Difference between revisions of "How do I print a satisfaction note for a workshop insurance job?"
From Catalyst
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| − | ==Summary== | + | == Summary == |
This article explains how to print a Job Satisfaction Note for an Insurance Job. | This article explains how to print a Job Satisfaction Note for an Insurance Job. | ||
| − | ==More Information== | + | == More Information == |
You will need to have processed your workshop job in the approved manner. See [[How do I Create an Insurance Workshop Job?|this]] article for more detailed help. | You will need to have processed your workshop job in the approved manner. See [[How do I Create an Insurance Workshop Job?|this]] article for more detailed help. | ||
| − | When the Vehicle is ready for the customer to collect, you will need to go | + | When the Vehicle is ready for the customer to collect, you will need to go |
{{Menu|{{WS}}|Job Reports|Workshop Report Generator}}. | {{Menu|{{WS}}|Job Reports|Workshop Report Generator}}. | ||
| − | *At the {{DataPrompt|Filter on:}}, enter {{DataValue|SAT}} and then press {{KeyPress| | + | *At the {{DataPrompt|Filter on:}}, enter {{DataValue|SAT}} and then press {{KeyPress|ENTER}} to Search. This will bring back a report called Satisfaction Note. |
*Click {{Button|Start}} to start the report. | *Click {{Button|Start}} to start the report. | ||
*Enter the job number. | *Enter the job number. | ||
| Line 24: | Line 24: | ||
* [[How do I add Labour to a Workshop Job?]] | * [[How do I add Labour to a Workshop Job?]] | ||
| − | {{KB_Tags| | + | {{KB_Tags|insurance, workshop, satisfaction, note, job}} |
| − | {{Hint}} {{KB_WS}}{{ZN_WorkshopManager}} | + | {{Hint}}{{KB_WS}}{{ZN_WorkshopManager}} |
Revision as of 12:15, 21 December 2018
Summary
This article explains how to print a Job Satisfaction Note for an Insurance Job.
More Information
You will need to have processed your workshop job in the approved manner. See this article for more detailed help.
When the Vehicle is ready for the customer to collect, you will need to go " Workshop Job Reports Workshop Report Generator".
- At the "Filter on:", enter 'SAT' and then press <Enter> to Search. This will bring back a report called Satisfaction Note.
- Click [Start] to start the report.
- Enter the job number.
- Click [Start] to run the report.
- This will print a Job Satisfaction Note with the 'Customer Name', 'Vehicle Registration Number', 'Vehicle Model' and 'Excess Amount' all filled in automatically.
- Press <Esc> to exit from here.
 | If you do not have this report in your system then Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page |
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See also
- How do I Create an Insurance Workshop Job?
- Creating Workshop Jobs
- How do I add more description to a Workshop Job?
- How do I add Parts to a Workshop Job?
- How do I add Labour to a Workshop Job?
