Difference between revisions of "How do I see what check sheets have been performed on a unit?"
m (Les Ward moved page How do I see what Check Sheets have been performed on a Vehicle? to How do I see what check sheets have been performed on a unit?: Lower case (except for Platinum menu options)) |
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== More Information == | == More Information == | ||
− | A vehicle might have Check Sheets performed on it many times over the course of its life, and | + | A vehicle might have Check Sheets performed on it many times over the course of its life, and you'll want to see the results. |
== Procedure == | == Procedure == | ||
− | === Option One | + | === Option One - Vehicle Properties === |
In the {{Menu|Vehicle Sales}} module, {{Menu|Add or Edit Vehicles}}, each vehicle has a {{Tab|Check sheets}} tab, listing all the check sheets undertaken on that particular vehicle. | In the {{Menu|Vehicle Sales}} module, {{Menu|Add or Edit Vehicles}}, each vehicle has a {{Tab|Check sheets}} tab, listing all the check sheets undertaken on that particular vehicle. | ||
The colour key indicates: | The colour key indicates: | ||
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You can view or modify the full results of a selected check sheet using the {{Button|Edit}} button ({{KeyPress|F5}}); or print the check sheet using the {{Button|Printer}} button ({{KeyPress|F7}}). | You can view or modify the full results of a selected check sheet using the {{Button|Edit}} button ({{KeyPress|F5}}); or print the check sheet using the {{Button|Printer}} button ({{KeyPress|F7}}). | ||
− | === Option Two | + | === Option Two - Check Sheet Review === |
In the {{WS}} module, the {{Menu|Check Sheet Review}} option allows you to specify an optional {{DataPrompt|Vehicle}} to view, with {{DataPrompt|From date}} and {{DataPrompt|to date}} range. Otherwise the interface is the same as via {{Menu|Vehicle Properties}} above. | In the {{WS}} module, the {{Menu|Check Sheet Review}} option allows you to specify an optional {{DataPrompt|Vehicle}} to view, with {{DataPrompt|From date}} and {{DataPrompt|to date}} range. Otherwise the interface is the same as via {{Menu|Vehicle Properties}} above. | ||
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* [[How do I migrate to Interactive Vehicle Check Sheets?]] | * [[How do I migrate to Interactive Vehicle Check Sheets?]] | ||
− | {{ | + | {{KB_Tags|check sheets, advisory, advisories}} |
+ | {{FAQ}}{{KB_WS}} |
Revision as of 06:33, 22 December 2018
Contents
Summary
This article explains how to review Check Sheets which have been performed on a vehicle.
More Information
A vehicle might have Check Sheets performed on it many times over the course of its life, and you'll want to see the results.
Procedure
Option One - Vehicle Properties
In the " Vehicle Sales" module, " Add or Edit Vehicles", each vehicle has a [Check sheets] tab, listing all the check sheets undertaken on that particular vehicle. The colour key indicates:
- "Passed": Either no advisories were needed as a result of this check sheet, or any that were have been resolved.
- "Assigned": All advisories arising from this check sheet are assigned to workshop jobs, but one or more are not yet resolved.
- "Part assigned": There are one or more outstanding advisories from this check sheet that have not been assigned to workshop jobs.
- "Unassigned": None of the advisories advising from this check sheet have yet been assigned to workshop jobs.
You can review a vehicle's Advisories using the <F8> key. You can view or modify the full results of a selected check sheet using the [Edit] button (<F5>); or print the check sheet using the [Printer] button (<F7>).
Option Two - Check Sheet Review
In the Workshop module, the " Check Sheet Review" option allows you to specify an optional "Vehicle" to view, with "From date" and "to date" range. Otherwise the interface is the same as via " Vehicle Properties" above.
See also
- How does Platinum find the right Vehicle Check Sheet to Use?
- How do I migrate to Interactive Vehicle Check Sheets?