How do I create a workshop job using Platinum Online?

Summary

This article explains how to create a new Workshop Job using Platinum Online.

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.
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.

Platinum Online will use your internet connection periodically to update your Workshop system. To force the system to refresh and update:

At the end of each day you should log out of Platinum Online.