Difference between revisions of "Articles"

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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]]
+
* [[Special:Wantedpages|Empty Pages]].
−
* [[:Category:Under Development|Under Development]]
+
* [[:Category:Under Development|Articles Under Development]].
 +
* [[:Category:Update|Out of Date Articles]].
  
 
=== Title Suggestion ===
 
=== Title Suggestion ===
−
When an article name is entered here, you must tag the line with todays date - this date must NOT be changed (this allows us to see how long an article has been waiting to be completed).
+
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).
 +
 
 +
{{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.
 
* The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.
 +
}}
  
−
* {{DataValue|09/09/2015}} - [[How do I Search for a Nominal Centre?]] - KK - CWA OK
+
* {{DataValue|25/03/2022}} - [[How do I deal with manufacturing products?]] - KK
−
* {{DataValue|21/09/2015}} - [[How does Platinum find the right Vehicle Check Sheet to Use?]] - SJJ
+
* {{DataValue|19/05/2022}} - [[Setting a job status from Platinum Online]] - KK
−
* {{DataValue|22/10/2015}} - [[How do I Update my Kramp Cost Prices?]] - TL - CWA OK
 
  
 
==== Suggestions from Programming! ====
 
==== Suggestions from Programming! ====
−
* {{DataValue|21/04/2015}} - [[How do I Record Labour in the Workshop using Platinum Mobile?]] - CWA OK could include:
 
−
** "How to record labour to a job"
 
−
** "How to record labour to job activities" (aka labour items. I couldn't find any existing documentation on this, so maybe it needs to go in a more general section?)
 
−
** "How to record downtime"
 
−
** "Why does 'Your current activity' change to red sometimes on the job details page?" - because you're viewing a job to which you are not currently recording time.
 
−
* {{DataValue|21/04/2015}} - [[How do I Change my Activity Colours in Platinum Mobile?]] - CWA OK
 
−
* {{DataValue|09/10/2015}} - [[How do I set up a Customer Loyalty Scheme?]] - J - LW OK
 
−
** Mention that the Loyalty Module is required.
 
−
** Currently only works with the Point Of Sale program.
 
−
** Explain how to fill in the System Parameters.
 
−
** Explain that the "cards" need to have consistent leading (up to 4) characters.
 
−
** Explain that Promotions can be created to allow customers to earn bonus points on certain items.
 
  
 
=== Title Confirmed ===
 
=== Title Confirmed ===
−
* {{DataValue|04/02/2015}} - [[How do I Deal with an Early Return from Maternity\Paternity Leave?]] - RG - CWA OK  
+
* {{DataValue|30/04/2019}} - [[How do I account for VAT on hire deposits?]] - KK - CWA OK
−
 
+
* {{DataValue|25/11/2019}} - [[How do I create a purchase order in a supplier currency?]] - KK - CWA OK
−
* {{DataValue|04/02/2015}} - [[Using the Inter Company Transfer Option]] TL - CWA OK
+
* {{DataValue|16/02/2020}} - [[How do I import a stock quote to a workshop job?]] - NT - CWA OK
−
 
+
* {{DataValue|30/03/2020}} - [[How do I credit a customer booking invoice?]] - KK - LW OK
−
* {{DataValue|04/02/2015}} - [[How do I Set Specific Printers for my Machine?]] - RG (Changing term spec alts) - CWA OK
+
* {{DataValue|09/04/2020}} - [[How do I transfer a stock quote to a sales order?]] - TL - CWA OK - CH to write
−
 
+
* {{DataValue|21/04/2020}} - [[How do I check which units will upload to Catalyst Findit?]] - KK - CWA OK
−
* {{DataValue|04/02/2015}} - [[How can I Check that my Retention Centre Isn't Sending too Many Messages to the Same Customer?]] - RG - CWA - Needs a shorter, snappier title
+
* {{DataValue|21/04/2020}} - [[How do I check which third party websites are allocated to my units?]] - KK - CWA OK
−
* {{DataValue|27/03/2015}} - [[How do I Deal with a Part Exchange that Arrives Early?]] - CWA OK
+
* {{DataValue|13/05/2020}} - [[How do I record warranty details on a unit?]] - KK - RT to write
−
* {{DataValue|21/05/2015}} [[Running a Harley Davidson Price File Update]] - RG - CWA OK (Don't forget to mention subscriptions)
+
* {{DataValue|13/05/2020}} - [[How do I produce a statement when invoicing?]] - KK - LW OK
−
* {{DataValue|03/06/2015}} [[How do I Book in a Courtesy Vehicle?]] - RG - CWA OK
+
* {{DataValue|17/06/2020}} - [[How do I balance my unit stock value?]] - KK - CWA OK
−
* {{DataValue|24/06/2015}} [[RTI End of Period Submissions]] - KK - CWA OK
+
* {{DataValue|11/07/2020}} - [[Hitachi Funding feed integration]] - KK - CWA OK
−
* {{DataValue|28/07/2015}} - [[Nominal Integration]] KK - CWA OK
+
* {{DataValue|10/12/2020}} - [[How do I deal with breaking down a unit for parts?]] - KK
−
* {{DataValue|23/09/2015}} - [[Platinum Experience Index]] - LW - LW OK
+
* {{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
  
 
=== On Hold ===
 
=== On Hold ===
 
==== Waiting for Mantis ====
 
==== Waiting for Mantis ====
−
* {{DataValue|#0006024}} - [[How can I Upload Information only to my Website?]] - CWA OK
 

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"