Defining Driver Reports Parameters
The Driver Reports module gives the shop supervisor the ability to auto-generate work orders for VDRs; therefore, a few work order default codes will need to be set up. If you're using multiple facilities, these defaults need to be set up for each work order facility. To set up these defaults, do the following:
- Select WOs > Drivers Report Maintenance > Setup Driver Reports from the RTA main menu (WDS).
- Enter the facility number the work order defaults are for OR press F1 or F2 to select a facility from a lookup list. F1 brings up a list of facilities that have already been set up for Driver Reports. F2 brings up a list of all facilities in the RTA system.
- Set the default work order codes and odometer preference (bottom portion of the screen).
- Checking the box "add jobs to existing WO's" will cause defect repairs to be added to an existing work order (if there is one) instead of creating an additional work order for the same vehicle.
The upper portion of the setup screen applies only to DRI users. If you are not using DRI, skip this portion; if you are, refer to "Setting up the Zonar Configurations" in the Driver Reports Interface (DRI) section of the documentation.
The bottom portion of the setup screen, Default Work Order Codes, can be set by selecting a default code from each of the drop down lists. These defaults will be used when a work order is generated within the Driver Reports module (WDD). The priority, reason, and repair type codes are user-definable. To add or modify these codes, select System > Setup System Switches > System Codes from the RTA main menu (SSY).
- Priority Codes: Priority codes determine the importance of a work order-the lower the priority number, the higher the priority. This helps the shop to schedule and prioritize incoming work. Work orders with higher priorities are listed on the screen and printed on scheduling reports before those with lower priorities. Different priorities can be assigned to allow jobs for Inoperable vehicles to be set at a higher priority than vehicles that are Operable.
- Reason Code: Reason codes are used to indicate the source of the repair request such as driver reports, PMs, breakdowns, etc.
- Repair Type Code: Repair type codes indicate what type of work is to be performed by mechanics (e.g. check, repair, replace).
The Allow Odometer Update checkbox determines whether odometer readings entered by drivers will update the actual vehicle meter readings in RTA. Select this checkbox to update odometers when drivers input their reports (WDC). The system will perform "routine checks" before updating meter readings. A vehicle meter reading will be updated as long as the reading entered is higher than the current vehicle meter reading, AND it does not exceed the maximum mileage allowed. Leave this checkbox blank to not update odometers with meter readings entered through driver reports.
If the Pre-Assign VMRS Codes option is checked, the software will search for the most recent VMRS code used for the component condition relationship and preload it for you when driver reported problems are reviewed and work orders are created.
If the Add Jobs to Exisiting WO's button is checked, any jobs resulting from driver reported issues will be appended to an existing work order for the vehicle if one is available rather than creating an additional work order.
If the Add Driver to WO Note button is checked, then the driver's name that reported the issue will be contained in the job line notes of the resulting work order. This makes it easy for the mechanic to identify who reported the issue in case they need to obtain additional information about the problem.
The Relationships button updates the system with any changes or additions made to the Components/Conditions data file (see "Customizing Component/Condition Codes").
The Export Mech's button exports mechanic data from the RTA employee file (MMM) to a text file named znrmechs.txt. This file is used by Zonar Systems for the Driver Reports Interface option.