People Planner Guide

An portal to a number of different user features.

How Use People Planner

1. Your Internet Browser

One VERY IMPORTANT THING you need to know if that for this service you have to use the  INTERNET EXPLORER browser to connect. It is the only one that will ensure you can log in correctly.  If you are using an ipad or apple based product, you will not be able to access the login to the portal.

internet explorer

2. Now log in with the email and password sent to you.

When you log in with the ID code, the next log in page may open in a new browser window so be aware you might have a new page open in front of you.

initial Login
0SU Portal Login

3.Options

This takes you to a page with several options. You need to click on the Service Location User button.

A new page opens which gives a number of new options. 

SU Portal Button
3SU Portal

4. The summary has the main details of the client.

The Details is the button to click to change or add more contact details or notes.

Timesheets gives full details of time allocated to client each day.

Visit Monitoring shows who visited each day and how long was spent.

Real Time gives details of who is on their way or visiting clients in real time.

When in each section you can use the back button to go back to the Options page.

Easy when you know how!

Now complete the form below to receive your user and password for the People Planner Portal, and remember, you may have to wait for up to 7 days to receive an email with your log in details.

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4SU Portal Visit Monitoring
5SU Portal Visit Schedule