How do I add notes to a workshop job using Platinum Online?

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 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?

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