Paperless Shop Procedure

If you are a Technician, this page will list your procedures for:

The clock button

Your Paperless Shop clock is one button in the top bar, next to the Fleet360 logo. It shows Start Shift when you are clocked off, and your shift time with your current job, lunch or idle time when you are clocked in. A warning icon means you are clocked off or idle.

Select the button to open the clock panel. From the panel you can Start Shift or End Shift, Start Direct Job, Start Indirect Job, Start Lunch, End Job, and open the job you are on. The panel works the same on a tablet, a small laptop or a split screen.

One change to know: selecting the button opens the panel. It does not start your shift. Select Start Shift inside the panel.

The Start Direct Job and Start Indirect Job lists scroll, so you can reach every job code on a small screen.

For every state and action of the button, see The Paperless Shop clock button.

Login and Start Shift

Access your profile at RTA using your @rta-host.com username and password

Once logged in, select the clock button next to the Fleet360 logo, then select Start Shift in the panel.

The timeclock will begin to tick, and productivity will begin calculating. Next steps will be to clock into a Direct/Indirect job and begin working.

Create a New Work Order using Add Job from the clock button

Technicians can create a work order with only the necessary information from the clock button, without navigating to the main menu..

1. Select the clock button, then select Start Direct Job

   

2. Select Add Job. If you are asked to choose, select Assets.”

   

3. Filter or search for the asset on which the job will be performed

4. Select the proper asset by clicking the chooser next to appropriate asset

   

5. Click Next

6. Update the Meter if prompted

7. Select the proper Work Order VMRS to use for the job being created

8. Select the appropriate reason code

9. Select the appropriate cause code if using

10. If the job should be assigned to the technician creating the job, click the “Assign to Me” box

    

11. Click Confirm

    1. If the “Assign To Me” box was selected, the technician is clocked into the newly created job

    2. If the “Assign To Me” box was not selected, the job can be assigned to another technician using the “Assign Jobs” section

12. The Add Job screen will reload and ready for the technician to create another work order

13. If the technician needs to add another job line to the current work order they just created, they can use the Add Job button within the job to avoid creating multiple work orders for the same asset.

Clock into a Direct/Indirect Job

A “Direct Job” is any work order line that has been assigned to this Technician, or an unassigned work order that is found through a job search.

Indirect Jobs are essentially jobs such as Training, Shop Cleaning and Supervisory. Areas in which a tech can detail their labor without billing time towards a work order. Indirect jobs can be configured. Refer to System Codes for instructions.

Select the clock button, then Start Direct Job (for Job Search or My Work) or Start Indirect Job (for the list of indirect job codes)::

Or use the Shop > My Work options in the left-menu to view all currently assigned Incomplete, Recent and Scheduled Jobs

See My Work queue in the Paperless Shop for when assigned lines appear in and leave the queue.

Click “Start” to clock into the job and begin setting labor towards it.

The job that has been started appears on the clock button, with its time. Job details are in the body of the screen. Before clocking into a different Direct/Indirect Job or out for Lunch/Day, you’ll be prompted to clock out of the current job you’re on. If you start a direct or indirect job while you are clocked off, Fleet360 starts your shift first, then clocks you into the job..

View Job Details

From the screen above, use the maximize arrows to view details on the Job, Vehicle, Notes and assigned Technicians

From the Job box, perform an Inspection (if one is assigned) or “Post” to include parts from the parts listing.

The Vehicle box provides details on the vehicle or the Tech can “Add Job”, check the status of a “PM” or view any “Planned” work Planned Work

Notes allow for the 3-C notes to be added to the WO details: Cause, Complaint and Correction as well as any Line Notes from the work order creation/completion.

Technicians are not editable from this screen, but technician details can be viewed

When all work and notes are updated or completed, the tech can clock off of this job as “Complete or Incomplete”. Select the next Direct/Indirect job from “My Work” or from the clock button.. When the next job is selected, you’ll be prompted to finish the one you’re on.

Update the meter (if prompted) and apply a wage/downtime status. Then “End Job”

Posting to a Work Order

When you select “Post” from the Job Details screen, the transaction options will show. Use the “Part*” line to scan/enter a part number or description. When you begin typing, a list of options will appear. Select from the list. Enter the quantity and “Save” to post.

RTA will make certain assumptions in the future when this type of job is done again, such as “Common Parts” recommendations and the probability this is the part you’ll need. You’ll also see any existing Transactions in the lower box if they exist.

Adding a Job Line to the Work Order from the Job View

While the technician is clocked into an active job, they can add a new job line to that work order should they need to do so.

1. While in the job view, locate the Vehicle panel

   

2. Click the Add Job button

   

3. In the Add Job Panel, select the Work Order VMRS, Repair Type, and Cause Code for the job line being added. Click Save.

This job line is NOT automatically assigned to the technician that added it. The job can either be assigned to the technician using the “Assign Jobs” section by folks with access to this area.

Clocking Out for Lunch/ End Job

Whether you are clocked into a Direct or an Indirect job, select the clock button, then select Start Lunch or End Job in the panel.

End Shift

Select the clock button, then select End Shift in the panel.