Difference between revisions of "How do I add notes to a workshop job using Platinum Online?"

From Catalyst
Jump to: navigation, search
(Bulk update)
Line 17: Line 17:
 
{{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.}}
  
−
== Setting a Job Status ==
+
{{Information|text=Existing notes are displayed above the {{DataPrompt|Change status}} section. Any amendments to these notes must be made within your desktop version of Platinum.}}
−
The Status of a Job can be altered within the {{Menu|Job Status}} section.
 
  
−
* Click the relevant button e.g. {{Button|Problem}} or {{Button|Ready to invoice}}.
+
{{Tip|text=You may also set the Job Status at this point. See [[How do I set a workshop job status using Platinum Online?|this]] article for more information and to configure the available status codes.}}  
−
* The job will be updated with the status.
 
−
 
 
−
=== Customise Job Status Settings ===
 
−
You will need to customise the settings prior to using the job status buttons.
 
−
 
 
−
* Within desktop Platinum go to {{PlatinumSettings}} - select {{DataPrompt|Module}} - {{DataValue|Workshop}}.
 
−
* Search for {{DataValue|status}}.
 
−
* Edit {{DataPrompt|Remote job alert status}}
 
−
* Click {{KeyPress|C-F1}} to search for an appropriate status.
 
−
 
 
−
{{Note|text=If a status doesn't exist then you can click {{Button|Add}} to create a new status. Use a 3 character code and a suitable description. Set a {{DataPrompt|Background}} colour then click {{Button|Done}} and {{Button|Accept}}.}}
 
−
 
 
−
* Click {{Button|Done}}
 
−
* Edit {{DataPrompt|Ready to invoice status}}
 
−
* Click {{KeyPress|C-F1}} to search for an appropriate status.
 
−
* Click {{Button|Done}}.
 
−
* Save the settings by clicking {{Button|Done}} and {{Button|Accept}}.
 
−
 
 
−
You should log out of, and back into, Platinum Online to apply the changes.
 
  
 
== Synchronising Platinum Online ==
 
== Synchronising Platinum Online ==
Line 58: Line 38:
 
* [[How do I record labour in the workshop using Platinum Online?]]
 
* [[How do I record labour in the workshop using Platinum Online?]]
 
* [[How do I create a workshop job using Platinum Online?]]
 
* [[How do I create a workshop job using Platinum Online?]]
 +
* [[How do I set a workshop job status using Platinum Online?]]
  
 
{{KB_Tags|workshop jobcard, notes, description, online, app}}
 
{{KB_Tags|workshop jobcard, notes, description, online, app}}
 
{{FAQ}}{{How}}{{KB_PlatinumOnline}}{{KB_WS}}{{ZN_WorkshopManager}}
 
{{FAQ}}{{How}}{{KB_PlatinumOnline}}{{KB_WS}}{{ZN_WorkshopManager}}

Revision as of 07:15, 6 October 2022

 This article or section is out of date and scheduled for a review.
Be aware: Content may not match the current version of Platinum.

Summary

This article explains how to add notes to a Workshop Job using Platinum Online.

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 Status" section.
  • Type your text and select [Submit].
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.
Existing notes are displayed above the "Change status" section. Any amendments to these notes must be made within your desktop version of Platinum.
You may also set the Job Status at this point. See this article for more information and to configure the available status codes.

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


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
workshop jobcard, notes, description, online, app
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_add_notes_to_a_workshop_job_using_Platinum_Online%3F&oldid=43672"