Difference between revisions of "How do I add notes to a workshop job using Platinum Online?"
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== Summary == | == Summary == | ||
− | This article explains how to add notes to a Workshop Job using | + | This article explains how to add notes to a Workshop Job using {{PlatinumOnline}}. |
Please note you may also add notes via {{Menu|Activity Manager}} through [[How do I connect to my Platinum Online?|Platinum Online]]. This requires a constant internet connection. | Please note you may also add notes via {{Menu|Activity Manager}} through [[How do I connect to my Platinum Online?|Platinum Online]]. This requires a constant internet connection. | ||
== More Information == | == More Information == | ||
− | * Select the Platinum | + | * Select the Platinum Online Icon from your Home screen. |
− | * Enter your {{DataValue|Online ID}} and {{DataValue|Password}} | + | * Enter your {{DataValue|Online ID}} and {{DataValue|Password}} log in details. |
{{Note|text=To check/set up your Platinum Online log in details, click [[How do I connect to my Platinum Online?|here]]}} | {{Note|text=To check/set up your Platinum Online log in details, click [[How do I connect to my Platinum Online?|here]]}} | ||
− | * All Jobs your system is [[How do I record labour in the workshop using Platinum | + | * Go to {{Menu|Workshop|Technician Activity}}. |
+ | * All Jobs your system is [[How do I record labour in the workshop using Platinum Online?#Settings|configured]] to display will be listed on screen. | ||
* Select the Job you wish to add a note to. | * Select the Job you wish to add a note to. | ||
− | * | + | * Find the {{Menu|Job Notes}} section. |
− | * Type your text | + | * Type your text and select {{Button|Add Note}}. |
{{Information|text=Periodically your device will synchronise with your live Platinum system. At this point the notes will be added to the Job into the {{Tab|Description}} tab.}} | {{Information|text=Periodically your device will synchronise with your live Platinum system. At this point the notes will be added to the Job into the {{Tab|Description}} tab.}} | ||
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{{Note|text=If a status doesn't exist then you can [[How do I add or edit a logistics job status?|create]] one.}} | {{Note|text=If a status doesn't exist then you can [[How do I add or edit a logistics job status?|create]] one.}} | ||
− | == Synchronising Platinum | + | == Synchronising Platinum Online == |
− | Platinum | + | Platinum Online will use your internet connection periodically to update your Workshop system. To force the system to refresh and update: |
− | * Go to the {{Tab|Activity | + | * Go to the {{Tab|Technician Activity}} screen. |
− | * | + | * Select {{Button|Refresh}}. |
== Log Out == | == Log Out == | ||
− | At the end of each day you should log out of | + | At the end of each day you should log out of {{PlatinumOnline}}. |
− | * Select the 3 bars ({{Icon|bars}}) to the left of {{Tab|Activity | + | * Select the 3 bars ({{Icon|bars}}) to the left of {{Tab|Technician Activity}}. |
* Select {{Button|Logout}}. | * Select {{Button|Logout}}. | ||
== See also == | == See also == | ||
* [[How do I connect to my Platinum Online?]] | * [[How do I connect to my Platinum Online?]] | ||
− | * [[How do technicians connect to Platinum | + | * [[How do technicians connect to Platinum Online?]] |
− | * [[How do I add parts to a workshop job using Platinum | + | * [[How do I add parts to a workshop job using Platinum Online?]] |
− | * [[How do I add pictures to a workshop job using Platinum | + | * [[How do I add pictures to a workshop job using Platinum Online?]] |
− | * [[How do I record labour in the workshop using Platinum | + | * [[How do I record labour in the workshop using Platinum Online?]] |
− | {{KB_Tags|workshop jobcard, notes, description, | + | {{KB_Tags|workshop jobcard, notes, description, online, app}} |
{{FAQ}}{{KB_PlatinumOnline}}{{KB_WS}}{{ZN_WorkshopManager}} | {{FAQ}}{{KB_PlatinumOnline}}{{KB_WS}}{{ZN_WorkshopManager}} |
Revision as of 14:34, 16 April 2019
Contents
Summary
This article explains how to add notes to a Workshop Job using Platinum Online.
Please note you may also add notes via " Activity Manager" through Platinum Online. This requires a constant internet connection.
More Information
- Select the Platinum Online Icon from your Home screen.
- Enter your 'Online ID' and 'Password' log in details.
To check/set up your Platinum Online log in details, click here |
- Go to " Workshop Technician Activity".
- All Jobs your system is configured to display will be listed on screen.
- Select the Job you wish to add a note to.
- Find the " Job Notes" section.
- 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.
Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings" and search for 'status remote'.
- 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 Online
Platinum Online will use your internet connection periodically to update your Workshop system. To force the system to refresh and update:
- Go to the [Technician Activity] screen.
- Select [Refresh].
Log Out
At the end of each day you should log out of Platinum Online.
- Select the 3 bars () to the left of [Technician Activity].
- Select [Logout].
See also
- How do I connect to my Platinum Online?
- How do technicians connect to Platinum Online?
- How do I add parts to a workshop job using Platinum Online?
- How do I add pictures to a workshop job using Platinum Online?
- How do I record labour in the workshop using Platinum Online?