Quick Reference Guide


Step by Step guide

How to Read the Guide

To use the Quick Reference Guide, you must hit the ALT key before typing in the file path. You will then see that the first letters of the heading are underlined. If you don't see them first letters highlighted, check out the page Menu Underscoring for Quick-Path View to get that set up. After you hit the ALT key, just follow the guide and enter in the numbers you are looking for. Feel free to print out this doc and keep by your computer for quick access.

Menu Selection Example: To add a vehicle, from the RTA main menu, press ALT and type "MVM"

 Table of Contents

Customers

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FunctionPath

Add, Change, or Delete

MCM
List

MCL

RenumberSIMR
Copy to New FacilitySCCC
Flat Rates MaintenanceMCF
Set Flat Rates for Range of CustomersSIMF
Set Markups for Range of CustomersSIMM

Department

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FunctionPath
Add, Change, or DeleteMDM
ListMDL
RenumberSIMD
Copy to Another FacilitySCID

Employees

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FunctionPath
Add, Change or DeleteMMM
ListMML
Certification ListMMC
RenumberSTWM
Enter Indirect HoursWI
Enter Paid HoursWH
Copy to New FacilitySCIM

End Of Period

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FunctionPath
Create Fleet Cost ReportSEC
VehiclesSEV
PartsSEP
TiresSET
End of Week MechanicSEW
End of Month MechanicSEM
End of Month, Quarter, or Year for Fuel TaxesSEF
End of Period, AllSEA

Equipment

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FunctionPath
Add, Change, or DeleteMEM
Mount/DismountMEM
Delete RangeMED
ListMEL
Mounted List by VehicleMEO
Add, Change, or Delete Equipment TypesMET

Facilities

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FunctionPath
Add or ChangeMFM
ListMFL
RegionsMFR

Fueling

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Fuel Entry

FunctionPath
Enter Fuel UsageFFQ
Enter Trip Tickets for Many StatesFFM
Upload TriCoder Fueling TransactionsFFT
List Open TransactionsFFLO
List Closed TransactionsFFLC
Delete Closed TransactionsSGFC
Delete Fuel Billing TransactionsSGFB

Pumps and Tanks

FunctionPath
Fuel Type MaintenanceMUF
Tank MaintenanceMUM
Enter Tank DeliveriesFPT
Enter Tank Stick ReadingsFPS
Pump MaintenanceMUP
Pump to Tank TransferFPP
Enter Pump MetersFPM
Post Open Transactions to Pump/TankFFP
Variance ReportFPV
Display/Update VariancesFPA
Change Stick VariancesFPD

Electronic Fuel Interface

FunctionPath
LoadFFEL
Display or Edit TransactionsFFEE
ProcessFFEP
ListFFEI
Delete Range of TransactionsSGFE
Add, Change, or Delete EFI ModulesFFEM

Fueling Utilities

FunctionPath
Enter State Tax MilesFFS
Change Vehicles State Tax FiguresFC
Delete Fuel Tax RecordsSGFF
Edit State Tables or RatesMUS
Enter Alternate MetersFFA
Enter Revenue and/or Miscellaneous CostsFFR

General

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FunctionPath
Quick Help Menu/ View RecordsCTRL + Q
UtilitiesF9 or M from main menu
Change PrinterF8
Tool Check In/OutCTRL + T
Global Data Fields MaintenanceMGM

Motor Pool

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FunctionPath
Reservations, Check Out, or Check InVTR
Rate Code MaintenanceVTA
Unit File MaintenanceVTU
Class Code MaintenanceVTC
Setup SwitchesVTS
Process Recurring ReservationsVTE
Recurring Reservations MaintenanceVTF
Delete TransactionsSGM

Paperless Shop

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FunctionsPath
Mechanic Login ScreenWPL
Schedule JobsWPS
Schedule Indirect JobsWPA
View Current Shop ActivityWPC
View Days Work for MechanicsWPV
Enter Multiple Indirect HoursWPE
Enter Paid Time offWPT
List Mechanic AccountabilityRSA
Delete a Range of Labor TransactionsSGWP

Delete a Labor Transaction

WPD
Shop SchedulerWO

Parts

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Part Records

FunctionPath
Add, Change, or DeleteMPM
RenumberPR
Copy to New FacilitySCAC
Add or Change a Part KitMPKM
Delete Range of PartsMPD
Delete Range by BinSIAD
Delete Range by Fit-CodeSCAF
Delete Range with Zero Quantity & No UsageSCAD
List Basic InventoryMPLB
List PartsMPLL
List by Fit-CodeMPLF
List by VendorMPLV
List Low Use PartsRPL
List Part kitsMPKL
Part Position MaintenanceMPP

Inventory Changes

FunctionPath
Post Parts to a Vehicle/Work OrderWork Orders
Quick Parts PostingPQ
Adjust Quantity on HandPAI or MPM
Upload TriCoder InventoryPC
List Parts Not CountedPN
Inventory Count SheetMPLI
Parts Transfer Between FacilitiesPF
List Parts AdjustmentsRPP
Delete AdjustmentsSGPA
Enter Manual Charge-outsPAC
Edit a Manual Charge-outPAE
List Manual Charge-outsPAP
Delete Charge-outsSGPP

Tags and Labels

FunctionPath
Add, Change, or DeletePTM
Create Tags by Bin RangePTC
Create Tags by Part RangePTR
Print Tags on FilePTT
Print Bin LabelsPTB
Print Tags for Other RecordsPTP

Part Utilities

FunctionPath
Account Code MaintenanceSTPA
Upload TriCoder Part BinsSTPT
Check the Parts Cross Reference Files

STPH

Recalculate Parts On-Order QuantitiesSTPO
Set Bin Location to VMRSSCAB
Set Mark-up for RangeSCAM
Clear Part InventorySCAI
Change Price by VendorSIAC
Global Parts ChangesSIAG
Export/ImportSTPX
Set Warranty by VendorSIAW
Sort Vendors by PriceSIAV
Change Reorder MethodSTPR
Edit Inventory BalanceSTPI
Reconcile Inventory BalanceSTPB
Renumber PartSTPN
Centralized Parts SyncSTPS

Purchase Orders 

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Requisitions

FunctionPath
Add, Change, or DeletePPE
Print RequisitionsPPP
List ReservationsPPS
List Parts On-OrderPPO
Create for Low StockSTPC
Delete All Requisitions for a Vendor RangeSTPD

Purchase Orders

FunctionPath
Add, Change, or ReceivePPC
Auto-Create PO's from RequisitionsPPA
Upload TriCoder PO ReceiptsPPT
Add or Change Blanket POPPB
Delete PO Transaction by DateSGPR
Delete a Range of PO'sSGPO
Un-delete a Range of PO'sSGPU
List PO TransactionsRPT
List Purchase OrdersPPI
List Open PO LinesPPL
Export PO TransactionsSTPE
Quick Receive POPPR
Quick TriCoder POPPQ

Reports

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Fleet Costs

FunctionPath
Access Saved ReportsRD
Facility Costs- Pd/Yr/LfMFL
Facility Costs by DateRA
Change/Print/Delete a Fleet Cost ReportRLP
Fleet Cost SummaryRLC

Fueling

FunctionPath
Fuel Billing- DepartmentRFD
Fuel Billing - CustomerRFC
Fuel Billing - AccountRFA
Pump and Tank Variance ReportFPV
State Tax Report- FleetRFF
Vehicle by State Tax ReportRFS
State Tax Report- VehicleRFV

Mechanics

FunctionPath
Hours Paid This WeekREH
Hours Paid This MonthREU
Hours Paid Last MonthREL
Indirect LaborREI
Productivity for WeekREP
Productivity for MonthRER
Productivity for Last MonthREO
Paid Vs. IndirectREV
Shop Labor Recap by Repair TypeRES
Paperless Shop Labor RecapRSL
Paperless Shop Time cardsRSM

Tires

FunctionPath
Capper Cost ReportRIC
Manufacturer Cost ReportRIM
Tire History ReportRIH
Vehicle Tire HistoryRIV
Tire Mileage ReportRIT
Tire Replacement ProjectionRIR
Transactions by TypeRIA
Tread CostRID
Scrap Tire HistoryRIP
Scrap Failure ReportRIS
List Scrap TiresRIL

Parts and Purchase Reports

FunctionPath
Parts ActivityRPC
Inventory AdjustmentsRPP
PO TransactionsRPT
Purchase Order SummaryPPV
PO Receipts by Invoice/VendorRPR
Purchases by Account No.RPN
Parts Usage ReportRPA
Low Use Parts ReportRPL
Parts Usage Gain/LossRPG
Usage by Vendor/PartRPU
Warranty Failure StatisticsRWF
Warranty TransactionsRWT
Warranty Parts Currently InstalledRWP
Warranty Open ClaimsRWO
Warranty Claim AgingRWA
Warranty Claim TotalsRWC
Print Inventory BalanceRPI

Motor Pool

FunctionPath
Billing ReportRMB
Customer TransactionsRMC
Vehicle Status ReportRMS
Vehicle TransactionsRMV

Vehicle Total Reports

FunctionPath
By Vehicle or ClassRVV
By DepartmentRVD
Audit File CostsRVA
Fixed CostsRVC
PM vs. Corrective CostsRVP
User-Definable Parts Costs by VehicleRVB

Vehicle Costs Per Unit

FunctionPath
By Vehicle or ClassRCV
By DepartmentRCE
By Vehicle MakeRCM
By Vehicle YearRCY
By Make and YearRCO
All Makes and YearsRCA
Operating Cost ReportRCP

Vehicle History

FunctionPath
WO TransactionsROV
Repair History by VehicleRRV
Repair History by DepartmentRRD
Repair History IntervalRRI
Repair History SummaryRRS
Repair History OverviewRRO
Repair History by WO FacilityRRF
Warranty Activity ReportRWV
DowntimeROW
Part Usage by Vehicle/WORPA

Vehicle Preventative Maintenance

FunctionPath
By VehicleVV
By DepartmentVD
PM Most Due by DepartmentVS
List PMs by LinkVK
PM Due CardsVC
Check PM FieldsVP
Quick PM PostWU

Vehicle Replacement

FunctionPath
Year ProjectionRVY
Cost ProjectionRVR
Replacements DueRVU

Work Orders

FunctionPath
Accountant Cost Report by WO Close DateROD
Accountant Cost Report by Transaction DateROT
WO History Report by VehicleROH
Repair Type/Code Detail ReportROR
Parts Usage by WORPA
Service Bulletin ReportWLB
WO Scheduling SheetWLW
Open Work Order Lines by VehicleWLO
Open WO Summary by VehicleROS
Work Order Labor ReportROL

System

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General

FunctionPath
About RTA InformationSAA
RTA Manual in PDFSAM
Dashboard LaunchSADL
Dashboard SetupSADS
Dashboard Email SetupSADE
GuidesSAI
Key Performance IndicatorsSAK
MessengerSAG
Register OptionsSAR
Setup User ProgramsSRS
Special Utility RoutineSAU
Data File Re-GenerationSTSF
Data File Rebuild UtilitySTSC
Watchdog LaunchSAWL
Watchdog SetupSAWS
Check Corrupt FilesSTSC
File Generate/CreationSTSF
Graphical File EditorSTSG

Printers

FunctionPath
Add, Change or DeleteSPM
ListSPL

System Switches

FunctionPath
Main System ParametersSSM
System CodesSSY
User Defined BucketsSSU
Downtime OptionsSSD
Custom ConfigurationsSSG
CountersSSC

Users

FunctionPath
Add, Change, or DeleteSUM
ListSUL
Quick Launch MenuSUQ
Change PasswordSUP

Tires

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General

FunctionPath
Add or ChangeMTM
MountTM
DismountTD
List by Tire NumberMTL
List by Vehicle NumberMTV
Change Status/LocationTC
Class TreadMTT
Return Tire from CapperTR
Add or Change TemplatesMTM
Add, Change or Delete CappersMTPM
Add, Change or Delete ManufacturesMTCM
Add, Change or Delete Wheel PositionsMTO
Add, Change or Delete Tire Sizes

MTZ

Add, Change or Delete Scrap CodesMTS
Capper-Size-Type Costs & MileagesMTPR
Manufacturer-Size-Type Costs & MileagesMTCR
Update TreadTU
TriCoder TreadTT
List Tread Repair DueTL

Utilities

FunctionPath
RenumberSTTR or MTM
Delete a TireSTTF
Delete Scrapped TiresSGTR
Rebuild Tire's Vehicle NumberSTTV

Tools

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FunctionPath
Add, Change or DeleteMOM
Tool Box MaintenanceMMT
Tool Type maintenanceMOT
Check out ToolsPO
Check in ToolsPI
ListMOL
Tool Master ListRTM
List Tools Checked OutRTB

Vehicles

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Accident

FunctionPath
Accident File MaintenanceVNM
Accident ListVNL
Cost SummaryVNC

Vehicle Utilities

FunctionPath
Create Fuel Cross Reference NumbersSTVX
Create Unit Cross Reference NumbersSTVU
Change User-Definable FieldsSCVD
Copy User-Definable FieldsSCVC
Set Customer NumberSCVN
Set Vehicle MPGSCVS
Set Vehicle Tax FlagSIVT
Copy Vehicle NotesSIVN
Copy Vehicle WarrantiesSIVW
Clear Alternate MetersSCVA
Globally Change VehiclesSIVG
Add or Change PMsSCPS
Change PMs to Track by Miles or GallonsSCPM
Renumber a PMSIPR
Put a PM to SleepSIPP
Disable PM Sleep ModeSIPD
Rebuild HistorySCVH
Add or Change Alternate Odometer TypesMVA
Re-Sort History by DateSTVH
Merge Two VehiclesSIVM
Export/ImportSTVI
Edit Vehicle AuditSTVD
PM Date MaintenanceSTVP

Driver Inspection

FunctionPath
Driver Inspection MaintenanceVIM
Driver InspectionVII
Review InspectionsVIR
Print InspectionsVIP
List InspectionsVIL
List DefectsVID
Print TemplateVIT

Global Data Fields

FunctionPath
GDF MaintenanceMVOM
GDF ClassMVOC
Global Add GDFMVOA
Global Set GDF ValueMVOS

Vehicle Records

FunctionPath
Add, Change or DeleteMVM

Add, Change or Delete Warranties

MVWM
List Brake Reading HistoryMVBH
List Brake Reading StatusMVBS

Change an Odometer

VH or MVM
Update Meter ReadingsVO or FFQ
RenumberMVM, STVS, or STVN
Move Entire Department to Another FacilitySTVM
Move Selected Vehicles to Another FacilitySTVV
Delete a VehicleMVD or MVM
View or Edit Cost FiguresSTVF
Audit File AdjustmentsSTVA
Edit Repair historySTVR
Enter Old HistorySTVE
Enter Wash/Misc CostsVWW
TriCoder Upload WashesVWT
Set Difficulty FactorsMVFS
Class Code MaintenanceMVC
Make/Model MaintenanceMVE
Link VehiclesMVK or MVM
Status & AvailabilityVA
List Difficulty FactorsMVFL
List by Vehicle NumberMVL
List by DepartmentMVI
List PMs by VehicleVV
List PMs by DepartmentVD
List/Display PMs by LinkVL
List PMs by Link

VK

List Vehicle AgingMVG
List WarrantiesMVWL
List Fuel Cross Reference by VehicleMVV
List Vehicle by Fuel Cross ReferenceMVR

Vendors

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FunctionPath
Add, Change or DeleteMNM
RenumberSCER
ListMNL
Copy to New FacilitySCEC

VMRS Codes

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FunctionPath
Add, Change or DeleteMRM
RenumberSCIR
ListMRL
Change a Range of Job Hours by PercentMRH
Part VMRS CodesMPVM

List Part VMRS Codes

MPVL
VMRS Export/ImportSTWV

Work Orders

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General

FunctionPath
Add, Change or PostWW
Batch Work OrdersWB
TriCoder Upload WO'sWC
List by NumberWLN
List Shop WO'sWLS
List by FacilityWLF
List by VehicleWLV
List by DateWLD
List by CustomerWLC
List Deferred JobsWLJ
Add or Change a Service BulletinWS
Apply Service BulletinWA
Create Template Work OrdersWT
List WO TemplatesWLP
Create/Display/Post Estimate WO'sWE
Miscellaneous Repair EntryWM
Quick Parts PostingPQ
Quick Labor PostingWQ
Create Driver ReportsWDC
Create WO's from Driver ReportsWDD
Setup Driver Report InterfaceWDS
Warranty ClaimsWR
Deferred JobsWF

Road Call/Breakdown

FunctionPath
Road Call MaintenanceWKR
Road Call SummaryWKS
Road Call by Vehicle/DateWKV

Paperless inspection

FunctionPath
Inspection MaintenanceWNM
Vehicle InspectionWNV
List by NumberWNN
List by VehicleWNL
Print InspectionWNP
Print TemplateWNT

Utilities

FunctionPath
Delete and ArchiveSGWW
Undelete and ArchiveSGWU
Copy WO TemplatesSIMW
Close Completed WO'sSTWC
Extract WO TransactionsSTWX
Recalculate WO TotalsSTWR