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}}. |
| − | == More | + | == 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 | + | * Go to {{Menu|{{WS}}|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 Status}} section. |
| − | * Type your text | + | * Type your text and select {{Button|Submit}}. |
| − | {{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.}} |
| − | + | {{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.}} | |
| − | |||
| − | |||
| − | {{ | + | {{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.}} |
| − | == 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 my | + | * [[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 | + | * [[How do I add pictures to a workshop job using Platinum Online?]] |
| − | * [[How do I | + | * [[How do I record labour in the workshop using Platinum Online?]] |
| − | * [[ | + | * [[How do I create a workshop job using Platinum Online?]] |
| + | * [[How do I set a workshop job status using Platinum Online?]] | ||
| + | * [[How do I record a signature against a workshop job?]] | ||
| − | {{KB_Tags|workshop jobcard, notes, description, | + | {{KB_Tags|workshop jobcard, notes, description, online, app}} |
| − | {{FAQ}}{{ | + | {{FAQ}}{{How}}{{KB_PlatinumOnline}}{{KB_WS}}{{ZN_WorkshopManager}} |
| − | {{ | ||
| − | {{ZN_WorkshopManager}} | ||
Latest revision as of 07:50, 6 October 2022
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
- 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?
- How do I create a workshop job using Platinum Online?
- How do I set a workshop job status using Platinum Online?
- How do I record a signature against a workshop job?
