Difference between revisions of "How do I create a workshop job using Platinum Online?"
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== Summary == | == Summary == | ||
This article explains how to create a new Workshop Job using {{PlatinumOnline}}. | This article explains how to create a new Workshop Job using {{PlatinumOnline}}. | ||
+ | |||
+ | Current versions of Platinum Online require an internet connection to use the option to add or copy a job. | ||
== More Information == | == More Information == | ||
− | * | + | This option allows you to create a new workshop job including selecting from your existing customer database and selecting an existing unit or creating a new unit. You may also copy an existing job |
− | * Enter your {{DataValue|Online ID}} and {{DataValue|Password}} | + | |
+ | {{Warning|text=Please note you cannot create a new customer record using this option.}} | ||
+ | |||
+ | * Log in to Platinum Online. | ||
+ | * Enter your {{DataValue|Online ID}} and {{DataValue|Password}} then click {{Button|Log in}}. | ||
{{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]]}} | ||
Line 11: | Line 16: | ||
* Go to {{Menu|{{WS}}|Technician Activity}}. | * 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. | * 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. | ||
− | * | + | |
− | * If | + | === Creating a New Job === |
− | ** | + | * Click the {{Button|+}} button beside the {{DataPrompt|Available Jobs}} heading. |
− | ** | + | * At {{DataPrompt|Description}} enter a brief description for the job e.g. Major Service. |
− | * | + | * At {{DataPrompt|Customer}} enter the customer name to auto search for their customer record. If the customer cannot be found you must leave this field empty. |
− | * | + | * At {{DataPrompt|Unit}}, if you have selected an existing customer, click the magnifying glass symbol to list and choose from their current units. |
− | + | ** If their unit is listed you can select it. | |
− | * | + | ** If their unit is not listed you are advised to search for it, using the Description, Reg or Chassis/VIN, in case it has been linked to a different customer on a previous occasion. |
− | + | ** If the unit does not exist click {{Button|Create new unit}} and enter the relevant details on screen. Click {{Button|Create Unit}}. | |
− | * | + | * Click {{Button|Create Job}} to add the job to your system. |
− | * | + | |
+ | === Copy an Existing Job === | ||
+ | * Find the job to copy and click the 3 dots {{Icon|ellipsis-v}} to the left of the existing job. | ||
+ | * Select the {{Menu|Create Job (Copy)}} option. | ||
+ | * At {{DataPrompt|Description}} enter a brief description for the job e.g. Major Service. | ||
+ | * At {{DataPrompt|Customer}} enter the customer name to auto search for their customer record. If the customer cannot be found you must leave this field empty. | ||
+ | * At {{DataPrompt|Unit}}, if you have selected an existing customer, click the magnifying glass symbol to list and choose from their current units. | ||
+ | ** If their unit is listed you can select it. | ||
+ | ** If their unit is not listed you are advised to search for it, using the Description, Reg or Chassis/VIN, in case it has been linked to a different customer on a previous occasion. | ||
+ | ** If the unit does not exist click {{Button|Create new unit}} and enter the relevant details on screen. Click {{Button|Create Unit}}. | ||
* Select the {{Button|Create Job}} button. | * Select the {{Button|Create Job}} button. | ||
* A new job will now be created and you can work on it as normal. | * A new job will now be created and you can work on it as normal. | ||
* If the job is for a customer or unit that is not currently known to the system then add brief details to the {{Menu|Job Notes}} section and select {{Button|Add Note}}. | * If the job is for a customer or unit that is not currently known to the system then add brief details to the {{Menu|Job Notes}} section and select {{Button|Add Note}}. | ||
− | {{ | + | {{Tip|text=Prior to invoicing; the job should be reviewed within desktop Platinum and the customer and unit details used to add or update your customer and unit records.}} |
== Synchronising Platinum Online == | == Synchronising Platinum Online == | ||
Line 44: | Line 58: | ||
* [[How do I add pictures 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 record labour in the workshop using Platinum Online?]] | ||
+ | * [[How do I add notes to 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, create, creating, add, adding, new, job, jobs, online, app}} | {{KB_Tags|workshop jobcard, create, creating, add, adding, new, job, jobs, 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
Contents
Summary
This article explains how to create a new Workshop Job using Platinum Online.
Current versions of Platinum Online require an internet connection to use the option to add or copy a job.
More Information
This option allows you to create a new workshop job including selecting from your existing customer database and selecting an existing unit or creating a new unit. You may also copy an existing job
Please note you cannot create a new customer record using this option. |
- Log in to Platinum Online.
- Enter your 'Online ID' and 'Password' then click [Log in].
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.
Creating a New Job
- Click the [+] button beside the "Available Jobs" heading.
- At "Description" enter a brief description for the job e.g. Major Service.
- At "Customer" enter the customer name to auto search for their customer record. If the customer cannot be found you must leave this field empty.
- At "Unit", if you have selected an existing customer, click the magnifying glass symbol to list and choose from their current units.
- If their unit is listed you can select it.
- If their unit is not listed you are advised to search for it, using the Description, Reg or Chassis/VIN, in case it has been linked to a different customer on a previous occasion.
- If the unit does not exist click [Create new unit] and enter the relevant details on screen. Click [Create Unit].
- Click [Create Job] to add the job to your system.
Copy an Existing Job
- Find the job to copy and click the 3 dots to the left of the existing job.
- Select the " Create Job (Copy)" option.
- At "Description" enter a brief description for the job e.g. Major Service.
- At "Customer" enter the customer name to auto search for their customer record. If the customer cannot be found you must leave this field empty.
- At "Unit", if you have selected an existing customer, click the magnifying glass symbol to list and choose from their current units.
- If their unit is listed you can select it.
- If their unit is not listed you are advised to search for it, using the Description, Reg or Chassis/VIN, in case it has been linked to a different customer on a previous occasion.
- If the unit does not exist click [Create new unit] and enter the relevant details on screen. Click [Create Unit].
- Select the [Create Job] button.
- A new job will now be created and you can work on it as normal.
- If the job is for a customer or unit that is not currently known to the system then add brief details to the " Job Notes" section and select [Add Note].
Prior to invoicing; the job should be reviewed within desktop Platinum and the customer and unit details used to add or update your customer and unit records. |
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 add notes to 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?