Difference between revisions of "How do technicians connect to Platinum Online?"
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# In order to access Platinum Mobile, each technician must also have their own Platinum User created so that they can log in. This is so that they can easily see their own jobs and nobody else's. For each technician you want to access Platinum Mobile: | # In order to access Platinum Mobile, each technician must also have their own Platinum User created so that they can log in. This is so that they can easily see their own jobs and nobody else's. For each technician you want to access Platinum Mobile: | ||
| − | ## Create a new user as described in [[How do I set up a | + | ## Create a new user as described in [[How do I set up a new user?]]. |
| − | ## Each technician's Platinum user should be given access to the {{Menu|{{WS}}|Workshop Diary}} option and as little else as possible. See the linked articles from [[How do I set up a | + | ## Each technician's Platinum user should be given access to the {{Menu|{{WS}}|Workshop Diary}} option and as little else as possible. See the linked articles from [[How do I set up a new user?]] on how to do this. |
## Each technician's user should then be given a Platinum Online password which will also be used to log into Platinum Mobile as described in [[How do I set or change my Platinum Online Password?]]. | ## Each technician's user should then be given a Platinum Online password which will also be used to log into Platinum Mobile as described in [[How do I set or change my Platinum Online Password?]]. | ||
# Next, each new technician should be attached to their associated Workshop technician code so that they can be scheduled to jobs: | # Next, each new technician should be attached to their associated Workshop technician code so that they can be scheduled to jobs: | ||
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* [[How do I connect to my Platinum Online?]] | * [[How do I connect to my Platinum Online?]] | ||
* [[How do I set or change my Platinum Online Password?]] | * [[How do I set or change my Platinum Online Password?]] | ||
| − | * [[How do I set up a | + | * [[How do I set up a new user?]] |
* [[How do I create technicians?]] | * [[How do I create technicians?]] | ||
* [[How do I schedule a technician for a workshop job?]] | * [[How do I schedule a technician for a workshop job?]] | ||
Revision as of 06:29, 15 January 2019
Summary
This article explains what you need to do so that your technicians can connect to Platinum Mobile and use the " Activity Manager" option to record labour and add images, parts used and notes for parts required to jobs allocated to them, even without an internet connection.
Please note you may also access " Activity Manager" through Platinum Online. This requires a constant internet connection.
More Information
Before your technicians can access Platinum Mobile, you need to be able to access Platinum Mobile and Platinum Online yourself. First please see How do I connect to my Platinum Online? if your system is not already set up for Platinum Online, and then install Platinum Mobile by going to Installing Platinum Mobile.
- In order to access Platinum Mobile, each technician must also have their own Platinum User created so that they can log in. This is so that they can easily see their own jobs and nobody else's. For each technician you want to access Platinum Mobile:
- Create a new user as described in How do I set up a new user?.
- Each technician's Platinum user should be given access to the " Workshop Workshop Diary" option and as little else as possible. See the linked articles from How do I set up a new user? on how to do this.
- Each technician's user should then be given a Platinum Online password which will also be used to log into Platinum Mobile as described in How do I set or change my Platinum Online Password?.
- Next, each new technician should be attached to their associated Workshop technician code so that they can be scheduled to jobs:
- If you do not have any technicians set up, first add them by following the instructions in How do I create technicians?. Then
- Go to " Workshop Maintenance Options Technicians Labour Rates Add or Edit Labour Codes".
- Search for each technician that you want to access Platinum Mobile by typing their labour code or description in "Filter on" and clicking [Search] or pressing <F2>.
- Select the technician from the list and click [Edit] or press <F5>.
- Make sure that the "Labour Type" is set to 'Technician', and set the "User Code" to the Technician's Platinum user code, leaving all other fields as they are.
- Click [Done] or press <Esc> and click [Accept] to finish editing the technician and save your changes.
Once you have set up your technicians so that they can be scheduled to jobs, follow the instructions at How do I schedule a technician for a workshop job? to schedule a technician for a job.
Your technicians will now be able to log into Platinum Mobile using their Platinum Online online ID and password to view, record labour and add images, parts used and notes for parts required to jobs scheduled to them.
See also
- Installing Platinum Mobile
- How do I connect to my Platinum Online?
- How do I set or change my Platinum Online Password?
- How do I set up a new user?
- How do I create technicians?
- How do I schedule a technician for a workshop job?
- How do I add parts to a workshop job using Platinum Mobile?
- How do I add pictures to a workshop job using Platinum Mobile?
