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:
Enter the data to search in the search bar
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
Facility assigned for WO
Unique number assigned to the work order
Status of the vehicle in the WO. Refer to RTA Web - Work Order Status
Facility where the asset/vehicle is assigned
Vehicle that is assigned that the WO is for
Facility number where the customer is assigned
Unique Identifying number for the customer
Name of Customer
The priority number assigned to the WO (you can view/edit priority codes in System > Setup System Switches > System Codes in RTA Classic)
The status of the WO
The unique number for the Shop ID where the WO resides
The notes for the WO
The Vendor listed on the WO
Facility number for the Vendor
The number for an attached PO
The reason code assigned to the WO (you can view/edit priority codes in System > Setup System Switches > System Codes in RTA Classic)
The department for the vehicle
The Make of the vehicle
The Model of the vehicle
The year of the vehicle
Date when the WO was created
The date the WO was closed
Completed Line Count
The amount of lines that have been completed on the WO
The user that created the WO
The number of the invoice for the WO
The date the invoice was created for the WO
Labor Account Code
Account code for labor
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
Date the labor started on the WO
Tax Account Code
Account code for taxes
Total number of transactions for WO
The WO is open
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.