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.

• '05/02/2016' - How do I Allocate an Invoice to a Purchase Order? - KK
• '08/02/2016' - Payroll Tax Code Changes 2016-2017 - RG
• '23/02/2016' - What do I do if I accidentally link HPI details to the wrong model? - SJJ.

Suggestions from Programming!

• '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.
• '21/04/2015' - How do I Change my Activity Colours in Platinum Mobile? - CWA OK

Title Confirmed

• '04/02/2016' - How do I Add or Edit Icons for Lists? - LW OK

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

• '04/02/2015' - Using the Inter Company Transfer Option TL - CWA OK

• '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
• '03/06/2015' - How do I Book in a Courtesy Vehicle? - RG - CWA OK
• '24/06/2015' - RTI End of Period Submissions - KK - CWA OK
• '28/07/2015' - Nominal Integration KK - CWA OK
• '23/09/2015' - Platinum Experience Index - LW - LW OK
• '09/09/2015' - How do I Search for a Nominal Centre? - KK - CWA OK
• '21/09/2015' - How does Platinum find the right Vehicle Check Sheet to Use? - SJJ - LW OK
• '22/10/2015' - How do I Update my Kramp Cost Prices? - TL - CWA OK
• '02/11/2015' - How do I see what Check Sheets have been performed on a Vehicle? - SJJ - LW OK
• '02/11/2015' - How do I add a Vehicle Check Sheet from Platinum? - SJJ - LW OK
• '09/12/2015' - How do I migrate to Interactive Vehicle Check Sheets? - SJJ - LW OK
• '28/10/2015' - What does Stk Flag on a Stock Code Mean? - RG - CWA OK
• '02/12/2015' - How do I Account for Workshop Consumables? - KK - CWA OK
• '03/12/2015' - How do I Record Contacts from Prospects Due? - KK - CWA OK
• '24/12/2015' - How do I Use Stock Applications? - TL - CWA OK
• '06/01/2016' - How do I Deal with Sale or Return Parts? - KK - CWA OK
• '28/01/2016' - Cash Accounting - KK - CWA OK
• '28/01/2016' - How do I Highlight Priority Customers? - KK - CWA OK