Difference between revisions of "How do I record unit health checks?"
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== Summary == | == Summary == | ||
| − | + | Unit Check Sheets can be recorded manually or using [[How do I connect to my Platinum Online?|Platinum Online]]. | |
== More Information == | == More Information == | ||
| − | Regardless of the method used, results other than {{DataValue|Pass}} will create advisories against the | + | Regardless of the method used, results other than {{DataValue|Pass}} will create advisories against the unit. These can be [[How do I View Outstanding Advisory Work?|reported]] on and reminders sent using the [[Getting started - Retention Centre#Workshop Advisories|retention]] centre. |
=== Manual Entry === | === Manual Entry === | ||
Go to {{Menu|{{WS}}|Workshop Diary}} | Go to {{Menu|{{WS}}|Workshop Diary}} | ||
| − | * [[Creating workshop jobs|Edit]] the | + | * [[Creating workshop jobs|Edit]] the job for the unit or [[Creating workshop jobs#To Create The Job|create]] a new job. |
* Click {{Button|Check Sheet}} or press {{KeyPress|A-F3}}. | * Click {{Button|Check Sheet}} or press {{KeyPress|A-F3}}. | ||
{{Information|text=[[How does Platinum find the right unit check sheet?|This]] article explains which check sheet will be produced.}} | {{Information|text=[[How does Platinum find the right unit check sheet?|This]] article explains which check sheet will be produced.}} | ||
| − | Having completed the health check, reload the | + | Having completed the health check, reload the job. |
| − | * Go the {{DataPrompt| | + | * Go the {{DataPrompt|Unit}} field and press {{KeyPress|S-F10}} to edit the unit. |
* Select the {{Tab|Check sheets}} tab. | * Select the {{Tab|Check sheets}} tab. | ||
* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
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{{Tip|text=The option to add a check sheet will only appear if the user has full {{WS}} access or has {{DataValue|Check Sheet Review}} as an option on their [[Adding Items to Custom Menus|Workshop menu]].}} | {{Tip|text=The option to add a check sheet will only appear if the user has full {{WS}} access or has {{DataValue|Check Sheet Review}} as an option on their [[Adding Items to Custom Menus|Workshop menu]].}} | ||
| − | * Select {{Menu|{{WS}}| | + | * Select {{Menu|{{WS}}|Unit Check Sheets}}. |
* Select the {{DataPrompt|Check sheet type}} (if in doubt choose {{DataValue|General}}). | * Select the {{DataPrompt|Check sheet type}} (if in doubt choose {{DataValue|General}}). | ||
| − | * Find the | + | * Find the unit you wish to add a check sheet to e.g. enter the {{DataPrompt|Reg Number}}, {{DataPrompt|Stock Number}} or {{DataPrompt|Model}}. |
| − | * Select the | + | * Select the unit to load a blank check sheet. |
* Enter the {{DataPrompt|Mileage}} and any {{DataPrompt|Comments}}. | * Enter the {{DataPrompt|Mileage}} and any {{DataPrompt|Comments}}. | ||
* Against each {{DataPrompt|Question}}, select the result for the check and enter any specific {{DataPrompt|Comments}}. | * Against each {{DataPrompt|Question}}, select the result for the check and enter any specific {{DataPrompt|Comments}}. | ||
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== Printing Completed Check Sheets == | == Printing Completed Check Sheets == | ||
| − | Access the | + | Access the unit record via an existing job or via {{Menu|{{VS}}|Add or Edit Units}}. |
* Select the {{Tab|Check sheets}} tab. | * Select the {{Tab|Check sheets}} tab. | ||
* Select the Check Sheet to print and press {{KeyPress|F7}}. | * Select the Check Sheet to print and press {{KeyPress|F7}}. | ||
== See also == | == See also == | ||
| − | |||
* [[How does Platinum find the right unit check sheet?]] | * [[How does Platinum find the right unit check sheet?]] | ||
* [[How do I add a unit check sheet?]] | * [[How do I add a unit check sheet?]] | ||
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{{KB_Tags|advisory, advisories, vhc, adv. advise heath, check, sheets, survey, vehicle, health check sheet, vehicle health check sheet, report, print, printer, retention, warning, remedial, fix, mot, m.o.t., service}} | {{KB_Tags|advisory, advisories, vhc, adv. advise heath, check, sheets, survey, vehicle, health check sheet, vehicle health check sheet, report, print, printer, retention, warning, remedial, fix, mot, m.o.t., service}} | ||
| − | {{ | + | {{KB_PlatinumOnline}}{{KB_WS}}{{ZN_WorkshopManager}} |
Revision as of 17:41, 4 January 2019
Contents
Summary
Unit Check Sheets can be recorded manually or using Platinum Online.
More Information
Regardless of the method used, results other than 'Pass' will create advisories against the unit. These can be reported on and reminders sent using the retention centre.
Manual Entry
Go to " Workshop Workshop Diary"
 | This article explains which check sheet will be produced. |
Having completed the health check, reload the job.
- Go the "Unit" field and press <Shift+F10> to edit the unit.
- Select the [Check sheets] tab.
- Click [Add].
If necessary select the correct "Job Type" else leave it set to 'GEN'.
- Click [Search].
- Enter the "Mileage" and any "Comments".
- Against each "Question", select the result for the check and enter any specific "Notes".
- Click [Done] and [Accept] to save the check sheet.
Online Entry
Connect to Platinum Online.
 | The option to add a check sheet will only appear if the user has full Workshop access or has 'Check Sheet Review' as an option on their Workshop menu. |
- Select " Workshop Unit Check Sheets".
- Select the "Check sheet type" (if in doubt choose 'General').
- Find the unit you wish to add a check sheet to e.g. enter the "Reg Number", "Stock Number" or "Model".
- Select the unit to load a blank check sheet.
- Enter the "Mileage" and any "Comments".
- Against each "Question", select the result for the check and enter any specific "Comments".
- Click [Submit].
Printing Completed Check Sheets
Access the unit record via an existing job or via " Unit Sales Add or Edit Units".
- Select the [Check sheets] tab.
- Select the Check Sheet to print and press <F7>.
See also
- How does Platinum find the right unit check sheet?
- How do I add a unit check sheet?
- How do I Add Advisories to a Workshop Job?
