RTA Devices
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Troubleshooting articles
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RTA Inspect - Table Of Contents
Fleet360 Articles - Table of Contents
RTA Mobile App - Table of Contents
RTA Manual
Resource Center
Classic Release Notes
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RTA Manual
BarCode It
Enabling the BarCode It program
Setup Steps
Printer Settings Table
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
Configure an Alert
Receiving Alert Notifications
Alerts Initial Setup
Driver Reports
Setup Driver Reports
Creating Driver Reports
Reviewing-Driver Reports
Zonar - Driver Reports Interface - DRI
Receive Zonar Driver Inspections
Setting up the Zonar Configurations
EFI Reports and Maintenance
Process Summary Report
Load Summary Report
EFI Transaction Report
Deleting EFI Transactions
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
Recurring Schedules
Adding Dashboards to Email Schedule
Initial Setup
Email Dashboard Scheduling
End of Period Processes
End of Period for Parts
End of Period for Mechanics
End of Period for Vehicles
End of Period for Tires
Create Fleet Cost Reports
End of Period for Fuel Tax Reports
End of Period (ALL)
End of Period Report Checklist
Tips for Processing EOP
Equipment Inventory
Setting Up Equipment Types
Changing Equipment
Adding Equipment
Mounting and Dismounting Equipment
Deleting Equipment
Fuel Inventory
Tracking Fuel Inventory in RTA
Tracking Fuel Taxes
Fuel Pumps
Fuel Transfers
Fuel Tanks
Fuel Entry
Fuel Billing
Fuel Variance
Getting Started
Active User Login Management
Class Global Defined Fields (GDFs)
Customers
Dashboard Utility
Departments
VMRS Codes
VMRS Codes - Download File
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
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
VMRS Master List
Vehicle PM Import and Export
Work Order Import and Export
WO Import Field Definitions
WO Transaction Import Field Definitions
WO Line Import Field Definitions
WO Line Mechanic Import Field Definitions
WO Notes import Field Definitions
Introduction
Global Screens and Prompts
Helpful Hints and Tips
Text Fields Vs. Numeric Fields
Technical Support
Conventions Used in This Manual
Key Performance Indicators
Purchase Orders (KPI)
Parts (KPI)
Vehicles (KPI)
Tires (KPI)
Fuel (KPI)
Paperless Shop (KPI)
Motor Pool (KPI)
Work Orders (KPI)
Mechanic Hours and Reports
Paid Hours
Mechanic Productivity
Indirect Labor
Messenger Module
Messenger Main Screen
Paperless Shop Integration*
New Message Notifications
Driver Reports Integration*
Messenger "Active X" Control
Initial Setup and Configuration for Messenger
Compose Message Screen
Miscellaneous Utilities
Copy Work Order Templates
Renumber VMRS Code
Set or Change Customer Markups
Set or Change Customer Flat Rates
Renumber Department
Renumber a Customer
Copy Employees to a New Facility
Copy Departments to a New Facility
Motor Pool
Recurring Group Maintenance
Rate Code Maintenance
Type Code Maintenance
Recurring Reservations
Motor Pool Options
Getting Started with Motor Pool
Checking Out a Unit
Checking In a Unit
Customer Transaction Report
Customer File Maintenance
Accessing Motor Pool Reservations
Billing Report
Adding a Reservation
Vehicle Status Report
Vehicle File Maintenance
Vehicle Transaction Report
NET F1 Lookup
Conditional Formatting
F1 Lookup List to Show WO's Ready to Close
Paperless Driver Inspections
Review Process (VIR)
Inspection Screen (VII)
Paperless Mechanic Inspections
Inspection Template Hierarchy
Inspection Reports
Working on an Inspection
Steps to create an inspection
Creating a Paperless Inspection
Applying Inspections to Work Orders
Setup and Configuration
Entering the 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
Delete Parts by Bin Location
Change Part Price by Vendor
Set Parts Markup
Set Bin Location to Part VMRS Code
Sort Part Vendor by Price
Set or Change a Part Warranty
Global Part Change
Delete Parts by Fit Code
Delete Parts with Zero Quantity
Copy Parts to a New Facility
Clear Parts Inventory Quantity
PM Utilities
Set or Change a PM Record
Renumber PM Codes
Put PMs to Sleep
Disable PM Sleep Mode
Convert PMs to Gallons or Miles
RTA Report Videos
Quick Reference Guide
Quick Reference Guide - Printable
Customer Accounting Report (ROD)
Accounting Report (ROT)
Work Order Scheduling Report (WLW)
Open Work Order Lines by Priority and Vehicles (WLO)
Printing Shop WOs (WLS)
WO Trans by Vehicle (ROV)
Labor Usage by Mechanic (ROL)
WOs by Reason Codes (WLF)
Repair Code Damage Report (ROR)
RTA Classic Reporting
Road Call Module and Truck down
Road Call Overview
Edit Work Order or Add to Purchase Order
Truck Down Interface
Road Call Reporting
Adding a Vendor or Work Order or Purchase Order
Adding New Road Call
RTA Guides
Accident Tracking Module
Reporting
Tracking Accidents
Quick Help
RTA VinLink (Vin Number Lookup Utility)
VinLink Setup Configuration
VIN Lookup Reports Samples
Downloading Vehicle Data
Spell Check
System Maintenance
Cleaning Up Data Files
File Generation
Shop Scheduler for Classic
Initial Setup (Shop Scheduler)
Shop Scheduler Overview
Procedure
Managing and Assigning Work
Service Schedule (Management) Screen
Scheduler (Vehicle Service) Kiosk
Tire Inventory
Axle and Tire Position Instructions
Tire Changes
Setting the Maximum Tire Count
Tire Procedures
Tire Manufacturers and Cappers and Positions and Sizes
Adding a Tire
Scrap Reasons
Manufacturer and Capper Data Records
Tire Utility Programs
Tire Reports
Tool Checkout
Tool Types
Tool List
Tool Checkout Procedures
Tool Records
Tool Master
Mechanic Check Out Tool Report
Manually Changing a Tool Status
Vehicle Archive
Vehicle Inventory
Alternate Meters
Changing a Vehicle
Deleting a Vehicle
Linking a Vehicle to Another Vehicle
Meter Readings
Preventive Maintenance
Dynamic PM's
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
Adding a Vehicle
Vehicle Replacement Scoring Report
Vehicle Utilities
Copy Vehicle Warranties
Copy Vehicle Notes
Set Customer Number
Set or Change a User-Definable Field
Set Average Miles Per Gallon
Set Vehicle Tax Flag
Merge Vehicles
Global Vehicle Change
Clear Alternate Meters
Rebuild Vehicle History
Copy a User-Definable Field
Vehicle Wash Module
Review the Exception Report
Vehicle Cost Reports (RVx and RCx)
Record Washes manually
Recording the washes through the Tricoder
Closed Fuel Transaction Report (FFLC)
Downloading Data (VWT)
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
Applying Overhead or Shop Costs
Adding a Work Order
Charging Flat Rates
Changing a Work Order
Tracking Downtime
Tips for Using Work Orders
Work Order Utility Programs
Work Order Options
Service Bulletins
Quick Repair Entry
Printing a Work Order
The Work Order Screen
Template Work Orders
Miscellaneous Work Orders
Managing Deferred Jobs
Posting Work Order Transactions
Deferring a Job
Correcting Work Order Transactions
Estimate Work Orders
Deleting a Job
Work Order Views
Load Master Interface
Setting up Load Master
Running Load Master
Load Master Integrations
Getting Started with LoadMaster (McLeod) Triage
Whip Around Integration
RTA API Keys
Samsara Integration
Samsara Duplicate VIN Troubleshooting
Attachments
RTA Partner Integrations
RTA Inspect - Quick Overview
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
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
RTA System Requirements
Hosted Remote Connection Session Timeout Policy
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