How do I add notes to a workshop job using Platinum Online?
From Catalyst
Contents
Summary
This article explains how to add notes to a Workshop Job using Platinum Mobile.
Please note you may also add notes via " Activity Manager" through Platinum Online. This requires a constant internet connection.
More information
- Select the Platinum Mobile Icon from your Home screen.
- Enter your 'Online ID' and 'Password' - these are the same details as your Platinum Online log in details.
 | To check/set up your Platinum Online log in details, click here |
- All Jobs your system is configured to display will be listed on screen.
- Select the Job you wish to add a note to.
- Select [Add Note].
- 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 Mobile
Platinum Mobile will use your internet connection periodically to update your Workshop system. To force the system to refresh and update:
- Go to the [Activity Manager] screen.
- Swipe down the screen. You should see a message saying 'Updating'.
Log Out
At the end of each day you should log out of Platinum Mobile.
- Select the 3 bars () to the left of [Activity Manager].
- Select [Logout].
See also
- Installing Platinum Mobile
- How do I connect to my Platinum Online?
- How do my Technicians Connect to Platinum Mobile?
- How do I Add Parts to a Workshop Job using Platinum Mobile?
- How do I Add Pictures to a Workshop Job using Platinum Mobile?
- How do I Record Labour in the Workshop using Platinum Mobile?
