How do I record unit health checks?

Summary

Vehicle Check Sheets can be recorded manually or using Platinum Online.

More Information

Regardless of the method used, results other than 'Pass' will create advisories against the vehicle. These can be reported on and reminders sent using the retention centre.

Manual Entry

Go to " Workshop Workshop Diary"

• Edit the jobcard for the vehicle or create a new job.
• Click [Check Sheet] or press <Alt+F3>.

This article explains which check sheet will be produced.

Having completed the health check, reload the jobcard.

• Go the "Vehicle" field and press <Shift+F10> to edit the vehicle.
• Select the [Check sheets] tab.
• Click [Add].

If necessary select the correct "Job Type" else leave it set to 'GEN'.

• Click [Search].
• Enter the "Mileage" and any "Comments".
• Against each "Question", select the result for the check and enter any specific "Notes".
• Click [Done] and [Accept] to save the check sheet.

Online Entry

Connect to Platinum Online.

The option to add a check sheet will only appear if the user has full Workshop access or has 'Check Sheet Review' as an option on their Workshop menu.

• Select " Workshop Vehicle Check Sheets".
• Select the "Check sheet type" (if in doubt choose 'General').
• Find the vehicle you wish to add a check sheet to e.g. enter the "Reg Number", "Stock Number" or "Model".
• Select the vehicle to load a blank check sheet.
• Enter the "Mileage" and any "Comments".
• Against each "Question", select the result for the check and enter any specific "Comments".
• Click [Submit].

Printing Completed Check Sheets

Access the vehicle record via an existing jobcard or via " Unit Sales Add or Edit Vehicles".

• Select the [Check sheets] tab.
• Select the Check Sheet to print and press <F7>.

See also

• How do I connect to my Platinum Online?
• How does Platinum find the right Vehicle Check Sheet to Use?
• How do I add a Vehicle Check Sheet from Platinum?
• How do I Add Advisories to a Workshop Job?

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