Difference between revisions of "How do I record unit health checks?"

From Catalyst
Jump to: navigation, search
(Bulk update)
(→‎Check Sheet only)
 
(8 intermediate revisions by 3 users not shown)
Line 3: Line 3:
  
 
== More Information ==
 
== More Information ==
 +
{{Units}}
 
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.
 
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.
  
Line 28: Line 29:
 
{{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 options 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 options to custom menus|Workshop menu]].}}
  
−
* Select {{Menu|{{WS}}|Unit Check Sheets}}.
+
==== Linked to a specific job ====
−
* Select the {{DataPrompt|Check sheet type}} (if in doubt choose {{DataValue|General}}).
+
* Follow [[How do I record labour in the workshop using Platinum Online?]] to select the job to record time against.
−
* Find the unit you wish to add a check sheet to e.g. enter the {{DataPrompt|Reg Number}}, {{DataPrompt|Stock Number}} or {{DataPrompt|Model}}.
+
* Scroll down the screen to {{DataPrompt|Job unit checks}}.
−
* Select the unit to load a blank check sheet.
+
* Check sheets available to this job and unit will be listed - see [[How does Platinum find the right unit check sheet?]]
 +
* Select the sheet to complete.
 +
* Enter any {{DataPrompt|Comments}}.
 +
* Against each {{DataPrompt|Question}}, select the result for the check and enter any specific {{DataPrompt|Comments}}.
 +
* Click {{Button|Submit}}.
 +
* Complete the {{DataPrompt|Mileage}} field within the {{DataPrompt|Job unit checks}} section.
 +
 
 +
==== Check Sheet only ====
 +
* Select {{Menu|{{WS}}|Check Sheet Review}} or {{Menu|{{WS}}|Unit Check Sheets}}.
 +
* Click {{Button|Add}}
 +
* Find the unit you wish to add a check sheet to.
 +
* Select the {{DataPrompt|Check sheet type}} (if in doubt choose {{DataValue|GEN}} - General).
 
* 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}}.
Line 39: Line 51:
 
Access the unit record via an existing job or via {{Menu|{{VS}}|Add or Edit Units}}.
 
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}}.
 +
 +
Alternatively go to {{Menu|{{WS}}|Check Sheet Review}}
 +
* Specify the {{DataPrompt|Unit}}.
 +
* Enter a date range or leave blank to see all recorded sheets for the unit.
 +
* Click {{Button|Search}}.
 
* Select the Check Sheet to print and press {{KeyPress|F7}}.
 
* Select the Check Sheet to print and press {{KeyPress|F7}}.
  
Line 44: Line 62:
 
* [[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?]]
 +
* [[How do I see what check sheets have been performed on a unit?]]
 
* [[How do I add advisories to a workshop job?]]
 
* [[How do I add advisories to a workshop job?]]
 +
* [[How do I migrate to interactive unit check sheets?]]
  
−
{{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|unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, advisory, advisories, vhc, adv. advise heath, check, sheets, survey, health check sheet, unit health check sheet, report, print, printer, retention, warning, remedial, fix, mot, m.o.t., service}}
−
{{KB_PlatinumOnline}}{{KB_WS}}{{ZN_WorkshopManager}}
+
{{How}}{{KB_PlatinumOnline}}{{KB_WS}}{{ZN_WorkshopManager}}

Latest revision as of 18:02, 1 October 2020

Summary

Unit Check Sheets can be recorded manually or using Platinum Online.

More Information

Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment.

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"

  • Edit the job for the unit or create a new job.
  • Click [Check Sheet] or press <Alt+F3>.
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.

Linked to a specific job

Check Sheet only

  • Select " Workshop Check Sheet Review" or " Workshop Unit Check Sheets".
  • Click [Add]
  • Find the unit you wish to add a check sheet to.
  • Select the "Check sheet type" (if in doubt choose 'GEN' - General).
  • 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>.

Alternatively go to " Workshop Check Sheet Review"

  • Specify the "Unit".
  • Enter a date range or leave blank to see all recorded sheets for the unit.
  • Click [Search].
  • Select the Check Sheet to print and press <F7>.

See also


Feedback
Thank you for using our Knowledge Base, we value your feedback. Did you find this article useful? 'Yes' or 'No'
Keywords AND Misspellings
unit, vehicle, wholegood, caravan, agricultural machine, tractor, trailer, car, suv, motorcycle, motorbike, scooter, truck, van, lorry, motorhome, quad, atv, boat, tricycle, quadricycle, bicycle, bike, plant, advisory, advisories, vhc, adv. advise heath, check, sheets, survey, health check sheet, unit health check sheet, report, print, printer, retention, warning, remedial, fix, mot, m.o.t., service
Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=How_do_I_record_unit_health_checks%3F&oldid=42265"