Coronavirus Information from Administration & Finance

Planon

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.

Open Labs

New User Software Planon to be Launched in February

FMD will be hosting open lab sessions February 26, 2021 from 1:30-2:30 and on March 4, 2021 from 10:00-11:00 for the campus users to learn more about the use of the product. Please visit our website for more information https://afd.calpoly.edu/facilities/requests/planon.

Friday, February 26th Thursday, March 4th

1:30 - 2:30 p.m.

Zoom links: https://calpoly.zoom.us/j/3166865251

10:00 - 11:00 a.m.

Zoom links: https://calpoly.zoom.us/j/3166865251

FAQs

Planon User Guides for Facilities Management and Development Customers

These Planon User Guides are on the Cal Poly Wiki. You will need to be on the campus network or connected to the Campus VPN (Global Protect) to view them.

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 Approvals

Order Approval self service item allows the user to view a list of Orders that are awaiting their approval.

Questions?

Contact

Facilities Management and Development Help Center

Hours of Operation

Monday through Friday, 7:30 a.m. to 4:30 p.m.

Or contact your Customer Service Coordinator by phone, email, or Zoom chat!