Difference between revisions of "How do I migrate to interactive unit check sheets?"
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This article explains how to switch your system over to "Interactive" Check Sheets from the older "Static" style. | This article explains how to switch your system over to "Interactive" Check Sheets from the older "Static" style. | ||
== More Information == | == More Information == | ||
| − | Prior to December 2015, Platinum printed Vehicle Check Sheets in a fairly fixed format, with one format per Vehicle Type, which you then filled out by hand, and transferred any required action to the | + | Prior to December 2015, Platinum printed Vehicle Check Sheets in a fairly fixed format, with one format per Vehicle Type, which you then filled out by hand, and transferred any required action to the {{WS}} system manually. |
| − | Superseding this is a new system, accessible from Platinum Online or Desktop Platinum, which automatically creates Advisory records for you as necessary. The standard system comes with a Check Sheet format per Vehicle Type, but this is extensible to have different check sheets for each Vehicle Manufacturer, Model, or | + | Superseding this is a new system, accessible from Platinum Online or Desktop Platinum, which automatically creates Advisory records for you as necessary, and allows you to track the history of checks undergone by a vehicle. The standard system comes with a Check Sheet format per Vehicle Type, but this is extensible to have different check sheets for each Vehicle Manufacturer, Model, or {{WS}} Job Type, or combination thereof. |
If your system was issued prior to December 2015, the Check Sheets printed from {{Menu|Job Properties}} and {{Menu|Advisories}} will be of the older fixed type, but if you want you can switch to using the new system quite easily. | If your system was issued prior to December 2015, the Check Sheets printed from {{Menu|Job Properties}} and {{Menu|Advisories}} will be of the older fixed type, but if you want you can switch to using the new system quite easily. | ||
== Procedure == | == Procedure == | ||
| − | Proceed to {{Menu|Workshop Management|Maintenance Options|Parameters|General Job Parameters (2)}}, and change the value of {{DataPrompt|Static/Interactive Check Sheets}} to {{DataValue|I}}. | + | Proceed to {{Menu|Workshop Management|Maintenance Options|Parameters|General Job Parameters (2)}}, and change the value of {{DataPrompt|Static/Interactive Check Sheets}} to {{DataValue|I}} for "Interactive". |
| − | {{FAQ}}{{KB_WS}}{{KB_Tags| | + | This will switch the {{Button|Check Sheet}} button in {{Menu|Job Properties}} over to access the new Check Sheet style; and remove the {{Button|Check Sheet}} button in the {{Menu|Advisories}} window, as under the new regime Advisories are created by Check Sheets. |
| + | |||
| + | The new style Check Sheets are also accessible via {{Menu|Workshop Management|Check Sheet Review}} and in {{Menu|Vehicle Properties}} on the {{Tab|Check sheets}} tab. | ||
| + | |||
| + | {{FAQ}}{{KB_WS}}{{ZN_WorkshopManager}}{{KB_Tags|check sheets advisory advisories}} | ||
Revision as of 16:28, 10 December 2015
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This article or section is under review. Be aware: Content may change as the document is reviewed. |
Summary
This article explains how to switch your system over to "Interactive" Check Sheets from the older "Static" style.
More Information
Prior to December 2015, Platinum printed Vehicle Check Sheets in a fairly fixed format, with one format per Vehicle Type, which you then filled out by hand, and transferred any required action to the Workshop system manually.
Superseding this is a new system, accessible from Platinum Online or Desktop Platinum, which automatically creates Advisory records for you as necessary, and allows you to track the history of checks undergone by a vehicle. The standard system comes with a Check Sheet format per Vehicle Type, but this is extensible to have different check sheets for each Vehicle Manufacturer, Model, or Workshop Job Type, or combination thereof.
If your system was issued prior to December 2015, the Check Sheets printed from " Job Properties" and " Advisories" will be of the older fixed type, but if you want you can switch to using the new system quite easily.
Procedure
Proceed to " Workshop Management Maintenance Options Parameters General Job Parameters (2)", and change the value of "Static/Interactive Check Sheets" to 'I' for "Interactive".
This will switch the [Check Sheet] button in " Job Properties" over to access the new Check Sheet style; and remove the [Check Sheet] button in the " Advisories" window, as under the new regime Advisories are created by Check Sheets.
The new style Check Sheets are also accessible via " Workshop Management Check Sheet Review" and in " Vehicle Properties" on the [Check sheets] tab.
