Difference between revisions of "How do I create a workshop job using Platinum Online?"
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Dave Laundon (talk | contribs) (Created page with "{{PreRelease}} == Summary == This article explains how to create a new Workshop Job using {{PlatinumOnline}}. == More Information == * Select the Platinum Online Icon from yo...") |
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* 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. | * Find the Job you wish to work on. | ||
− | * If no suitable existing Job is present then you can | + | * If no suitable existing Job is present then you can create a new one in two ways: |
** To create a new job with initially empty details: | ** To create a new job with initially empty details: | ||
− | *** Select the {{Button|+}} " | + | *** Select the {{Button|+}} "Create Job" button in the {{Menu|Available Jobs}} heading. |
** To create a new job for the same customer and/or unit as an existing job: | ** To create a new job for the same customer and/or unit as an existing job: | ||
*** Select the 3 dots {{Icon|ellipsis-v}} to the left of the existing job. | *** Select the 3 dots {{Icon|ellipsis-v}} to the left of the existing job. | ||
− | *** Select the {{Menu| | + | *** Select the {{Menu|Create Job (Copy)}} option. |
* Enter the basic job details: | * Enter the basic job details: | ||
** {{DataPrompt|Description}}: Enter a brief description of the job. | ** {{DataPrompt|Description}}: Enter a brief description of the job. | ||
** {{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. | ** {{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. | ||
** {{DataPrompt|Unit}}: Enter or search for the unit that is being worked on. If no unit applies or the unit cannot be found then leave this empty. | ** {{DataPrompt|Unit}}: Enter or search for the unit that is being worked on. If no unit applies or the unit cannot be found then leave this empty. | ||
− | * Select the {{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}}. | ||
− | {{Information|text=Periodically your device will synchronise with your live Platinum system. At this point the job will be | + | {{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 == |
Revision as of 12:37, 19 November 2019
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
Summary
This article explains how to create a new 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.
- 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:
- To create a new job with initially empty details:
- Select the [+] "Create Job" button in the " Available Jobs" heading.
- To create a new job for the same customer and/or unit as an existing job:
- Select the 3 dots to the left of the existing job.
- Select the " Create Job (Copy)" option.
- To create a new job with initially empty details:
- Enter the basic job details:
- "Description": Enter a brief description of the job.
- "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.
- "Unit": Enter or search for the unit that is being worked on. If no unit applies or the unit cannot be found then leave this empty.
- 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].
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
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?