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RTA Web - Table of Contents
Quick Reference Guide
Quick Reference Guide - Printable
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Webinar Videos
RTA Manual
RTA Web Reports - Table of Contents
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RTA Manual
Accident Tracking Module
Reporting
Tracking Accidents
Quick Help
BarCode It
Enabling the BarCode It program
Printer Settings Table
Setup Steps
Bar Coding
Barcoding Hardware
RTA Barcode Reader - Setup
Bar Coded Data Labels
Labels
Part Tags and Bin Labels
TriCoders
BEST OF CRYSTAL REPORTS
Annual Repair Cost Summary
Average Time by VMRS Code
Blanket Purchase Order Budget Report
Consignment Parts List
Consignment Parts Report
Current Odometers and Miles Report
Customer Record Review
Damage Report
Excessive Parts Report
Fuel and Oil Mileage Report
Global Vehicle Change Template
Mechanic Hours Worked
Mechanic Listing
Non-Stock Parts Inventory
Odometer Audit Report
Oil Consumption Report
Open Repairs Scheduled by Mechanic
Paperless Hours Worked Report
Part Reorder Projections
Parts List by Account Number
Parts List by Markup Percentage
Parts on Order Through Purchase Orders
Parts Received by Account Number
Part Transfers by Date
Purchases by Vendor and Date
Reason Code Repair Summary
Requisition Review Sheet
Slow Moving Parts List
Total Purchases by Vendor
Total Vehicle Cost By Department Class
Vehicle Budgeting Projections
Vehicle Cost Per Mile Report
Vehicle Repair History by VMRS Code
Vendor Bid Sheet
VMRS Code Detail Report
Weekly Fuel Readings Form
Work Order Cost Summary by Vehicle
Work Order Totals by Class Code
Work Order Transactions by Customer
Best Practices Module
Best Practices Usage
Editing Best Practices Content
Initial Setup and Configuration
Printing Best Practices
View Options
RTA Classic - Program Demo (Version 7.4)
RTA Demo - 1406132014
Configurable EFI
How to use
Custom Crystal Reports (RY)
Customer Utilities
Copy Customers to a New Facility
Dashboard Alerts
Alerts Initial Setup
Configure an Alert
Receiving Alert Notifications
Driver Reports
Setup Driver Reports
Creating Driver Reports
Zonar - Driver Reports Interface - DRI
Receive Zonar Driver Inspections
Setting up the Zonar Configurations
EFI Reports and Maintenance
Deleting EFI Transactions
EFI Transaction Report
Load Summary Report
Process Summary Report
Telematics Integrations
Geotab Telematics Integration
Geotab DVIR Integration
Electronic Fuel Interface
EFI Load Module Settings
EFI Procedures
Fueling Parameters and EFI Switches
Loading Fuel Transactions
Processing EFI Fuel Transactions
Setting Up Vehicle Records
Editing Loaded Fuel Transactions
Email Dashboard
Add Recipient
Adding Dashboards to Email Schedule
Email Dashboard Scheduling
Initial Setup
Recurring Schedules
End of Period Processes
Create Fleet Cost Reports
End of Period (ALL)
End of Period for Fuel Tax Reports
End of Period for Mechanics
End of Period for Parts
End of Period for Tires
End of Period for Vehicles
End of Period Report Checklist
Tips for Processing EOP
Equipment Inventory
Adding Equipment
Changing Equipment
Deleting Equipment
Mounting and Dismounting Equipment
Setting Up Equipment Types
Fuel Inventory
Fuel Billing
Fuel Entry
Fuel Pumps
Fuel Tanks
Fuel Transfers
Fuel Variance
Tracking Fuel Inventory in RTA
Tracking Fuel Taxes
Getting Started
Active User Login Management
Class Global Defined Fields (GDFs)
Customers
Dashboard Utility
Departments
RTA System Parameters
Employees
Employee Toolbox
Facilities
Fuel Types
Global Defined Fields for Vehicles (GDFs)
Global Defined Fields for Vendors and Purchase Orders (GDFs)
Manager's Page
Navigator
Printers
Regions
System Codes
RTA Single Sign On
System Security
Vehicle Class Codes
NAFA Vehicle Classification System
Vehicle Make and Model
Vendors
VMRS Codes
VMRS Codes - Download File
GPS Insight Interface
Image Viewer
Configuration
Setup
Viewing the Images or Files
Uploading images for Hosted SAAS Customers
Changes to Attachments and Files in RTA SaaS
Import and Export Utilities
Customer Import and Export
Department Import and Export
Employee Import and Export
Equipment Import and Export
Part Kit Component Import and Export
Part Kit Master Import and Export
Part Vendor Import and Export
Part VMRS Import and Export
Parts Import and Export
PO and Vendor GDF Master Import and Export
Purchase Order Import and Export
PO Line Import Field Definitions
PO Transaction Import Field Definitions
PO Note Import Field Definitions
Vehicle Class Code Import and Export
Vehicle GDF Import and Export
Vehicles Import and Export
Vendor Import
Work Order VMRS Import and Export
Work Order Import and Export
WO Import Field Definitions
WO Line Import Field Definitions
WO Line Mechanic Import Field Definitions
WO Transaction Import Field Definitions
WO Notes import Field Definitions
Vehicle PM Import and Export
Introduction
Global Screens and Prompts
Conventions Used in This Manual
Helpful Hints and Tips
Technical Support
Text Fields Vs. Numeric Fields
Key Performance Indicators
Fuel (KPI)
Motor Pool (KPI)
Paperless Shop (KPI)
Parts (KPI)
Purchase Orders (KPI)
Tires (KPI)
Vehicles (KPI)
Work Orders (KPI)
Mechanic Hours and Reports
Indirect Labor
Mechanic Productivity
Paid Hours
Messenger Module
Compose Message Screen
Driver Reports Integration*
Initial Setup and Configuration for Messenger
Messenger "Active X" Control
Messenger Main Screen
New Message Notifications
Paperless Shop Integration*
Miscellaneous Utilities
Copy Departments to a New Facility
Copy Employees to a New Facility
Copy Work Order Templates
Renumber a Customer
Renumber Department
Renumber VMRS Code
Set or Change Customer Flat Rates
Set or Change Customer Markups
Motor Pool
Accessing Motor Pool Reservations
Adding a Reservation
Billing Report
Checking In a Unit
Checking Out a Unit
Customer File Maintenance
Customer Transaction Report
Getting Started with Motor Pool
Motor Pool Options
Rate Code Maintenance
Recurring Group Maintenance
Recurring Reservations
Type Code Maintenance
Vehicle File Maintenance
Vehicle Status Report
Vehicle Transaction Report
NET F1 Lookup
Conditional Formatting
F1 Lookup List to Show WO's Ready to Close
Paperless Driver Inspections
Inspection Screen (VII)
Review Process (VIR)
Mobile Application
Mobile Dashboards
Mobile Kiosk Mode
Mobile Parts
Mobile Paperless Shop
Mobile Driver Reports
Mobile Paperless Inspections
Mobile Work Orders
RTA Mobile - Scan VIN barcode
Paperless Mechanic Inspections
Applying Inspections to Work Orders
Creating a Paperless Inspection
Entering the Inspection
Inspection Reports
Inspection Template Hierarchy
Setup and Configuration
Steps to create an inspection
Working on an Inspection
Paperless Shop Module
Assigning Indirect Jobs
Assigning Jobs in Paperless Shop
Assigning Jobs in Work Orders
Assigning Paperless Priority Codes
Clocking In
Clocking Off a Job
Clocking onto a Job
Clocking onto an Indirect Job
Deleting Assigned Jobs
Deleting Labor Transactions
Mechanic Time Cards
Editing Labor Transactions
Jobs Pool
Labor Recap Report
Logging Indirect Hours
Logging Paid Time Off
Mechanic Accountability Report
Mechanic Procedures
Mechanic Workstations
Options in the Working on Vehicle Window
Paperless Shop Options
Paperless Shop Procedures
Posting Parts
Processing a Work Order
Quick Work Order
Re-Assigning Jobs to Another Mechanic
Re-Prioritizing Assigned Jobs
Releasing Assigned Jobs
Scheduling Work
Viewing Active Jobs
Viewing Mechanic Jobs
Share job line in Paperless Shop
Part Inventory
Adding a Part
Centralized Parts Inventory
Changing a Part
Deleting a Part
Inventory Levels
Part Kits
Part Utility Programs
Part VMRS Code File
Part Warranties
Physical Inventory Counts
Renumbering a Part
Requisitions and Purchase Orders
Purchase Order Enhancements
Purchase Order Approvals
Blanket Purchase Orders
Quick Receive Purchase Orders
Searching for Inventory
Tips
Tracking Part Cores
Tracking Part Usage
Part Utilities
Change Part Price by Vendor
Clear Parts Inventory Quantity
Copy Parts to a New Facility
Delete Parts by Bin Location
Delete Parts by Fit Code
Delete Parts with Zero Quantity
Global Part Change
Set Bin Location to Part VMRS Code
Set or Change a Part Warranty
Set Parts Markup
Sort Part Vendor by Price
PM Utilities
Convert PMs to Gallons or Miles
Disable PM Sleep Mode
Put PMs to Sleep
Renumber PM Codes
Set or Change a PM Record
Road Call Module and Truck down
Adding a Vendor or Work Order or Purchase Order
Adding New Road Call
Edit Work Order or Add to Purchase Order
Road Call Overview
Road Call Reporting
Truck Down Interface
RTA Guides
RTA VinLink (Vin Number Lookup Utility)
Downloading Vehicle Data
VIN Lookup Reports Samples
VinLink Setup Configuration
Spell Check
System Maintenance
Cleaning Up Data Files
File Generation
Shop Scheduler
Initial Setup (Shop Scheduler)
Managing and Assigning Work
Procedure
Scheduler (Vehicle Service) Kiosk
Service Schedule (Management) Screen
Shop Scheduler Overview
Tire Inventory
Axle and Tire Position Instructions
Adding a Tire
Manufacturer and Capper Data Records
Scrap Reasons
Setting the Maximum Tire Count
Tire Changes
Tire Manufacturers and Cappers and Positions and Sizes
Tire Procedures
Tire Reports
Tire Utility Programs
Tool Checkout
Manually Changing a Tool Status
Mechanic Check Out Tool Report
Tool Checkout Procedures
Tool List
Tool Master
Tool Records
Tool Types
Vehicle Archive
Vehicle Inventory
Adding a Vehicle
Alternate Meters
Changing a Vehicle
Deleting a Vehicle
Linking a Vehicle to Another Vehicle
Meter Readings
Preventive Maintenance
Renumbering a Vehicle
Tracking Revenues and Misc. Costs
Tracking Utilization
Vehicle Fixed Costs
Vehicle Repair History and Costs
Vehicle Status (VA)
Vehicle Utility Programs
Warranties
Vehicle Replacement Scoring Report
Vehicle Utilities
Clear Alternate Meters
Copy a User-Definable Field
Copy Vehicle Notes
Copy Vehicle Warranties
Global Vehicle Change
Merge Vehicles
Rebuild Vehicle History
Set Average Miles Per Gallon
Set Customer Number
Set or Change a User-Definable Field
Set Vehicle Tax Flag
Vehicle Wash Module
Closed Fuel Transaction Report (FFLC)
Downloading Data (VWT)
Record Washes manually
Recording the washes through the Tricoder
Review the Exception Report
Vehicle Cost Reports (RVx and RCx)
Vendor Utilities
Copy Vendors to a New Facility
Renumber a Vendor
VMRS Average Time by Class Code (STWA)
Watchdog Module
Alert Types
Watchdog Usage
Web Application
Web Application for Part Maintenance (Hosted)
RTA User Licensing
Example User Licensing Scenarios
Work Orders
Vehicle Drill Down Button
Adding a Work Order
Applying Overhead or Shop Costs
Changing a Work Order
Charging Flat Rates
Correcting Work Order Transactions
Deferring a Job
Deleting a Job
Estimate Work Orders
Managing Deferred Jobs
Miscellaneous Work Orders
Posting Work Order Transactions
Quick Repair Entry
Printing a Work Order
Service Bulletins
Template Work Orders
The Work Order Screen
Tips for Using Work Orders
Tracking Downtime
Work Order Options
Work Order Utility Programs
Work Order Views
Getting Started with RTA SaaS and Hosted SQL
Remember Login for Hosted Users
Migration of Customer's Existing Data to RTA Cloud Hosted SaaS
Creating New RTA Users
Installing RTA on a new PC - SaaS Users
Load Master Interface
Setting up Load Master
Running Load Master
Load Master Integrations
Whip Around Integration
RTA API Keys
Samsara Integration
Samsara Duplicate VIN Troubleshooting
Attachments
RTA Partner Integrations
RTA Inspect - Formerly Xerifleet
What are the minimum requirements to run the RTA Inspect mobile app
Getting Started with RTA Inspect
RTA Inspect Integration
Creating an Inspection in RTA Inspect
How to add vehicles in RTA Inspect
How to link multiple vehicles and drivers together in RTA Inspect
How to add drivers to my RTA Inspect Account
How to add Users to my RTA Inspect Account
How to find a list of all inspection reports for a specific vehicle in RTA Inspect
RTA Inspect Quick Start for Drivers
Drivers - How to perform RTA Inspect inspections
Brake Inspections TOC
Brake Inspections System Set Up
How to Complete a Brake Inspection
Where to Find Completed Brake Inspections
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