How do I record unit health checks?

Summary

Unit Check Sheets can be recorded manually or using Platinum Online.

More Information

Units: Unit is a general term used to cover all types of vehicle and machinery, including items such as motorcycles, scooters, cars, trucks, vans, caravans, motorhomes, boats, tractors, ATVs, agricultural equipment, wholegoods and construction equipment.

Regardless of the method used, results other than 'Pass' will create advisories against the unit. These can be reported on and reminders sent using the retention centre.

Manual Entry

Go to " Workshop Workshop Diary"

• Edit the job for the unit or create a new job.
• Click [Check Sheet] or press <Alt+F3>.

This article explains which check sheet will be produced.

Having completed the health check, reload the job.

• Go the "Unit" field and press <Shift+F10> to edit the unit.
• Select the [Check sheets] tab.
• Click [Add].

If necessary select the correct "Job Type" else leave it set to 'GEN'.

• Click [Search].
• Enter the "Mileage" and any "Comments".
• Against each "Question", select the result for the check and enter any specific "Notes".
• Click [Done] and [Accept] to save the check sheet.

Online Entry

Connect to Platinum Online.

The option to add a check sheet will only appear if the user has full Workshop access or has 'Check Sheet Review' as an option on their Workshop menu.

Linked to a specific job

• Follow How do I record labour in the workshop using Platinum Online? to select the job to record time against.
• Scroll down the screen to "Job unit checks".
• Check sheets available to this job and unit will be listed - see How does Platinum find the right unit check sheet?
• Select the sheet to complete.
• Enter any "Comments".
• Against each "Question", select the result for the check and enter any specific "Comments".
• Click [Submit].
• Complete the "Mileage" field within the "Job unit checks" section.

Check Sheet only

• Select " Workshop Unit Check Sheets".
• Select the "Check sheet type" (if in doubt choose 'General').
• Find the unit you wish to add a check sheet to e.g. enter the "Reg Number", "Stock Number" or "Model".
• Select the unit to load a blank check sheet.
• Enter the "Mileage" and any "Comments".
• Against each "Question", select the result for the check and enter any specific "Comments".
• Click [Submit].

Printing Completed Check Sheets

Access the unit record via an existing job or via " Unit Sales Add or Edit Units".

• Select the [Check sheets] tab.
• Select the Check Sheet to print and press <F7>.

Alternatively go to " Workshop Check Sheet Review"

• Specify the "Unit".
• Enter a date range or leave blank to see all recorded sheets for the unit.
• Click [Search].
• Select the Check Sheet to print and press <F7>.

See also

• How does Platinum find the right unit check sheet?
• How do I add a unit check sheet?
• How do I add advisories to a workshop job?

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