Create a new planner

Start a planner, choose its type and open the builder.

For administratorsPortal3 min read

Before you start

• Administrator permission to create planner definitions.

1. Open Planners In the Ranes Portal, go to Planners.
2. Create it Select New Planner.
3. Choose a type Pick Task, Inspection, Safety or Report. See Choose a planner type.
4. Name it Use a name people will recognize in their list, such as Weekly generator test.
5. Build On the Build tab, add tasks and requirements. See Add tasks to a planner.
6. Save Save the planner. You can come back to it before assigning.

Screenshot coming soon

A planner with its Build, Assignments and Submissions tabs.

The planner tabs

Tab	What it's for
Build	Tasks, requirements, attachments and settings.
Assignments	Who does the planner and when. Report Planners call this Follow-Ups.
Submissions	Progress, outcomes, evidence and reports.

Tip

To make a variation of an existing planner, open it and copy it instead of starting from scratch. Copying also needs administrator permission.