Difference between revisions of "How do I view outstanding advisory work?"

From Catalyst
Jump to: navigation, search
(Bulk update)
 
(18 intermediate revisions by 4 users not shown)
Line 1: Line 1:
==Summary==
+
== Summary ==
In the {{WS}} system you can record details of work against a vehicle that you believe should be carried out in the future. These are referred to as Advisories. This article explains how to report on the outstanding advisory work against all vehicles.  
+
This article explains how to report on the outstanding advisory work against all units.
  
==More Information==
+
== More Information ==
Go to {{Menu|{{WS}}|Job Reports|Advisory Work Reports|Outstanding Advisory Report}}.
+
In the {{WS}} system you can record details of work against a unit that you believe should be carried out in the future. These are referred to as Advisories.
*This will print out a report detailing all the advisories against individual vehicles along with the date by which each of these advisories should be completed.  
 
  
If you want to see a graphical breakdown of outstanding advisory work, go to {{Menu|{{WS}}|Job Reports|Advisory Work Reports|Outstanding Advisory Breakdown}}.
+
Go to {{Menu|{{WS}}|Job Reports|Advisory Work Reports}}
*This will give you a pie chart of the outstanding advisory items showing a percentage breakdown of each advisory type. To see the values for each segment of the chart, click the {{Button|+ Chart Data}} button.
 
  
==See also==
+
{{Warning|text=The report will automatically print. Press {{KeyPress|A-P}} if you wish to choose an alternative printer e.g. a PDF output.}}
* [[How do I Add Advisories to a Workshop Job?]]
 
* [[How do I use the Retention Centre?]]
 
* [[How do I Stop Workshop Advisory Work Report from Printing Automatically?|How do I Stop Advisory Work Report from Printing Automatically?]]
 
* [[How do I Create Problem Codes for Workshop Advisories?|How do I Create Problem Codes for Advisories?]]
 
* [[How do I Create Remedy Codes for Workshop Advisories?|
 
* [[How do I do Service and MOT reminders?]]
 
* [[How do I Configure the Retention Centre?]]
 
  
 +
* Select {{Menu|Outstanding Advisory Report}}.
 +
* The report details all advisories against individual units, along with the date by which each of these advisories should be completed.
  
{{KB_Tags|Workshop, advisory, advisories, outstanding}}
+
To view a graphical breakdown of outstanding advisory work, go to {{Menu|{{WS}}|Job Reports|Advisory Work Reports|Outstanding Advisory Breakdown}}.
{{KB_WS}}
+
 
 +
* This will display a pie chart of outstanding advisory items showing a percentage breakdown of each advisory type.
 +
* To see the values for each segment of the chart, click the {{Button|+ Chart Data}} button.
 +
 
 +
== See also ==
 +
* [[How do I add advisories to a workshop job?]]
 +
* [[How do I create problem codes for workshop advisories?]]
 +
* [[How do I create remedy codes for workshop advisories?]]
 +
* [[Getting started - Retention Centre]]
 +
 
 +
{{KB_Tags|workshop, advisory, advisories, outstanding, remedial work, advisory report}}
 +
{{How}}{{KB_WS}}

Latest revision as of 05:35, 19 June 2019

Summary

This article explains how to report on the outstanding advisory work against all units.

More Information

In the Workshop system you can record details of work against a unit that you believe should be carried out in the future. These are referred to as Advisories.

Go to " Workshop Job Reports Advisory Work Reports"

The report will automatically print. Press <Alt+P> if you wish to choose an alternative printer e.g. a PDF output.
  • Select " Outstanding Advisory Report".
  • The report details all advisories against individual units, along with the date by which each of these advisories should be completed.

To view a graphical breakdown of outstanding advisory work, go to " Workshop Job Reports Advisory Work Reports Outstanding Advisory Breakdown".

  • This will display a pie chart of outstanding advisory items showing a percentage breakdown of each advisory type.
  • To see the values for each segment of the chart, click the [+ Chart Data] button.

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
workshop, advisory, advisories, outstanding, remedial work, advisory report