RTA Web - Work Orders Master List Overview

The Work Order list displays all WOs that have been added to the RTA software. This list gives you the option to view lines and can be viewed as a whole or filtered using sorts and customized columns. As well as to export the master list are available.

Refer to Master List Functions TOC for instructions.

Refer to RTA Web - Create Work Orders for instructions to create WOs in RTA.

This article will cover the various columns that can appear on the WO Master List as well as actions that can be taken while viewing the list.

Searching the WO Master List

The search bar at the top of the master list will allow the user to search by specific datasets.

Search does not exclude fields and may have multiple results. For example, if a asset is numbered as 1 and that is also the facility number for the WO the system will return results for WOs assigned to Facility 1 as well as any Assets with 1.

To search do the following:

  1. Enter the data to search in the search bar

  2. The list will re-display with all the line items that contain a matching result

Refer to Customizing Lists for instructions on using filters.

Columns appearing on the WO Master List

There are a number of columns available for display on the WO Master List. These columns can be sorted and some even be filtered. The description of each is listed below. Users can use the “Column Chooser” option to remove or add columns. Refer to Customizing Master List Columns for instructions on doing so if needed.

Expand to see the list of columns available

 Expand to see the list of columns available

Column Title

Purpose

Facility

Facility assigned for WO

WO

Unique number assigned to the work order

WO Status

Status of the vehicle in the WO. Refer to RTA Web - Work Order Status

Vehicle Facility

Facility where the asset/vehicle is assigned

Vehicle

Vehicle that is assigned that the WO is for

Customer Facility

Facility number where the customer is assigned

Customer Number

Unique Identifying number for the customer

Customer Name

Name of Customer

Priority

The priority number assigned to the WO (you can view/edit priority codes in System > Setup System Switches > System Codes in RTA Classic)

Status

The status of the WO

Shop ID

The unique number for the Shop ID where the WO resides

Notes

The notes for the WO

Vendor

The Vendor listed on the WO

Vendor Facility

Facility number for the Vendor

PO Number

The number for an attached PO

Reason Code

The reason code assigned to the WO (you can view/edit priority codes in System > Setup System Switches > System Codes in RTA Classic)

Vehicle Department

The department for the vehicle

Vehicle Make

The Make of the vehicle

Vehicle Model

The Model of the vehicle

Vehicle Year

The year of the vehicle

Created Date

Date when the WO was created

Close Date

The date the WO was closed

Completed Line Count

The amount of lines that have been completed on the WO

Created By

The user that created the WO

Invoice Number

The number of the invoice for the WO

Invoice Date

The date the invoice was created for the WO

Labor Account Code

Account code for labor

Line Count

The amount of lines on the WO

Outside Account Code

Account code for outside work

Parts Account Code

Account code for parts

Shop Supplies Account Code

Account code for shop supplies

Start Date

Date the labor started on the WO

Tax Account Code

Account code for taxes

Transaction Count

Total number of transactions for WO

WO Statuses

Status Title

Meaning

Open

The WO is open

Closed

The WO is closed

Ready For Review

The WO is completed and waiting review for closure

Actions that can be performed on the WO Master List

There are multiple actions that can be taken from the Work Order Master List at the click of a button. Below is a list of actions that can be performed from the list. Detailed instructions for each may be located elsewhere and a link to the appropriate article will be provided.

Search