Difference between revisions of "How do I create a workshop job using Platinum Online?"

From Catalyst
Jump to: navigation, search
(→‎See also)
 
(2 intermediate revisions by the same user not shown)
Line 1: Line 1:
−
{{PreRelease}}
 
 
== 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 ==
−
* Select the Platinum Online Icon from your Home screen.
+
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}} log in details.
+
 
 +
{{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.
−
* Find the Job you wish to work on.
+
 
−
* If no suitable existing Job is present then you can create a new one in two ways:
+
=== Creating a New Job ===
−
** To create a new job with initially empty details:
+
* Click the {{Button|+}} button beside the {{DataPrompt|Available Jobs}} heading.
−
*** Select the {{Button|+}} "Create Job" button in the {{Menu|Available Jobs}} heading.
+
* At {{DataPrompt|Description}} enter a brief description for the job e.g. Major Service.
−
** To create a new job for the same customer and/or unit as an existing job:
+
* 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.
−
*** Select the 3 dots {{Icon|ellipsis-v}} to the left of the existing job.
+
* At {{DataPrompt|Unit}}, if you have selected an existing customer, click the magnifying glass symbol to list and choose from their current units.  
−
*** Select the {{Menu|Create Job (Copy)}} option.
+
** If their unit is listed you can select it.
−
* Enter the basic job details:
+
** 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.
−
** {{DataPrompt|Description}}: Enter a brief description of the job.
+
** If the unit does not exist click {{Button|Create new unit}} and enter the relevant details on screen. Click {{Button|Create Unit}}.
−
** {{DataPrompt|Customer}}: Enter or search for the customer for which the job is being worked on. If the customer cannot be found then leave this empty.
+
* Click {{Button|Create Job}} to add the job to your system.
−
** {{DataPrompt|Unit}}: If this is an existing customer click the {{KeyPress|+}} symbol to choose from one of theri units else search for the unit that is being worked on. If no unit applies or the unit cannot be found then leave this empty.
+
 
 +
=== 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 create a new customer and unit record.}}
+
{{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.}}
−
 
 
−
{{Information|text=Periodically your device will synchronise with your live Platinum system. At this point the job will be created in your Workshop system.}}
 
  
 
== Synchronising Platinum Online ==
 
== Synchronising Platinum Online ==
Line 48: Line 60:
 
* [[How do I add notes to a workshop job 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 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

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


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, create, creating, add, adding, new, job, jobs, online, app
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_create_a_workshop_job_using_Platinum_Online%3F&oldid=43692"