Difference between revisions of "How do I record unit health checks?"
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== More Information == | == More Information == | ||
− | Regardless of the method used, results other than {{DataValue|Pass}} will create advisories against the vehicle. These can be [[How do I View Outstanding Advisory Work?|reported]] on and reminders sent using the [[ | + | Regardless of the method used, results other than {{DataValue|Pass}} will create advisories against the vehicle. 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 | + | * [[Creating workshop jobs|Edit]] the jobcard for the vehicle 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 | + | {{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 jobcard. | Having completed the health check, reload the jobcard. | ||
Line 43: | Line 43: | ||
== See also == | == See also == | ||
* [[How do I connect to my Platinum Online?]] | * [[How do I connect to my Platinum Online?]] | ||
− | * [[How does Platinum find the right | + | * [[How does Platinum find the right unit check sheet?]] |
− | * [[How do I add a | + | * [[How do I add a unit check sheet?]] |
* [[How do I Add Advisories to a Workshop Job?]] | * [[How do I Add Advisories to a Workshop Job?]] | ||
{{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_PlatinumMobile}}{{KB_WS}}{{ZN_WorkshopManager}} | {{KB_PlatinumMobile}}{{KB_WS}}{{ZN_WorkshopManager}} |
Revision as of 10:06, 4 January 2019
Contents
Summary
Vehicle 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 vehicle. 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 jobcard.
- Go the "Vehicle" field and press <Shift+F10> to edit the vehicle.
- 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 Vehicle Check Sheets".
- Select the "Check sheet type" (if in doubt choose 'General').
- Find the vehicle you wish to add a check sheet to e.g. enter the "Reg Number", "Stock Number" or "Model".
- Select the vehicle 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 vehicle record via an existing jobcard or via " Unit Sales Add or Edit Vehicles".
- Select the [Check sheets] tab.
- Select the Check Sheet to print and press <F7>.
See also
- How do I connect to my Platinum Online?
- 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?