Narrator: This video will cover basic navigation
in Planon from the role of a space survey administrator.
Planon is compatible with any browser.
I'm using Chrome for this example.
Planon can be accessed from the space survey page
under the Division of Finance and Administration.
There's a login button on the right
or from the facilities management homepage,
where there's a link,
and there's also some other video tutorials available.
When you log in, it will be your UVM net ID and password,
and this will open the Planon homepage.
Your homepage will look different depending on your role.
As I said, this view is a typical view
a space survey administrator will see.
On the left-hand side, there's a search.
These are tasks, TSI, task-specific interfaces.
Work orders is here.
You can click on the down arrow.
Space audits is where you will access your space
and occupancy survey.
Any other supporting modules
that you have access to will show up here.
Alerts.
And then there's a space overview as well.
Space overview will have two views
into the property portfolio and the space inventory
that I'll cover in another video.
In the center of the screen, you'll see several gadgets,
and within the gadgets, individual widgets.
These all can be customized
by clicking on the gear icon
on the right side of the screen.
Gadgets can be added by clicking on the plus.
And they can be rearranged by clicking and dragging.
To close this, simply click the arrow.
You'll notice there's also a calendar.
This allows a user to look at data at any time
in the past or the present or the future.
It's by default set for the current data today,
but to see past data, simply click on inactive.
There's also an alarm,
a help that when clicked opens an online web help,
and then your user ID.
And you click on your user ID to log out of the system.
And you can also customize the view
of your screen with the theme.
And there's different themes.
There's a light theme, a dark theme,
and a high-contrast theme.
You can always click on the Planon icon
in the upper left corner to refresh the screen
and get back to your home screen.