Planon is an Integrated Workplace Management System software solution that will replace the functionality and work order requests that are currently handled by FAMIS. Planon will be the new go-to application for all recharge service and maintenance requests. Planon will be available for use on Feburary 16, 2021.
For more information on how the change from our current work management system, FAMIS, to Planon will impact you please review our FAQ and user guides. If you have additional questions please let us know! There will be open lab sessions available in late February or you can contact your Customer Service Coordinator and set up a Zoom meeting for one on one assistance.
How will I enter a service request in Planon?
There will be a link to submit a request in the my.calpoly portal just like the current self service link, but with a slightly different name.
Will there be training available for Planon?
Yes, open labs will be offered in late February. Keep an eye on this webpage and the Cal Poly report for more details. Additionally user guides are available.
Is there special security access required to use Planon?
No, all staff and faculty will be able to access Planon via single click access in the my.calpoly portal.
Will I be able to see all the service requests for my department or only my own?
You will only be able to see your requests. However, Planon is very easy and intuitive to use so your colleagues should be able to navigate easily and you can always contact us for assistance.
Will there be a gap between when FAMIS service is ended and when Planon service becomes available?
Yes! FAMIS self service through the my.calpoly portal will end on February 1, 2021. Between Feburary 1 and February 16 when Planon goes live we ask that all non-critical requests be held and submitted on or after the 16th. Critical may be submitted by emailing firstname.lastname@example.org or by calling 805-756-5555.
How will I submit work requests the week of implementation when FAMIS is down and Planon is not yet live?
Urgent requests may be submitted by emailing email@example.com or by calling 805-756-5555. All non-urgent requests during that week are being asked to be held and submitted once Planon is live.
What will happen to the work orders submitted while both FAMIS and Planon are unavailable?
The FMD Help Center and Facilities Operations will be implementing a slightly modified version of our emergency work order process as part of our business continuity plan. Once Planon becomes available the Help Center staff will create the work orders in Planon and Facilities Operations will move the work orders to the appropriate status in Planon.
What will happen to my existing work requests from FAMIS?
All in progress, open, and submitted work requests (orders) will be migrated to Planon. No action is needed on your part. Only closed work orders will not be migrated to Planon.
Will the closed work orders be billed before FAMIS goes away?
Yes, a billing cycle will be run from FAMIS in early February.
Will we be able to access historical work request information?
The FMD Help Center will have access to read-only historical information if any research is needed. The historical information will not be accessible to the campus community. Contact your Customer Service Coordinator or the FMD Help Center for assistance.
Planon User Guides for Facilities Management and Development Customers
Creating Service Requests
Service Requests allow campus community members to easily to submit requests directly to Facilities Management & Development.
Adding Billing Allocations
Billing allocations are required for all charge-back requests (minor requests, minor requests w/estimates, and project requests).
My Service Requests
The My Service Requests self-service widget allows users to see the service requests that they have submitted or that have been submitted on their behalf.
Order Approval self service item allows the user to view a list of Orders that are awaiting their approval.