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Everyday

Where's the team

When someone rings asking when the installers will get there, or a job comes up near a site, you can see where everyone is. Each person chooses to share their location from the Plana app on their phone. It's sent while they work: in your work hours, on a job site until they leave it, and on the day of a job of theirs outside the work days (all the time, if they choose that themselves). The owners and admins see it, and Plana forgets it after 30 days.

Step by step

  1. 1

    Set your work hours

    Open Settings, then Team. Under Work hours, pick the days and the start and finish times, then Save. Until you change them they're Monday to Friday, 8am to 5pm. Outside them, a location is only kept while someone is still on a job site (until they leave), on the day of their job outside the work days, or when they've chosen to share all the time.

  2. 2

    Each person turns it on, on their phone

    On their phone they tap More, then Share my location, then Share my location, and allow Plana their location "Always" (on Android, "Allow all the time"). It's their choice: nobody can turn it on for them, and they can stop whenever they like.

  3. 3

    See where everyone is

    Click Staff in the sidebar. The map shows where each person sharing was last seen, and the table under it lists everyone: their role, whether they have the Plana app on their phone and when they last used it, whether they're sharing their location, and where they were last seen (at one of your venues, on the road, or elsewhere, and how long ago).

  4. 4

    Look at someone's day

    Click a name. Their day shows as a line on the map, and the venues they stopped at are listed with the times, like ICC Sydney, 9:10am to 11:40am. Pick another date to see an earlier day, up to 30 days back.

  5. 5

    Stopping, and forgetting

    Anyone can stop from their phone (More, then Share my location, then Stop sharing) or from Your profile on the website. Forget where I've been, in the same places, deletes everything Plana kept from their phone, after asking first.

Good to know

  • Only owners and admins see where people are. Customers never do.
  • On the phone, owners and admins find the same list under More, then Staff.
  • Ask Claude "where's Sam?" or "who's nearest the ICC?" and it answers from the same list.
  • A phone with no signal keeps what it saw and sends it when it's back.

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