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Completing a Jobsheet (non-digital) Workshop

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  • Who is this guide for?

These steps for non-digital jobs are only applicable to workshops. For guidance on on-digital Jobsheets for Operator and R&M accounts please click here.

Table of Contents

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  • FAQs

Introduction

 When a jobsheet does not need to be carried out using the Inspect system a non-digital job can be completed instead. These jobs can be updated within portal, with scanned documents attached where applicable.

Jobsheets can be made up both digital and non-digital lines. use the hotspots below to explore the differences.   

This column shows whether a task is digital or non-digital. Where a task is digital the Toggle Icon will display as on. These lines must be completed using the Inspect system. 

Note: The toggle cannot be switched off for digital lines except for MOT tasks. 

This service line is digital so can only be completed in Inspect. To complete a job inspect please refer to the Inspect Guide. 

This inspection is non-digital, so can be marked as completed using the steps below.

Defect and repair lines have the option to be completed in Inspect on a digital service sheet or as non-digital within portal. This will depend on your business processes. 

MOT inspections can be done in inspect or converted to a non-digital line using he Toggle.  See the MOT Jobs guide for more details. 

Step by Step

Create a non-digital job- To create a non-digital job, click or swipe through the 8 steps below.

Step 1 - From the Jobsheets page click the NEW JOBSHEET button.
Step 1 - From the Jobsheets page click the NEW JOBSHEET button.
Step 2 - Next search for the Vehicle Reg/Fleet number and select a match from the drop-down list.
Step 2 - Next search for the Vehicle Reg/Fleet number and select a match from the drop-down list.
Step 3 - Once the vehicle Reg and Booking Date are correct, click CREATE JOBSHEET
Step 3 - Once the vehicle Reg and Booking Date are correct, click CREATE JOBSHEET
Step 4 - The job selection pop up shows existing jobs should you need to add to them or in this case choose to start a new job. Click CREATE NEW JOBSHEET.
Step 4 - The job selection pop up shows existing jobs should you need to add to them or in this case choose to start a new job. Click CREATE NEW JOBSHEET.
Step 5 - The jobsheet will start in Draft status, click the ADD WORKLINE button to add a task.
Step 5 - The jobsheet will start in Draft status, click the ADD WORKLINE button to add a task.
Step 6 - Non-digital lines can be added as an inspection or service. Click a task type to begin.
Step 6 - Non-digital lines can be added as an inspection or service. Click a task type to begin.
Step 7 - Use the ‘not what you are looking for’ box to enter a custom task rather than choose from the list of digital inspection sheets.
Step 7 - Use the ‘not what you are looking for’ box to enter a custom task rather than choose from the list of digital inspection sheets.
Step 8 - Click SAVE AND CLOSE to add the task.
Step 8 - Click SAVE AND CLOSE to add the task.

Complete a job- To complete a non-digital job, click or swipe through the 9  steps below.

Step 1-Non-digital jobs do not generate a jobsheet PDF, you can upload any scanned documents by using the Files/Notes link.
Step 1-Non-digital jobs do not generate a jobsheet PDF, you can upload any scanned documents by using the Files/Notes link.
Step 2 - Click choose file to select the attachment
Step 2 - Click choose file to select the attachment
Step 3 – Select the relevant file and click Open.
Step 3 – Select the relevant file and click Open.
Step 4 – Click Upload to add the file to the jobsheet
Step 4 – Click Upload to add the file to the jobsheet
Step 5 - The uploaded image or document will be displayed and can be downloaded again here. Click CLOSE once done
Step 5 - The uploaded image or document will be displayed and can be downloaded again here. Click CLOSE once done
Step 6 - There are two options to complete a job, the COMPLETE job option marks the whole job as complete. Or the individual check button can be used to mark a specific task as completed using the Actions menu.
Step 6 - There are two options to complete a job, the COMPLETE job option marks the whole job as complete. Or the individual check button can be used to mark a specific task as completed using the Actions menu.
Step 7 - After selecting the checkbox, click Actions and then choose ‘Complete.’
Step 7 - After selecting the checkbox, click Actions and then choose ‘Complete.’
Step 8 - Next, enter the mileage. The completion date can also be changed if needed.
Step 8 - Next, enter the mileage. The completion date can also be changed if needed.
Step 9 - Confirm the mileage that has been entered and then click Yes.
Step 9 - Confirm the mileage that has been entered and then click Yes.

Completing Defect lines – To see the steps taken to complete defect lines within portal, click or swipe through the 6 steps below.

Step 1 – Defect lines can also be completed individually to provide additional information, to do this click on the blue line status button. Note: If the overall complete tasks button was used instead, the defects would show as complete but not contain any additional details.
Step 1 – Defect lines can also be completed individually to provide additional information, to do this click on the blue line status button. Note: If the overall complete tasks button was used instead, the defects would show as complete but not contain any additional details.
Step 2 – Click the calendar on the in-service date field to choose a date
Step 2 – Click the calendar on the in-service date field to choose a date
Step 3 - The reason will still be infilled however, you can add additional comments if needed.
Step 3 - The reason will still be infilled however, you can add additional comments if needed.
Step 4 - Click ‘save’ once done.
Step 4 - Click ‘save’ once done.
Step 5 - Enter any comments relating to the action taken to repair the defect and click SAVE
Step 5 - Enter any comments relating to the action taken to repair the defect and click SAVE
Step 6 - Now that the tasks have been completed, the job status has also been updated.
Step 6 - Now that the tasks have been completed, the job status has also been updated.

Technical Info & Self Help

Why can't I complete a Non Digital Jobsheet?

In order for a stock movement to occur the job status has to be in progress first. For this reason, the Complete Tasks button is not initially available.

To complete a job, first set the jobsheet status to In Progress, this action will then show the COMPLETE TASKS button for non-digital tasks.

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