Difference between revisions of "How do I add internal notes to a workshop job?"

Revision as of 08:37, 21 August 2014

This article explains how to add notes that will not been seen by the customer to a job.

If you want to write some internal information against a job, use the following procedure:

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-{{Review}}
 == Summary ==
-This article explains how to add internal notes to a jobcard that you may not the want your customer to see.
+This article explains how to add notes that will not been seen by the customer to a job.
 == More Information ==
-There may be instances whereby you would want to write notes on a workshop job that would not be seen by the customer (i.e. printed anywhere on their jobcard\estimate\invoice) but are internal notes that the technician\workshop manager would need to know.
+If you want to write some internal information against a job, use the following procedure:
-{{Example|text=The customer may not want anyone to ride\drive their vehicle for some reason.}}
 *Go to {{Menu|Systems|{{WS}} Management|Workshop Diary}}.
-*Select the job that you wish to add the notes to.
+*Select the job to which you want to add the notes.
 *Click on the {{Tab|Notes}} tab and enter the text you wish to add.
-*Finally press {{KeyPress|Esc}} and click {{Button|Accept}} to save the details.
+*Press {{KeyPress|Esc}} and click {{Button|Accept}} to save the details.
 == See also ==