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Linking the user can also identify the name of the person entering records for auditing purposes such as buyers on POs (Purchase Orders), Parts Adjustments, or Creating/Closing a Work Order if you already have your users setup in the Classic Version of RTA.
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If you do not link back to a classic user then it will just use your current web user for audit purposes.
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Employee Information
THE IMPORTANCE OF EITHER LINKING AN EXISTING EMPLOYEE OR ADDING A NEW ONE TO A WEB OR MOBILE USER IS TO ENABLE PAPERLESS SHOP FOR BOTH TOOLS. NOTE, IF YOU EVER NOTICE THAT THE PAPERLESS SHOP NAVIGATION BAR AT THE TOP OF THE SCREEN IS MISSING, IT’S BECAUSE THE PROFILE YOU’RE ON HASN’T PROPERLY HAD THE EMPLOYEE LINKED FOR THIS FACILITY YET.
THE OTHER BENEFIT OF LINKING THE EMPLOYEE FILE PROPERLY WILL BE FOR THE USE OF THE KIOSK MODE FOR BOTH WEB AND MOBILE USERS, WHEN EMPLOYEES WILL BE SHARING DEVICES.
You will create new or link existing Employee Information so the program will know which mechanic you are for Paperless Shop on Web and Mobile.
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