Difference between revisions of "Articles"

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(Bulk update)
 
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* Save the page.
 
* Save the page.
 
* Click on the {{Red|Red}} link you have created to start creating your page.
 
* Click on the {{Red|Red}} link you have created to start creating your page.
−
* '''Follow''' the rules outlined in the [[http://thrash/mediawiki/index.php?title=Writing_Knowledge_Base_Articles guide]] for how to write your article.
+
* '''Follow''' the rules outlined in the [[https://wiki.office.catalyst-uk.com/kb/Writing_Knowledge_Base_Articles guide]] for how to write your article.
  
 
<big>'''Remember:'''</big> What you write here becomes '''live''' the moment you press {{Button|Save}}...
 
<big>'''Remember:'''</big> What you write here becomes '''live''' the moment you press {{Button|Save}}...
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== Knowledge Base ==
 
== Knowledge Base ==
 
Articles in {{Red|Red}} have yet to be written, articles in {{Blue|Blue}} have already been written and their entry here can be removed.
 
Articles in {{Red|Red}} have yet to be written, articles in {{Blue|Blue}} have already been written and their entry here can be removed.
 +
* [[Special:Wantedpages|Empty Pages]].
 +
* [[:Category:Under Development|Articles Under Development]].
 +
* [[:Category:Update|Out of Date Articles]].
  
−
== LEGEND ==
+
=== Title Suggestion ===
−
-#- = Added to KB Links
+
When an article name is entered here, you must tag the line with today's date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).
  
−
* [[Special:Wantedpages|Empty Pages]]
+
{{note|text=
 +
* Titles should be in <b>lower case</b> (except for the first letter, any Platinum options and any trade names).
 +
* The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.
 +
}}
  
−
=== Unassigned\On Hold ===
+
* {{DataValue|25/03/2022}} - [[How do I deal with manufacturing products?]] - KK
−
*[[How can I Hide Customers/Suppliers from the Account Search?]] - CWA Hold
+
* {{DataValue|19/05/2022}} - [[Setting a job status from Platinum Online]] - KK
−
*[[Why are Customers Missing when I Search for them?]] - CWA Hold
 
−
*[[Why are Suppliers Missing when I Search for them?]] - CWA Hold
 
  
−
=== For Proof Reading ===
+
==== Suggestions from Programming! ====
−
* [[How do I Log whether a Job was Delivered Satisfactorily?]] - TL - CWA OK #
 
−
* [[How do I Put an Employee on Hold?]] - TL - CWA OK
 
−
* [[How do I Add Post Delivery Problem Codes?]] - RG - CWA OK #
 
−
* [[How do I Create Post Delivery Problem Codes?]] - RG - CWA OK #
 
  
−
=== Title confirmed, Assigned & In Progress ===
+
=== Title Confirmed ===
−
===== CM =====
+
* {{DataValue|30/04/2019}} - [[How do I account for VAT on hire deposits?]] - KK - CWA OK
−
* [[How do I Deal with Fixed Asset Disposals?]] - CWA OK
+
* {{DataValue|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
−
* [[How do I Create a Dynamic SMS Message?]] - CM - CWA OK
+
* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
−
* [[How do I Create a Dynamic E-Mail?]] - CM - CWA OK
+
* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
−
* [[How do I Update the Mileage on a Vehicle from a Jobcard?]] - CM - CWA OK
+
* {{DataValue|09/04/2020}} - [[How do I transfer a stock quote to a sales order?]] - TL - CWA OK - CH to write
−
* [[How do I Add Dimensions to my Vehicles?]] - CM - CWA OK
+
* {{DataValue|21/04/2020}} - [[How do I check which units will upload to Catalyst Findit?]] - KK - CWA OK
−
* [[How do I Configure Service Defaults for a Vehicle Manufacturer?]] - CM - CWA OK
+
* {{DataValue|21/04/2020}} - [[How do I check which third party websites are allocated to my units?]] - KK - CWA OK
−
* [[How do I Configure Service Defaults for a Vehicle Model?]] - CM - CWA OK
+
* {{DataValue|13/05/2020}} - [[How do I record warranty details on a unit?]] - KK - RT to write
−
* [[Using the Kawasaki EPC with Platinum]] - CM - CWA OK
+
* {{DataValue|13/05/2020}} - [[How do I produce a statement when invoicing?]] - KK - LW OK
−
* [[How do I set or change my Platinum Online Password?]] - CM Not to be Reviewed until POnline ready for release
+
* {{DataValue|17/06/2020}} - [[How do I balance my unit stock value?]] - KK - CWA OK
−
* [[How do I connect to my Platinum Online?]] - CM
+
* {{DataValue|11/07/2020}} - [[Hitachi Funding feed integration]] - KK - CWA OK
−
----
+
* {{DataValue|10/12/2020}} - [[How do I deal with breaking down a unit for parts?]] - KK
 +
* {{DataValue|16/12/2020}} - [[How do I produce a list of items by commodity code?]] - KK (report needed)
 +
* {{DataValue|16/12/2020}} - [[How do I produce a list of units by commodity code?]] - KK (report needed)
 +
* {{DataValue|20/12/2020}} - [[How do I configure and use cost of sales for labour?]] - KK
 +
* {{DataValue|26/01/2021}} - [[How do I set a job status from within Platinum Online?]] - KK
 +
* {{DataValue|21/06/2021}} - [[How do I remove a unit interest?]] - KK
 +
* {{DataValue|21/06/2021}} - [[How do I resolve an SXBackup in progress message?]] - KK - RG to write
 +
* {{DataValue|24/06/2021}} - [[How do I back up Platinum to the cloud?]] - KK - CH to write
 +
* {{DataValue|09/07/2021}} - [[How do I raise an invoice under the reverse charge scheme?]] - KK
 +
* {{DataValue|11/08/2021}} - [[How do I record company vehicles in Platinum?]] - KK
 +
* {{DataValue|22/09/2021}} - [[How do I convert a stock unit to a hire unit?]] - KK
 +
* {{DataValue|12/01/2022}} - [[What Workshop reports are available?]] - KK
 +
* {{DataValue|01/06/2023}} - [[What Logistics reports are available?]] - KK
 +
* {{DataValue|01/06/2023}} - [[What Sales Prospecting reports are available?]] - KK
 +
* {{DataValue|12/06/2023}} - [[How do I install the HMRC Unit Sales reports?]] - PS
 +
* {{DataValue|07/08/2023}} - [[How do I install the Polaris Inventory Management Reports?]] - PS
 +
* {{DataValue|17/10/2023}} - [[How do I create a unit checksheet on Platinum Online]] - PS
 +
* {{DataValue|23/02/2024}} - [[How do I copy a Logistics job]] - PS
 +
* {{DataValue|28/02/2024}} - [[How do I change a Logistics job dates in bulk]] - PS
 +
* {{DataValue|28/02/2024}} - [[How do I setup Enhanced Check Sheets]] - PS
  
−
===== RG =====
+
=== On Hold ===
−
* [[How do I Add a Sub Contractor to a Logistics Job?]] - RG - CWA OK #
+
==== Waiting for Mantis ====
−
* [[Creating a New Logistics Job Analysis Code]] - RG - CWA OK #
 
−
* [[How to See a Job Totals Summary without Invoicing]] - RG - CWA OK
 
−
* [[How do I Add Internal Notes to a Job?]] - RG (Notes tab) - CWA OK
 
−
* [[How do I Schedule a Technician for a Job?]] - RG (adding primary skill) - CWA OK
 
−
* [[Dealing with Backorders in Invoicing and Customer Orders]] - RG - CWA OK
 
−
* [[How do I Set Qualifying Days for Sick Pay?]] - RG - CWA OK #
 
−
* [[How do I Put an Employee on Emergency Tax?]] - RG - CWA OK  #
 
−
* [[How do I Change an Employee to be a Company Director?]] - RG - CWA OK #
 
−
* [[Where can I Log my Employees Passport Number?]] - RG - CWA OK. #
 
−
* [[How can I Warn about Parts Being Sold at a Loss?]] - RG (set min profit) - CWA OK
 
−
* [[Login Screen Links]] - RG (Explains links to news etc add to KB button on login) - CWA #  OK
 
−
* [[Why does the Format of my Vehicle Heath Check Change?]] - RG - CWA OK
 
−
* [[How do I Change the Title on my Advice Notes?]] - RG - CWA OK
 
−
* [[How do I Create a Contact Type?]] - RG - CWA OK (Personnel Planning Client Contact)
 
−
* [[How do I Create a Contact Reason Code?]] - RG - CWA OK (Personnel Planning Client Contact)
 
−
* [[How do I Allocate a Driver to his Vehicle?]] - RG - CWA OK
 
−
* [[How do I Display Drivers Mobile Numbers on the Planning Screen?]] - RG - CWA OK
 
−
* [[How do I Remove a Vehicle From my Current Vehicles List?]] - RG - CWA OK
 
−
----
 
−
 
 
−
===== RH =====
 
−
* [[How do I Create, Sell & Manage a Service Plan?]] - RH - CWA OK
 
−
* [[What does the Online Check Button Do?]] - RH - CWA OK
 
−
* [[How do I Add Multiple Part Exchange Vehicles?]] - RH - CWA OK #
 
−
* [[How do I Sell Multiple Vehicles on an Invoice?]] - RH - CWA OK #
 
−
* [[How do I Set a Delivery Schedule for Logistics Jobs?]] - RH - CWA OK #
 
−
* [[How do I Add Notes to a Logistics Job?]] - Rh - CWA OK #
 
−
----
 
−
 
 
−
===== SJ =====
 
−
----
 
−
 
 
−
===== TL =====
 
−
* [[How do I Write my Own Reorder Formula?]] - TL - CWA OK
 
−
* [[How can I Work out the Price excluding VAT?]] - TL - CWA OK
 
−
* [[How do I Search for a Logistics Job Status?]] - TL - CWA OK #
 
−
* [[How do I Add Post Delivery Notes?]] - TL - CWA OK #
 
−
* [[How Do I Allocate a Driver to his Vehicle?]] -  TL - CWA OK
 
−
* [[How Do I Make a Drivers Mobile Number Display on the Planning Screen?]] - TL - CWA OK
 
−
----
 
−
 
 
−
===== NS =====
 
−
*[[How do I Remove Old Backorder References?]] - NS - CWA OK
 
−
----
 
−
 
 
−
===== JKS JR =====
 
−
----
 
−
 
 
−
=== Assigned & Awaiting Title Confirmation ===
 
−
==== New Titles ====
 
−
 
 
−
 
 
−
----
 
−
===== CM =====
 
−
*[[How do I send an SMS to my Drivers?]]
 
−
-----
 
−
 
 
−
===== RG =====
 
−
* [[Why is Platinum asking me to Login When I Post a Transaction?]] - RG (Doc Sign in Popup)
 
−
* [[How do I Deal with an Early Return from Maternity\Paternity Leave?]] - RG - CWA OK
 
−
* [[How to I Set the Auto Log Off Time]] - RG (realtime lab logging
 
−
----
 
−
 
 
−
===== RH =====
 
−
----
 
−
* [[How can I Upload Information Only to my Website?]] -RH - Awaiting Mantis Task#[http://mantis.catalyst/mantis/view.php?id=6024 6024].
 
−
 
 
−
===== TL =====
 
−
* [[How do I Copy a Rate Table?]] - TL
 
−
* [[How do I Create Attachments?]] - TL
 
−
 
 
−
----
 
−
 
 
−
===== NS =====
 
−
-----
 

Latest revision as of 13:55, 8 July 2024

Use this page to add articles.

  • Login to the Knowledge Base and press the [edit] button, add your page name to the list below (order does not matter) in between [[<your page name>]] below.
  • Save the page.
  • Click on the Red link you have created to start creating your page.
  • Follow the rules outlined in the [guide] for how to write your article.

Remember: What you write here becomes live the moment you press [Save]...

Knowledge Base

Articles in Red have yet to be written, articles in Blue have already been written and their entry here can be removed.

Title Suggestion

When an article name is entered here, you must tag the line with today's date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).

  • Titles should be in lower case (except for the first letter, any Platinum options and any trade names).
  • The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.

Suggestions from Programming!

Title Confirmed

On Hold

Waiting for Mantis

Retrieved from "https://www.catalyst-uk-support.com/kb/index.php?title=Articles&oldid=44283"