How do I record labour in the workshop using Platinum Online?

Summary

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

More information

Select the Platinum Mobile Icon from your Home screen.
Enter your 'Online ID' and 'Password' - these are the same details as your Platinum Online log in details.

To check/set up your Platinum Online log in details, click here.

Recording Labour

Select "Workshop" then "Activity Manager"

Logging on to a Job

All Jobs scheduled for today for your user will be listed on screen.
Select the Job to which you wish to book labour.
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.

Platinum Mobile 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

Platinum Mobile can also be used to record downtime and time spent on other activities e.g. Lunch Breaks, Vehicle Collection & Deliveries and Workshop Cleaning etc.

Select "Workshop" then "Activity Manager"

Press [Activities] which can be found at the top of your screen.
Press 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 Mobile

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

Go to the [Activity Manager] screen.
Swipe down the screen. You should see a message saying 'Updating'.

Log Out

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

Select the 3 bars () to the left of [Activity Manager].
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?

You will only see jobcards which have been scheduled for your Technician Code and the scheduled time must be on 'today's' date.

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

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

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