Difference between revisions of "How do I record secure notes on a workshop job?"
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== Summary == | == Summary == | ||
| − | + | This article explains how to enter secure notes onto a job using the Journals feature. | |
== More Information == | == More Information == | ||
| + | Journals allow you to record permanent, secure notes on a jobcard i.e. once written they cannot be edited or deleted. | ||
| + | |||
Go to {{Menu|{{WS}}|Workshop Diary}}. | Go to {{Menu|{{WS}}|Workshop Diary}}. | ||
| − | To add | + | To add a journal to an existing job, press {{KeyPress|C-F1}} to search for the job. |
| − | * Fill in the search criteria to find the relevant | + | * Fill in the search criteria to find the relevant job. |
| − | * Click on {{Button|Search}}. This will list | + | * Click on {{Button|Search}}. This will list jobs that match your search criteria. |
| − | * Select the relevant job and click {{Button|Edit}}. | + | * Select the relevant job and click {{Button|Edit}}. |
This will take you to the Workshop Job Properties. | This will take you to the Workshop Job Properties. | ||
| − | * At this screen, press {{KeyPress|A | + | * At this screen, press {{KeyPress|A-F8}} to display {{Tab|View Journal}}. |
* Click {{Button|Add}}. | * Click {{Button|Add}}. | ||
* Type your notes and click {{Button|Close}} when complete. | * Type your notes and click {{Button|Close}} when complete. | ||
* Click {{Button|Accept}} to save the notes. | * Click {{Button|Accept}} to save the notes. | ||
| − | * The system will automatically stamp the Date, Time and Employee Name above the note. | + | * The system will automatically stamp the Date, Time and Employee Name above the note. |
{{Warning|text=These notes cannot be deleted from this jobcard nor can they be edited.}} | {{Warning|text=These notes cannot be deleted from this jobcard nor can they be edited.}} | ||
| + | |||
| + | == See also == | ||
| + | * [[Creating workshop jobs]] | ||
| + | * [[How do I search for a workshop job?]] | ||
| + | * [[How do I add more description to a workshop job?]] | ||
| + | * [[How do I add parts to a workshop job?]] | ||
| + | * [[How do I add labour to a workshop job?]] | ||
| + | |||
| + | {{KB_Tags|workshop jobcard, description, create, jobs, creating, job, journal, notes, secure}} | ||
| + | {{How}}{{Hint}}{{KB_WS}}{{ZN_WorkshopManager}} | ||
Latest revision as of 05:34, 19 June 2019
Summary
This article explains how to enter secure notes onto a job using the Journals feature.
More Information
Journals allow you to record permanent, secure notes on a jobcard i.e. once written they cannot be edited or deleted.
Go to " Workshop Workshop Diary".
To add a journal to an existing job, press <Ctrl+F1> to search for the job.
- Fill in the search criteria to find the relevant job.
- Click on [Search]. This will list jobs that match your search criteria.
- Select the relevant job and click [Edit].
This will take you to the Workshop Job Properties.
- At this screen, press <Alt+F8> to display [View Journal].
- Click [Add].
- Type your notes and click [Close] when complete.
- Click [Accept] to save the notes.
- The system will automatically stamp the Date, Time and Employee Name above the note.
 | These notes cannot be deleted from this jobcard nor can they be edited. |
See also
- Creating workshop jobs
- How do I search for a workshop job?
- How do I add more description to a workshop job?
- How do I add parts to a workshop job?
- How do I add labour to a workshop job?
