Getting Started in Builder

OnPlan knowledge base

Login
Log in to your account If you have been set up by the system administrator, login to the OnPlan Builder software via https://builder.onplan.app/ using your...
Thu, 4 Jun, 2020 at 1:45 PM
Resetting your password
If you forget your password, click on the Forgot Password link to reset. The Forgot Password pop-up is displayed. Enter your email address and click SEN...
Thu, 30 Sep, 2021 at 8:50 AM
OnPlan Builder Home Page
The dashboard is the landing page following logging in, with the central navigation situated on the left side of the screen, as shown below.  SYMBOL DE...
Thu, 30 Sep, 2021 at 9:05 AM
Main Menu
The Builder menu is available after logging in and is the main navigation for the builder tool, located on the left side of the screen.  If the menu is not...
Wed, 13 Oct, 2021 at 3:45 PM
Using the Builder Screen Search
Builder has a number of ways to search for information. Most screens have a search and find feature at the top right hand corner of the screen. There are al...
Wed, 27 Jan, 2021 at 12:51 PM
Using Builder Main Search
The search is available on all Builder screens and will search for: Task Names Operations Step Instructions Assets On any screen, click The se...
Wed, 27 Jan, 2021 at 12:52 PM
View and Update your Profile
Every user in the software has their own profile which can be updated. The profile information includes: First and Last Name Email Address Mobile and Wo...
Thu, 14 Jan, 2021 at 1:30 PM
Navigating to Assets & WIN's
To find a list of Functional Locations or WIN’s and to output documents. In the Home menu, click Assets and then select the highlighted site to display the...
Thu, 30 Sep, 2021 at 8:38 AM
View my list of Messages / Alerts
Messages / Alerts are system generated when the user has been assigned as the task owner or reviewer. Alerts are generated for a comment has been created ...
Thu, 14 Jan, 2021 at 1:31 PM
Process Flow - OnPlan Builder Set Up
Before creating WIN Documents in Builder there are some basic data elements that need to be created including Manufacturer - A Manufacturer in Builder can...
Fri, 4 Jun, 2021 at 8:22 AM