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

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==Summary==
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This article will explain how Platinum can print out a Job Satisfaction note for an Insurance Workshop Job.
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==More Information==
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You will need to have created your workshop Job in the approved manner. See [[How do I Create a Insurance Workshop Job?|How do I Create a Insurance Workshop Job?]]
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When the Vehicle is ready for the customer to collect you will need to go
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{{Menu|Workshop Management|Job Reports|Workshop Reports Generator}}.
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*At the {{DataPrompt|Filter on:}} enter {{DataValue|SAT}} and then {{KeyPress|F2}} to Search, this will bring back a report called Satisfaction Note.
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*Now {{KeyPress|F4}} to start the report, at the {{DataPrompt|Enter job number:}} enter your job number.
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*Now {{KeyPress|F2}} to start the report.
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*This will send a Job Satisfaction Note to your printer with the {{DataValue|Customers Name}} {{DataValue|Vehicle Registration Number}} {{DataValue|Vehicle Model}} {{DataValue|}} and {{DataValue|Excess Amount}} all filled in automatically.
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{{Information| If you do not have this report in your system then contact Hotline Support on '''01162301500''' or email [mailto:Support@catalyst-uk.com Support@catalyst-uk.com]}}
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{{Hint}}{{KB_Tags|Insurance, Workshop, Satisfaction, Job}}{{KB_WS}}{{ZN_WorkshopManager}}

Revision as of 15:23, 14 September 2010

Summary

This article will explain how Platinum can print out a Job Satisfaction note for an Insurance Workshop Job.

More Information

You will need to have created your workshop Job in the approved manner. See How do I Create a Insurance Workshop Job?


When the Vehicle is ready for the customer to collect you will need to go " Workshop Management Job Reports Workshop Reports Generator".


  • At the "Filter on:" enter 'SAT' and then <F2> to Search, this will bring back a report called Satisfaction Note.
  • Now <F4> to start the report, at the "Enter job number:" enter your job number.
  • Now <F2> to start the report.
  • This will send a Job Satisfaction Note to your printer with the 'Customers Name' 'Vehicle Registration Number' 'Vehicle Model' '' and 'Excess Amount' all filled in automatically.


If you do not have this report in your system then contact Hotline Support on 01162301500 or email Support@catalyst-uk.com


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Keywords AND Misspellings
Insurance, Workshop, Satisfaction, Job