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