Difference between revisions of "How do I add notes to a workshop job using Platinum Online?"
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* 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. | * 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 | + | * Find the {{Menu|Job Status}} section. |
− | * Type your text and select {{Button| | + | * 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.}} | |
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== Synchronising Platinum Online == | == Synchronising Platinum Online == | ||
Line 41: | Line 37: | ||
* [[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?]] | ||
+ | * [[How do I record a signature against a workshop job?]] | ||
{{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}} |
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?