Findings in Microsoft Planner

Does your team plan its work in Microsoft Planner? Then a finding can get a task there. You keep the finding in Peilaro; the task is where your colleagues pick it up.

An owner or admin sets it up under Integrations, in the menu under your name. First connect Microsoft 365 there, with the Microsoft 365 card at the top. Then choose a plan and a bucket on the Microsoft Planner card, on the same page. Only plans the connected Microsoft account is a member of can be chosen. Also choose which findings get a task: non-conformities, incidents, improvements, or a combination. If the card asks you to connect Microsoft 365 again, the connection does not yet allow Planner: choose Connect again on the Microsoft 365 card.

A new finding of a chosen type soon gets a task in that bucket. The task has the finding's title, its deadline as the due date and a link back to Peilaro. When the owner's email address is known in your Microsoft 365, the task is assigned to them. The title goes to Microsoft 365, so keep it free of personal details. For an open finding without a task, use Send to Planner under Findings.

Completing the task in Planner closes the finding in Peilaro within an hour, on the day it was completed, with a closing note that says who completed it. When the finding concerns a clause, Peilaro records evidence on that clause. Closing a finding in Peilaro completes its task, and opening the finding again sets the task back to not started.

Deleting a finding in Peilaro leaves its task in Planner alone. A task deleted in Planner is forgotten: the finding stays open in Peilaro. Stop using Planner under Integrations; the tasks made stay in Planner, and nothing is kept in step any more.