Difference between revisions of "How do I print a satisfaction note for a workshop insurance job?"

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== More Information ==
 
== More Information ==
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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.
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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.
  
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When the Vehicle is ready for the customer to collect, you will need to go
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When the unit is ready for the customer to collect, you will need to go
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{{Menu|{{WS}}|Job Reports|Workshop Report Generator}}.
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{{Menu|{{WS}}|Workshop Diary}}
  
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*At the {{DataPrompt|Filter on:}}, enter {{DataValue|SAT}} and then press {{KeyPress|ENTER}} to Search. This will bring back a report called Satisfaction Note.
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* Locate the job and click {{Button|Edit}}.
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*Click {{Button|Start}} to start the report.
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* Go to the {{DataPrompt|Unit}} field and click {{Button|Reports}}.
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*Enter the job number.
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* Select {{DataValue|Satisfaction Note}}.
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*Click {{Button|Start}} to run the report.
 
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*This will print a Job Satisfaction Note with the {{DataValue|Customer Name}}, {{DataValue|Vehicle Registration Number}}, {{DataValue|Vehicle Model}} and {{DataValue|Excess Amount}} all filled in automatically.
 
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*Press {{KeyPress|ESC}} to exit from here.
 
  
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{{Information|text=If you do not have this report in your system then {{SupportContact}}}}.
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{{Tip|text=If you do not have this option follow the steps below}}
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* Having selected {{Button|Reports}} click {{Button|Global Reporting}}.
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* Click {{Button|Add}}.
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* Select {{WS}}.
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* At {{DataPrompt|Filter on}} enter {{DataValue|SAT}} and click {{Button|Search}}.
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* Select {{DataValue|SAT - Satisfaction Note}} and click {{Button|Choose}}.
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* Click {{Button|Close}}.
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* You may repeat the above steps to link the report to other fields e.g. to the {{DataPrompt|Claim No}} field on the third party tab.
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=== Printing for a specific Job ===
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As an alternative you may go to {{Menu|{{WS}}|Job Reports|Workshop Report Generator}}.
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* At {{DataPrompt|Filter on:}}, enter {{DataValue|~SA}} and press {{KeyPress|ENTER}} to Search.
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* Select {{DataValue|~SA}}- Satisfaction Note - Job and click {{Button|Start}}.
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* Enter the job number.
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* Click {{Button|Start}} to run the report.
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* This will print a Job Satisfaction Note with the {{DataValue|Customer Name}}, {{DataValue|Unit Registration Number}}, {{DataValue|Unit Model}} and {{DataValue|Excess Amount}} all filled in automatically.
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* Press {{KeyPress|ESC}} to exit from here.
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{{Information|text=If you do not have this report in your system please {{SupportContact}}}}.
  
 
== See also ==
 
== See also ==
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* [[How do I Create an Insurance Workshop Job?]]
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* [[How do I create an insurance workshop job?]]
 
* [[Creating workshop jobs]]
 
* [[Creating workshop jobs]]
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* [[How do I add more description to a workshop Job?]]
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* [[How do I add more description to a workshop job?]]
 
* [[How do I add parts to a workshop job?]]
 
* [[How do I add parts to a workshop job?]]
 
* [[How do I add labour to a workshop job?]]
 
* [[How do I add labour to a workshop job?]]
  
 
{{KB_Tags|insurance, workshop, satisfaction, note, job}}
 
{{KB_Tags|insurance, workshop, satisfaction, note, job}}
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{{Hint}}{{KB_WS}}{{ZN_WorkshopManager}}
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{{How}}{{Hint}}{{KB_WS}}{{ZN_WorkshopManager}}

Latest revision as of 05:29, 29 March 2022

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 unit is ready for the customer to collect, you will need to go " Workshop Workshop Diary"

  • Locate the job and click [Edit].
  • Go to the "Unit" field and click [Reports].
  • Select 'Satisfaction Note'.
If you do not have this option follow the steps below
  • Having selected [Reports] click [Global Reporting].
  • Click [Add].
  • Select Workshop.
  • At "Filter on" enter 'SAT' and click [Search].
  • Select 'SAT - Satisfaction Note' and click [Choose].
  • Click [Close].
  • You may repeat the above steps to link the report to other fields e.g. to the "Claim No" field on the third party tab.

Printing for a specific Job

As an alternative you may go to " Workshop Job Reports Workshop Report Generator".

  • At "Filter on:", enter '~SA' and press <Enter> to Search.
  • Select '~SA'- Satisfaction Note - Job and click [Start].
  • Enter the job number.
  • Click [Start] to run the report.
  • This will print a Job Satisfaction Note with the 'Customer Name', 'Unit Registration Number', 'Unit Model' and 'Excess Amount' all filled in automatically.
  • Press <Esc> to exit from here.
If you do not have this report in your system please Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page

.

See also


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Keywords AND Misspellings
insurance, workshop, satisfaction, note, job
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