How do I add notes to a workshop job using Platinum Online?
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Contents
Summary
This article explains how to add notes to a Workshop Job using Platinum Mobile.
More information
- Select the Platinum Mobile Icon from your Home screen.
- Enter your 'Online ID' and 'Password' - these are the same details as your Platinum Online log in details.
To check/set up your Platinum Online log in details, click here |
- All Jobs scheduled for today will be listed on screen.
- Select the Job you wish to add a note to.
- Select [Add Note].
- Type your text and select [Add Note].
Periodically your device will synchronise with your live Platinum system. At this point the notes will be added to the Job into the [Description] tab. |
Setting a Problem Status
The Status of a Job can alter when a technician adds a note. This is a parameter which can be set in " Workshop Maintenance Options Parameters Real Time Labour Entry".
- Enter a Status in "Status for Remote Job Alert" or press <Ctrl-F1> to search for it.
If a status doesn't exist then you can create one. |
Synchronising Platinum Mobile
Platinum Mobile will use your internet connection periodically to update your Workshop system. To force the system to refresh and update:
- Go to the [Activity Manager] screen.
- Swipe down the screen. You should see a message saying 'Updating'.
Log Out
At the end of each day you should log out of Platinum Mobile.
- Select the 3 bars () to the left of [Activity Manager].
- Select [Logout].
See also
- How do my Technicians Connect to Platinum Mobile?
- Installing Platinum Mobile
- Adding Pictures
- How do I Add Parts to a Workshop Job using Platinum Mobile?
- How do I Add Pictures to a Workshop Job using Platinum Mobile?
- Creating Workshop Jobs