Difference between revisions of "How do I record labour in the workshop using Platinum Online?"

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== More Information ==
 
== More Information ==
−
* Select the {{PlatinumOnline}} icon from your Home screen.
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* Log in to Platinum Online.
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* Enter your {{DataValue|Online ID}} and {{DataValue|Password}} log in details.
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* Enter your {{DataValue|Online ID}} and {{DataValue|Password}} then click {{Button|Log in}}.
  
−
{{Note|text=To check/set up your {{PlatinumOnline}} log in details, click [[How do I connect to my Platinum Online?|here]].}}
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{{Note|text=To check/set up your Platinum Online log in details, click [[How do I connect to my Platinum Online?|here]]}}
  
 
== Recording Labour ==
 
== Recording Labour ==
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If the correct Technician Code and Date have been scheduled on the jobcard but you still cannot see any jobs, check your Platinum Employee Code has been assigned to your Technician Code - see [[How do I connect to my Platinum Online?|this]] article.
 
If the correct Technician Code and Date have been scheduled on the jobcard but you still cannot see any jobs, check your Platinum Employee Code has been assigned to your Technician Code - see [[How do I connect to my Platinum Online?|this]] article.
 +
 +
A job status may prevent a job being visible in Platinum Online. See [[How do I prevent specific jobs appearing in Platinum Online?]].
  
 
=== Can I show jobs scheduled to other technicians? ===
 
=== Can I show jobs scheduled to other technicians? ===
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=== Why have I not got {{DataPrompt|Workshop}} as an option when I log in to Platinum Online? ===
 
=== Why have I not got {{DataPrompt|Workshop}} as an option when I log in to Platinum Online? ===
 
Your Platinum user must have access to the Workshop Menu to be able to access the Workshop option in {{PlatinumOnline}} - see [[How do I connect to my Platinum Online?|this article]].
 
Your Platinum user must have access to the Workshop Menu to be able to access the Workshop option in {{PlatinumOnline}} - see [[How do I connect to my Platinum Online?|this article]].
 +
 +
=== What order are jobs listed in? ===
 +
Jobs are listed in the following order: jobs that are ready to invoice at the bottom (see [[How do I add notes to a workshop job using Platinum Online?#Setting a Job Status|how to set a job status]]), then labour allocation date (oldest first), then labour allocation start time (oldest first).
 +
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{{Tip|text=An easy way to find a specific job is to search for the registration number of the unit the job is for by clicking the magnifying glass in the top left of the list heading and entering a search term.}}.
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=== How can I prevent a specific status of jobs appearing in technician activity? ===
 +
Edit the status code itself and set the {{DataPrompt|Visible to technicians?}} flag to No.
  
 
== Settings ==
 
== Settings ==
 
Go to {{PlatinumSettings}}, type {{DataValue|labour online}} and press {{KeyPress|RET}}.
 
Go to {{PlatinumSettings}}, type {{DataValue|labour online}} and press {{KeyPress|RET}}.
  
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* {{DataPrompt|Show only jobs allocated to the technician}}:
+
* {{DataPrompt|Which jobs are shown to technicians?}}:
−
** Setting this to {{DataValue|Y}} will only show jobs scheduled to the logged in technician.
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** Setting this to {{DataValue|Technician}} will only show jobs scheduled to the logged in technician.
−
** Setting this to {{DataValue|N}} will show jobs scheduled to the logged in technician as well as jobs that aren't scheduled to a technician.
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** Setting this to {{DataValue|Technician or Anybody}} will show jobs scheduled to the logged in technician as well as jobs that are scheduled but not to any specific technician.
−
** Setting this to {{DataValue|A}} will show all jobs regardless of who they are scheduled for.
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** Setting this to {{DataValue|All Allocations}} will show all allocated jobs regardless of who they are scheduled for.
 +
** Setting this to {{DataValue|All Jobs}} will show all allocated jobs regardless of who they are scheduled for and all jobs that are unscheduled.
 
By default, jobs that are scheduled to you will be shown in green, jobs that aren't scheduled to anyone will be shown in amber, and jobs that are scheduled to someone else will be shown in red.
 
By default, jobs that are scheduled to you will be shown in green, jobs that aren't scheduled to anyone will be shown in amber, and jobs that are scheduled to someone else will be shown in red.
 
{{Information|text=To change these colours, go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Platinum Colours|Add or Edit Default Colours}} and search for {{DataValue|allocated}}.}}
 
{{Information|text=To change these colours, go to {{Menu|{{RP}}|Maintenance Options|System Administrator|Platinum Colours|Add or Edit Default Colours}} and search for {{DataValue|allocated}}.}}
 +
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* Setting {{DataPrompt|Only show jobs at the current depot}} to {{DataValue|Yes}} limits jobs to only include those that are located at the depot the technician is based at.
  
 
* {{DataPrompt|Show jobs scheduled x days before today}} allows you to set how many days old a job can be before it is not displayed. If you do not want to show any jobs scheduled in the past, enter zero.
 
* {{DataPrompt|Show jobs scheduled x days before today}} allows you to set how many days old a job can be before it is not displayed. If you do not want to show any jobs scheduled in the past, enter zero.
  
 
* {{DataPrompt|Show jobs scheduled x days after today}} allows you to set how many days in advance to show jobs. If you do not want to show any jobs scheduled in the future, enter zero.
 
* {{DataPrompt|Show jobs scheduled x days after today}} allows you to set how many days in advance to show jobs. If you do not want to show any jobs scheduled in the future, enter zero.
 +
 +
You can also prevent jobs with certain statuses from showing on the list of jobs:
 +
* Go to {{Menu|{{WS}}|Maintenance Options|Add or Edit Job Statuses}}.
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* Press {{Button|Search}}.
 +
* Find the status you would like to hide on the list, highlight it and press {{Button|Edit}}.
 +
* Move to the {{DataPrompt|Settings}} tab.
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* At {{DataPrompt|Visible to technicians:}}, choose {{DataValue|No}}.
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* Press {{Button|Done}} and {{Button|Accept}} the changes.
  
 
{{Information|text=If you amend these settings you will need to stop and restart the [[Web Daemon]] service before logging in to {{PlatinumOnline}}. {{SupportContact}} if you require assistance.}}
 
{{Information|text=If you amend these settings you will need to stop and restart the [[Web Daemon]] service before logging in to {{PlatinumOnline}}. {{SupportContact}} if you require assistance.}}
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* [[How do I connect to my Platinum Online?]]
 
* [[How do I connect to my Platinum Online?]]
 
* [[How do technicians connect to Platinum Online?]]
 
* [[How do technicians connect to Platinum Online?]]
 +
* [[How do I amend technician time records?]]
 
* [[How do I add pictures to a workshop job using Platinum Online?]]
 
* [[How do I add pictures to a workshop job using Platinum Online?]]
 
* [[How do I add notes to a workshop job using Platinum Online?]]
 
* [[How do I add notes to a workshop job using Platinum Online?]]
 
* [[How do I add parts to a workshop job using Platinum Online?]]
 
* [[How do I add parts to a workshop job using Platinum Online?]]
 +
* [[How do I set a workshop job status using Platinum Online?]]
 +
* [[How do I record unit health checks?]]
 
* [[How do I create a workshop job using Platinum Online?]]
 
* [[How do I create a workshop job using Platinum Online?]]
 
* [[How do I record employee time in Personnel Planning?]]
 
* [[How do I record employee time in Personnel Planning?]]
 
* [[How do I record employee time using Platinum Online?]]
 
* [[How do I record employee time using Platinum Online?]]
 
* [[How do I view technician activity?]]
 
* [[How do I view technician activity?]]
 +
* [[How do I record a signature against a workshop job?]]
  
 
{{KB_Tags|workshop jobcard, online, app, labour, activity, activities, downtime, break, lunch, record, time, book labour, log off, geolocation, location}}
 
{{KB_Tags|workshop jobcard, online, app, labour, activity, activities, downtime, break, lunch, record, time, book labour, log off, geolocation, location}}
 
{{FAQ}}{{How}}{{KB_PlatinumOnline}}{{KB_WS}}{{ZN_WorkshopManager}}
 
{{FAQ}}{{How}}{{KB_PlatinumOnline}}{{KB_WS}}{{ZN_WorkshopManager}}

Latest revision as of 07:50, 6 October 2022

Summary

This article explains how to book labour to a Workshop Job using Platinum Online.

More Information

  • Log in to Platinum Online.
  • Enter your 'Online ID' and 'Password' then click [Log in].
To check/set up your Platinum Online log in details, click here

Recording Labour

Select " Workshop Technician Activity".

Logging on to a Job

  • All Jobs your system is configured to display will be listed on screen.
  • Select the Job on which you are going to start working.
  • Select the appropriate activity from the list of "Job Activities".
Depending on how your system has been configured, you may be booking individual lines of labour per technician or be able to book time to a descriptive line.
  • This will start recording your time taken.

Logging off a Job

  • Press [Activities] which can be found at the top of your screen.
  • Press the appropriate "Activity" from the list.
Ideally you should select a new activity each time you complete a job to ensure your time is correctly recorded. This allows the Workshop Performance, Efficiency and Productivity to be calculated accurately.
[Finished Activity] will log you off the job you have been working on without moving on to a new activity, i.e. you will be shown as Unoccupied in the Real Time Labour recording screen and in Labour Activity reports.

Recording Downtime

The " Activity Manager" can also be used to record downtime and time spent on other activities e.g. Lunch Breaks, Unit Collection & Deliveries and Workshop Cleaning etc.

Select " Workshop Activity Manager".

  • Select [Activities].
  • Select the appropriate "Activity" from the list.
  • Repeat these steps to log off the chosen activity either by pressing [Finished Activity] or selecting a different activity.
See this article for how to create activity types and amend their screen colours.

Synchronising Platinum Online

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

  • Go to the [Technician Activity].
  • Select [Refresh].

Geolocation

The " Activity Manager" can also record the location of recorded labour. The first time the employee uses the option on their geolocation compatible device, they will be asked whether they consent to Platinum Online accessing their location data. If they do consent, the location of the start and finish of each activity will be recorded and will be viewable in the " Workshop Job Reports Job Reports Labour Activity Report".

Log Out

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

  • Select the 3 bars () to the left of [Technician Activity].
  • Select [Logout].

Common Queries

Why is my current activity highlighted in red?

When viewing a job which you are not working on, the "Current Activity" will display a warning triangle and be highlighted in red. This is to draw your attention to the fact that you are not working on the job you have chosen to view.

How can I view my other scheduled jobs?

When you are logging time against a specific jobcard, the default view in [Jobs] will show that jobcard only.

  • To view your other jobcards, press [Jobs] at the top of your screen.
  • Select the job to view.

You may book Parts, add Images and add Notes to any job listed.

If you choose to start recording time against a new Jobcard, you will be automatically logged off the current job.

Why can I not see one of my Jobcards?

By default you will only see jobcards which have been scheduled for your Technician Code and the scheduled time must be on 'today's' date. (This is configurable, see Settings).

If the correct Technician Code and Date have been scheduled on the jobcard but you still cannot see any jobs, check your Platinum Employee Code has been assigned to your Technician Code - see this article.

A job status may prevent a job being visible in Platinum Online. See How do I prevent specific jobs appearing in Platinum Online?.

Can I show jobs scheduled to other technicians?

By default you will only see jobs which have been scheduled for your Technician Code and the scheduled time must be on 'today's' date.

This is configurable and it is possible to show all jobs regardless of who they are scheduled to as well as the range of dates to show jobs on. See Settings for more information.

Why have I not got "Workshop" as an option when I log in to Platinum Online?

Your Platinum user must have access to the Workshop Menu to be able to access the Workshop option in Platinum Online - see this article.

What order are jobs listed in?

Jobs are listed in the following order: jobs that are ready to invoice at the bottom (see how to set a job status), then labour allocation date (oldest first), then labour allocation start time (oldest first).

An easy way to find a specific job is to search for the registration number of the unit the job is for by clicking the magnifying glass in the top left of the list heading and entering a search term.

.

How can I prevent a specific status of jobs appearing in technician activity?

Edit the status code itself and set the "Visible to technicians?" flag to No.

Settings

Go to " Reports & Settings Maintenance Options System Administrator Platinum Settings", type 'labour online' and press <Enter>.

  • "Which jobs are shown to technicians?":
    • Setting this to 'Technician' will only show jobs scheduled to the logged in technician.
    • Setting this to 'Technician or Anybody' will show jobs scheduled to the logged in technician as well as jobs that are scheduled but not to any specific technician.
    • Setting this to 'All Allocations' will show all allocated jobs regardless of who they are scheduled for.
    • Setting this to 'All Jobs' will show all allocated jobs regardless of who they are scheduled for and all jobs that are unscheduled.

By default, jobs that are scheduled to you will be shown in green, jobs that aren't scheduled to anyone will be shown in amber, and jobs that are scheduled to someone else will be shown in red.

To change these colours, go to " Reports & Settings Maintenance Options System Administrator Platinum Colours Add or Edit Default Colours" and search for 'allocated'.
  • Setting "Only show jobs at the current depot" to 'Yes' limits jobs to only include those that are located at the depot the technician is based at.
  • "Show jobs scheduled x days before today" allows you to set how many days old a job can be before it is not displayed. If you do not want to show any jobs scheduled in the past, enter zero.
  • "Show jobs scheduled x days after today" allows you to set how many days in advance to show jobs. If you do not want to show any jobs scheduled in the future, enter zero.

You can also prevent jobs with certain statuses from showing on the list of jobs:

  • Go to " Workshop Maintenance Options Add or Edit Job Statuses".
  • Press [Search].
  • Find the status you would like to hide on the list, highlight it and press [Edit].
  • Move to the "Settings" tab.
  • At "Visible to technicians:", choose 'No'.
  • Press [Done] and [Accept] the changes.
If you amend these settings you will need to stop and restart the Web Daemon service before logging in to Platinum Online. Contact your Platinum dealer or our support team on 0116 230 1500 or by using our website support contact page if you require assistance.

See also


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Keywords AND Misspellings
workshop jobcard, online, app, labour, activity, activities, downtime, break, lunch, record, time, book labour, log off, geolocation, location
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