Planners

Turn repeatable work into step-by-step plans that people complete, record and sign off, on a schedule or on demand.

Getting started

How planners work and which type to choose.

• How planners workReusable, step-by-step plans that people complete, record and sign off.Everyone
• Choose a planner typeTask, Inspection, Safety and Report planners, and when to use each.Administrators
• Planners glossaryPlain-language definitions for tasks, outcomes, open items, runs and more.Everyone

Build a planner

Set up tasks, requirements and supporting material in the Portal.

• Create a new plannerStart a planner, choose its type and open the builder.Administrators
• Add tasks to a plannerAdd tasks, set prerequisites, and attach forms, files, Log-Its and time categories.Administrators
• Control who can complete a taskLimit a task to specific people, groups, jobs or administrators.Administrators
• Build an inspection plannerAdd inspection items with pass/fail criteria, severity and documentation requirements.Administrators
• Add risks and controlsRate risks by severity, impact and likelihood, then define the controls that reduce them.Administrators
• Use AI assistance when buildingDraft tasks and inspection items, and analyze evidence, then review before use.Administrators

Assign and track

Schedule planners and follow progress.

• Assign a plannerSend a planner to people, and schedule it daily, weekly, monthly or open-ended.Administrators
• Individual vs. shared plannersShould each person complete their own copy, or should a crew work on one together?Everyone
• Track and review planner submissionsFollow progress, open each submission, review evidence and download a report.Administrators

Complete planners

For team members working through planners in the app.

• Find and start a plannerOpen your assigned planners and begin a new run.Team members
• Complete tasksFill out required forms, verify checks and mark tasks complete.Team members
• When a task can't be completedRecord why a task wasn't done, so the planner can still be submitted and followed up.Team members
• Add task photos and Log-ItsRecord evidence with a quick photo, or a Log-It for detailed work.Team members
• Track time on a taskTap in and out of a task's time category without leaving the planner.Team members
• Submit a plannerFinish the planner, review any open items and submit.Team members
• Work on a shared plannerHow crew planners work when several people complete tasks together.Team members
• Use planners without a connectionWhat you can do offline, and how your work syncs when you reconnect.Team members

Troubleshooting

Quick answers to common problems.

• Planners troubleshootingFixes for the most common planner problems.Everyone

How Planners connects to the rest of Ranes

• UsesCompany setupPlanners are assigned to people, groups and jobs. Assigning a group includes its subgroups. Assign a planner
• UsesFormsPlanner forms are attached to tasks and must be completed before the task. Add tasks to a planner
• UsesDocumentsProcedures, manuals and drawings are attached to tasks for reference. Connect documents to the work
• UsesTrainingRisks and controls can list the training people need for the work. Add risks and controls
• FeedsTime trackingPeople tap in from a task using its time category. Track time on a task
• FeedsLog-ItsTask Log-Its document the work and appear as evidence on the submission. Add task photos and Log-Its
• FeedsJobs and the workspacePlanner tasks and anytime planners appear on the Work board and in each job. Track work on the Work board
• FeedsReportsPlanner runs, outcomes and evidence feed reports and PDF summaries. Track and review planner submissions