Articles

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.

• Empty Pages
• Under Development

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).

• The article should sit in this section until it has been approved, it is then moved the 'Title Confirmed' section below, before allocation.

• '19/04/2016' - How do I Adjust an Opening Balance? - KK - I think this was how to correct an opening SL/PL balance by posting an adjustment
• '11/05/2016' - How do I Edit my Auto Enrolment Letters? - KK
• '19/04/2016' - How do I Allocate a Payment to a Credit Note? - KK - CWA OK- Can I call it How do I Post a Refund from a Supplier? instead?
• '07/07/2016' - How do I Print a Stock Price List? - KK

Title Confirmed

• '04/02/2015' - How do I Deal with an Early Return from Maternity\Paternity Leave? - RG - CWA OK

• '28/07/2015' - Nominal Integration KK - CWA OK
• '28/01/2016' - How do I Highlight Priority Customers? - KK - CWA OK - The report for this is not issued with systems.

• '10/05/2016' - How do I Record Secure Notes on a Jobcard? - KK - CWA OK

• '04/02/2015' - Using the Inter Company Transfer Option TL - CWA OK
• '22/10/2015' - How do I Update my Kramp Cost Prices? - TL - CWA OK
• '24/12/2015' - How do I Use Stock Applications? - TL - CWA OK

• '15/04/2016' - How do I Deal with Tips in Platinum? - RH - CWA OK (Include gratuities in the keywords)

• '02/11/2015' - How do I add a Vehicle Check Sheet from Platinum? - SJJ - LW OK
• '23/02/2016' - What do I do if I accidentally link HPI details to the wrong vehicle model? - SJJ - LW OK.
• '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.