planner.

See Viewing order details on slide-out panel.

How can I find a person with the right skills / certificates for the job?

You can filter resources by skills and certificates.

See Filtering resources by skills and certificates.

What is the meaning of the colors in Resource Planner?

This is explained in the Resource planner's color legend.

How do I add leaves and holidays, training in Resource planner?

In Resource planner it is possible to mark the temporary unavailability of resources (team members) due to illness, training, holidays, special leave and so on.

See Adding temporary unavailability of resources on the planboard.

Why do I need user groups for linking users to a function profile.

A user group is an important and powerful concept in arranging access to data or functionality.

See Authorization.

How do I prevent users from seeing specific data?

There are various ways to go about that. You could:

Why do I get a time-out when importing data?

Likely your data set is too large to import. By decreasing the fetch size, you can cut up the data set in sizeable chunks.

See Using chunks to prevent a transaction time-out.

What separator do I use when importing Excel files?

The decimal separator is a period (.), this is an XML standard.

For more pointers, see Restrictions for importing/exporting data.

Why does my Excel validation fail?

When it comes to values, Excel stores amount values differently than may be expected.

There is a simple workaround, see Amount fields in Excel.

Why can I not create single assets using data onboarding?

If the asset is of type 'simple' and you are only importing properties and spaces and no other fields from location assignment, you can define the space and property on the asset itself and do not need to specify location assignments.

See Importing assets and asset locations.

Why can I not import asset locations?

That is because Asset locations is one of the business objects that cannot be imported using SDI or Enterprise Talk.

See Restrictions for importing/exporting data.

How do I import workspaces?

You need to make sure that the workspace details are included.

See Importing workspaces.

How do I install a hotfix?

A hotfix is identified by a specific release number (for example: 43.0.0.2, where the last digit indicates the number of hotfix issues for a specific release).

On-premise customers can download the latest service pack from the Customer portal.

How do I change the oracle version without running the installer?

It is possible to manually update the driver. But keep in mind that this is a manual change.

See Changing the Oracle driver.

Why do I get Oracle driver errors during startup?

You are not using the correct driver, but you can update it by running the installer.

See Changing the Oracle driver.

How do I turn on SQL logging?

If you would like to get more detailed information about events, you can turn on logging.

See Configuring the application server logging.

Which accounting standards are supported by Planon?

Planon supports a number of accounting standards based on the following general standards: GASB, FASB and IFRS.

See lease accounting.

Is it possible to see postings for contract lines removed with Delete after closure?

When you delete a posting, a snapshot record is created.

See Deleting closed lease contract lines.

Which events are logged for lease accounting?

Planon provides an overview to help understand which postings are created based on which event and also for auditing reasons. These events are registered at the Financial event registration step.

What types of postings are generated?

There is a great number of posting types, for an overview see Posting types.

What happens if you set an option to Reasonably certain?

A renewal option can affect the calculations on an (active) lease contract. Similarly, any change in the renewal option data, for example modifying the period or changing the type from 'reasonably certain' to 'not reasonably certain', will trigger a remeasurement on the contract line.

See also Renewal options on lease contracts or Special features for contract options.

What exactly is headlease / sublease and how do you register this in Planon?

When a lessee leases an asset to a third party,this is called a sublease.

A headlease is an agreement in which a lessee leases an asset from the lessor and then subleases the asset to one or more other lessees.

See also Registering a sublease.

How does an impairment (reversal) work?

Over time, the value of leased assets or properties can decrease or increase due to market developments. To correct the depreciation record, you can perform an impairment.

See Performing an impairment.

Where are the documents (added to an order) attached?

In Work Orders , documents are linked via communication logs. To see which orders have documents linked, you can click Show where documents are attached.

How can I create an SLA for an order?

In Work Orders , you create an order / request and select an SLA service.

See Applying SLAs to requests/orders.

What is the procedure to make fixed workspaces bookable ?

To make fixed workspaces bookable, you must first generate a QR code for the space.

See Generating QR codes for fixed workspaces.

Where can I find the history of a space?

The history of spaces is captured in History fields.

How can I resume an ended space?

You can temporarily 'deactivate' a space by ending the space and resuming it at a future date.

See Deactivating a space temporarily.

How can I adjust my space size? 

You can adjust the space size at the Space details selection level > Space dimensions selection step.

See Working with space dimensions.

How can I add a Tariff group to a space?

You can link a tariff group to a space usage for the purpose of charging costs to a particular department/cost center.

See Working with tariff groups.

Can I define my own space mapping? 

Yes, it is possible to create a user-defined space mapping.

See Creating a user-defined space mapping.

How do I assign an employee to a workspace? 

You can do so by adding the occupant of a space.

See Working with occupancies.

When loading a license, we get the following error:

The E00850 volume (7) in the system exceeds the volume (0) in your volume license. (PN_H01182)

In this example you have seven property sets in your system, but you have 0 in your license.

You can keep using your current property sets without limitation. Only if you would want to add a new one, you would have to get this licensed.

In that case it is best to contact your account manager.

How exactly does module licensing work?

The various licensing types are explained in Licensing.

To answer this specific question, see Module licensing.

How can I add notes or documents to the AppSuite?

In order to share documents, photos and other files with the field engineers using Planon AppSuite, you can configure communication logs on relevant business objects, such as Planned maintenance orders, Reactive orders, Assets and so on.

For more information, see Configuring communication logs for file sharing.

How do I add sub orders to an existing order within AppSuite.

When working on a job, you may find a related issue for which you want to create separate task. In that case you can add a sub. This new job can be picked up directly by you, or you can send it to the back-office for replanning.

See Adding a sub to a job in progress.

Where in Planon can I check the if there are error messages for any of the AppSuite jobs?

You can see this in the AppSuite inbox in Background actions. This is an overview of all app actions sent from the mobile devices of field engineers to the back-office. In the AppSuite inbox, you can monitor and assess the various background actions.

See Working with the AppSuite inbox.

Why can I not get a list of available materials when using the Add new materials button?

When starting a job, the Materials block will display the materials anticipated for the job, in quantities planned by the back-office. However, you might need more.

See Unplanned materials.

Why is the order not updated in the back-office?

This could be because there is a synchronization issue - please see Monitoring and processing AppSuite synchronization issues.

How do I configure reasons for checklists in AppSuite?

Field engineers must record a result for checklist items on the app in order to complete their activity. Checklist results can be linked to reasons as described in Linking reasons to checklist results.

How do I prevent generating weekly and monthly orders for the same maintenance activity definition?

You can do so by overruling an activity definition.

See Overruling activity definition.

How can I regenerate orders already created if information has changed?

That is not possible, you can cancel the maintenance order and generate a new one.

See: Canceling an activity.

I would like to automate the generation of PPM Orders, is that possible?

Yes, this is possible. See, Scheduling automatic generation of maintenance orders.

What is the difference between generating orders and generating clustered orders?

By clustering orders, you can generate a limited number of maintenance orders for related maintenance activities, instead of generating one maintenance order per maintenance activity.

How can I generate PPM/maintenance orders?

You can generate a PPM / maintenance order for each recurring or non-recurring activity of an activity definition.

See Generating maintenance orders.

How can I define predictive maintenance based on meter readings?

For predictive-based maintenance, you need a certain threshold and a counter with counter readings to be able to calculate the next needed maintenance date.

See Predictive-based.