- #Creation workshop add supports how to
- #Creation workshop add supports full
You may also specify a start time and deadline if you wish.
At " Schedule" enter the " date" and number of " hours" to allocate to that date. If the one you want does not exist, then you can create it from here, however you MUST assign that skill to a Technician, otherwise the Diary Screen will show an error on any day to which you assign that Skill Code. To allocate a " Skill" enter the " Code" or press to search for a skill code. Enter the Technician's Initials or press to search for a technician. Once you have a Workshop Job open, click the button, or you can press to amend the time allocation for the job. This may be necessary if you are using Platinum Online to record time spent on jobs. If you want to assign a particular Technician or Skill to a job, the following paragraph explains how this can be achieved. See the Platinum Dates article for tips on entering dates.Īdding a Technician or Skill to a Job/Spreading the Job Press and click to save changes to the job that you have just completed and return back to the Workshop Diary Screen. At " Hours:", enter an estimate of the time in hours it should take to complete this job.Įssentially this is all that is needed to be done to create a workshop job, unless you wish to allocate a particular Technician/Primary Skill to the job or spread the job over more than one day, in which case, refer to the section below. 
This date will get set to the start day if no date is entered. At " Due:", enter the date the Job is due for completion.This date will default either to the user date or if you entered here from Diary screen, to the date you have selected in the Diary. At " Started:", enter the date the Job is to be started.
At " Received:", enter the date the Job was taken on.This enables you to set the unit cost and retail price of labour for a specific type of job without setting up that rate for each of your labour codes. At " Rate:", you may have rates set up for internal work or warranty work for specific manufacturers.If you are a multi-site operation, this distinguishes your jobs from another site's jobs. The " Depot:" will default to the depot for your current site.On a retail job, there probably won't be anything to put here, but on a warranty job, the manufacturer's warranty reference is helpful to find the job later. At " Reference:", enter the job reference.This can be changed by typing in a different status code. The " Status:" will default to ' BI '(Booked In).If you do not have enough space, it is possible to add more description to a workshop job. This will appear on the printed job card.
#Creation workshop add supports full
Full Service, MOT, Change Brake Pads and so on. This will be the items that need doing on this unit, e.g.
At " Description:", type the description for this job. If you have a suitable Standard Job, load it now and then continue as below. Once on the correct date, click to create a new job.įor internal jobs, you should be given the stock number of the unit to work on, and should refuse to carry out any work without a stock number. To create a New Job on a Future date you can either:. To create a New Job on today's date, click. This will show the Diary for the current week and have today's date highlighted. The benefits of having full customer information for marketing are huge. It controls the workshop loading, time management, the parts and labour, produces an invoice and takes payment.Īll units that are booked into the workshop for retail work, warranty work, internal work, insurance work, goodwill and so forth should have a workshop job created.Ī job should be created when a booking is taken, so that an entry is made on the system while the customer is on the phone or on the premises so that as much information can be taken and stored immediately. The purpose of workshop job card is to store information about the customer, unit and work to be carried out. See also How do I create a workshop job using Platinum Online? More Information #Creation workshop add supports how to
This article explains how to create jobs in the Workshop system. 3.1.4.1 Adding a Technician or Skill to a Job/Spreading the Job.
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