How do I add a unit check sheet?
From Catalyst
Contents
Summary
The following article describes the stages in setting up an "Interactive" Unit Check Sheet. Check Sheets are intended to accompany Platinum Workshop Jobs, and may be accessed either from your desktop Platinum application or from Platinum Online.
Elements of a Check Sheet - Sections and Questions
- A Check Sheet is broadly composed of one or more Sections; while a Section is composed of one or more Questions.
- To set up a Check Sheet from scratch therefore, you would first define the Questions you want to ask, then assign these to one or more Sections as appropriate, then finally assign these Sections to your Check Sheet.
- A Check Sheet's application may be highly general, or highly specific, according to the settings you specify.
- The relevant options are grouped together under the Workshop menu " Maintenance Options Check Sheet Maintenance".
Questions
- First you define a three character code for your question. This will not be visible on the Check Sheet data entry area, but will affect where your question appears within its section (except see "Order" below).
Details
General Details
- "Description". This is the text of the question that will appear on the Check Sheet.
Settings
Grouping
- "Order". Questions with a lower order number will appear before questions with a higher order number. That is, they appear in numerical order. Questions with the same order number will be sorted according to their three character code.
- "Link". Not applicable.
- "Category". When choosing questions in " Add or Edit Check Sheet Sections", they will be grouped into Categories. These Categories are themselves maintained in the menu option " Check Sheet Maintenance Add or Edit Question Categories". They are intended to group questions into broad areas of applicability. You may pick an existing Category here using <Ctrl+F1>, or set up your own using <Shift+F10>.
Advisories
- "Problem code". Any kind of non-'Pass' answer to a question will automatically generate a Workshop Advisory notice. You should enter here what manner of Advisory a failure in this area should produce.
- "Default note". This is the default description given to any Advisory created by the answer to this Question. While Advisory problem codes may cover a fairly broad area, your question will more likely apply to a specific aspect of the unit, so you should tailor your description accordingly. The technician undertaking the test may modify this description when filling out the Check Sheet, but this allows that step to be skipped if no further information is required.
Sections
- First you define a three character code for your Section. This will not be visible on the Check Sheet data entry area, but will affect where your Section appears on the Check Sheet (except see "Order" below).
Details
General Details
- "Description". This is the Section heading.
Colours
- These apply to the colour of this Section as displayed in Platinum Online.
Settings
Grouping
- "Order". Sections with a low order number will appear before Sections with a higher order number. Sections with the same order number will be sorted according to their three character code.
- "Link". Not applicable.
- "Category". When listed for selection under the [Sections] tab in " Add or Edit Check Sheets", Sections will be grouped by Category. The standard issued categories tend to reflect the Unit Type to which the section in question applies. This makes it easier to manage two 'Tyre Checks' sections, for instance, with the same description (but different codes), one of which applies to Motorcycles and one to Cars.
Images
- You can illustrate your Platinum Online Check Sheet sections with images if you desire. This can make them easier to distinguish and add some colour to the proceedings.
Questions
- Here you choose what Questions appear in this section.
- You can select Questions by Category, shown in the leftmost window, and filter by Description.
- Questions you have allocated to this Section appear in the rightmost window, and questions which are not allocated appear in the centre window.
Check Sheets
- First you define a three character code for your Check Sheet.
Details
General Details
- "Description". This is the description which will appear in Check Sheet selection.
Settings
Job type for this check
- "Job type". Check Sheets may apply to specific job types, such as MOT or PDI, or be more general. When choosing a Check Sheet, the first thing you are prompted for will be the {[DataPrompt|Job type}}, so enter that here.
Application
- "Unit type". If this Check Sheet applies to a specific unit type, enter that type here.
- "Manufacturer". If this Check Sheet applies to units from a specific manufacturer, enter that manufacturer here.
- "Model". If this Check Sheet applies to a specific model of unit, enter the model code here.
Options
- "Mileage". If you want to prompt for unit mileage as part of this check, enter 'Yes', otherwise enter {DataValue|No}}. If the technician undertaking the check has security access to do so, this will update the mileage on the unit record when the Check Sheet is submitted.
- "Comments". If you want to include a general comments section, enter 'Yes', otherwise enter {DataValue|No}}.
- "Default". Do the questions on your Check Sheet default to a 'Pass' result? If you want the technician to have to choose an answer to each question on the Check Sheet, you should leave this set to 'Blank', but if you are happy for them to just pick the questions which did not 'Pass' and mark them accordingly, you can set this to 'Pass'.
Output
- The system is issued with a default Workshop report for printing Check Sheets, code '~CS', that should show everything you need, but if you want to customise your printed Check Sheets to show your logo, the manufacturer's logo or other details you can specify a alternative report to apply to this Check Sheet here.
Sections
- Here you choose what Sections appear on this Check Sheet.
- You can select Sections by Category, shown in the leftmost window, and filter by Description.
- Sections you have allocated to this Check Sheet appear in the rightmost window, and Sections which are not allocated appear in the centre window.
"Mandatory" Sections
- A Check Sheet must contain at least one question, so to ensure this the standard 'Miscellaneous' section ('M01'), which contains just the question 'Health Check Satisfactory?' ('M01') is marked as mandatory.
- Other sections may be marked as mandatory, depending on the nature of your business.
- If you try to add or edit a Check Sheet without including one (or more) mandatory sections, you will be prompted for one on exit.
- Technically you can choose not to enter a mandatory section, but bear in mind that if your Check Sheet does not contain any questions at all you won't be able to use it.
See also
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