Difference between revisions of "How do I see what check sheets have been performed on a unit?"

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== Summary ==
 
== Summary ==
This article explains how to review Check Sheets which have been performed on a vehicle.
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This article explains how to review Check Sheets which have been performed on a unit.
  
 
== More Information ==
 
== 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.
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A unit 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 – Vehicle Properties ===
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=== Option One - Unit 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.
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In the {{Menu|{{VS}}}} module, {{Menu|Add or Edit Units}}, each unit has a {{Tab|Check sheets}} tab, listing all the check sheets undertaken on that particular unit.
 
The colour key indicates:
 
The colour key indicates:
 
* {{DataPrompt|Passed}}: Either no advisories were needed as a result of this check sheet, or any that were have been resolved.
 
* {{DataPrompt|Passed}}: Either no advisories were needed as a result of this check sheet, or any that were have been resolved.
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* {{DataPrompt|Part assigned}}: There are one or more outstanding advisories from this check sheet that have not been assigned to workshop jobs.
 
* {{DataPrompt|Part assigned}}: There are one or more outstanding advisories from this check sheet that have not been assigned to workshop jobs.
 
* {{DataPrompt|Unassigned}}: None of the advisories advising from this check sheet have yet been assigned to workshop jobs.
 
* {{DataPrompt|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 {{KeyPress|F8}} key.
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You can review a unit's Advisories using the {{KeyPress|F8}} key.
 
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 Check Sheet Review ===
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=== 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.
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In the {{WS}} module, the {{Menu|Check Sheet Review}} option allows you to specify an optional {{DataPrompt|Unit}} to view, with {{DataPrompt|From date}} and {{DataPrompt|to date}} range. Otherwise the interface is the same as via {{Menu|Unit Properties}} above.
  
 
== See also ==
 
== See also ==
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* [[How do I add a unit check sheet?]]
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* [[How do I record unit health checks?]]
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* [[How does Platinum find the right unit check sheet?]]
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* [[How do I migrate to interactive unit check sheets?]]
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* [[How do I add advisories to a workshop job?]]
  
{{FAQ}}{{KB_WS}}{{KB_Tags|check sheets advisory advisories}}
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{{KB_Tags|check sheets, advisory, advisories}}
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{{FAQ}}{{How}}{{KB_WS}}

Latest revision as of 10:51, 25 June 2020

Summary

This article explains how to review Check Sheets which have been performed on a unit.

More Information

A unit 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 - Unit Properties

In the " Unit Sales" module, " Add or Edit Units", each unit has a [Check sheets] tab, listing all the check sheets undertaken on that particular unit. 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 unit'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 "Unit" to view, with "From date" and "to date" range. Otherwise the interface is the same as via " Unit Properties" above.

See also


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Keywords AND Misspellings
check sheets, advisory, advisories