Defining a standard order's applicability
To make sure that only relevant standard requests & standard orders are shown, for example in Planon Live apps ( Planon Workplace app ), in Planon application (Service Desk > Add panel) or in Planon Self-Service (Service List), you can specify to which properties, space categories, asset groups and user groups a standard order should apply.
Procedure
1. Go to the Standard orders TSI.
On the Standards orders layout, there are four applicability fields: Applicability user groups, Applicability asset groups, Applicability properties and Applicability space categories.
2. In each of the applicability fields, select the scope of applicability: All, None or Specific.
3. If you have selected Specific in any of the fields, go to Links on the action panel and click the relevant Link ... action, to link the required user groups / properties / space categories / item groups to the standard order. For more information on creating links, refer to Adding links to standard orders.
The linked standard orders are displayed in Service Desk, Self-Service or in the Planon Live app when entering a property, space, asset or person or when filtering on these elements.
 | If you change an option from Specific to either All or None, a warning is displayed on saving the standard order. If you continue, in spite of the warning, all links to properties, space categories, asset groups and user groups will be deleted. |
 | If the Link action to standard orders is available on the relevant layout, it is also possible to link multiple standard orders to properties, space categories, item groups and user groups. |